Tana Agents & Automaton Course

From Overwhelmed to Autopilot — AI-Native Productivity & Knowledge Work

AI Agents are creating a new paradigm in how we approach personal productivity and knowledge work: FROM information TO decisions & actions. Agents can fully automate busywork and help you to scale yourself.

Agents are crazy powerful! They can access and influence multiple contexts (like your email & calendar). Enrich your data. Manage your schedule, send reminders, attend and summarize meetings on your behalf.

In Tana agents can organize your knowledge, speed run your workflows, mine & surface critical insights right when you need them.

TANA TOOLKIT

Tana provides you with the whole AI and automation toolkit.

TANA AGENTS

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

TANA APIs

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

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 CATCH...

Setup complexity

Agents are pretty difficult to set up and configure. Technical problems can kill momentum and push you to abandon the build before seeing the results.

Tool overwhelm

Too many AI agent tools, no clear path to choose the right one or integrate it with Tana. What should be a solution, instead creates overload and FOMO.

Reliability risks

Without proper guardrails agents can damage your business & reputation. Imagine sending wrong email to important client or losing crucial piece of information.

Lack of trust

Poorly designed agents behave unpredictably. So you have to double-check every decision & output. This of course completely negates all the benefits of automation.

SOLUTION COMING

This is exactly why we created Tana Agents & Automaton Course.

We'll guide you step-by-step to build powerful & reliable agents INSIDE & OUTSIDE Tana.
We'll help you to connect Tana to Lindy (no-code agent builder) via API and create a personalized suite of automations.

Focus on building

Hands-on tutorials to get you building immediately

Step-by-step guidance

Full breakdown of complex workflows & setups

Practical use-cases

With full implementation. Customize them or use as spare parts

Universal framework

V6 Framework will help you adopt the efficient flow of agent-building

Packed with resources

AgentVerse Knowledge Base, Tana templates, Lindy flows, Commands guide

Power of 3

3 Tana Ambassadors → x3 EXPERTISE + 3 perspectives on agents

CASE STUDIES

Course includes 4 powerful systems built by us from the ground up.
They will come to you in a form of fully-functional Tana Templates fully integrated with lessons on how to build them.

Email orchestrator

An agent that sorts your emails, delegating tasks to other agents and putting valuable insights into Tana.

Self-enriching CRM

Parsing and pulling relevant data into your Tana CRM via Perplexity and Appify. Enriching your leads & driving your deals.

Language tutor agent

Helps you to learn using Tana advanced VOICE capabilities. Agent catches errors, delivers instant feedback & adapts to your learning style.

Reflection facilitator

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

WHAT'S INSIDE

7+ hours of content

Divided into 24 video lessons with hands-on experience building agents and automations.

4 pre-built agents

Integrated into Tana templates. Customize them or take them apart to see how they're built.

AgentVerse

A knowledge base & framework to learn first principles, components, and best practices.

CourseCompanion agent

With full access to lecture transcripts. It can answer your questions and help you navigate the materials.

Tana Commands guide

Hands-on guide to Tana commands with best practices, real-life use cases, and demos.

1:1 consulting sessions

Build together with Andrew, Fis, and Aaron [Available only in the Personalized plan].

TEAM

Andrew Altshuler

Researcher, AI & Tana consultant

16 years of experience in Personal Knowledge Management, including 2.5 years fully dedicated to Tana.

Tana Ambassador. Creator of the Tana AKS Course (130+ students).

Working with generative AI since early 2021.

Passionate about knowledge systems, digital twins, and AI agents.

Fis Fraga

Digital entrepreneur and author

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

Instructor for the "Building a Second Brain" method with Tiago Forte.

Advanced Prompt Engineering instructor for an AI community of over 5,000 members.

Works at the intersection of Knowledge Management, AI, and holistic systems.

Aaron Lawson

AI researcher and experimenter

Tech enthusiast with 20 years of experience in productivity and knowledge management.

Tana Ambassador and one of Tana's first users. Leads a corporate AI task force at a 500+ employee company.

