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.
‍

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.

The Meeting Intelligence Menu

Click what you want to extract from any meeting—client insights, product intelligence, or the signature IP you're building.

AI pulls what matters, tags it, organises it, and drops it straight into your knowledge bank so you can actually use it instead of letting it die in a transcript somewhere.

Signature Knowledge Base

All your extracted intelligence flows into one central hub where you can:
‍
• See patterns across multiple meetings
• Connect insights to specific products or offers
• Actually use your knowledge (not just store it)

Prompt Builder Agent

Want to extract something from your meetings that I didn't include? Use this agent to build your own custom extraction prompts.

Just tell it what you want, and it writes the prompt for you.

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)
Bonus Meeting Magic Agents. Once click meeting summaries for your meetings.

Get this template 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 individually, you’ll get access to everything:
‍
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.
‍

JOIN COLLEGE OF KNOWLEDGE FROM $47USD/MONTH →

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.

What Tana Plan Do I Need to Have?

To use the prompts you'll need a paid PLUS account. If you want to configure your own extraction prompts then you'll need the PRO account.

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 →