# April 2026 Source: https://docs.danahq.com/changelog/april-2026 Notes, custom instructions, citations, and smarter briefs. Aprilchangelog ### Notes are live on Dana You can now add, edit, and delete notes directly from Dana. Notes link to one or more contacts and show up in their timeline, giving you and your team a shared history of every relationship. Dana Note2 * Add notes from the pencil icon next to the search bar or press **N** on your keyboard. * Link notes to existing contacts or create new ones on the fly. * Rich text supported: bold, italics, links, and ordered/unordered lists. * Navigate between all contacts linked to a note from the note view. * Edit or delete notes directly from the timeline. Notes are private by default, but you can toggle sharing to make a note visible to your entire workspace. Shared notes show the creator's name in the timeline, and only the creator can edit or delete them. *** ### Customize your briefs with custom instructions You can now tell Dana exactly how you want your briefs written. Prefer shorter summaries? Want to always highlight deal stage or funding info? Need briefs in a specific format for your workflow? Set it once and every brief follows your rules. Custominstructions * Go to **Settings β†’ Brief Settings**. * Scroll to **Custom Instructions** and type in your instructions. * Hit **Regenerate** on any existing brief to see the change instantly. * Every future brief will follow your preferences automatically. Your briefs, your way. Dana just follows your lead. *** ### Citations in meeting briefs Every point in your Dana brief now comes with a citation. Hover over any citation marker to see exactly where that insight came from: the source, the date, and a direct link to the original. Citations * **Full traceability.** Every claim maps back to a specific email, calendar event, LinkedIn data point, note, or web result. No more wondering "where did Dana get this?" * **Built to grow.** The citation system is extensible. When we add integrations like Slack, those messages will automatically show up as sources too. * **Keeps AI grounded.** Citations limit Dana to only reference real data from your connected sources, which means fewer made-up facts. Inline citation markers are live now. We'll iterate on how they're displayed based on your feedback. *** ### Bug fixes and improvements * **Improved** brief intelligence so Dana now pulls from emails, calendar, LinkedIn, and web data to surface cross-source patterns instead of isolated facts. * **Improved** context ranking so past interactions are sorted by recency and relevance, meaning stale context no longer crowds out what matters. * **Fixed** date attribution so all data points are now timestamped with sender info, reducing repeated facts and misattributed details. * **Upgraded** the AI model powering briefs for sharper, more personalized output. * **Updated** brief length to include more useful context. Briefs may run slightly longer now. More signal, not more noise. *** Dana is still early, and we're building it alongside our users. If something feels off, missing, or could work better for your workflow, we'd love to hear about it. Your feedback shapes what we build next. > Got any feedback? Feel free to send a message to [support@danahq.com](mailto:support@danahq.com) # June 2026 Source: https://docs.danahq.com/changelog/june-2026 Dana now connects with Notion, HubSpoot, and more. ## Bring your Notion workspace into every brief πŸ“ Dana now pulls from your Notion workspace, so the research and writing you've already done shows up automatically when you need it. It pulls in account research, prep docs, meeting notes, and anything you've written about the people and companies you're meeting with. notiondana Inside your brief, relevant Notion content surfaces as a citation, with a Notion icon next to it. Click through and you go straight to the original page, so you can always trace an insight back to its source and read the full context. **To connect,** go to **Settings > Integrations**. Find the Notion card and authorize access. Once connected, Dana starts drawing on your workspace for future briefs. To learn more about this integration, read [our documentation](/integrations/notion). ## HubSpot is now connected to Dana 🀝 If your team lives in HubSpot, Dana now knows what your CRM knows, and there won't be copying and pasting deal notes before a call anymore. hubspotdana **What Dana does in HubSpot for you:** * Pulls deal context, contact history, and CRM notes automatically into meeting briefs * Surfaces the people and companies on your calendar with relevant context * Shows where each deal stands before your meeting * Brings together logged activities and relationship history in one place * Requires no manual preparation or data gathering **To connect,** go to **Settings > Integrations**. Find the HubSpot card and authorize access. Once connected, Dana starts drawing on your workspace for future briefs. Learn more about our HubSpot integration on [this page](/integrations/hubspot). ## Your Granola notes, right in your briefs πŸ₯£ Connect Granola to Dana and it brings your meeting summaries, notes, and transcripts straight into your briefs. Anytime Dana sources something from Granola, a citation appears next to it. Click it to jump right into those notes in the Granola desktop app. granoladana It's read-only, so Dana never touches anything in