Look, you're brilliant at what you do. You've got Tana set up (mostly). Your workflows are solid.

But here's what's eating away at your productivity:
↳ You're manually tagging the same types of notes for the hundredth time this week.
↳ You saved three brilliant ideas yesterday but can't remember where you put them
↳ You're spending 20 minutes every morning sorting through random notes you dumped the day before

You've built a sophisticated system that still needs a babysitter. And that babysitter is you.
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Meanwhile, Tana's sitting there with powerful AI capabilities that you're barely touching.

Your Tana workspace should work like a world-class chief of staff:
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Instead of you manually tagging every note, AI should automatically categorise your ideas by project & priority — so you capture an idea at 10pm and by morning it's already filed in the right project. You're on a client call and pull up exactly what you need in seconds — because everything's connected without you lifting a finger.
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↳ Instead of hunting through yesterday's brain dumps, AI should have already sorted your thoughts into actionable next steps — you don't need to spend 20 minutes sorting through everything before the real work starts. You sit down and your day is already laid out, like a real chief of staff briefed you overnight.
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↳ Instead of brilliant insights getting lost, AI should connect them to your current projects & interests — so you never create the same doc three times because you forgot it existed. When you sit down to work on something, every idea you've ever captured on that topic is already surfaced and waiting.

I've seen too many smart people burn out trying to manage their knowledge systems. And it's just unnecessary. The tools are becoming SO powerful that all that manual work can disappear if you build the right system. Because you shouldn't have to spend your mornings sorting through your own thoughts or manually tagging ideas you captured yesterday.

Over the last six months, I've been working 1:1 with CEOs, coaches & consultants building smart AI systems in Tana that aren't just gimmicks - but actually feel like having an assistant working for them - saving them time & mental space. I've tested & perfected dozens of workflows in real life situations and now I want to help more people be able to access these same systems.

Introducing Build An AI Chief Of Staff Course

Turn a generic a chatbot into YOUR Chief of Staff.

This isn't "here's a cool AI prompt." And goes way beyond 'AI Tips'. In this course you'll build a complete system in Tana that handles the busy work of your second brain.

This isn't a passive get some information kind of course. I designed it to be a 'build sprint.' We work together to build out your full system step by step.

Each lesson includes short video lessons, prompts & foundational templates showing you exactly step by step what to build.

By the end of the course you'll not only understand how to use AI in Tana, you'll have a working system + the skills & confidence to keep building.

Here's What We Cover:

Module 1: From Scattered Notes → AI-Ready Workspace
Stop copy-pasting between tools. Start talking to your Chief of Staff and watching things happen in your workspace.

By the end of Module 1, you'll be able to ask your Chief of Staff to pull up a project, create a task, or find that note from last week — and it just does it, right there in Tana.

Learn everything you need to know to work with AI in Tana. We'll cover all the basics of AI Commands, fields & how to get started building AI workflows in Tana.

Talk to your Chief of Staff and things happen in Tana — Ask it to create a task, tag a note, pull up a project. No more switching between apps or doing everything manually.
Your Chief of Staff learns how your workspace is built — It maps your tags, your projects, how everything connects — so when you ask for something, it knows exactly where to find it and how to work with it.
Set your workspace up for what's coming — Get everything in place so your Chief of Staff can hit the ground running when you start building real workflows in Module 2.

Module 2: From Generic AI → Your Very Own AI Chief of Staff
This is where your Chief of Staff stops being a generic chatbot and starts becoming yours. You'll onboard it the same way you would a real hire — teach it who you are, how you work, and how you want it to show up for you.

Build the brain — This is where your Chief of Staff comes to life. You'll give it a name, a personality, and teach it how you want it to show up for you — so every interaction feels like working with someone who actually knows you.
Build the context — Show your Chief of Staff what actually matters to you — your goals, what you're focused on right now, what's on your plate. So you can just talk and it already understands where everything is at.
Build your workflows — Learn how to codify the way you work into repeatable workflows for your Chief of Staff. Once you know this pattern, you can turn any part of your work into something your Chief of Staff handles.

Module 3: From Doing Everything Yourself → Your Chief of Staff Handles It
Now your Chief of Staff starts running your day with you. You'll install real workflows across the parts of your work that eat up the most time and energy.

