Tana review

Tana is an AI meeting platform, not Tana Outliner, the company’s note-taking product. It listens to calls from your desktop, so no meeting bot appears in the participant list. During a call, connected agents can receive the live transcript and shared-screen context, then suggest work in your tools for you to approve.

Tana links meetings with related documents, customers and projects in a context graph, so agents can retrieve information across company meetings. After a call, it can suggest changes to affected documents, plans and records; you review those suggestions rather than letting them update everything automatically.

You can connect Claude, ChatGPT, Lovable or Ari. Gemini and Grok are listed as coming soon. The homepage says meetings are private by default, access is granular, data can be exported and your data is not used to train AI. Those controls are useful, but they do not make Tana a replacement for a general-purpose notes app.

Tana’s main advantage is giving agents meeting context while the call is happening, rather than asking you to paste a transcript into a separate chatbot later. Live transcript and screen context, combined with links to projects, customers and documents, are aimed at making follow-up work more relevant. The suggested-update flow also leaves a review step before changes are made.

Desktop listening avoids adding a visible bot to the participant list. That may suit teams that prefer not to have a bot join calls, though Tana still captures audio locally. The homepage also lists private-by-default meetings, granular access, data export and no AI training on your data.

The plans are straightforward to compare:

• Free costs $0 and includes unlimited meetings, subject to fair use, 30 days of searchable history, approximately 50 AI queries and one connected calendar.
• Pro is $15 per member per month when billed yearly. It adds unlimited meeting history, 20 times more AI queries than Free, integrations, full MCP and unlimited custom Tana apps.
• Business is $35 per member per month, billed yearly only. It includes Pro’s listed history and query allowances, plus SAML SSO, audit logs and advanced security and admin controls.

Teams are billed only for active members, according to the pricing details.

The price needs a closer look before a team switches. Pro’s $15 rate is per member per month with annual billing; its monthly price is not published. Business is $35 per member per month and yearly billing only. The pricing page lists a 14-day free trial, but AI credit top-ups are also available only in custom amounts, with prices not published. Free has about 50 AI queries, one calendar connection and only 30 days of searchable history, so it is a limited way to assess longer-term use.

“Unlimited” meetings on Free still comes with a fair-use caveat. Pro and Business advertise 20 times Free’s AI queries, but the included number is not specified on the vendor's site. That makes it hard to estimate costs for heavy use, especially if top-ups are needed.

Keep this product separate from Tana Outliner when weighing the switch. A Reddit commenter describes Outliner as having too many features, and a post in r/TanaInc says its author left Outliner for a local-first alternative. Those comments concern the note-taking product, not the meeting platform, but they are a reminder not to assume the two products solve the same problem.

Tana has a free plan, a 14-day free trial and two paid tiers. Free costs $0 and includes unlimited meetings (fair use applies), 30 days of searchable history, about 50 AI queries and one connected calendar.

Pro is $15 per member per month when billed yearly. Business is $35 per member per month, also billed yearly. That is a $20-per-seat monthly jump for SAML SSO, audit logs and advanced security and admin controls; both paid tiers list unlimited meeting history and 20 times Free’s AI queries. The pricing page does not publish monthly prices, and Business is yearly-only.

Teams are billed only for active members. AI credit top-ups are available in custom amounts, but their prices are not published, so query-heavy use could add an unknown cost. Check seat count and annual commitment before comparing Tana with a monthly meeting tool. These prices are for Tana’s meeting platform, not Tana Outliner.

Tana lists data export, but the available published material does not specify export formats, what data is included, or whether another product can import it. Treat portability as a question to resolve before building your meeting, customer and project context graph—not as a guaranteed one-click move. Tana also says meetings are private by default and access is granular; confirm how those controls and connected records carry over when you leave.

The published material does not document a migration process or include Reddit posts that identify reasons users leave, so we can’t responsibly name a Reddit-reported pain point. Practical switching work may include reconnecting calendars and agents and recreating links between meetings, docs, customers and projects; Tana’s feature descriptions don’t say those links export in a reusable form. Keep Tana Outliner separate in your decision: this review covers Tana’s meeting platform, not a replacement for the note-taking product. If your team needs published monthly pricing or substantial positive user feedback before committing, the available information may not settle the case.