AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AskElephant when automatically logging call and meeting data into the crm matters most, and Tana when turning meeting notes into linked tasks and project knowledge matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching.
AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base.
AskElephant is an AI meeting and workflow automation platform built for revenue teams across sales, customer success, and operations. It captures calls, meetings, and emails, including via botless desktop recording, and then uses AI agents to automate the downstream work that normally follows a conversation. The platform automatically syncs call and meeting data into HubSpot or Salesforce, transfers deal context between sales and customer success during handoffs, and generates coaching scorecards based on sales methodologies such as MEDDIC and SPICED. AskElephant also produces proactive alerts that surface churn risk and deal risk detected across conversations, and it offers an AI chat that lets users query their business data using major LLMs like ChatGPT, Claude, and Gemini. Its emphasis is on eliminating manual data entry and administrative busywork so revenue teams can focus on customers rather than CRM upkeep, with workflows that the company describes as building and running themselves. AskElephant is an active product with published pricing, customer testimonials, and demo booking, operating in 2026. It is a good fit for teams that want meeting capture combined with automated, cross-team workflows rather than standalone note-taking alone. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Tana is an AI-native workspace that combines outlining, knowledge management, and a built-in meeting notetaker. Its Meeting Notetaker captures, transcribes, and summarizes meetings without requiring a bot to join the call; instead, it records computer system audio directly from the desktop app, which means it works across Zoom, Google Meet, Teams, and even in-person meetings, lectures, and interviews started on the computer. On Mac, Tana can detect when a meeting link is opened and offer to start transcribing immediately. Once captured, transcripts and summaries flow directly into the Tana workspace, where the AI can extract action items and push them to task boards, link the meeting to relevant people and projects, and surface notes where they are needed. It supports many languages with automatic detection and is available on Mac and Windows desktop apps. Tana is aimed at professionals and teams who want their meeting notes to become structured, connected knowledge rather than isolated transcripts, integrating capture with an ongoing personal or team knowledge system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
AskElephant is a free tier with paid upgrades (freemium); Tana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AskElephant | Tana |
|---|---|---|
| Core capability | Call, meeting, and email capture including botless desktop recording | Bot-less meeting capture using computer system audio |
| Standout feature | Automatic CRM syncing to HubSpot and Salesforce | Transcription and AI summaries for online and in-person meetings |
| Team usage | Automated cross-team handoffs that transfer deal context | Action items pushed directly to task boards in the workspace |
| Integrations | AI coaching scorecards based on methodologies like MEDDIC and SPICED | Links meeting notes to relevant people and projects |
| Languages & capture | Proactive churn and deal-risk alerts across conversations | Automatic meeting detection on Mac |
| Best-fit workflow | AI chat to query business data via ChatGPT, Claude, or Gemini | 60+ language support with automatic detection |
AskElephant
Choose AskElephant if you need automatically logging call and meeting data into the crm — strengths include automates crm updates and handoffs, cutting manual admin.
Tana
Choose Tana if you need transcribing and summarizing meetings without a bot in the call — strengths include captures meetings without adding a bot to the call.
AskElephant
Tana
It depends on your workflow. AskElephant is strong for automatically logging call and meeting data into the crm, while Tana is strong for transcribing and summarizing meetings without a bot in the call. Both transcribe and summarize meetings.
AskElephant is a free tier with paid upgrades and Tana is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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