Other AIs search and answer. Sana Agents gives you real, finished work. With our Summer Release, your agents can now draft reports, build slides, analyze data, search your emails, and more. All from one place, ready to use and share.
This isn’t just a product update. It’s a whole new way of working with AI.
Generate documents and slides
From idea to artifact in seconds. Sana Agents can generate documents and slides complete with charts and tables based on your chosen data sources. Edit, collaborate, and share. Then export to PDF, Google Docs, Microsoft Word, or PowerPoint.
Analyze and visualize data
A personal data analyst, right at your fingertips. Simply upload spreadsheets or reference data from your selected integrations, then describe the analysis or visualization in your own words. Sana Agents will translate your written instructions into code and present the results as charts, tables, or summaries.
Write queries faster
We’ve made it easier for you to tell Sana Agents exactly what you need. Next time you write a prompt, you can paste or drag in everything from text and files to images. You can also filter sources, specify what you want to create (doc, presentation, sheet, image), and pick your preferred model—all from the chat box.
Organize and share with ease
Folders, previously called Collections, are your new, streamlined way to organize and collaborate in Sana Agents. Manage docs, files, and chats together in one place, share with individuals or groups, and enjoy a cleaner interface with greater flexibility.
Stay on top of your inbox
Gmail and Outlook Email integrations have arrived. Ask questions about buried email threads, request an inbox summary, or just get Sana Agents to reply for you based on your connected data sources.
Up your automation game
Tasks automate repetitive work. Now, they’re more useful than ever. In addition to the Tasks page, you can access your tasks directly from the Start page and any chat. A new category search makes tasks easier to find, and expanded sharing permissions let you share any task with select individuals or groups. Better scheduling helps you put entire workflows on autopilot.
Unlock new knowledge using MCP
Admins can now connect remote MCP servers, unlocking integrations with third-party apps not natively supported by Sana Agents. Gain new tools and data sources securely, with full control over permissions and access.
Find what matters in Microsoft Teams
Sana Agents can now search, summarize, and answer questions about messages and channels in Microsoft Teams. Access private chats, group chats, and channels securely, with real-time data and full respect for your Teams permissions.
Smaller changes, updates, and bug fixes
Stability improvements: We now average 99.9% uptime over the last 3 months.
Centralized Confluence integration: Easy workspace-wide setup for Confluence pages.
Outlook Calendar integration: View and query your meetings directly in Sana Agents.
HubSpot CRM integration: Search contacts, companies, and deals from HubSpot in Sana Agents.
Scheduled tasks: Run user-defined jobs on a repeatable schedule (Team and Enterprise tiers).
Visual PDF support: Agents can now analyze entire PDF pages, including charts and tables, for better data extraction.
Improved Sheets: New design, pause/resume, cell editing, column types, and automatic sheet naming.
Public API (beta): Enterprise customers can now build on Sana Agents with new public APIs for chat, tools, and integrations.
Notification settings: Control how and when you receive Sana Agents notifications (meeting summaries, etc.).
Improved news and web search: Results are now filtered by source quality, removing low-quality data and boosting authority.
Enterprise data retention: Any enterprise can now set data retention policies with retained analytics insights.
Custom vocabulary for notetakers: Workspace admins can set vocabulary to boost transcription accuracy.
Improved meeting summaries: Automatic spelling and transcript corrections in meeting notes.
Improved meeting stability: Faster, more stable performance for large meetings, especially on Teams.
Improved privacy settings: Admins can hide non-SSO sign-in methods for added security.
Record only internal/external meetings: Notetaker settings let you choose which meetings to record based on attendee domains.
The Summer Release has been a labor of love and we can't wait for you to try all the new updates. Please reach out with your thoughts and feedback—we're building this future with you.