Granola itself. To read more about our Granola integration, visit [our page](/integrations/granola). ## Connect anything with custom MCP servers πŸ”Œ Beyond our native integrations, Dana now supports custom MCP (Model Context Protocol) servers. mcpdana If your team relies on a tool we don't natively support yet, connect it through its MCP server and Dana will fold that context into your briefs. This means Dana isn't capped at the integrations we've built. Any tool with an MCP server can become a brief source, with the same citations and traceability you get everywhere else in Dana. Visit [this page](/integrations/custom-mcp) for more information. ## Bug fixes and improvements 🧩 We've also refined the following in this launch: **Fixed** * Briefs being sent for meetings that were rescheduled to a future date. * Briefs generating for meetings even when turned off in settings. * A delay in the "brief ready" badge appearing on Home event cards. * Citation icons not appearing in Dana emails. * Citations from getdex.com rendering the wrong (danahq.com) icon in brief emails. * The "Regenerate brief" card not closing when clicking outside it. **Added** * An account reconnection email so you're notified when a connected account's credentials expire. * A "Copy text" button to brief pages for quick, Slack-friendly sharing. * Connection status indicators to each integration card. * Automatic brief generation when opening a brief from Google Calendar via the extension. **Improved** * Timeline with a faster-loading, month-grouped event list. * Onboarding flow. # May 2026 Source: https://docs.danahq.com/changelog/may-2026 Better briefs, copy anywhere, Google Meet integration, and built-in feedback. may-changelog ### Improved briefs you can trust and edit Pre-meeting briefs are the core of Dana, and we made them significantly better this month. * **Upgraded AI model** behind every brief, making them more accurate, more concise, and better at surfacing what actually matters before a meeting. * **Manual brief editing** so you can fix details, add context, or personalize talking points. Dana clearly tracks what you've edited vs. what was generated, so there's always full transparency. * **Smarter citation badges** now show the source's logo and domain, making every insight easier to trust at a glance. improved-briefs Better briefs, more control, less noise. *** ### Copy briefs anywhere Getting a brief out of Dana is now just as easy as opening one. Copy any full brief with a single click and paste it wherever you work: emails, docs, chat threads, or your preferred AI tool. copy-briefs Whether you're sharing meeting prep with a teammate or reusing insights in your own workflow, your briefs are no longer locked inside Dana. *** ### Dana is now inside Google Meet The hardest part of meeting prep is remembering to do it before the call starts. inside-google-meet With the [Dana Chrome extension](https://chromewebstore.google.com/detail/dana/bbmbkffadnfpnigcbidpeakdgeoijpan) installed, you'll now see a "View Pre-Meeting Brief" button in the Google Meet lobby, giving you instant access to your brief before joining a call. One click, full context, right when you need it. *** ### Built-in brief feedback We've added a feedback workflow directly inside every brief. Thumbs up submits instantly. Thumbs down opens a short feedback field so you can tell us exactly what was off. feedback-inside Every response gets read by the team, and your feedback is genuinely one of the biggest inputs into what we work on next. *** ### Bug fixes and improvements * **Added** an "Open this brief in Dana" link to every brief email so you can jump straight to the full brief in one click. * **Improved** how citation icons look in brief emails so you can quickly tell where each insight came from. * **Fixed** a bug where certain meeting titles could prevent brief emails from being delivered. * **Fixed** a privacy issue where contacts could appear across workspaces they weren't supposed to. * **Fixed** how Dana handles recurring meetings that share the same Google Meet link, so you always get the brief for the right session. * **Fixed** a number of small issues across emails, briefs, and citations to keep things running smoothly. * **Added** status badges to your integrations page so you can quickly see what's connected and what needs attention. * **Added** a "Contact us" option so you can request integrations we don't support yet. * **Improved** onboarding so new users can see and manage their connected accounts right from the start. * **Refreshed** the settings pages for a cleaner, more consistent look across Profile, Workspace, and Connected Accounts. *** Dana is still early, and we're building it alongside our users. If something feels off, missing, or could work better for your workflow, we'd love to hear about it. Your feedback shapes what we build next. # Citations Source: https://docs.danahq.com/features/citations Every insight in your brief links back to its source. Every point in your Dana brief comes with a citation. Citations let you trace any claim back to exactly where it came from so you never have to wonder *"where did Dana get this?"