Sana AI

How Sana AI Could Help Service Businesses Save Time and Automate Smarter

Sana AI offers two powerful tools—Sana Agents, for AI-powered assistance, meeting recordings, conversational chat with your company knowledge base, and workflow automation; and Sana Learn, an adaptive learning platform. Whether you’re streamlining customer ops, upskilling teams, or reducing manual hustle, Sana brings efficiency and intelligence to everyday processes.

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What is Sana AI?

Sana Labs, headquartered in Stockholm, creates enterprise‑grade AI solutions for knowledge management and learning. It’s aimed at service teams—support, operations, HR, and marketing—as well as L&D managers.

• Sana Agents: A no‑code AI assistant that lets users chat and converse with their entire knowledge base—documents, meetings, and internal systems. Features include meeting recordings, transcripts, and summaries, as well as automated tasks and CRM/Slack integrations. Learn more →

• Sana Learn: Creates personalized learning experiences that adapt to individual skill gaps, automates content generation, and integrates into knowledge stacks. Learn more →

Potential Benefits for SMBs

• Time‑saving insights: Meeting recording, transcription, and AI chat let teams instantly search and extract key information without manual note-taking. Read more →

• Consolidated knowledge: Users can chat with the company’s knowledge base to find policies, specs, past projects, etc.—no more deep diving into folder trees. Explore the assistant →

• Efficiency through automation: Automate meeting notes, ticket triage, reporting, and CRM updates.

Real Use Cases

Use Case: Automating meeting summaries — A fintech company used Sana Agents Notetaker to record, transcribe, summarize, and extract action items—saving ~10 hours/week per team member. Read more →

Use Case: Chatting with internal knowledge — A service firm deployed a conversational agent that staff could ask about SOPs, project docs, and past chat logs—eliminating information silos and speeding resolution. See example →

How It Might Fit Into a Workflow

A typical stack could be: Trigger → Sana Agent → Slack/CRM → Automated follow‑up

• Meeting starts → Sana Notetaker joins and captures recording, transcript, summary, and action items. Setup guide →

• Post‑meeting, team members chat with the transcript (“When did we decide budget X?”), automating follow‑ups.

• Sana Agents automates tasks like updating CRM, creating tickets, or generating reports based on the captured meeting info.

• Integrates with Slack, Teams, Google Meet, Zoom, Drive, SharePoint, Notion, Confluence, Salesforce, HubSpot, and more. Full integration list →

Pros and Considerations

Strengths

• All‑in‑one: chat, meeting recordings, summaries, task automation, and deep knowledge base integration.

• No‑code setup and multiple pre‑built connectors.

• Enterprise‑grade security: ISO‑27001, GDPR, SOC‑2; AES‑256 encryption in transit/rest; SAML/SCIM; domain and SSO support. Security info →

Watchouts

• Free tier limits meeting recordings (2/day) and chat messages (20/month). Plan comparison →

• Managing guardrails is essential—AI summaries and chat responses need oversight.

• Deep integration setup may require planning and change management.

Who Should Explore This Tool

• Operations or project teams with scattered or siloed information.

• SMBs wanting fast setup of AI agents and knowledge workflows without coding.

• Teams needing automated meeting insights and chat-driven access to company knowledge.

How Aurora Designs Approaches Tools Like This

We start with research and small pilots—connecting Sana to 1–2 meeting sources and internal docs, verifying output quality, and refining summaries and chat results with human oversight. We iterate before rolling out broadly.

Security

Sana ensures enterprise‑grade security: ISO‑27001, SOC‑2, GDPR, AES‑256 encryption, TLS 1.2+, data residency controls, SAML SSO and SCIM provisioning, plus permissions mirroring underlying systems. More security details →

Frequently Asked Questions (FAQ)

What are the advantages of using meeting recording and AI summaries in Sana AI?

Automatically capturing meetings, generating transcripts, action items, and searchable summaries saves time, improves accountability, and ensures insights aren’t lost.

How secure is Sana AI for sensitive data?

Sana AI is enterprise‑grade secure—ISO‑27001, SOC‑2, GDPR, AES‑256 encryption in rest/transit, SAML/SCIM SSO, domain verification.

Does Sana AI require coding skills?

No-code setup lets non-technical users configure chat agents, link knowledge sources, and define tasks. APIs/webhooks are optional for advanced integrations.

Can it integrate with tools like Slack, Zoom, HubSpot, or Google Drive?

Yes—includes 100+ connectors: meeting platforms (Zoom, Teams, Meet), Slack/Teams, CRMs like HubSpot and Salesforce, Google Drive, SharePoint, Notion, Confluence, etc.

What kind of customer support is available?

Free plan includes help‑center support. Paid tiers add priority support, onboarding assistance, and dedicated account teams.

Is it better suited for internal operations or customer-facing use cases?

Primarily internal: meeting capture, knowledge chat, task automation. But it can support customer-facing workflows like auto-responders and automated proposals.

How much does it cost to start using Sana AI?

Free tier offers limited usage (up to 2 meeting recordings/day, 20 chats/month, 5 users). Team plan is $30/user/month. Enterprise pricing is custom. Pricing info →

Want to try Sana AI?

We can help you plan, prototype, and implement meeting automation, knowledge chat agents, and smart workflows that tie neatly into your Slack, CRM, and calendar. Reach out for a free consultation.

Let’s build something remarkable together. Get in touch →