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

CURRICULUM

MODULE 1. First principles of AI Agents

Architecture
Reasoning
Guardrails & error handling
Goals / Decisions/ Actions
Memory (long term & short term)
State + Runtime
Multimodality
Environment interactions
Toolkit (APIs, Computer use, ...)
Specifics of Tana AGENTS
Multi-agent systems
RAG for Agents
MCP (Model Context Protocol)
Safety & reliability
Explainability & transparency

MODULE 2. AI & Commands in Tana

Structure
Building logic
Nesting
DataType-specific commands
Typical mistakes
Debugging
Prompt engineering in Tana

MODULE 3. Building Self-reflection Agent

FOCUS: building a simple internal Tana agents step-by-step follwoing the fundamentals.

System prompt
Model selection
Connecting to different commands
Integrating into your system

MODULE 4. Bullding VOICE-first language Tutor

FOCUS: Integrating AGNET with Tana advanced VOICE capabilities.

Voice-enabled fields
Voice on mobile
Transcription
Parsing
Processing
Agent's long term memory
Self-improvement strategies

MODULE 5. Building Self-enriching CRM System

FOCUS: Automating Data Enrichment

Tana Input API
API call command
Processing API output
Webhooks
JSON parsing with LLM

Toolkit: Tana, Lindy, Perplexity API, Apify

MODULE 6. Building Email Orchestrator

FOCUS: Intelligent email processing, filtering + insights export to Tana. Agent scans incoming emails, identifies action items, and creates relevant artifacts in Tana.

Multi-agent workflows
Orchestration
Tana Input API
Triggers & conditional logic
Cross-platform synchronization

Toolkit: Tana, Lindy

MODULE 7. All Best Practices

Distilled best practices on building agents INSIDE & OUTSIDE Tana and using Tana Commands.

READY TO JOIN?

Select the plan that works best for you

Standard

Full access to all course materials.

$180 / pre-order

7+ hours of educational content: Divided into 24 video lessons.
4 pre-built agents: Fully functional & integrated with learning experince.
AgentVerse: Knowledge base & framework to understand agents.
CourseCompanion Agent: Answers your questions and helps you navigate materials.
Tana Commands guide: Hands-on guide to Tana commands.
3 Personal 1:1 Sessions: Direct consulting sessions to accelerate your progress.
Private chat: Direct chat access to Andrew, Aaron, and Fis for ongoing support.

Personalized

Includes 3 consulting sessions with Andrew, Aaron, or Fis.

$800 / Pay in full or with Klarna

7+ hours of educational content: Divided into 24 video lessons.
4 pre-built agents: & integrated with learning experince.
AgentVerse: Knowledge base & framework to understand agents.
CourseCompanion Agent: Answers your questions and helps you navigate materials.
Tana Commands guide: Hands-on guide to Tana commands.
3 Personal 1:1 Sessions: Direct consulting sessions to accelerate your progress.
Private chat: Direct chat access to Andrew, Aaron, and Fis for ongoing support.

DELIVERY TIMELINE

NOW

Pre-Order

Instant Access to AGENTVERSE Knowledge Base

Delivery: AgentVerse Template delivered to your inbox upon purchase.
Purpose: Start learning foundational concepts of AI agents right away.

APRIL 17

Module Drop 1

Interactive Foundational Modules: AI Agent Core Concepts & Components

Delivery: Updated AgentVerse template with integrated interactive lessons.
Purpose: Build a foundational understanding of the core components of AI agents.

APRIL 23

Module Drop 2

Interactive Practical Modules on Tana Agents & Tana Commands

Delivery: Interactive lessons focused on building/deconstructing in Tana
Purpose: Learn practical skills for building commands & agents inside Tana.

APRIL 27

Module Drop 3 + Integration

Final Modules (Agents INSIDE & OUTSIDE Tana) + Complete System

Delivery: New content + Integrated workspace + bonus access links.
Purpose: Consolidate all learning materials + access exclusive bonus resources.

On the Personalized Package: we can schedule your first session before the course officially launches. On this session we'll help you define your project requirements, set up your Tana Workspace, and identify the specific toolkit.

FAQ

Do I need to know Tana fundamentals to benefit?

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.