* Brieffinal2 ## How citations work Hover over any citation marker in your brief for about a second to see a tooltip with: * **The source type**: email, calendar event, LinkedIn data, note, Dex, Slack message, or Notion page * **The date**: when the original data point was created or sent * **A snippet**: a brief preview of the source content * **A direct link**: click to jump to the original source You can also click the source icon on any citation to go directly to the original without waiting for the tooltip. ## Supported sources Citations can reference any of your connected sources: | Source | What gets cited | Link destination | | ------------ | -------------------------------------------------------- | ----------------------- | | **Email** | Past exchanges with attendees, with sender and timestamp | Original email thread | | **Calendar** | Past meetings and events | Original calendar event | | **LinkedIn** | Professional context and background | LinkedIn profile | | **Notes** | Notes you've written in Dana | Note in Dana | | **Dex** | Contact notes, relationship history | Contact page in Dex | | **Slack** | Recent messages with attendees | Original Slack message | | **Notion** | Pages, prep docs, AI Notetaker notes | Original Notion page | ## Why citations matter * **Full traceability**: every claim maps back to a specific source. No more guessing where an insight came from. * **Keeps AI grounded**: citations limit Dana to only reference real data from your connected sources, which means fewer made-up facts. * **Timestamped and attributed**: every data point shows who said what and when (e.g. "\[8 May 2026, Sarah Chen]"), reducing repeated facts and misattributed details. ## Built to grow The citation system is extensible. As Dana adds new integrations, those sources will automatically appear as citations in your briefs, no changes needed on your end. ## Group meeting attribution In meetings with multiple attendees, Dana attributes each citation to the specific contact it came from. A talking point about one attendee will cite sources related to that person, while a different point will cite sources for another so context never gets mixed up. If you want Dana to always surface specific sources, add it to your [custom instructions](/features/custom-instructions). For example: *"Always cite the most recent Dex note and email exchange for each attendee."* # Custom instructions Source: https://docs.danahq.com/features/custom-instructions Tell Dana exactly how you want your briefs written. You can tell Dana exactly how you want your briefs written. Prefer shorter summaries? Want to always highlight deal stage or funding info? Need briefs in a specific format for your workflow? Set it once and every brief follows your rules. Custom Briefs ## Setting custom instructions Go to **Settings β†’ Brief Settings**. Scroll to **Custom Instructions** and type in your preferences (up to 2,000 characters). Changes are saved automatically. Hit **Regenerate** on any existing brief to see the change instantly. Every future brief will follow your preferences automatically. ## Examples of useful instructions **For format and length:** * *"Keep briefs under 200 words."* * *"Use bullet points instead of paragraphs."* * *"Start every brief with a one-sentence TL;DR."* **For sales and BD workflows:** * *"Always highlight the company's funding stage and most recent funding round."* * *"Surface the deal stage and last touchpoint at the top."* * *"Include any open objections or concerns from past calls."* **For relationship-driven workflows:** * *"Lead with the most recent email exchange with this contact."* * *"Always include the most recent Dex note and any active reminders."* * *"Highlight personal details β€” kids, hobbies, recent life events β€” if mentioned in past notes."* ## Tip: combine with integrations Custom instructions work even better when paired with connected sources. If you've connected [Dex](/integrations/dex), [Slack](/integrations/slack), or [Notion](/integrations/notion), tell Dana which sources to prioritize: > *"Prioritize Notion prep docs and Dex notes over generic LinkedIn data."* As you connect more integrations, your custom instructions will automatically apply to those new sources too. # Meeting Briefs Source: https://docs.danahq.com/features/meeting-briefs Meeting briefs are the core of Dana. Before every meeting on your calendar, Dana automatically generates a brief that pulls together everything you should know: past interactions, relevant context, and key details about the people you're meeting. Meeting Briefs Hero ## How briefs are generated Dana cross-references your calendar, email, LinkedIn, and any other connected sources to surface what matters for each specific meeting. Briefs generate automatically β€” no manual prompting needed. You can also manually generate a brief from any meeting in Dana at any time. Briefs pull from: * **Email exchanges** with the attendees, timestamped with sender attribution * **Calendar events** β€” past and upcoming meetings with the same attendees * **LinkedIn profiles** of each attendee * **Web search results** for company and topical context * **Notes** you've added in Dana, linked to the relevant contacts * **Dex** relationship history (if [connected](/integrations/dex)) ## What you see in a brief Every brief includes: * **Attendee summaries** with relevant background and recent context * **Cross-source patterns**: Dana surfaces connections across emails, calendar, LinkedIn, notes, and the web instead of isolated facts * [**Citations**](/features/citations)\*\* on every claim\*\*: hover over any citation marker to see exactly where the insight came from, the date, and a direct link to the original source * **Recency-ranked context**: recent and relevant interactions are prioritized so stale context doesn't crowd out what matters ## Controlling which meetings get briefs From **Settings β†’ Brief Settings**, you can toggle: * **Automatically include internal meetings**: generate briefs for meetings with only internal attendees * **Automatically include recurring meetings**: generate briefs for recurring meetings Settings ## Customizing briefs You can shape how Dana writes your briefs with [custom instructions](/features/custom-instructions). Examples: * *"Keep briefs under 200 words."