tana.inc

# Tana

> Tana is an agentic meeting platform. Work gets done in the meeting, not after. Agents create documents, file issues, and update your knowledge graph while you talk. And each meeting makes future meetings smarter.

**Note:** This documentation covers **Tana**, an agentic meeting platform. The same company also publishes a separate, earlier product called **Tana Outliner** for knowledge management through structured outlining. Tana Outliner lives at https://outliner.tana.inc. These are distinct products that share a brand name. If you are looking for help with Tana Outliner, do not use this documentation.

## What Tana Is

Tana is a workspace where your team, your agents, and your shared context come together. Meetings are where work converges — you are on a native video call, AI agents with live tool access work alongside you during the conversation, and everything produced (decisions, tasks, drafted PRs, customer journeys, updated project plans) lands in a persistent context graph that your team and future agents can draw on.

The context graph is your organizational memory. When the same person, company, decision, or topic appears across multiple meetings, Tana proposes merging them into a single record rather than creating separate entries. Users can accept, reject, or manually trigger merges — so answers drawn from the graph are based on accurate, maintained information rather than accumulated noise.

## What Tana Is Not

- **Not an AI notetaker** (Fireflies, Otter, Granola). Those tools observe meetings and summarize after. Tana's agents are embedded in the video call so they can act during the meeting, get the full context (including visuals) and produce completed work, not summaries.
- **Not a knowledge base you fill manually** (Notion, Confluence). Those require someone to write things down. Tana's context graph is populated automatically from meetings, and most of the content will come from voice or video.
- **Not a general-purpose AI assistant** (ChatGPT, Claude). Tana uses models from different providers, is built for collaboration rather than individual work, and shifts behavior from prompting to simply having meetings and calls to provide context.
- **Not a video call with an AI add-on** (Zoom + Copilot, Meet + Gemini). Those bolt summarization onto an existing call. Tana is a native environment where the call, agents, and context graph are one system.

## How It Works

1. **Start and join a video call.** Anyone can join using the link (no desktop app, nor account required). You can schedule in advance, or start ad-hoc sessions.
2. **Full context is captured.** When the session starts the full context, including visuals, transcripts, and links are captured.
3. **Agents act in real time** as the conversation happens:
   - They can detect things they should act on (like bugs, feature requests, or decisions) and add these to the outcomes.
   - They can participate in the meeting researching topics, sharing screens, finding and surfacing content from the context graph in Tana.
   - Using agent skills you can get templates and questions (like user researcher questions, or investment thesis questions) surfaced during the meeting.
4. **At the end of the call**, artifacts are generated and outcomes shipped to the systems where you complete the work:
   - Rich artifacts like storyboards and customer journeys are accurately generated based on the visuals.
   - Actions like bugs, feature requests, or product ideas are shipped in the right format, with the full context, to systems like Linear, Jira, and GitHub.
   - Decisions, tasks, and information is compared with the existing context graph, and you receive a merge proposal to update information across multiple places in the graph to ensure it stays up to date.
   - You, and anyone on your team with access to that space, can later use the context from this meeting in Tana — e.g. asking what users think of X, or what the founder said about this industry.

## Core Components

### The Video Call

A native, embedded video call — not a plugin, and not an AI notetaker you add to external meetings. There is an option to use an external meeting agent with Tana if you must use Zoom/Google Meet/Teams, but it's not recommended because the data is less accurate, and you can't use AI in real time.

Includes all the base functionality you expect like camera, microphone, and speaker settings, emoji reactions, blurred backgrounds, screen sharing and chat. Works well for up to 50 people but is not built for huge group calls or webinars. Has basic admin features for managing guest permissions and ensuring that you can kick people out of meetings, only let them see what is needed.

Besides screen sharing you can pull up collaborative documents in a shared view, including canvas. In the video call you will have a collaborative AI chat to ask about the context graph and kick off various commands and instructions. You will also see outcomes as they are generated and any talking points that have been added.

### The AI Agents

The AI agents have access to all the same tools as human participants in Tana, such as screen sharing, document editing, creating canvases etc. They can run on different models, so you can choose based on preference and use case.

Agents are configured through skills — codified workflows that set which tools and integrations the agent should use. You do not need to author skill definitions by hand: tell Tana in natural language what you want the agent to do, and it generates the skill for you. Agents also get visual context from screen sharing that has been through multiple processing steps so they can more accurately understand what is being discussed.

