How This Tana Meeting Setup Eliminated 90% of My Meeting Prep Time

Ev Chapman
August 18, 2025

I used to waste 10-30 minutes per meeting just hunting for basics like discussion items, tasks from last meeting and project notes.

And the problem is only multiplied when you consider how many meetings you have each week. It's not just 10 minutes here or there. It ends up being hours wasted just preparing for meetings.  Not to mention the mental clarity it steals from you BEFORE you even get on a meeting.

So I created a Tana meeting system that helps me surface everything I need for meetings in less than 30 seconds. I can pull in everything related to that meeting by persona and project and walk into a meeting feeling like a superstar.

In this video I'm going to show you exactly how to setup a system like this in your own Tana workspace:

  • How to auto-pull agenda items for anyone in your meeting
  • My simple system for tracking open tasks by person (perfect for teams and coaching)
  • The project context trick that brings in every relevant note, task, and document

The best part? Setting this up takes less than 10 minutes, but will save you hours every week and make you look like the most prepared person in every meeting.

Click Below To Watch How This Tana Meeting Setup Eliminated 90% of My Meeting Prep Time 👇

Whenever You’re Ready To Turn Your 'Notes' Into A Powerful Personal Knowledge Co-Pilot — Here Are Three Ways I Can Help:

  1. Get some easy, quick Tana tips to take your workflows to the next level with my free Tana Toolbox Newsletter.
  2. Check out my Tana Fast Track Course if you want to jump all the way into building an AI Powered Personal Knowledge Co-Pilot that doesn’t just organise your work — but does work for you.
  3. Add one click meeting summaries to any of your meetings with my Meeting Magic​ Tana Agent Plugin.

Browse More Posts Like This...

5 Ways To Use Nano Banana To Visualise Your Notes In Tana

Tana just dropped Nano Banana (Google's new AI image model) a week ago and it's completely changed how I interact with my knowledge.
Read post

Build the Ultimate Quick Capture System Using Tana's iOS Widgets

Tana just released iOS widgets & they've completely solved the capture problem you didn't know you had.
Read post

The Productivity System That Automatically Filters Out Busywork

Ever get to Friday and think... "I was busy all week, but what did I actually accomplish?" I used to live in that Cycle until I built AlignmentOS in Tana that guarantees I only work on the most important things.
Read post

This AI Workflow Turns Any Video Into Organised Notes Automatically (Relay To Tana Workflow)

Drowning in your endless "watch later" list? Here's how I built an AI workflow that decides what content deserves my attention ⚡️
Read post

Why Note-Taking Feels So Hard (And The 4 AI Agents That Make It Easy)

I've watched hundreds of people abandon note-taking over the years. They start with good intentions. Maybe they try Zettelkasten or Smart Notes. They capture highlights, save articles, build elaborate systems. But within a few months? They give up.
Read post

Build a Personal Knowledge System for the Way We Work in 2025.  Not 2005

Each week, I break down one practical system, agent, or AI workflow you can plug straight into your work. So you can finally operate at full capacity with a system you’ll never want to work without..

Note: You’ll be taken to Substack after you hit the button. You'll need to click ‘Subscribe’ one more time to confirm.