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Everything you need to know about Tana, the collaborative workspace for documents, tasks, AI, and structured data.
Meetings and chat
Guides
All guidesGetting started with TanaNew to Tana? The fastest way to see what it does is to run a meeting with a colleague and watch the conversation turn into finished work your team shares, no setup needed.
Tana Tutorials: The Basics of TanaA recorded walkthrough of the basics in Tana and how they fit together: run a meeting, review the proposals it drafts, send the work to your tools, and organize everything with spaces and types so it stays findable.
How to work with your team in TanaThe recommended way for a product or tech team to work in Tana together: how meetings turn into finished work, where to capture, when to add spaces and types, and what a productive day looks like.
Catch up on your team's work, then act on itBehind after time away or back-to-back meetings? Ask Tana what your team decided and what is on you, then turn it into filed follow-ups in the same chat, each one reviewed as a proposal before it lands.
Walk into every meeting preparedAsk Tana to draft your meeting prep from your team's record, capture it as a reusable skill so it runs the same way every time, then hand that skill to an agent on a schedule so a prep is waiting before every meeting.
Get outcomes to the right people and tools straight from the meetingAn outcome is finished work. While the meeting runs, ask the AI to update your proposal with what the customer just said, file their feature request in Linear, Jira, or GitHub, send them the updated proposal, post the summary to Slack, and pin what is still open before you leave.
Manage your context with spaces and typesHow items, spaces, and types fit together in Tana, when to reach for each, and how where something lives decides who on your team can see and work on it.
Capture meetings from Zoom, Teams, and MeetCapture your Zoom, Teams, and Meet calls with the Tana desktop app, with no moving the call or asking anyone to switch, and get the transcript, screenshots, and outcomes in Tana to share with your team.
Build a shared issue tracker with a typeCreate an Issue type so your team tracks work the same way: shared fields, one board, and the AI filing new issues in, complete and consistent, from a meeting or a chat.
Create AI agents with skills and integrationsCreate your own AI agents in Tana just by describing them: assistants you equip with skills and integrations that work on demand, in meetings, or on a schedule.
Connect GitHubSet up the GitHub integration so the AI can file and manage issues, review and merge pull requests, read code, and hand work to Copilot, from your meetings and chat.
Connect HubSpotSet up the HubSpot integration so Chat can search contacts, companies, and deals, log notes to CRM records, and update lifecycle stages without leaving Tana.
Connect JiraSet up the Jira integration so the AI can create and update issues from your meetings and conversations, and search projects and issues for context.
Connect LinearSet up the Linear integration so the AI can create and update issues from your meetings and conversations, and search issues to avoid duplicates.
Connect PipedriveSet up the Pipedrive integration so the AI can find contacts, companies, and deals, log notes to your CRM, and create or update records from your meetings and conversations.
Work in Tana
DocsDocs are the default kind of item in Tana for writing, thinking, and capturing context and information.
Spaces and sharingSpaces group related content in Tana with their own members and AI personality. Access inherits from organization to space to document.
Agents and extensions
TypesTypes give your documents a defined set of fields, so everything of the same type shares one structure.
IntegrationsIntegrations connect Tana to the tools your team already uses, like Google Calendar, Outlook, GitHub, Slack, Linear, Jira, and HubSpot.
What's new
See all- ImprovedFix a proposal's fields while you compare it. Reviewing what the AI proposed and correcting it are the same screen now. While you are looking at what changed, the fields are editable: adjust a value, add a field, or remove one, without leaving the comparison. The old value stays struck through beside the new one, so you can see what you are replacing. A picker in the header chooses which version you are looking at, and the switch next to it turns the comparison on and off.
- ImprovedOne transcript, easier to read and to copy. The transcript now lives in one place, with lines grouped by speaker under elapsed-time markers that stay put as you scroll, and new lines appearing as they are picked up. Opening it during a call keeps you in the meeting instead of taking you somewhere else. Click a line to select it, shift-click for a range, or hold Shift and use the arrow keys to extend, then copy with Cmd+C on macOS or Ctrl+C on Windows and Linux. With nothing selected it copies the whole transcript, grouped by speaker.
- FixedThe wrap-up stops inventing details. If a meeting discussed another meeting, the wrap-up could file a record with a date nobody mentioned, or quote someone who was not there. It now leaves a field blank rather than guessing at it, and only quotes what was said in the meeting it is summarising. A record that looks complete gets trusted, so it has to be.
- FixedSending an item to Linear or Jira creates the issue. "Send to Linear" and "Send to Jira" reported the feature as unavailable instead of creating anything. Both work now, and each integration can create as well as read.
- FixedTana uses the microphone you are actually on. Device settings could name a microphone the call was not using, and plugging in a headset mid-call did not move the call onto it. The active device now reflects what the call is really listening to, and connecting or disconnecting a headset switches to the right one.
- FixedCalendar sync stops losing end times and stalling all-day events. Events whose organizer Tana could not identify could lose their end time, and all-day events among them stopped picking up changes at all, staying at whatever they said when they first arrived. Both are fixed, so a synced day matches the day on your calendar.