AI chat in Tana is collaborative by default. A chat you start privately can be shared with specific teammates using the same granular access control the rest of the workspace uses, so good thinking does not stay stuck in individual sessions.

### The Context Graph

A collaborative knowledge base with granular access control. Accessible from web or the desktop app. Resilient to connectivity issues and brief periods offline with multiple editors, with the ambition to work fully offline (ETA unknown). The graph links similar nodes so these can be surfaced when relevant, and has a semantic layer (types) that can explicitly state that something is a thing — a person, company, task, bug, decision — and add properties as well as AI instructions to these semantic concepts. This makes it easier for AI to catch what is being discussed in meetings and how to process it.

To keep the organizational memory accurate as it grows, Tana can edit or delete existing information, not just add. Merge proposals after meetings and chats show the diff and what is being updated across the graph — you approve or reject the change. This is how Tana prevents the AI-slop problem that hits systems where agents can only append content. Context stays reliable instead of accumulating noise.

## Who It's For

### Product and Tech Teams

| Role | Primary Use Case | Artifacts Produced | Integrations |
|------|-----------------|-------------------|--------------|
| Product Managers and UX Designers | User interviews, product sessions, standups and team planning | Customer journeys, product feedback with annotated images, updated project plans, filed bugs, drafted PRs, prototypes, PRDs | GitHub, Linear, Google Calendar, Outlook, Codex, Cursor, Lovable, Claude, Slack |
| Engineers | Product sessions, tech discussions, standups and team planning | Product feedback with annotated images, updated project plans, filed bugs, drafted PRs | GitHub, Linear, Google Calendar, Outlook, Codex, Cursor, Claude, Slack |

### Advisors, Coaches, and Consultants

| Role | Primary Use Case | Artifacts Produced | Integrations |
|------|-----------------|-------------------|--------------|
| Advisors and Consultants | Product/design/growth feedback, coaching sessions, brainstorming/idea sessions, project planning, client discovery calls, quickly research topics with AI | Feedback with annotated images, visual storyboards, updated project plans, prototypes, project proposals, updated CRMs, slides and reports | Google Calendar, Outlook, Lovable |

### VCs and Investors

| Role | Primary Use Case | Artifacts Produced | Integrations |
|------|-----------------|-------------------|--------------|
| VCs and Investors | Founder calls, investment committee meetings, merge follow-up information into investment memo | Investment memos, founder profiles and CRMs, decision logging, email and follow-up proposals (coming soon) | Google Calendar, Outlook, Claude, Lovable, Attio (coming soon), Affinity (coming soon) |

### Managers, Execs, and Knowledge Workers

| Role | Primary Use Case | Artifacts Produced | Integrations |
|------|-----------------|-------------------|--------------|
| Managers, execs, and knowledge workers with high meeting load | Meetings where you want to log decisions, capture tasks | Decision logging, updated projects and roadmaps, slides and reports, storyboards | Google Calendar, Outlook, Claude, Lovable, Slack |

## Competitive Comparisons

| | Tana | Zoom + Copilot | Fireflies/Otter | Notion AI | ChatGPT/Claude |
|---|------|---------------|----------------|-----------|---------------|
| Where work happens | During the meeting | After | After | After | After |
| Agents with tool access | Yes | No | No | No | Via plugins |
| Persistent, collaborative context graph | Yes | No | No | Yes (mostly manual input) | No |
| Rich artifacts | Customer journeys, storyboards, canvases, ++ | No | No | Notion pages + templates | Yes (interactive UI) |
| AI edits existing content, not just appends | Yes, via merge proposals | No | No | No | No |

