Thanks a lot for the perferct tutorial!

im not scientific and i thought far analogy was gna take me far in life

Thank you for the brief explanation

There is no way meeting AI agents will become the norm. It’s so unnerving joining a private meeting only to find a bot there recording everything.

*Literally* the first instruction you give (at 0:08:30), your video bubble covers up the option that we’re supposed to select - it looks like a calendar icon, and you say “a day tag for this workspace.” But I have a brand-new empty workspace that I just created and there is no such option. At the location where you seem to have chosen it, the option is “Remove from sidebar,” which is obviously not the same thing at all. No calendar icon, nothing about “day” or “tag.” Very frustrating.

Watching all of these in a row is giving me anxiety, but I am pushing through the resistance curve! See you in the next one!

A few updates I found that might be helpful for others: - When you are configuring the #highlight super tag, the updated place to put the commands is under "AI and Commands," not Advanced. - I had trouble copying and pasting to reference the correct node. I found success instead by going to the destination where you were going to paste, pressing @, and then finding the referenced node. For example, in my first bullet above, to put in a button for the Get Topics, I went into AI and Commands, and under Command Palate, type @ and then select Get Topics. - It was unclear in the video how to get the generated topics auto-labeled as #topics. Here's how: go to your main workspace, click the three dots at the top right, and press open schema; you should see the Topic (s) listed. If you click that and open it, you should see a Supertag option, where you type in #topic. Then when you use the Get Topics button the results will be labeled with #topic

Team, I’m diving in and pushing through this learning curve. Enjoy the journey!

I can't understand why there isn't an access to the todos...

For me this is an incredible process because I lose focus a lot when I work and something distracted to me. So this process with some changes for adapt it to me, is perfect!

Does the template work with the free plan? Thanks & Cheers

is any chance to have ivitation for Tana ?

empty tutorial

Too long

Great video! Thank you.

meeting agent is a nice feature from the technical perspective but you cannot use an external bot in serious business meetings

Awesome. Thanks Lucas.

Currently getting an error message when I try to extract a transcript from a video: "URL is not supported, currently supported providers are KZbin" but I am using a KZbin URL. Curious.

The command part doesn't work for me... When I chose Fields to set I cannot access the fields on supertag #project what am I missing? I have that Project Status supertag configured just as yours but I am not able to see the options

🎯 Key points for quick navigation: 00:00 *🚀 Overview of Tana launch video and new features* - Tana launches into open beta phase from Early Access. - New features include calendar integration, meeting agent AI, chat, and text processing agent. - Detailed breakdown of the key features in Tana for professional knowledge management. 04:29 *💡 Tana fundamentals and node structuring* - Tana functions as an outliner with nodes for organizing information. - Ability to zoom in and out, create daily nodes, and reference nodes across different days. - Introduction to structuring content with nodes and indentations in Tana. 14:25 *🏷️ Creating and using super tags in Tana* - Explanation of super tags and their role in enriching node content. - Demonstrating the creation of super tags and their configuration. - Utilizing super tags for metadata organization, search functionality, and filtering. 26:05 *🗓️ Calendar integration setup for meetings in Tana* - Detailed guide on setting up Tana's calendar integration with Google Calendar. - Importance of calendar integration for preparing, running, and processing meetings in Tana. - Overview of options for syncing different calendars and meeting classification settings. 27:25 *📈 Automatic tagging and recognition in Tana* - Tana automatically recognizes and tags various types of meetings and events, such as tasks, user interviews, and hiring interviews. - Users can configure recognized tags and change them if needed. - The AI in Tana handles the correct identification and classification of tags automatically. 29:14 *📅 Calendar integration and meeting automation in Tana* - Tana integrates seamlessly with Google Calendar, pulling in meeting details automatically. - Meeting agent in Tana joins meetings, records, transcribes, and extracts action items. - Users can manage meeting automation settings and participants easily within Tana. 36:33 *✒️ Leveraging AI for meeting summaries and actions in Tana* - Tana's meeting agent provides detailed meeting summaries, action items, and decisions automatically. - Automatically generated summaries and extracted items enhance meeting productivity. - Tana streamlines meeting processes by linking related content and providing decision support. 57:27 *🤖 Processing Video Transcripts with AI* - Applying tags to video transcripts allows for automatic extraction of content. - Lengthy transcripts can be processed efficiently by deleting irrelevant content. - AI can summarize video content, extract key points, and identify new entities for analysis. 59:03 *🤖 Configuring Text Processing Agent Command* - Configuring the text processing agent mode to generic for wider applications. - Setting prompts for specific topics like earnings call summaries for AI processing. - Defining targets, such as summary, new entities, and extracted items, for focused analysis. 01:05:36 *🤖 Interacting with AI Chat in Tana* - Initiating chats and asking questions with or without context in AI chat. - Generating images within chats to enhance communication. - Including search nodes in AI chats to provide context and access specific information efficiently. Made with HARPA AI

Fantastic video. I learned a lot, but using an Elon Musk earnings call as an example was a polarizing distraction.

