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Tana — AI for Personal Productivity & Executive Assistants

Turn your meetings into actionable outcomes with AI agents that work for you, directly within the call.

Stop taking notes and start executing. Tana captures decisions, drafts follow-ups, and updates your systems while you talk.

What is Tana?

Tana: Turn your meetings into actionable outcomes with AI agents that work for you, directly within the call. It has a free plan; paid plans start at $20/month. Zekai's independent review scores it 7.5 out of 10. Best for automating post-meeting admin and execution.

Facts checked 17 Oct 2026. Price changed on 12 Sep 2026.

DifferentiatorLive AI agents perform tasks during meetings, not just after.
ProofIntegrates with Jira, Slack, HubSpot; offers customizable AI skills for specific workflows like 'Executive Brief'.
Try Tana
Free Plan Pro from$20/month
Free plan verified · free AI tools for Productivity
7.5 Zekai
Automated Meeting Execution
AI for Personal Productivity & Executive Assistants
Ease of Use
6.4
Accuracy
8.2
Value
7.6
Time Saving
7.8
AI AgentsLive Meeting ActionsKnowledge GraphCustom SkillsSOC2 Compliant
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Zekai Verdict

What is it?
Tana is an agentic meeting platform designed for Executive Assistants and professionals focused on productivity.
Best for
Best for EAs and productivity leads who want to automate meeting summaries, action item tracking, and system updates…
Not ideal for
Primary value is locked into its meeting-centric workflow.
Price
Free plan · paid from $20/month
Zekai Score
7.5/10
Hand-scored by Zekai

Top AI for Personal Productivity & Executive Assistants picks

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⚡ Quick answer

For Personal Productivity & Executive Assistants, Tana is a leading choice for an AI meeting platform. It goes beyond simple transcription by using AI agents to perform real work during calls—like drafting follow-ups, updating project plans, and creating executive summaries. This transforms meetings from discussion forums into productive work sessions, directly addressing the core EA task of driving action from conversations.

CategoryAI Meeting Assistant
Best forAutomating post-meeting admin and execution
Price from$20/month
Free planFree plan available
DifferentiatorLive AI agents perform tasks during meetings, not just after.
ProofIntegrates with Jira, Slack, HubSpot; offers customizable AI skills for specific workflows like 'Executive Brief'.
Rating7.5/10
📖 About Tana
How It Works

Your workflow, automated

1
Start a Meeting
Join a native Tana video call or connect the botless agent to your Zoom, Teams, or Google Meet call.
2
Collaborate with AI Agents
As you discuss topics, instruct your AI agents to capture decisions, draft documents, file tickets, or update your CRM.
3
End with Work Done
Conclude the meeting with drafted follow-up emails, updated project boards, and shareable summaries already generated.
Ready to automate your workflow with Tana?
Try Tana →
Real Impact

Before & After

❌ Before

Manually taking notes, summarizing calls, and spending hours on post-meeting admin.

2-3 hours of admin per meeting
✅ After

Meetings end with follow-ups drafted, systems updated, and summaries ready to share.

Minutes of review
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Summarize meeting decisions and actions

Review the transcript of the last meeting and identify all key decisions made and action items assigned. List each decision with its owner and deadline, and each action item with its owner and due date.

Draft client brief update from call

Based on the recent client call transcript, update the client brief. Incorporate new project details, client feedback, and any agreed-upon next steps.

Generate executive summary from weekly calls

Synthesize the key information from the past week's calls into an executive summary. Include the main headline, three highlights, two risks, and any open decisions.

AI Prompts

Prompts for Productivity

Prompt 01 The 'Find a Time' Multi-Time-Zone Juggler
CONTEXT: I need to schedule a [[DURATION]]-minute virtual meeting for [[EXECUTIVE's NAME]]. The topic is "[[TOPIC]]." This is a [[high/medium/low]] priority meeting.
Prompt 02 The 'Ideal Week' Blueprint Creator
CONTEXT: I am designing the ideal weekly template for my executive, [[EXECUTIVE's NAME]]. Their primary goals are: • Goal 1: [[e.g., More deep work time for strategic planning]] • Goal 2: [[e.g., Shorter, more decisive meetings]] • Goal 3…
Prompt 03 The 'Airtight Meeting Agenda' Generator
CONTEXT: I am preparing for a [[DURATION]]-minute meeting on "[[TOPIC]]." The goal of the meeting is: [[MEETING GOAL]]. Attendees are: [[List of attendees and their roles]].
See all 59 AI prompts for Productivity →
Social Proof

Trusted by professionals

Ease of Use
6.4
Accuracy
8.2
Value
7.6
Time Saving
7.8
Connects With

Tana integrations

Slack GitHub Hubspot Linear Jira Google Calendar Outlook Claude Gemini Google Workspace (coming soon) Microsoft 365 (coming soon)
Setup complexity: Advanced
Tana is an agentic meeting platform designed for Executive Assistants and professionals focused on productivity. It uses AI agents within video calls to capture decisions, draft documents, update project trackers, and assign tasks, transforming conversations into immediate, tangible work.
Comparison

Best Tana alternatives

While AI notetakers like Otter.ai excel at transcribing and summarizing meetings, Tana operates a level above. Pick an AI notetaker if your main goal is an accurate record and summary of a call. Choose Tana when you want to *execute work* during the call. Tana’s AI agents don't just listen; they act—drafting documents, updating your CRM, and filing Jira tickets in real-time. It’s the difference between getting a meeting report and leaving the meeting with the follow-up tasks already done.

