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Tana's AI features are INSANE

CortexFutura Tools·
5 min read

Based on CortexFutura Tools's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Enable AI features through Tana Labs and provide an OpenAI API key from platform.openai.com to activate AI Fields and AI Commands.

Briefing

Tana Labs adds two AI-native building blocks—AI Fields and AI Commands—that let ChatGPT-style workflows run directly inside a workspace, using the notes, tags, and fields already stored there. The practical payoff is faster knowledge work: definitions can be generated for concepts, missing metadata can be extracted automatically, claims can be stress-tested with counterarguments, research plans can be drafted and refined, and voice notes can be transcribed and rewritten into structured summaries.

Setup starts with enabling Tana Labs via the gear icon, then selecting the AI features option. Using the system requires an OpenAI API key from platform.openai.com, created under “View API keys.” The transcript emphasizes two constraints: API usage costs money, and every AI action sends workspace data to OpenAI—so sensitive information shouldn’t be used unless it’s acceptable to share externally. Once the key is pasted into Tana, AI-enhanced fields and commands become available.

AI Fields focus on enriching existing structured content. For example, a “Concept definition” field tied to a concept node (like “expertise” or “second brain”) can be converted into an AI-enhanced field. A custom prompt is configured to ask for a definition in under 100 words, using Tana’s field-reference syntax with dollar-sign curly brackets to pull in the node name and other field values (such as language or style). A built-in prompt workbench lets users test the prompt against a specific node before saving. After configuration, clicking the AI-enhanced field runs the prompt and inserts the generated definition back into the workspace. The same mechanism can support translation, etymology, and example sentence generation.

AI Commands turn text-based instructions into reusable actions. Commands can be created by converting text into a command node (via command K → “convert to command note”). A key example is “get topics,” where an “ask AI” sub-command extracts topics from a quote and writes the result into a target field (the “topics” field). The workflow can be triggered either by selecting the command from the command line or by adding a button to nodes through Codex configuration so the action runs on demand.

More advanced prompting appears in “countering a claim.” Here, a command evaluates a claim using a role-based prompt (“world famous expert” on specific topics) and produces counterarguments. The transcript demonstrates passing in both the claim text and the topics it relates to, yielding multiple refutations; running the command on opposing claims produces a larger set of pro-and-con arguments.

Finally, the system supports planning and voice-note processing. A “suggest research plan” command adds a new field, generates a step-by-step plan, and outputs search terms for further investigation. It uses a two-step prompting pattern: first draft a plan, then critique and improve it by feeding the initial output back into a second prompt. For voice notes, Tana can transcribe audio (command K → “transcribe audio”) and then run a “summarize voice note” command that produces a title, a first-person past-tense summary, main points, action items, follow-up questions, and potential arguments against—alongside the original transcript context. The overall message: Tana Labs turns a second brain from a storage system into an active assistant for thinking, organizing, and decision support.

Cornell Notes

Tana Labs introduces AI Fields and AI Commands to generate and transform content inside a Tana workspace using an OpenAI API key. AI Fields enhance specific fields—such as writing a <100-word concept definition—by using prompts that reference node names and other fields via dollar-sign curly-bracket syntax. AI Commands convert prompts into reusable actions that can populate target fields, run on demand, or appear as buttons on tagged nodes. The workflow scales from simple extraction (like “get topics”) to argumentation (like “countering a claim”) and planning (like “suggest research plan” with a two-step critique). Voice notes can be transcribed and then summarized into structured outputs including action items and counterpoints.

How do AI Fields generate content using existing Tana structure?

AI Fields are configured per field (e.g., a “concept definition” field). After pasting an OpenAI API key in the AI-enhanced field settings, the user writes a custom prompt that includes Tana references like ${node name} and ${field name} using dollar-sign curly brackets. A prompt workbench allows testing against a specific node (for example, copying the “expertise” node into the test area). Once saved, clicking the AI-enhanced field runs the prompt and writes the generated definition back into the field.

What makes AI Commands different from AI Fields in practice?

AI Commands are reusable action nodes created from text (command K → “convert to command note”). They can include an “ask AI” step that returns content and can also specify a “Target node/field” where the output is inserted—such as filling the “topics” field from a quote. Commands can be executed from the command line or attached as buttons to nodes via Codex configuration, so the same AI action runs consistently across items tagged with a filter.

How does the “get topics” example work end-to-end?

A command node named “get topics” includes an “ask AI” prompt focused on extracting topics. The command is configured with a target field reference so the model’s output is placed into the “topics” field. Testing in the prompt workbench confirms the output (e.g., “note-taking”). Execution can happen by selecting the command from the command line or by adding a button to each relevant quote so a click triggers the extraction.

What is the core mechanism behind “countering a claim”?

The command frames the model as an expert on the claim’s topic area (e.g., nuclear power, CO2 emissions, climate change) and asks for counterarguments to a specific claim. It uses Tana field references to inject both the claim text and the topics field values into the prompt. The output includes multiple counterarguments with reasoning; running the command on opposing claims yields separate sets (pro and con) that can be compared quickly.

Why does the research-plan command use a two-step prompting pattern?

The “suggest research plan” command first generates a draft plan and search terms. Then it runs a second prompt that critiques and improves that draft by feeding the initial research plan output back into the next step. This encourages a more cohesive, step-by-step plan rather than a single-pass outline. The command also adds a new field (a research plan field) dynamically while running.

How does the voice-note workflow turn audio into structured notes?

The workflow starts with transcribing audio (command K → “transcribe audio”). Then a “summarize voice note” command uses a long prompt to produce: a title (15 words), a first-person past-tense summary, an “additional info” section with main points, action items, follow-up questions, and potential arguments against. The transcript text and context are included under the main node so the summary remains grounded in what was said.

Review Questions

  1. What are the key differences between AI Fields and AI Commands in how they generate and place output into Tana?
  2. Describe how Tana’s field-reference syntax (dollar-sign curly brackets) is used to inject node names and field values into prompts.
  3. In the research-plan workflow, how does the two-step prompting approach change the quality of the output compared with a single generation step?

Key Points

  1. 1

    Enable AI features through Tana Labs and provide an OpenAI API key from platform.openai.com to activate AI Fields and AI Commands.

  2. 2

    AI usage costs money via the OpenAI API, so monitor spend and usage carefully.

  3. 3

    Every AI action sends workspace data to OpenAI, so avoid using sensitive information you don’t want shared externally.

  4. 4

    AI Fields can generate structured content (like concept definitions) by using prompts that reference node names and other fields via ${...} syntax.

  5. 5

    AI Commands can populate target fields automatically and can be triggered either from the command line or as buttons on tagged nodes.

  6. 6

    Advanced commands can stress-test ideas by generating counterarguments and reasoning based on injected claim text and topic fields.

  7. 7

    Voice notes can be transcribed and summarized into a consistent structure (summary, main points, action items, follow-up questions, and counter-arguments) using a single command.

Highlights

AI Fields let a single field—like a concept definition—become a clickable generator that writes back into Tana using prompts tied to node and field values.
AI Commands can be turned into buttons, making AI actions one-click operations across all items matching a node filter.
The “countering a claim” workflow injects both the claim and its related topics to produce multiple counterarguments with reasoning.
The research-plan command improves its own draft by using a two-step prompt: generate, then critique and refine.
Voice-note summarization outputs a first-person past-tense summary plus action items, follow-up questions, and potential arguments against.

Topics

  • Tana Labs
  • AI Fields
  • AI Commands
  • Prompt Workbench
  • Voice Note Summaries