## Use Cases

- **Discussing product bugs or changes**: Tana captures the full visual and conversational context and generates accurate PR drafts and Linear/GitHub tickets without manual prompting after the call.
- **Aligning on product or design changes**: Produces annotated images and workflow canvases during the meeting that document what was agreed, not just discussed.
- **User interviews and customer feedback**: Surfaces relevant follow-up questions during the interview using pre-configured research skills, then produces customer journeys, storyboards, and insight summaries directly from the session.
- **Managing projects and tasks**: Automatically generates tasks from meeting discussion, checks for duplicates against existing work, and updates relevant projects in the shared context graph.
- **Logging and retrieving decisions**: Captures the discussion that led to each decision, tags it, connects it to relevant people and projects, and surfaces it in future meetings when the same topic comes up.
- **VC founder meetings**: Uses pre-configured templates and skills to surface relevant questions during the call, populates an investment memo per company in real time, and appends committee discussion and decisions.
- **Consulting and coaching**: Surfaces open action items and follow-ups from previous sessions as talking points, and generates shareable artifacts during or immediately after the meeting.
- **Adopting AI without prompting skills**: Generates high-quality outputs from normal meeting conversation without anyone needing to write prompts or learn advanced AI techniques. The full meeting context produces better results than most manual prompting would.
- **Back-to-back meetings**: Agents handle real-time tasks during the call — searching the context graph, drafting Slack updates, pulling project status — so you are not doing administrative work after every meeting.
- **Shared AI-readable context layer**: Supports collaborative docs, granular access control, and merge proposals to keep the context graph accurate and prevent noise accumulation.
- **LLM flexibility**: Routes tasks to multiple LLM providers based on capability. Switching or upgrading models does not require migrating data.
- **Tracking team knowledge over time**: The context graph accumulates cross-meeting context and can answer questions about past decisions with the original discussion as source.
- **Joining third-party meetings**: Tana is primarily a native video call platform, but has a meeting agent that can discretely listen in to Zoom, Meet, or Teams calls.

## What Tana Does Not Do

- **Conference room hardware**: Does not currently support room system integrations. Meetings must be joined from a personal device (or you need to screen share to the external device).
- **Coding environment or IDE**: Not a development tool. Generates PR drafts and provides agents with full meeting context, but code is executed and managed in your existing tools (GitHub, Claude Code, Cursor). Tana improves the input to those tools, not the tools themselves.
- **Vibe coding or app generation**: Not a platform like Lovable or Bolt. Can produce context-rich prompts and specs from meeting discussion, but does not generate or host production code. Think of it as the step before the build tool, not a replacement for it.

## Technical and Integration Details

**Calendar**: Connects to Google Calendar and Outlook to sync meetings, surface context before calls, and associate artifacts with the correct meeting record automatically.

**Integrations**: GitHub, Slack, Linear, and calendars (Google Calendar, Outlook) are connected directly via OAuth. AI chat can also send prompts to external coding tools (Cursor, GitHub Copilot, Codex, Lovable) through deep links that open the tool with context pre-filled. For inbound access, Tana exposes an MCP server so agents like Claude Code and Claude Desktop can read and write the workspace. Agents can use these tools during a live meeting without leaving the call. More integrations on the way.

**Security and compliance**:
- GDPR compliant
- SOC 2 compliance in progress
- HIPAA compliance in progress
- No LLM training on your data
- Data Processing Agreements (DPAs) available on request
- Data portability supported — context graph can be exported

**Platform availability**:
- Web app with full feature parity on desktop and mobile browsers (no install required)
- Desktop app (see https://tana.inc/learn/features/apps for current platform support)
- Native iOS and Android apps coming

## Pricing

Tana offers a free tier, a paid Pro tier, and Team and Business tiers for organizations. Early-access users qualify for early-bird pricing. See https://tana.inc/pricing for current plans, prices, and what each tier includes.

## Tana

### Features
Feature documentation for Tana.

### Meetings (https://tana.inc/learn/features/meetings.md, ~4770t)
Features: [meetings] | Aliases: [calls, video calls, conference]

Tana meetings combine video calls, real-time transcription, and AI-powered outcome extraction in one place.

- Built-in video calling, real-time [transcription](#transcription), and [screen capture](#screen-capture)
- [Capture outcomes](#during-the-call) during the call from one create menu: docs, tasks, artifacts, and typed items
- [Capture external calls](#capture-an-external-call) from Zoom, Teams, or Meet without moving the call
- AI auto-processes meetings when the call ends: summary, action items, and [artifacts](/learn/features/artifacts)
- All AI-generated changes go through [proposals](/learn/features/proposals) you review before they are applied
- [Guest access](#inviting-people) via link, no Tana account required

Related:
  - Meetings (https://tana.inc/help/meetings.md)

### Today (https://tana.inc/learn/features/today.md, ~843t)
Features: [today] | Aliases: [daily view]

Today is your default daily view in Tana, combining meetings, pinned work, and an Ask or Capture bar scoped to the day.

