A condensed Tana Outliner walkthrough of the advanced workflows you can build after connecting it to the new Tana. Outliner is the structured context layer; the new Tana provides the meetings, skills, and agents that use it. The session moves through the complete loop: read Outliner context, prepare a meeting, retrieve context during the call, then propose and apply updates afterward.
Use Connect Tana to Tana Outliner for the setup. Watch the longer Systems Lab for the full explanation and discussion.
Intro and Remote MCP recap [0:00]
Remote MCP connects the new Tana's AI to the search, read, and write tools in Tana Outliner. The connection is permissioned to your account and hosted, so the Outliner desktop app does not need to stay open while a new-Tana chat, skill, or agent uses it.
Direct reading from and writing to Tana Outliner [0:44]
The connection works in both directions. The new Tana can search the graph and follow its structure to bring context into a document or meeting. It can also create and update Outliner records when you give it an exact destination, tag, and fields. Each operation runs through the MCP tools exposed by the connected skill.
Demo scenario and structured Outliner context [1:32]
The demo uses structured Outliner context across the life of a meeting. Existing notes ground the preparation and live conversation. The meeting then produces proposed changes that can keep those records current. This turns the two products into a loop rather than a one-time import.
Skill: Prepare a meeting with Outliner context [2:26]
A meeting-prep skill in the new Tana searches Outliner for the relevant history and open threads, then writes a consistent brief. Once the prompt produces the preparation you want, save it as a skill so you can rerun the same process without rebuilding the instructions.
Agent: Prepare all of today’s meetings [5:10]
Give the preparation skill to a new-Tana agent to run it across today's meetings. A schedule can start the agent each morning, leaving the briefs ready before the first call. See Walk into every meeting prepared for the ask-to-skill-to-agent pattern in more detail.
Skill: Retrieve Outliner context during a meeting [8:26]
During the call, run a retrieval skill from the new Tana Private Meeting Agent when you need older context from Outliner. The skill searches the connected graph and brings the relevant material into the current meeting, so the conversation can continue with the history in view.
Skill: Propose and apply updates after a meeting [10:36]
The post-meeting skill compares the outcomes with the relevant Outliner records, then proposes updates to existing records or the creation of new ones. Keep the destination rules in the skill and review the proposal before applying it, so new information lands in the right hierarchy and structure.
Agent: Configure end-of-day meeting reconciliation [13:06]
The final step turns that post-meeting skill into a scheduled agent. It reviews the day's meetings, gathers the changes that should return to Outliner, and prepares them for review. Together with the morning preparation agent, it creates a daily cycle: start with Outliner context, work in Tana meetings, and end with approved outcomes reflected back in Outliner.