Omnito and Tana are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Omnito: A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants workflows, shortlist Omnito when salesforce teams logging meeting transcripts and summaries directly to records matters most, and Tana when transcribing and summarizing meetings without a bot in the call matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
A Salesforce-native AI meeting assistant (formerly SUMO Scheduler) that joins meetings, transcribes and summarizes them, and pushes notes and follow-ups into the CRM.
AI Notetaker that joins Zoom, Google Meet, and Microsoft Teams meetingsCombined scheduling, live chat, and omni-channel messaging in one platformNative Salesforce integration with notes and follow-ups pushed into the CRM
Omnito 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.
AI Notetaker that joins Zoom, Google Meet, and Microsoft Teams meetings
Bot-less meeting capture using computer system audio
Standout feature
Recording, transcription, summaries, and action-item detection
Transcription and AI summaries for online and in-person meetings
Team usage
Native Salesforce integration with notes and follow-ups pushed into the CRM
Action items pushed directly to task boards in the workspace
Integrations
Pre-call planning and post-call actions via Omnito for Agentforce
Links meeting notes to relevant people and projects
Languages & capture
Stated compatibility with other CRMs such as HubSpot and Microsoft Dynamics
Automatic meeting detection on Mac
Best-fit workflow
Combined scheduling, live chat, and omni-channel messaging in one platform
60+ language support with automatic detection
Best for
Omnito
Choose Omnito if you need salesforce teams logging meeting transcripts and summaries directly to records — strengths include deep salesforce-native integration keeps notes inside the crm.
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.
Pros & cons
Omnito
+ Deep Salesforce-native integration keeps notes inside the CRM
+ Bundles scheduling, note-taking, and follow-up automation together
- Most valuable for Salesforce-centric teams; broader CRM support varies
Tana
+ Captures meetings without adding a bot to the call
+ Meeting notes flow into a connected, structured knowledge base
- Requires the Tana desktop app and adopting its outliner workflow
FAQ
Is Omnito or Tana better for AI meeting notes?
It depends on your workflow. Omnito is strong for salesforce teams logging meeting transcripts and summaries directly to records, while Tana is strong for transcribing and summarizing meetings without a bot in the call. Both transcribe and summarize meetings.
How do Omnito and Tana compare on price?
Omnito 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.
Can I use both Omnito and Tana?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.