- The default screen when you open Tana: your [meetings](/learn/features/meetings), tasks, and pinned items for the day
- [Pin any document](#pinning-items-to-dates) to a date from the Search button or from any document's context menu
- [Navigate between days](#navigating-between-dates) with the arrows, or jump to any date with the mini calendar
- Past meetings show outcome preview cards inline with taglines, summaries, and captured artifacts
- Start an [AI chat](#ask-or-capture-from-today) tied to the day from the Ask or Capture bar
- Synced events from [Google Calendar or Outlook](/learn/features/integrations) appear automatically

Related:
  - Today and tasks (https://tana.inc/help/today-and-tasks.md)

### AI chat (https://tana.inc/learn/features/chat.md, ~2454t)
Features: [chat] | Aliases: [chat, assistant]

Chat with AI on your own, or bring AI into a conversation with teammates by @mentioning it.

- AI can read, search, create, update, and delete content across Tana
- Reference any document with [@mentions](#mentions-and-skills) and invoke [skills](/learn/features/skills) with /
- Every AI change is a [proposal](/learn/features/proposals) you review before it applies
- Connected to [GitHub, Slack, Linear, and coding tools](#connected-tools) for cross-tool workflows
- [Voice input](#voice-input) with real-time dictation in the chat input
- Switch between [models](#choosing-a-model) from OpenAI, Anthropic, and Google

Related:
  - Working with AI (https://tana.inc/help/working-with-ai.md)

### Agents (https://tana.inc/learn/features/agents.md, ~1913t)
Features: [agents] | Aliases: [agents, custom agents]

Agents are custom AI assistants you build by describing what you need and adjust the same way, by talking to them.

- [Build an agent](#creating-an-agent) by describing what you need; the AI scaffolds the prompt, capabilities, and settings
- [Capabilities](#agent-capabilities) bundle the tools an agent needs with the instructions for using them well
- Run agents in [chat](#chatting-with-an-agent), by [voice](#voice-mode), or on a [schedule](#schedules) so they run while you sleep
- Each [space](/learn/features/spaces) can set a default agent that picks up new chats automatically
- [System agents](#system-agents) are built in and read-only; you build the rest

### Interface (https://tana.inc/learn/features/interface.md, ~2228t)
Features: [interface] | Aliases: [app shell, ui, navigation]

Tana's interface is built around a flat sidebar, a create menu, quick chat, search, and an activity feed.

- Flat sidebar: [Today](#today), [Activity](#activity), [Tasks](#tasks), [People](#people), [Library](#library), and your spaces
- Bottom section groups [Search](#search) and [Account](#account)
- [Create menu](#create-menu): make meetings, docs, canvases, tasks, chats, types, skills, and custom types from anywhere
- [Quick chat](#quick-chat): press Cmd+L to start an AI conversation instantly
- [Search](#search) across Tana with filters for space, type, and editor
- [Activity](#activity): a two-column dashboard of your notifications and recently updated items
- Desktop app supports [tabs and split view](#desktop-features) for working with multiple documents

Related:
  - Getting started (https://tana.inc/help/getting-started.md)

### Proposals (https://tana.inc/learn/features/proposals.md, ~1287t)
Features: [proposals] | Aliases: [proposed changes, outcomes]

AI in Tana never changes your content without approval.

- AI never changes anything without approval. Every change is a proposal you review first
- [Three types](#proposal-types): create, update, and delete
- [Review individually](#reviewing-proposals) with a diff view, or [accept all](#accept-all) at once
- [Iterate with AI](#iterating-with-ai) to refine a proposal before accepting
- Meeting [outcomes](/learn/features/meetings#outcomes) use the same proposal system
- [Version history](#version-history) tracks all changes to documents over time

Related:
  - Working with AI (https://tana.inc/help/working-with-ai.md)

### Spaces and sharing (https://tana.inc/learn/features/spaces.md, ~1694t)
Features: [spaces] | Aliases: [workspace, access control, permissions, sharing]

Spaces group related content in Tana with their own members and AI personality. Access inherits from organization to space to document.