Your day, handled — Your Chief of Staff briefs you every morning, lays out what's ahead, and wraps up your day so nothing falls through the cracks. You stop spending your mornings figuring out what to do and just start doing it.
Your meetings, handled — Walk into every meeting already prepped. Your Chief of Staff pulls up who you're meeting, what you discussed last time, and what needs follow-up. Afterwards, it captures everything so you don't have to.
Your communication, handled — Tell your Chief of Staff what you want to say and it writes it in your voice. Emails, Slack messages, whatever. No more staring at a blank screen trying to find the right words.

What You'll Walk Away With...

  • âś… A Complete AI Chief of Staff System that handles the admin work while you focus on strategy
  • âś… Framework Mastery so you can keep building & adapting your AI workflows as your work evolves
  • âś… Ready-to-Use AI Commands for the most common knowledge work scenarios so you don't have to start from scratch
  • âś… Voice Workflow Templates that turn scattered thoughts into organised action
  • âś… 🔥 BONUS: TanaGPT Pro Template so you can run custom GPT's in Tana in seconds (valued at $19)
  • âś… Access to a community of passionate Tana people to build alongside of, be inspired by, help each other & get support.

Love For The Chief Of Staff Course

Purchase The AI Chief Of Staff Course

  • This is an evergreen course. You can purchase and complete the course at anytime in your own time.

Get this course free when you join College of Knowledge Membership

All of my courses and templates (including this one) are included inside my new College of Knowledge Membership.

Joining makes a lot of sense — instead of purchasing courses individually, you’ll get access to everything:
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âś… The Vault of all my workshops, templates, and premium courses (including Build a Chief of Staff)
âś… Monthly live workshops to help you build and refine your knowledge systems
âś… Weekly office hours for direct support and coaching
âś… Community of knowledge professionals building high-performance systems in Tana

So rather than buying this course on its own, get it — and everything else — inside the College of Knowledge from just $47/month.
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This Course Is For You If...

  • âś… Have been using Tana for a while & know your way around the basics
  • âś… Feel like you're doing too much manual organisation & administration
  • âś… Want to unlock Tana's AI potential for real workflows (not just party tricks)
  • âś… Are ready to build a system that works as hard as you do
  • âś… Prefer learning by building rather than watching endless tutorials

Frequently asked questions

Do I need to be a Tana expert?

No, but you do need to know the basics. You should be comfortable creating nodes, using supertags, and navigating your workspace. If you're brand new to Tana, grab Tana Fast Track first - it'll get you up to speed fast.

How long will the course take to complete

Each of the video lessons are under an hour to watch. You'll need to factor in some build time as well. Most people spend a couple of hours on each lesson. Our original live sprint spread this out over 3 weeks which gave people time to use each agent before moving onto the next ones.

Is this just AI prompts or are we building actual systems?

We're building a complete system. You'll walk away with working AI commands, voice workflows, and automated processes—not just a collection of copy & paste prompts. I want you to understand the building blocks of building AI workflows in Tana so you can continue to build yourself.

Will this work if I use Tana differently than you do?

This workshop is all new material from any of my other products. While they focus on Tana Mechanics or how to get the most out of your note-taking. This workshop focuses on building a system for people who work with their knowledge everyday and how to organise & make sense of that knowledge.

Is this updated for the new Tana MCP Server

Yes! If you're using the new MCP server I have updated the full course so you can setup your chief of staff even easier with the MCP.

About Me (Ev, Your Teacher)

​I’ve spent over a decade working inside the chaos of real businesses—leading strategy, building systems, and helping CEOs, consultants, and coaches turn their knowledge into leverage.​Not in theory.
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In the real world.​

Now, as a personal knowledge coach, I help people who make a living from their knowledge build systems that work—even when life gets busy and things get messy.

Here's What Some People Have To Say About My Teaching Vibe ✨

“One of the most approachable, enthusiastic, and creative educators I’ve met - Robert Haisfield

“Her way of teaching tremendous knowledge, and a deep understanding of what she teaches combined with her sparkling energy helped me to build my PKM… Monika

“She’s clear and engaging & has a pace that fits my speed of thought… Kristian

“She’s very down to earth and uses “smooth brain” language instead of a bunch of tech terms… Tamera

“Super practical & useful… Joe

Ready To Stop Being Tana's Assistant & Start Having Your Own?

Join The Sprint