The decision

Is Tana worth it?

Return on investment
By automating post-meeting summaries and task delegation, Tana's $20/mo Pro plan can save an EA over 10 hours of administrative work each month.
Built for
Executive Assistants, Personal Assistants, Chiefs of Staff, and productivity-focused professionals who spend significant time in meetings and are responsible for driving follow-up actions and documentation.
Effort to adopt
Advanced
Compliance
GDPR Compliant. SOC2 and HIPAA compliance are in progress with an ETA of Q3 2026. The vendor states they do not train on customer data.
Who It's For

Why Personal Productivity & Executive Assistants choose this tool

🎯
Built for
Best for EAs and productivity leads who want to automate meeting summaries, action item tracking, and system updates directly from live conversations.
In-Depth Overview
For an Executive Assistant, the work often begins after the meeting ends: transcribing notes, identifying action items, and manually updating various systems. Tana fundamentally shifts this workflow by turning meetings into the most productive part of your day. Its AI agents act on your behalf, live in the call. As your team discusses a project, you can instruct Tana to 'draft the client contract' or 'update all team OKRs'. This isn't just transcription; it's execution. The platform's connected knowledge base ensures context is never lost, so every meeting builds on the last. For EAs supporting leadership, the 'Executive Brief' skill is a direct proof point, automatically distilling a week's discussions into a concise update. With integrations for Google Calendar, Outlook, Slack, and Jira, Tana slots into your existing ecosystem, eliminating the gap between conversation and action. It allows you to run the administrative side of the business from the conversation itself, freeing you up for higher-value strategic support.

Key Use Cases

👩‍💼
Automate Leadership Briefings and Action Items
Executive Assistant
Use Tana's 'Executive Brief' skill to automatically distill weekly leadership meetings into concise updates. The AI captures decisions and assigns follow-ups in real-time.
Reduces post-meeting admin by 90%
✓ Pros
Turns conversations directly into actions, reducing post-meeting admin.
AI agents can draft documents, update CRMs, and file issues live.
Maintains context across all meetings and documents.
Offers a genuine free tier for light use.
Strong compliance posture with GDPR and upcoming SOC2/HIPAA.
· Cons
Primary value is locked into its meeting-centric workflow.
Relatively new platform with some integrations (Microsoft 365) still in development.
AI credit system on paid plans can be complex to budget.
Configuring custom agents and skills has a learning curve.
⚡ Editorial Verdict

Tana represents a powerful shift from passive meeting transcription to active, in-meeting work execution. For EAs, it's a force multiplier, automating tedious post-call admin. The primary trade-off is its reliance on a meeting-centric workflow; it's less of a general-purpose notes app and more of a dedicated meeting OS.

Questions & Answers

Frequently asked questions

Can I use Tana with my existing meeting tools like Zoom or Teams?

+
Yes. The Pro plan includes a botless meeting agent that can capture context from meetings hosted in Zoom, Microsoft Teams, and Google Meet, in addition to Tana's native video call platform.

What happens to my data if I cancel my subscription?

+
Your data remains yours. According to Tana, you will still have access to it even if you downgrade or cancel your plan, and you will be able to export it to other systems.

What kind of AI models does Tana use?

+
Tana is LLM agnostic, giving you access to the latest models from Claude, Gemini, and OpenAI. Its connected knowledge graph helps provide better context to these models for more accurate results.

Is Tana suitable for managing confidential executive meetings?

+
Tana is built with security in mind, offering granular control over data access. It is GDPR compliant, does not train on your data, and has SOC2 and HIPAA compliance in progress (ETA Q3 2026), making it a strong candidate for confidential meetings.

Can Tana help me prepare for meetings, not just summarize them?

+
Yes. Tana's AI skills can be configured for meeting prep. For example, a skill can be built to pull last week's milestones, surface open questions, and gather bios for attendees to prepare an agenda and pre-read document.

How does Tana handle data privacy and security for a global team?

+
Tana is GDPR compliant, a key requirement for handling data from European team members. It also offers custom Data Processing Agreements (DPA) and data residency/retention controls on its Business plan, providing the necessary tools for global compliance.

Last reviewed:

Plans & Pricing

Tana pricing and plans

Free
$0
Host 5 meetings a month with AI transcripts and summaries, connect 1 calendar, view and edit all your content, and get 50 AI queries.
Get Started Free
Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

See all 157 AI tools for Productivity →
Free guide

Take it with you

  • What are Agentic Meetings?
  • Connecting Your Calendar & Core Tools (Jira, Slack)
  • Your First Tana Meeting: Capturing Decisions
  • Using Standard Skills: The 'Executive Brief'
  • Creating a Custom Skill for Your Team's Workflow
+4 more steps inside the guide
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AI Directory

About Tana

Full Description

Tana is an agentic meeting platform designed for Executive Assistants and professionals focused on productivity. It uses AI agents within video calls to capture decisions, draft documents, update project trackers, and assign tasks, transforming conversations into immediate, tangible work.

Editorial Verdict

Tana represents a powerful shift from passive meeting transcription to active, in-meeting work execution. For EAs, it's a force multiplier, automating tedious post-call admin. The primary trade-off is its reliance on a meeting-centric workflow; it's less of a general-purpose notes app and more of a dedicated meeting OS.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Tana unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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