- Containers for [documents](/learn/features/docs), [types](/learn/features/types), and [skills](/learn/features/skills), each with their own [AI instructions](#ai-instructions)
- Three [access modes](#access-modes): everyone, only you, or selected people
- Access [inherits](#how-access-inherits) from organization to space to document
- [Link sharing](#link-sharing) lets anyone view a document without a Tana account
- [Real-time collaboration](#real-time-collaboration) with live presence and cursor sharing
- [Nested spaces](#nested-spaces) for deeper organization
- Custom [color and name](#name-description-color) make each space recognizable throughout the interface

Related:
  - Collaboration and sharing (https://tana.inc/help/collaboration-and-sharing.md)
  - Getting started (https://tana.inc/help/getting-started.md)
  - Organizing your spaces and types (https://tana.inc/help/organizing-your-spaces.md)

### Docs (https://tana.inc/learn/features/docs.md, ~2014t)
Features: [docs] | Aliases: [documents, document, note, notes]

Docs are the default kind of item in Tana for writing, thinking, and capturing context and information.

- Rich text editor with [slash commands](#slash-commands) for headings, lists, code blocks, math, diagrams, and more
- Assign a [type](/learn/features/types) to add structured fields, or use as a freeform doc
- [Mention](#mentions) docs, people, and items with rich, interactive pills
- [Backlinks](#backlinks) show every item that references this doc
- [Send to](#send-to) routes a doc to a chat, a skill, a meeting, a copied link, or Markdown export

Related:
  - Docs and editing (https://tana.inc/help/docs-and-editing.md)
  - Getting started (https://tana.inc/help/getting-started.md)

### Types (https://tana.inc/learn/features/types.md, ~1259t)
Features: [types] | Aliases: [schemas, entities]

Types are schemas you define to give documents structured fields.

- Ask [AI chat](/learn/features/chat) to create any type you need, with fields and workflow — no templates required
- Define custom schemas with [fields](#fields) (text, link, date) to structure any document
- Add a [workflow](#workflows) to enable status tracking with a [kanban board](#the-kanban-board)
- Attach [skills](/learn/features/skills) to a type so they appear as quick actions on every entry
- [AI instructions](#ai-instructions) per type guide how the AI works with entries of this type
- The [type page](#the-type-page) shows all entries as a list or kanban board
- Color-coded [type cards](/learn/features/spaces#types-in-a-space) appear on space home pages

Related:
  - Organizing your spaces and types (https://tana.inc/help/organizing-your-spaces.md)

### Tasks (https://tana.inc/learn/features/tasks.md, ~1125t)
Features: [tasks] | Aliases: [to-do, action items]

Tasks in Tana are documents with a state and an assignee, gathered in the tasks view.

- Create from anywhere: [create menu](/learn/features/interface#create-menu), [chat](/learn/features/chat), [meetings](/learn/features/meetings), or the [tasks view](#the-tasks-view)
- [Tasks view](#the-tasks-view): grouped by type, with bookmarkable Assigned to / Created by / Type / Space filters
- Four states: [inbox, in progress, completed, later](#task-states)
- [Assign to team members](#assignment) or drag a task onto a person in the sidebar
- Toggle state with the checkbox or Cmd+Enter (Ctrl+Enter on Windows)
- [Pin to dates in Today](/learn/features/today#pinning-items-to-dates) for time-based planning
- Tasks with [types](/learn/features/types) appear on the [kanban board](/learn/features/types#the-kanban-board)

Related:
  - Today and tasks (https://tana.inc/help/today-and-tasks.md)

### Skills (https://tana.inc/learn/features/skills.md, ~803t)
Features: [skills] | Aliases: [ai skills, prompts]

Skills are reusable AI instructions you create once and use everywhere.

- Reusable AI instructions you write once and use everywhere: [chat](/learn/features/chat), [meetings](/learn/features/meetings), and [typed items](#skills-on-types)
- [System skills](#system-skills) are built-in for common tasks like creating GitHub issues
- Invoke with [/skills in chat](#invoking-skills), from the [Send to menu](#skills-on-types) on typed items, or from [meeting outcomes](/learn/features/meetings#outcomes)
- Write instructions in a rich text editor with full formatting support

Related:
  - Working with AI (https://tana.inc/help/working-with-ai.md)

### Canvas (https://tana.inc/learn/features/canvas.md, ~410t)
Features: [canvas] | Aliases: [whiteboard]

Canvas is an infinite whiteboard in Tana for visual thinking.