Can Tana AI agent work on uploaded PDF or Excel files as well as it can in ChatGPT4o or does it only work with KZbin url?

Have enjoyed using Tana, but this is a whole different level of complexity. Feel like you need to be some sort of genius engineer to figure out how to use all of these features effectively. And still Iimited by absence of a remotely functional mobile version (which is where I do the bulk of my note taking) vs. a capture mechanism, the fact that it is online only, and the fact that it is very difficult to export from (en masse anyway). I can’t use this for work for security reasons - so the meeting agent is not helpful to me (although I am sure it is helpful to the majority). Have also discovered that more features and more “efficiency” do not necessarily result in more or better work getting done or more knowledge acquired. Not helpful to me to have AI summarize things I need to learn - I need to summarize it so I can learn it. Guess I’m just an old stick in the mud 😂😂 Seems fascinating for those who have the time and brains to set up commands and supertags and calendar integrations with fancy commands - but I guess I will be sticking to simpler things. Great video!

Great video, thanks Lukas!

I tried this twice and it doesn't work. Tana looks different now and we cannot map the Task Status as you are shoing it just doesn't allow us to do that

I cannot map the check status as you are showing it

Hi Lukas, Thanks for the great video. Is this still the current best practice? When Tana announced the beta last week, they said it has more Readwise integration. But I didn’t see much about what that new integration is? Any thoughts? Thank you.

The content appears to be very blurred

Does the meeting agent works with different languages, or does it works only in english?

Hi. what would be the best supertag to tag a job meeting where different projects where discussed?

Excellent work, thank you. One little issue though: I followed up on #highlight supertag as well, but now I do have of course 2 of those: the Readwise Reader and my own. What can I do to accomodate the doublette tag? Merging no longer is supportet by Tana. Thank you in advance for your help and have a wonderful day, Jochen

the link to download this template doesn't seem to work.

Quick question. Does anybody know how to change the background color in a published page? Mine are always dark.

Until Tana does something seriously in Mobile other than basic capture, this app is useless to me.

Thanks for the insight implementation. Love it. I have a question about the PARA. In your implementation, it looks like the area grandpa of project, i.e., project --> goal --> area. However, what I thought area should be a sibling of the project. Could you explain a bit on that? Thank you.

It’s so complicated to understand ☹️. Watched the full video but didnt understand what is supertag .😢

Nice tutorial but RW has updated its interface with Tana recently. Would appreciate if you do a updated one

This is very exciting. and of course, one of the people to thank should be David Allen himself, if we're talking GTD :)

possible yo multi select non sequential nodes?

Around the 2:33 mark, can you say why you didnt want the tags to live in schema please?

That way of making custom commands to make a copy of a whole node and put it somewhere, and making buttons associated with a tag to run that command is the greatest outlining tool I have ever seen, and I would never have known it was there; thank you SO MUCH!!!!!

Took me a bit to figure out, but if anyone else is curious, items only become links when they are references in Tana. So if you have cards that are children of the published nodes, publishing them will not turn them into links. They have to be a node somewhere else and then must be references under the published node. Then publishing them turns them into links.

