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Marco Serafini

Tana – Your Workspace, Your Rules!

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With powerful features like supertags, custom commands, and AI integration, Tana lets you build a fully customized workspace—no rigid default structure. Instead of adapting your workflow to a tool, Tana adapts to you. Whether you’re crafting an interconnected knowledge system, managing projects and tasks, or building a CRM, the possibilities are truly limitless. Here’s an example of how you can structure a CRM in Tana:
Start your journey into Tana, and I guarantee you won’t regret it!
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Aurora
This video is golden, @marco_serafini! Thank you for sharing! I've shared it with several others whom I know are looking to build CRMs in Tana. Do you know if there's a way to pull contacts from e.g. LinkedIn? Would be amazing if we could hook it up so that all new LinkedIn connections gets added. The use case I'm thinking of specifically is during conferences where Tana could be an 'everything-in-one' tool (with the exception of LinkedIn(.
Marco Serafini
Thank you very much @aurorakb ! I haven’t set up an automation for that, but you can accomplish it using platforms like Make or Zapier. There’s no direct action trigger for what you’re asking, but we can achieve it through API calls. It’s a bit more technical, but doable!