Tana and Terret are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. 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 Tana when transcribing and summarizing meetings without a bot in the call matters most, and Terret when analyzing recorded sales calls to inform forecasting and deal-health scoring matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
AI-generated sales playbooks based on top-performer behavior
Automatic CRM field population and follow-up action generation
Conversation intelligence that records and analyzes sales calls at scale
Tana is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
Bot-less meeting capture using computer system audio
Conversation intelligence that records and analyzes sales calls at scale
Standout feature
Transcription and AI summaries for online and in-person meetings
Native integration of call insights with AI forecasting and deal scoring
Team usage
Action items pushed directly to task boards in the workspace
Automatic CRM field population and follow-up action generation
Integrations
Links meeting notes to relevant people and projects
AI-generated sales playbooks based on top-performer behavior
Languages & capture
Automatic meeting detection on Mac
Real-time pre-call briefs delivered via Slack
Best-fit workflow
60+ language support with automatic detection
Deal-risk detection, product-gap analysis, and expansion-signal surfacing
Best for
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.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
Pros & cons
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
Terret
+ Conversation intelligence is tightly coupled to forecasting and pipeline analytics
+ Automates CRM updates and methodology-field population to reduce admin work
- Oriented toward mid-market and enterprise revenue teams rather than small teams
FAQ
Is Tana or Terret better for AI meeting notes?
It depends on your workflow. Tana is strong for transcribing and summarizing meetings without a bot in the call, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
How do Tana and Terret compare on price?
Tana is a free tier with paid upgrades and Terret 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 Tana and Terret?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.