Productivity · head to head
Circleback vs Tana

Circleback
Productivity
AI meeting notes that join calls from your calendar and push action items into other tools
- From
- Free
- Rated
- -
The short version
- Each has a real cost: Circleback the free plan keeps 30 days of history, so it serves immediate follow-up and fails as a record, and the tier that made it look free has to be paid for the first time anyone needs a conversation from last quarter.; Tana the free plan hosts only 5 meetings a month with AI transcripts and summaries
- They diverge on capability: Circleback covers Calendar-driven recording, Tana covers Outliner interface.
- Prices and features above were last checked on 30 August 2026.
Where they differ
Only the attributes on which Circleback and Tana actually diverge.
| Attribute | Circleback | Tana |
|---|---|---|
| Pricing model | freemium | subscription |
| Platforms | Web | Web, Desktop |
| Founded | Unknown | 2020 |
Identical on both: starting price (Free), free tier (Yes), user rating (Not yet rated), category (Productivity).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in Circleback
- Calendar-driven recording
- Speaker-labelled transcripts
- Action item extraction
- Search across meetings
- In-person meetings
- Integrations
- Programmatic access
- Unlimited meetings on free
Only in Tana
- Outliner interface
- Supertags
- Live queries
- AI integration
- Graph views
- Email capture
- API
- Zapier
What people use each for
The jobs each tool is most often brought in to do.
Circleback
- Sales or recruiting calls where the follow-up has to land in the CRM or applicant system without anybody retyping it.not Tana
- Consultancies that need an accurate record of what a client asked for and when they asked for it.not Tana
- Distributed teams where people who missed a call need the substance rather than an hour of recording to sit through.not Tana
- Managers and founders running many short calls where the action items are the only output that matters.not Tana
Tana
- Structured note taking with a graph based supertag data modelnot Circleback
- Automatic meeting capture with AI transcripts and summariesnot Circleback
- Turning notes into queryable structured databasesnot Circleback
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Circleback
- The free plan keeps 30 days of history, so it serves immediate follow-up and fails as a record, and the tier that made it look free has to be paid for the first time anyone needs a conversation from last quarter.
- Custom retention and admin roles are on the Business tier and single sign-on and HIPAA on Enterprise, which is the familiar pattern of an organisation discovering the real price only after individuals have adopted the tool and filled it with client conversations.
- Pricing is per user and a note taker spreads to everyone who attends meetings rather than staying with one team, so the seat count tracks headcount, and free viewer accounts only arrive at the Business tier.
- Transcription errors persist on accents, crosstalk and domain jargon, and because the output becomes the official record people stop checking it against what was actually said, so a mistranscribed commitment can outlive everyone's memory of the meeting.
- Recording consent rules differ by jurisdiction and some require every participant's agreement, and the obligation rests with you rather than the vendor, so a bot joining calls automatically from a calendar can create a compliance problem nobody consciously chose.
Tana
- The free plan hosts only 5 meetings a month with AI transcripts and summaries
- The free plan connects only 1 calendar and allows 50 AI queries
- Pro is $30 per user per month at standard price, with $20 shown as an early bird rate
- Max is $120 per user per month at standard price, with $80 shown as an early bird rate
- Integrations and full MCP require the Pro plan
- Dedicated support and onboarding, and unlimited agents, skills and types, require the Max plan
- The Business plan is custom priced, billed yearly and has no published rate
- The free trial runs 30 days
Pricing, plan by plan
Circleback
Free- Individual$20.83/month
- AI notes
- Auto-assigned action items
- Transcription
- Team$25/month
- All Individual features
- Shared meetings
- Free viewer seats
- Enterprise$null/month
- All Team features
- Invoice/PO billing
- Priority support
Tana
Free- FreeFree
- 5 hosted meetings monthly with AI transcripts
- 1 calendar connection
- 50 AI queries
- Pro$20/month
- Early bird pricing (regular $30/month)
- Unlimited hosted meetings
- Botless meeting agent for Zoom, Teams, Google Meet
- Max$80/month
- Early bird pricing (regular $120/month)
- 5x more AI than Pro plan
- Dedicated support and onboarding
- Business$null/year
- Custom pricing (billed yearly)
- SAML SSO and advanced security controls
- Designated customer success manager
Which should you pick?
Choose Circleback if
- You need calendar-driven recording.
- You want to start without paying.
- You also want speaker-labelled transcripts.
Choose Tana if
- You need outliner interface.
- You want to start without paying.
- You work on Web, Desktop.
- You also want supertags.
Questions people ask
- Is Circleback or Tana better?
- Neither clearly leads. Circleback starts at Free and Tana at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Circleback or Tana?
- Circleback starts at Free and Tana at Free.
- Does Circleback or Tana run on more platforms?
- Circleback runs on Web. Tana runs on Web, Desktop.
- Can I use Circleback for free?
- Both have a free tier, so you can try either at no cost before committing.
- What is Circleback best used for?
- Circleback is most often used for sales or recruiting calls where the follow-up has to land in the crm or applicant system without anybody retyping it., consultancies that need an accurate record of what a client asked for and when they asked for it., distributed teams where people who missed a call need the substance rather than an hour of recording to sit through., managers and founders running many short calls where the action items are the only output that matters.. Of those, sales or recruiting calls where the follow-up has to land in the crm or applicant system without anybody retyping it. and consultancies that need an accurate record of what a client asked for and when they asked for it. are not what Tana is typically brought in for.
- What can Circleback do that Tana cannot?
- Circleback covers Calendar-driven recording, Speaker-labelled transcripts, Action item extraction, Search across meetings. Tana covers Outliner interface, Supertags, Live queries, AI integration.
Answered from the vendors’ own pages
Circleback: What does the free plan include?
Unlimited meetings, notes and action items, speaker-labelled transcripts, in-person recording, and Slack and Linear integrations, with history limited to 30 days. Longer history and the wider integrations are the paid line.
Tana: What is Tana's cheapest paid plan?
Tana Pro starts at $20/month with early bird pricing (regular $30/month) per user, offering unlimited hosted meetings and AI transcripts.
SourceCircleback: How accurate are the notes?
Good on clear audio and worse with heavy accents, crosstalk and specialist jargon. Because the notes become the record, spot-check anything consequential rather than assuming somebody else will.
Tana: Does Tana offer a free trial?
Yes, Tana provides a 30-day free trial with no credit card required, plus a 60-day refund window for yearly plan subscribers.
SourceCircleback: Do we need everyone's consent to record?
It depends on jurisdiction, and some require all-party consent. The obligation sits with the meeting organiser, not with the vendor, so set a policy before enabling automatic joining.
Tana: What is the difference between Tana Pro and Max plans?
Max provides 5x more AI than Pro ($80/month early bird or $120 regular), dedicated support, onboarding, and unlimited agents and skills.
SourceCircleback: Can we control how long recordings are kept?
Custom retention is a Business-tier feature. On the lower tiers you accept the defaults, which is worth knowing before client conversations start accumulating.
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