- Infinite whiteboard with drawing tools, shapes, arrows, and text
- [Embed documents](#embedding-documents) from Tana directly on the canvas
- [Real-time collaboration](#collaboration) with live cursors and follow mode
- Full editing toolkit: [align, distribute, flip, group](#editing), undo/redo
- Every canvas supports [backlinks](/learn/features/docs#backlinks) and [sharing](/learn/features/spaces#access-modes)

Related:
  - Canvas and artifacts (https://tana.inc/help/canvas-and-artifacts.md)

### Artifacts (https://tana.inc/learn/features/artifacts.md, ~785t)
Features: [artifacts]

Artifacts are AI-generated visual documents that turn conversations into presentation-ready material.

- Three types: [storyboards](#storyboard), [customer journey maps](#customer-journey), and [slide decks](#slides)
- Generated from [meeting transcripts](/learn/features/meetings#outcomes) or [chat conversations](/learn/features/chat)
- Fully [editable](#editing-artifacts): click any text to edit inline, drag to reorder, AI to iterate
- Created as [proposals](/learn/features/proposals) you review before accepting
- Shareable like any document via [access controls](/learn/features/spaces#access-modes)

Related:
  - Canvas and artifacts (https://tana.inc/help/canvas-and-artifacts.md)

### Integrations (https://tana.inc/learn/features/integrations.md, ~2175t)
Features: [integrations] | Aliases: [custom mcp servers, mcp servers, connectors, remote mcp]

Integrations connect Tana to the tools your team already uses.

- [Google Calendar and Outlook](#calendar-sync): sync events to your Tana calendar
- [GitHub](#github): create and manage issues, review PRs, read code from AI chat
- [Slack](#slack): send messages and list channels from AI chat, plus the /tana slash command
- [Linear](#linear): create and track issues from meetings and chat
- [Jira](#jira): create and update issues from meetings and Chat, with meeting screenshots embedded as visual context
- [HubSpot](#hubspot): search contacts, companies, and deals from your CRM, log notes, and update lifecycle stages from Chat
- [Custom MCP servers](#custom-mcp-servers): connect your own remote MCP servers so their tools are available to AI chat
- [Coding tools](#coding-tools): send prompts to Cursor, GitHub Copilot, Codex, and Lovable from AI chat
- All integrations are accessible to AI in [chat](/learn/features/chat) as tools
- Connect from [Settings](/learn/features/interface#settings) with one-click OAuth

Related:
  - Connect HubSpot (https://tana.inc/learn/guides/connect-hubspot.md)
  - Connect Jira (https://tana.inc/learn/guides/connect-jira.md)
  - Connect Linear (https://tana.inc/learn/guides/connect-linear.md)
  - Connect Pipedrive (https://tana.inc/learn/guides/connect-pipedrive.md)
  - Integrations and MCP (https://tana.inc/help/integrations-and-mcp.md)

### MCP (https://tana.inc/learn/features/mcp.md, ~2526t)
Features: [mcp] | Aliases: [model context protocol]

Tana provides a Model Context Protocol (MCP) server so external AI tools can read and write your content in Tana.

- [MCP server](#mcp-server) lets external AI tools read and write your content in Tana
- One-line setup for [Claude Code](#claude-code), connector setup for [Claude Desktop](#claude-desktop), and [any MCP client](#other-mcp-clients) over OAuth
- [Tools](#available-tools) cover search, read, create, update, delete, schema, and skills
- [Writes create proposals](#how-writes-work) that you review and approve, just like the built-in AI
- The server preloads [your identity and space members](#preloaded-context) so agents can act on your behalf
- Going the other way? [Connect your own MCP servers](/learn/features/integrations#custom-mcp-servers) so their tools work in Tana's chat

Related:
  - Integrations and MCP (https://tana.inc/help/integrations-and-mcp.md)

### Apps (https://tana.inc/learn/features/apps.md, ~627t)
Features: [apps] | Aliases: [platforms, clients]

Tana runs on the web and as a desktop app, all syncing in real time.

- [Desktop app](#desktop): tabs, split view, and [external meeting capture](/learn/features/meetings#capture-an-external-call)
- [System tray](#system-tray) shows today's agenda for every signed-in org
- [Web app](#web): works in any browser, installable as a PWA
- All platforms [sync in real time](#sync)
- Deep links (`tana-app://`) for opening specific documents from other tools

Related:
  - Apps and platforms (https://tana.inc/help/apps-and-platforms.md)

### Keyboard shortcuts (https://tana.inc/learn/features/keyboard-shortcuts.md, ~80t)
Features: [keyboard-shortcuts] | Aliases: [shortcuts, hotkeys]

Every shortcut in Tana, including keyboard shortcuts and text input shortcuts. Organized by feature area, with the correct keys for your operating system.