🎯 Key Takeaways for quick navigation: 05:18 *🚀 Beginning of Live Stream Introduction* - Introduction to building a note-taking system from scratch in Tana during a KZbin live stream. - First KZbin live stream dedicated to building a note-taking system. - Anticipation of audience participation and excitement for the collaborative process. 08:26 *🏗️ Overview of Note-Taking System Features* - Preview of the note-taking system to be built, including various features and components. - Building a note-taking system with topics, resources, concepts, a bookshelf, and a QCE workflow. - Emphasizing the potential for adding custom commands and functionalities. 12:44 *🎙️ Initiating Workspace Setup* - Commencement of setting up the note-taking system's workspace and configuration. - Beginning with an empty workspace and planning to incorporate a daily note and tags. - Introduction to configuring fields for source status, topics, and titles within the workspace. 16:14 *🏷️ Establishing Super Tags for Note-Taking* - Explanation of creating and converting nodes into super tags for enhanced organization. - Creation of super tags for sources, highlights, and fleeting notes. - Explanation of organizing generic fields for reuse and specific fields for individual super tags. 20:22 *🛠️ Configuring Field Options and Structure* - Configuration of field options and structure, focusing on source status and topics. - Defining source status options for different types of sources: read, watch, listen. - Structuring fields within super tags for efficient data management and visualization. 30:03 *🖼️ Customizing Node Names with Icons* - Demonstration of customizing node names with icons to represent status using emojis. - Indenting fields to create icons for each status option, enhancing visual clarity. - Utilizing emojis to convey source status directly within node names for quick reference. 30:31 *🛠️ Configuring Build Titles and Fields* - Configuring build titles and fields for Tana commands. - Setting up icons for different options in fields. - Demonstrating the process of configuring fields for better organization. 35:03 *🏷️ Configuring Topics Field* - Introduction of a new super tag: topics. - Setting up the topics field for organizing resources. - Exploring the relationship between topics and concepts for better categorization. 40:42 *🧠 Connecting Concepts and Live Searches* - Setting up concepts as a super tag. - Creating live searches to connect concepts to sources. - Exploring the hierarchical relationship between concepts and topics for enhanced organization. 45:02 *📝 Setting up Highlights* - Configuring highlights with source and topic fields. - Adding additional fields like author and location for comprehensive information. - Demonstrating the setup of highlights within the Tana system. 51:04 *💡 Explaining Structural Decisions* - Discussing the rationale behind structural decisions in note-taking systems. - Emphasizing the importance of starting with the source as the fundamental unit. - Exploring the hierarchy of organization from sources to concepts and fleeting notes. 59:06 *📚 Configuring Different Types of Sources in Tana* - Tana offers various types of sources, including academic reference management systems. - Manually configuring different types of sources allows for better organization. - Understanding how to configure sources helps in efficiently managing information within Tana. 01:00:13 *🛠️ Extending Source Super Tags for Enhanced Organization* - Extending source super tags enables inheriting all fields and settings, enhancing organization. - Configuring specific fields for different types of sources optimizes data management. - Utilizing commands like "convert to Super tag" streamlines the tagging process in Tana. 01:07:25 *📊 Customizing Search Nodes for Efficient Information Retrieval* - Creating custom search nodes facilitates quick access to categorized information. - Utilizing search operators enhances search capabilities within Tana. - Organizing search nodes based on consumption status improves workflow efficiency. 01:19:09 *🗓️ Setting Up Live Searches for Recent Notes and Highlights* - Establishing live searches for recent notes and highlights aids in revisiting and further processing information. - Configuring live searches within the calendar enhances daily productivity and review processes. - Utilizing search filters like "created last" streamlines the retrieval of recent information. 01:24:30 *🧠 Leveraging AI for Topic Extraction in Tana* - Employing AI for topic extraction automates the process of tagging and categorizing information. - Integrating AI-enhanced fields enhances the intelligence and efficiency of note-taking systems. - Utilizing custom prompts and formatting ensures accurate extraction and organization of topics. 01:27:10 *🧠 Using AI to Generate Topics* - Tana's AI feature automatically generates topics based on highlights. 01:31:16 *🛠️ Distinguishing Field Names and Tags* - Distinguishing between field names and super tags by using title case for fields and lowercase for tags. 01:32:25 *📚 Limitations of Topic Search in Tana* - Tana's AI generates topics internally without searching the workspace. - Users cannot instruct Tana to search for topics in the workspace directly. 01:38:02 *🔍 Customizing Topic Selection with Live Search* - Customizing topic selection by implementing live search functionality. - Restricting topic selection to those already existing in the workspace. 01:42:57 *📋 Sharing Tana Templates* - Creating and sharing Tana templates for workspace structures and workflows. - Moving super tags and organizing nodes for effective template sharing. 01:52:56 *💡 Update on Tana Course and Community* - The "Mastering Tana" course provides detailed guidance on building a Tana system from scratch. - An update to the course is in progress, offering additional content and improvements. - The course includes access to a supportive community of users who share insights and ask questions. 01:55:14 *🎉 Conclusion and Gratitude* - Concludes the stream and expresses gratitude to viewers for participation and questions. - Encourages viewers to explore Tana and the "Mastering Tana" course for productivity benefits. Made with HARPA AI

ooh I wonder what i might need supertags for. that would convert me

@lukas, thanks so much for this. Really helped me. I liked the instance of a SOP task, but thinking it could be taken further with a command node that clones the SOP, on a data and time via Inbox using EVENTLink. Also in tana slack... Thanks Again 👏

Thanks the great walkthrough videos! Do you have any suggestions or videos for setting up a meeting notes template? Where I can tag those attending, tag different projects discussed, and have a dedicated section for meeting questions and action items?

when will this app be released?

Is it possible to do a zotero-to-tana export where the export is as such--the title node is the citation key and there are 3 fields: Author, MLA style bib, and APA style bib?