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, templates, ready to use agents

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

Intelligent multi-agent system that sorts your emails, delegating tasks to specific agents and putting insights into Tana.

Self-organizing CRM

Continuously ingests and organizes data, surfacing the most important contacts & events, revealing patterns and clear next actions.

Language tutor agent

Helps you to learn using Tana's 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

8+ hours of content

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

4 pre-built agentic systems

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.

Agent & Workflow Templates

Templates for Tana, Lindy & Zapier that you can install, fine-tune and use right away

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 01. 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 02. AI & Commands in Tana

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

MODULE 03. Building Self-reflection Agent

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

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

MODULE 04. Building VOICE-first language Tutor

FOCUS: Integrating AGENT with Tana advanced VOICE capabilities.

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

MODULE 05. Building Self-organizing CRM System

FOCUS: Automating Data Enrichment & Oragnization

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

Toolkit: Tana, Lindy, Perplexity API

MODULE 06. Orchestrating Email Processing

FOCUS: Intelligent email processing, filtering + insights export to Tana. Multiple agents:
Scan incoming emails, prioritize and add labels, identify action items, and create relevant artifacts in Tana.

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

Toolkit: Tana, Lindy, Zapier Agents

MODULE 07. 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 / Pay in full or with Klarna

8+ hours of educational content: Divided into granular video lessons.
4 pre-built agentic systems: Fully functional & integrated with learning experience.
AgentVerse: Knowledge base & framework to understand agents.
Agents & workflows templates in Tana, Lindy & Zapier Agents.
Tana Commands guide: Hands-on guide to Tana commands.
Private Slack Channel in TanaStack community
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

8+ hours of educational content: Divided into granular video lessons.
4 pre-built agentic systems: Fully functional & integrated with learning experience.
AgentVerse: Knowledge base & framework to understand agents.
Agents & workflows templates in Tana, Lindy & Zapier Agents
Tana Commands guide: Hands-on guide to Tana commands.
Private Slack Channel in TanaStack community
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.

FAQ

Do I need to know Tana fundamentals to benefit?

Yes. You will benefit from the workshop if you already have some (at least 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.