Related:
  - Apps and platforms (https://tana.inc/help/apps-and-platforms.md)

### Guides
Step-by-step recipes for specific tasks.

### Connect HubSpot (https://tana.inc/learn/guides/connect-hubspot.md, ~1370t)
Features: [integrations]

Set up the HubSpot integration so Chat can search contacts, companies, and deals, log notes to CRM records, and update lifecycle stages without leaving Tana.

Related:
  - Connect Jira (https://tana.inc/learn/guides/connect-jira.md)
  - Connect Linear (https://tana.inc/learn/guides/connect-linear.md)
  - Connect Pipedrive (https://tana.inc/learn/guides/connect-pipedrive.md)
  - Integrations (https://tana.inc/learn/features/integrations.md)
  - Integrations and MCP (https://tana.inc/help/integrations-and-mcp.md)

### Connect Jira (https://tana.inc/learn/guides/connect-jira.md, ~1197t)
Features: [integrations]

Set up the Jira integration so the AI can create and update issues from your meetings and conversations, and search projects and issues for context.

Related:
  - Connect HubSpot (https://tana.inc/learn/guides/connect-hubspot.md)
  - Connect Linear (https://tana.inc/learn/guides/connect-linear.md)
  - Connect Pipedrive (https://tana.inc/learn/guides/connect-pipedrive.md)
  - Integrations (https://tana.inc/learn/features/integrations.md)
  - Integrations and MCP (https://tana.inc/help/integrations-and-mcp.md)

### Connect Linear (https://tana.inc/learn/guides/connect-linear.md, ~1066t)
Features: [integrations]

Set up the Linear integration so the AI can create and update issues from your meetings and conversations, and search issues to avoid duplicates.

Related:
  - Connect HubSpot (https://tana.inc/learn/guides/connect-hubspot.md)
  - Connect Jira (https://tana.inc/learn/guides/connect-jira.md)
  - Connect Pipedrive (https://tana.inc/learn/guides/connect-pipedrive.md)
  - Integrations (https://tana.inc/learn/features/integrations.md)
  - Integrations and MCP (https://tana.inc/help/integrations-and-mcp.md)

### Connect Pipedrive (https://tana.inc/learn/guides/connect-pipedrive.md, ~1058t)
Features: [integrations]

Set 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.

Related:
  - Connect HubSpot (https://tana.inc/learn/guides/connect-hubspot.md)
  - Connect Jira (https://tana.inc/learn/guides/connect-jira.md)
  - Connect Linear (https://tana.inc/learn/guides/connect-linear.md)
  - Integrations (https://tana.inc/learn/features/integrations.md)
  - Integrations and MCP (https://tana.inc/help/integrations-and-mcp.md)

### Use Tana with Claude (https://tana.inc/learn/guides/use-tana-with-claude.md, ~1975t)
Features: [integrations]

Connect Tana to Claude so you can pull meetings, tasks, and team knowledge into a Claude conversation as context, and save new docs and tasks back to Tana, with every write reviewed as a proposal first.

Related:
  - Connect HubSpot (https://tana.inc/learn/guides/connect-hubspot.md)
  - Connect Jira (https://tana.inc/learn/guides/connect-jira.md)
  - Connect Linear (https://tana.inc/learn/guides/connect-linear.md)
  - Connect Pipedrive (https://tana.inc/learn/guides/connect-pipedrive.md)
  - Integrations (https://tana.inc/learn/features/integrations.md)

### Help
Answers to common questions about Tana.

### Getting started (https://tana.inc/help/getting-started.md, ~221t)
Features: [spaces, docs, interface]

Common questions about getting started with Tana.

Related:
  - Collaboration and sharing (https://tana.inc/help/collaboration-and-sharing.md)
  - Docs (https://tana.inc/learn/features/docs.md)
  - Docs and editing (https://tana.inc/help/docs-and-editing.md)
  - Interface (https://tana.inc/learn/features/interface.md)
  - Organizing your spaces and types (https://tana.inc/help/organizing-your-spaces.md)

### Working with AI (https://tana.inc/help/working-with-ai.md, ~362t)
Features: [chat, proposals, skills]

How to use AI chat, proposals, skills, and voice input in Tana.

