Meeting Intelligence Toolkit for Tana

Stop collecting meeting notes.
Start extracting meeting intelligence.

You've got AI on every call. Three bots joining your Zooms. Transcripts hitting your inbox. Meeting summaries you never open.

And yet somehow you're still losing the good stuff.

The exact words your client used to describe their pain. That perfect analogy you shared on last Tuesday's coaching call. The specific feature request mentioned at minute 14. The story that landed so well you should be using it everywhere.

‍All of it—trapped in transcripts you'll never read again.
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Here's what's actually happening:

Most people treat meetings as isolated events. You show up, you're brilliant, AI takes notes, and then those notes die in a Google Doc or some random folder.

But if you're a coach, consultant, product manager, CEO—anyone who makes their living from their knowledge—your meetings aren't just calendar events.

‍They're a knowledge engine.

‍Every call you sit on contains intelligence that could inform your next offer, your next piece of content, your next product decision. But instead of extracting that intelligence, you're getting meeting summaries that tell you things you already know.

‍Purpose: Discuss Q4 strategy
Attendees: You and three other people
Key points: Some stuff you said

‍Cool. Incredibly useful. Not.

What if your meetings became assets instead of noise?

Imagine finishing a client call & clicking one button. Thirty seconds later, you've got:
Voice of customer quotes ready to drop into your next sales page
Client problems & desires you can actually use in your marketing
Stories worth retelling in your content
IP signals you didn't even realise you were building
Product insights that inform what you build next
No manual note-taking. No highlighting transcripts at 11pm. No trying to remember what was said three weeks ago.

‍Just intelligence. Organised. Ready to use.

Meet the Meeting Intelligence Toolkit

This is a plug-in template for Tana that turns every meeting into extractable knowledge.It doesn't give you better meeting notes (you don't need those). It gives you meeting intelligence—the actual assets buried in your conversations.
12 One-Click Extraction Prompts
Signature Knowledge Base
Signal Scout Agent
Prompt Builder Agent
✨ Built-in Prompt Optimiser

12 One-Click Extraction Prompts

Your AI finally understands your work because it lives inside your knowledge system. Reference any note, project, or piece of information in your Tana workspace instantly. No more copy-pasting context between apps.
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🔗 Project-Connected GPTs

Your GPTs become seamlessly integrated into your actual work system—connect them directly to specific projects and clients, organize them using Tana's powerful categorization tools, and maintain full conversation history for every interaction. No more disconnected external tools that don't understand your workflow.
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Zero Technical Setup Required

Never touch a Custom Command again. Seriously. TanaGPT Pro is setup to make it easy to create CustomGPTs using a normal Supertag. What used to require an advanced Tana degree now takes 30 seconds of typing what you want your AI to do into a field. If you can write a note in Tana, you can create a powerful AI agent.
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All Major AI Models in One Place

Access ChatGPT, Claude, Gemini, and every other major AI model through one unified interface. Switch between models seamlessly based on what your task needs, without losing context or starting over. No more app juggling—ever.
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Built-in Prompt Optimiser

Plus, you get a secret weapon: the "Improve My Prompt" GPT that transforms your basic instructions into AI-whispering magic. Tell it what you want your GPT to do, and it'll craft instructions that get dramatically better results. It's like having a prompt expert in your back pocket.
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Build Your AI Command Center in Tana Today (without the technical headaches)

This is a Tana Plugin Template. It plugs straight into your existing workspace. You'll be extracting intelligence from your first meeting in about 5 minutes
Meeting Intelligence Toolkit (full Tana template)
12 Extraction Prompts (ready to use, no setup)
Knowledge Hub Structure (pre-built & organised)
Signal Scout Agent (finds patterns in the noise)
Prompt Builder Agent (create custom extractions)
Full Video Walkthrough (see exactly how I use it)
Lifetime Updates (as I refine the prompts, you get them)

Frequently asked questions

Do I need to know how to write prompts?

Nope. Every prompt is pre-built. You just click & extract. I even built an extraction prompt builder so you just tell it anything you want to extract and it will write the prompt for you.

Will this work with my existing Tana setup?

Yes. It's a plug-in template. Drops straight into your meeting supertag.

What if I want to extract something you didn't include?

Use the Prompt Builder agent. Tell it what you want to extract & it writes the prompt for you.

How long does extraction take?

Depends on the meeting length, but usually 30 seconds to a minute per extraction.

Does this work for all meeting types?

If it's recorded in Tana with a transcript, you can extract from it. Client calls, team meetings, interviews, coaching sessions—whatever.

Turn Your Tana Workspace Into a Meeting Intelligence Engine

Every conversation you have contains knowledge worth keeping. This toolkit makes sure you actually keep it—without the manual work, without losing what matters, without trying to remember what was said three weeks ago. Just show up brilliant & let your system catch the rest.
Extract Intelligence From Your Meetings →