• STRUCTURE
  • PEOPLE
  • ACTIONS
  • HUMAN

How to structure meeting notes with your AI

Connect Tana to your AI client once. From there, you can turn raw transcripts into structured outlines instantly.

Ask AI about this page

Short answer

How can I turn a transcript into a Tana outline?

Your AI reads the transcript and uses Tana tools to build a hierarchical outline, tag the people involved, and create checkbox tasks. You get a clean, structured workspace instead of a wall of text.

The results.

Where your notes land.

The AI organizes the data into these specific Tana structures.

STRUCTURE

Hierarchical outlines

The AI uses add_node_with_children to build a nested outline from the transcript. This keeps your topics and sub-topics logically grouped.

PEOPLE

Tagged attendees

The AI identifies participants and uses add_tagged_node to link them to the meeting. This makes it easy to find everything a specific person said.

ACTIONS

Checkbox tasks

Action items are converted into tasks using add_checkbox_task. You'll have a clear list of what needs to be done next.

HUMAN

Manual review

The AI creates the structure, but you decide if the hierarchy is right. You remain in control of the final organization.

The workflow

What your AI does when the transcript arrives.

The AI handles the heavy lifting of parsing and organizing the text.

  1. Build the outline

    The AI parses the transcript to find main topics and sub-points, then builds the hierarchy in Tana.

    add_node_with_children

  2. Tag participants

    The AI recognizes names in the text and creates tagged nodes for each attendee.

    add_tagged_node

  3. Extract tasks

    The AI identifies commitments and action items, turning them into checkboxes.

    add_checkbox_task

  4. Refine structure

    The AI can add more specific nodes or nested items if the meeting had complex sub-topics.

    add_node_with_children

Try it

Copy these to start.

Paste these prompts into your AI client once Tana is connected.

Starting points

Swap the bracketed text for your actual transcript or meeting details.

Tana Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_85FZKjooAVN5eG19P2TZdvvM9KIL49m4crFHgTh1/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Tana capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tana-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_85FZKjooAVN5eG19P2TZdvvM9KIL49m4crFHgTh1/mcp"
    }
  }
}
Copy into chat04

  • Turn this transcript into a Tana outline with nested topics: [paste transcript]

  • Identify the attendees in this meeting and tag them in Tana: [paste transcript]

  • Create a list of checkbox tasks from these meeting notes: [paste notes]

  • Organize this transcript into a structured outline and tag everyone mentioned: [paste transcript]

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Tana once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using the tools immediately in your preferred AI client.

Connect Tana to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing nodes in my Tana workspace?

    No. The AI can only add new nodes, tagged nodes, or checkbox tasks.

  • 02

    Does the AI decide which topics are important?

    The AI makes its best guess based on the transcript, but you are responsible for reviewing and moving nodes if the hierarchy isn't perfect.

  • 03

    Can it create new tags for people?

    Yes, it uses the add_tagged_node tool to create nodes with specific tags.

  • 04

    Will it automatically create tasks from my voice recordings?

    The AI can only act on text. You need to provide a transcript of the recording first.

  • 05

    Can the AI change the name of an existing tag?

    No. The tools only allow for adding new nodes and tasks, not modifying existing ones.

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