Related:
  - AI chat (https://tana.inc/learn/features/chat.md)
  - Proposals (https://tana.inc/learn/features/proposals.md)
  - Skills (https://tana.inc/learn/features/skills.md)

### Meetings (https://tana.inc/help/meetings.md, ~349t)
Features: [meetings]

Setting up, running, and getting value from meetings in Tana.

Related:
  - Meetings (https://tana.inc/learn/features/meetings.md)

### Today and tasks (https://tana.inc/help/today-and-tasks.md, ~230t)
Features: [today, tasks]

Managing your day and tasks in Tana.

Related:
  - Tasks (https://tana.inc/learn/features/tasks.md)
  - Today (https://tana.inc/learn/features/today.md)

### Docs and editing (https://tana.inc/help/docs-and-editing.md, ~194t)
Features: [docs]

Writing, formatting, and managing docs in Tana.

Related:
  - Docs (https://tana.inc/learn/features/docs.md)
  - Getting started (https://tana.inc/help/getting-started.md)

### Organizing your spaces and types (https://tana.inc/help/organizing-your-spaces.md, ~238t)
Features: [spaces, types]

Spaces, types, fields, and structuring your information in Tana.

Related:
  - Collaboration and sharing (https://tana.inc/help/collaboration-and-sharing.md)
  - Getting started (https://tana.inc/help/getting-started.md)
  - Spaces and sharing (https://tana.inc/learn/features/spaces.md)
  - Types (https://tana.inc/learn/features/types.md)

### Collaboration and sharing (https://tana.inc/help/collaboration-and-sharing.md, ~163t)
Features: [spaces]

Sharing content, managing access, and collaborating in real time.

Related:
  - Getting started (https://tana.inc/help/getting-started.md)
  - Organizing your spaces and types (https://tana.inc/help/organizing-your-spaces.md)
  - Spaces and sharing (https://tana.inc/learn/features/spaces.md)

### Canvas and artifacts (https://tana.inc/help/canvas-and-artifacts.md, ~231t)
Features: [canvas, artifacts]

Visual canvases and AI-generated artifacts in Tana.

Related:
  - Artifacts (https://tana.inc/learn/features/artifacts.md)
  - Canvas (https://tana.inc/learn/features/canvas.md)

### Integrations and MCP (https://tana.inc/help/integrations-and-mcp.md, ~315t)
Features: [integrations, mcp]

Connecting Tana to external tools and using the MCP server.

Related:
  - Connect HubSpot (https://tana.inc/learn/guides/connect-hubspot.md)
  - Connect Jira (https://tana.inc/learn/guides/connect-jira.md)
  - Connect Linear (https://tana.inc/learn/guides/connect-linear.md)
  - Connect Pipedrive (https://tana.inc/learn/guides/connect-pipedrive.md)
  - Integrations (https://tana.inc/learn/features/integrations.md)

### Apps and platforms (https://tana.inc/help/apps-and-platforms.md, ~199t)
Features: [apps, keyboard-shortcuts]

Using Tana on desktop, mobile, and the web.

Related:
  - Apps (https://tana.inc/learn/features/apps.md)
  - Keyboard shortcuts (https://tana.inc/learn/features/keyboard-shortcuts.md)

## Docs access

For detailed information beyond what is in this document, use the search and read endpoints. A machine-readable map of these endpoints is at `https://tana.inc/api/docs`.

### Search
`GET https://tana.inc/api/docs/search?q={q}&features={features}&product={product}&limit={limit}`
Search documentation by text pattern, optionally scoped to feature areas. Parameters:
- `q` (required): Search pattern. Minimum 2 characters
- `features` (optional): Comma-separated feature keys to scope the search (e.g. ai-chat,types). Only docs tagged with these features are searched
- `product` (optional): Product to search: tana or outliner. Defaults to the product of the host you are querying (tana on tana.inc, outliner on outliner.tana.inc)
- `limit` (optional): Maximum number of results to return (default: 20, max: 50)

### Read
`GET https://tana.inc/api/docs/read?path={path}&section={section}&format={format}`
Read a full page or a specific section as clean markdown. Parameters:
- `path` (required): Document path in the format product/type/slug, using the singular docType key (e.g. tana/feature/ai-chat, outliner/help/getting-started). This is the path returned in search results
- `section` (optional): Heading ID to extract a single section (e.g. model-selection). Use "intro" for content before the first heading
- `format` (optional): Output format: markdown (default, MDX stripped) or raw (original MDX source) (default: markdown)