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.
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Otto the AgentTop AI for Personal Productivity & Executive Assistants picks
See all 119 AI for Personal Productivity & Executive Assistants tools →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.
Your workflow, automated
Before & After
Manually taking notes, summarizing calls, and spending hours on post-meeting admin.
2-3 hours of admin per meetingMeetings end with follow-ups drafted, systems updated, and summaries ready to share.
Minutes of reviewTry it with these prompts
Copy any prompt and paste it directly into the tool.
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. Ensure all inform…
Based on the recent client call transcript, update the client brief. Incorporate new project details, client feedback, and any agreed-upon next steps. Ensure the tone and style match the existing brief and highlight any …
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. Pull relevant metrics from the dashboard and link their…
Trusted by professionals
Works with your existing stack
How it compares
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.
Is it worth it?
Why Personal Productivity & Executive Assistants choose this tool
Key Use Cases
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.
Frequently asked questions
Can I use Tana with my existing meeting tools like Zoom or Teams?
What happens to my data if I cancel my subscription?
What kind of AI models does Tana use?
Is Tana suitable for managing confidential executive meetings?
Can Tana help me prepare for meetings, not just summarize them?
How does Tana handle data privacy and security for a global team?
Last reviewed:
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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
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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.
