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Tana Agents & Automaton Workshop

From Overwhelmed to Autopilot in 30 Days



In 2024 we witnessed the power of AI agents in knowledge work. Agents can enrich your data, supercharging your CRM by scraping LinkedIn or Crunchbase.

They can access and influence multiple contexts, like your email, calendar, and social media. Manage your schedule, send reminders, attend and summarize meetings on your behalf.

In 2025, it's time to bring the power of agents to Tana.

Tana toolkit

Tana provides you with the whole AI and automation toolkit.

Agents

TANA AGENTS

  • Powerful native agent builder
  • Fastest say to plug agents to your data
  • Fully integrated into Tana's ecosystem
APIs

TANA APIs

  • Universal connector
  • Integrate external apps & agents
  • Build multi-agent flows and agent swarms
Commands

TANA COMMANDS

  • Built-In automation engine
  • Create powerful automated workflows
  • Trigger and control agents

Combine all 3 and now you have a productivity powerhouse.
Sound cool, right? But there's a problem.

It's doable, but it's not easy

Complexity

Complexity

Powerful features have a steep learning curve. Tackling them on your own is a challenge.

Tool overwhelm

Tool overwhelm

Too many AI agent tools, no clear path to choose the right one or integrate it with Tana.

Wasted time

Too much time

Endless tutorials eat up your time, becoming another major project in your busy schedule.

One size

Generic solutions fail

Pre-built agents and templates don't fit, and customization breaks them.

We have a solution!

30-day Tana Agents & Automaton Workshop

We'll guide you step-by-step to build powerful agents INSIDE & OUTSIDE Tana.
And we'll help you to connect Tana to other apps via API and create a personalized suite of automations.

Straight to building

Hands-on workshops to get you building from day one.

Agents & prompts lib

Hit the ground running with our resource library. We'll share what works.

Expert support

Three Tana experts guide you every step of the way.

Targeted knowledge

Only specific and contextual guidance for your specific workflows.

Community power

Learn from and collaborate with other Tana users.

Built for busy people

Live sessions designed for different timezones to fit your schedule.

Projects

We encourage you to join the workshop with a specific project in mind.
Even if it might change, because we'll expose you to new ideas. Here are some possible projects:

Manager

Assistant & orchestrator

An agent that sorts your emails, delegating tasks to other agents. The multi-agents flow is fully integrated with YOUR knowledge in Tana

CRM

Self-enriching CRM system

Parse and pull relevant data into your Tana CRM from LinkedIn, Crunchbase, Appify and other platforms. Enriching your leads & driving your deals.

Voice

Custom voice AI agent

Agent turns your voice notes into actions directly within Tana. It smartly processes each input, modifies your schedule & syncs data with other apps.

One size

Self-reflection facilitator

Agent mines insights from your meetings, therapy sessions, journal entries. It helps you maintain good habits & overcome bad patterns.

Format

Interactive workshops

Hands-on experience building agents and automations.

Build-together sessions

Dedicated time to work on your projects with expert support.

10 real-live demos

Real-world agents (inside/outside Tana) case studies with a full breakdown.

Full async support

Answering your questions async via chat and Loom videos.

Resource library

Prompts, Templates, Tana Commands guide, Tana Commands AI Coach.

Direct coaching sessions

1:1 building sessions [Available only in Personalized plan].

Workshop Team

Andrew Altshuler

Andrew Altshuler

Researcher turned consultant & educator

16 years of experience in Personal Knowledge Management; 2.5 years all-in Tana.

Tana Ambassador. Creator of Tana AKS Course (100+ students).

Working with generative AI since early 2021.

Obsessed with knowledge systems, digital twins & AI agents

Fis Fraga

Fis Fraga

Digital entrepreneur and author

M.Sc. in Computer Science & AI. Tana Ambassador.

Teacher for the Building a Second Brain method (with Tiago Forte)

Teacher on Advanced Prompt Engineering for AI community with 5000+ members

Works in the intersection of Knowledge Management, AI, and Holistic Systems.

Aaron Lawson

Aaron Lawson

Al researcher and experimenter

Tech enthusiast. 20 years experience in productivity and knowledge management

Tana Ambassador. One of the first Tana users. Leads an corporate Al task force for a +500 employee company.

Builds communities of practice around adapting to change, continual learning, and self-awareness.

Timeframe

Dates: February 23 → March 24

WEEK 1

Focus: Tana commands & LLM integration. Prompt engineering in Tana

Tools: Tana AI & Commands

WEEK 2

Focus: Building agents inside Tana and integrating them with your data.

Tools: Tana AI Agents

WEEK 3

Focus: Building external agents on no-code & low-code platforms.

Tools: Lindy, Langflow, OpenAI Operator

WEEK 4

Focus: Integrating everything together through APIs

Tools: Tana APIs, Apify, Custom APIs, Make.com

Ready to join?

Select the plan that works best for you

Standard

Full access to all workshop materials and expert guidance from Andrew, Aaron & Fis

$500 / pay in full or with Klarna
  • checkmark 4 Interactive Workshops: Hands-on experience building agents and automations
  • checkmark 4 Build-Together Sessions: Dedicated time to work on your projects with expert support
  • checkmark 10 Real-Live Agent Demos: See real-world Tana agent use cases, with full video breakdown
  • checkmark Full Async Support: Answering all your questions async in chat and with Loom videos
  • checkmark Resource library: Prompts, templates & guides
  • checkmark Access to TanaStack community in Slack
  • checkmark 14-days money-back guarantee: Try risk-free & focus on building
  • checkmark Access for the lifetime: Workshop content, recordings, and updates
  • minus 2 Personal 1:1 Sessions: Direct coaching sessions with Andrew, Aaron, or Fis to accelerate your progress
  • minus Private chat with Andrew, Aaron, and Fis

Personalized

Everything in Standard plus two 1:1 sessions with Andrew, Aaron, or Fis to accelerate your progress

$800 / pay in full or with Klarna
  • checkmark 4 Interactive Workshops: Hands-on experience building agents and automations
  • checkmark 4 Build-Together Sessions: Dedicated time to work on your projects with expert support
  • checkmark 10 Real-Live Agent Demos: See real-world Tana agent use cases, with full breakdown
  • checkmark Full Async Support: Answering all your questions async in chat and with Loom videos
  • checkmark Resource library: Prompts, Templates & guides
  • checkmark Access to TanaStack community in Slack
  • checkmark 14-days money-back guarantee: Try risk-free & focus on building
  • checkmark Access for the lifetime: Workshop content, recordings, and updates
  • checkmark 2 Personal 1:1 Sessions: Direct coaching sessions with Andrew, Aaron, or Fis to accelerate your progress
  • checkmark Private chat with Andrew, Aaron, and Fis

FAQ

At what time the live events will be held?

We schedule multiple sessions for each event (usually 3) to be able to cover the whole planet and fit into your busy schedule. But if you miss it → no worries; the recording will be available the next day.

Do I need to know Tana fundamentals to participate?

Yes. You will benefit from the workshop if you already have some (at leas basic) experience with Tana and have a grasp on key features: supertags, fields, and search nodes.

Can I get a refund?

14-day refunds are available. Just send us an email, and we'll refund you, no questions asked.