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Jun 28, 2026 · 17 min read
Meeting agent that files issues, drafts emails and updates your CRM during calls
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Pricing
Free · from $20/mo
Free trial
Yes
API
Yes
Updates, last 90 days
2 · latest Oct 26, 2026
Platforms
Tana is an agentic meeting platform where AI agents do work during the call. It captures meetings on Zoom, Teams, Google Meet or calls hosted in Tana, without a bot joining. While you talk, it proposes actions such as filing a Linear issue, drafting a follow-up email, updating HubSpot or logging a decision with an owner.
Every action is a proposal. A person accepts, edits or dismisses it. Everything from your calls goes into a shared knowledge graph of customers, decisions, issues and people, so the team can ask what was decided, by whom and why. Coding agents like Claude Code, Codex and Cursor can read the same context through MCP, and there is also a public API.
Tana is aimed at AI-native product teams, founders, investors, consultants, sales and customer success. It is a separate product from Tana Outliner, the company's note-taking app.
Who it's for
Files bugs into your tracker, drafts PRDs and logs decisions with owners during the meeting.
Drafts CRM updates in your fields, follow-up emails and flags renewal risks when the call ends.
Links founder calls to companies and drafts investment memos and follow-ups.
Team members ask the knowledge graph what was decided and why, so they don't need another meeting.
From the vendor's site, checked Oct 26, 2026; we re-check prices monthly. Prices change — confirm on their pricing page.
Free
month
$0
Pro (early bird)
month
$20 per user/month (regular $30)
Business
month
From $35 per user/month
What the free plan gets you
| Cost for a team, per month | 1 person | 5 people | 20 people |
|---|---|---|---|
| Pro (early bird)per seat | $20 | $100 | $400 |
| Businessper seat | $35 | $175 | $700 |
Billed yearly where the plan offers it. — means the plan doesn't allow that many people.
Which plan do you need?
The cheapest paid plan with a published price that fits. Custom and sales-quoted plans aren't included.
| Tool | Starts at | Free plan | Free trial | API | Open source | |
|---|---|---|---|---|---|---|
| T | $20/mo | — | ||||
| G | $14/mo | — | — | Tana vs Granola | ||
| O | $8.33/mo | — | Tana vs Otter.ai | |||
| F | $10/mo | — | — | Tana vs Fireflies.ai | ||
| F | $15/mo | — | Tana vs Fathom |
| Capability | Tana | Granola | Otter.ai | Fireflies.ai | Fathom |
|---|---|---|---|---|---|
| Bot-free recording | |||||
| In-person mobile recording | — | — | |||
| Speaker labels | — | ||||
| Chat across meetings | |||||
| CRM sync | |||||
| MCP server | — | ||||
| Custom note templates | — | — | |||
| Call analytics | — | — | — |
Capabilities as stated on each vendor's own site; — means the site doesn't say. The closest alternatives in our directory by category. “Starts at” is the cheapest paid plan per month, as each vendor lists it.
Trains AI on your content
Yes, unless you opt out
“We do not use your User Content to train, improve, or develop AI or machine learning models unless we notify you in advance and provide you with an opportunity to opt out.”
Data retention
User content kept until you remove it or while you're a registered user
“User content that is stored within your workspaces or other areas of the Services is retained until you remove or erase the content, or for as long as you are a registered user of the Services.”
Where data is stored
EU/US options (Business plan)
“EU cloud / storage Choose EU / US inference”
Security and compliance
From Tana's own privacy and security pages , checked Oct 28, 2026. We only show what the vendor states in writing; “not stated” means the pages don't say.
“Tarjei M. Vassbotn CIO/Founder Olav S. Kriken CEO/Founder Grim H. Iversen CAIO/Founder”
From Tana's own about, terms and privacy pages, checked Oct 28, 2026.
Strengths
Limitations
No. Tana captures the call locally on your computer and does not show up as a participant.
Free is $0. Pro is $20 per user/month at early bird pricing (regular $30), and Business starts at $35 per user/month.
No. Every issue, email, CRM update and decision is shown as a proposal that a person accepts, edits or dismisses.
No. Tana says meeting data is never used to train AI models, and you can export your data even after cancelling.
You can top up credits in custom amounts. Purchased credits never expire.
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