Mark Midlick

Thus far this season, we’ve looked at using MCP to help design your Tana system, and to drive it (capture into it). In this next session, we’re moving one step further downstream: how to automatically sort incoming content into the right context and hand it to the right agent to do something useful with it.

Learn how to build AGENTS.md and SKILLS.md files that teach your AI agent to work with your specific Tana setup reliably and repeatably.

Discover how to build systems for managing people, projects, and priorities in Tana.

There’s no one-size-fits-all CRM. Some people track clients + deals, some track friends + follow-ups, and some just need a simple way to remember who they met, where, and what matters.

Most people organize information the only way they’ve been taught: lists, folders, outlines, buckets. That works until reality stops being simple; when people play multiple roles, assignments and responsibilities overlap, and relationships aren’t neatly hierarchical. At that point, lists tangle, categories collide, and structure breaks down. This session will explore how to model that kind of relational complexity in Tana, using structure that adapts as connections shift, rather than collapsing when things become interconnected.

We all collect things, not just objects, but experiences, ideas, and patterns. Maybe it’s the movies you’ve watched, the books that shaped you, or the recipes you keep rediscovering.

Whether you’re a book writer, blogger, filmmaker, or YouTuber, you need a place to riff freely without losing the plot. In this session, we’ll demo a workflow that turns fragments into structure and keeps threads alive. No contradicted world-building, no dropped subplots, no scattered docs.

Conferences, IRL events, and meetups generate a flood of ideas, insights, and connections. But what happens after you leave the room? Too often, notes get buried in a doc, new contacts vanish into LinkedIn, and the real value of the event is lost.

​This session is about building a Focus Dashboard: a living system that ties together your areas, projects, actions, and reviews into one adaptable flow.

Make meetings meaningful. ​This session will focus on how executives can capture the flow of decisions from meetings, and connect them to the KPIs and outcomes that matter.

We’re back with another live build - this time focused on how teams keep track of shared assets and updates, and surface the right information to the right people.

Learn how Tana is used in practice for various use cases through live builds of systems and workflows. Join for inspiration or to learn how the experts build and use Tana.