* * *"Always highlight deal stage or funding stage."* * *"Lead with the most recent email exchange."* * *"Use bullet points instead of paragraphs."* Set it once and every future brief follows your rules. ## Regenerating a brief If you've added a new note, connected a new source, or updated your custom instructions, hit **Regenerate** on any existing brief to apply the changes immediately. ## Sharing briefs with participants You can optionally send a public brief to all meeting participants with topics, context, and optional prep, and no participant details are shared. Control this from **Settings β†’ Brief Settings** under **Public Briefs**: * **Never** * **Ask for every brief** * **Always send** Public Brief Briefs may run slightly longer than they used to. Dana now includes more useful context per meeting. We're happy to hear your feedback so we can keep fine-tuning! # Notes Source: https://docs.danahq.com/features/notes Add, edit, and share notes linked to your contacts. You can add, edit, and delete notes directly from Dana. Notes link to one or more contacts and show up in their timeline, giving you and your team a shared history of every relationship. ## Adding a note * Click the pencil icon next to the search bar, or press **N** on your keyboard. * Link your note to existing contacts or create new contacts on the fly. * Use the rich text editor: **bold**, *italics*, links, and ordered or unordered lists. Dana Note2 ## Sharing notes Notes are private by default. Toggle sharing to make a note visible to your entire workspace. Shared notes show the creator's name in the timeline. Only the creator can edit or delete a shared note. ## Viewing notes * **From the contact timeline**: every note linked to a contact appears in their timeline view * **From the note view**: navigate between all contacts linked to the same note ## Editing and deleting Edit or delete notes directly from the contact timeline. Changes sync immediately across your workspace if the note is shared. ## How notes show up in briefs Notes you write appear as **citations** in your meeting briefs. If you wrote a note about an attendee last month, Dana will surface it in the brief for your next meeting with them. Want Dana to always include your latest notes in briefs? Add this to your [custom instructions](/features/custom-instructions): *"Always include the most recent note for each attendee."* # Connect your email Source: https://docs.danahq.com/get-started/connect-email Your email is one of Dana's most important context sources. Email is where most of your relationship history lives: past threads, agreements, and context you've shared with each attendee. Connecting email lets Dana surface the most relevant exchanges in every brief, with full timestamps and sender attribution so you know exactly who said what and when. ## Supported email providers * **Gmail** (via Google Workspace or personal Gmail) * **Microsoft Outlook** (via Microsoft 365 or Outlook.com) ## Connect your email If you signed up with Google or Microsoft, your email is connected automatically. To verify or manage the connection: Go to **Settings β†’ Connected Accounts**. Your Google or Outlook account should show as **Connected**. If your email shows as disconnected, click **Reconnect** and re-authorize. Connectaccounts ## What flows from email into your briefs Once connected, Dana surfaces in every brief: * **Recent and relevant email exchanges** with each meeting attendee, ranked by recency and relevance so the most useful context rises to the top * **Relevant threads** based on the meeting topic, pulling cross-source patterns rather than isolated facts * **Timestamped sender attribution** β€” every data point shows exactly who sent it and when (e.g. "\[8 May 2026, Sarah Chen]"), reducing repeated facts and misattributed details All email content appears as **citations** in your brief. Hover over any citation marker to see the source, date, and a direct link to the original thread. ## Privacy Dana reads your email to generate briefs but never sends, modifies, or stores the content of your emails beyond what's needed to surface them as context. > Learn more in our privacy page: [https://www.danahq.com/privacy](https://www.danahq.com/privacy) # Install the Chrome extension Source: https://docs.danahq.com/get-started/install-extension Access Dana briefs directly from Google Calendar without leaving your browser. The Dana Chrome extension lets you open full meeting briefs directly from Google Calendar with one click. No need to switch tabs or open Dana separately. ## What you get Click "Open in Dana" on any meeting in Google Calendar to see: * **Who you're meeting**: attendee profiles and background * **What you last discussed**: recent interactions and context * **Talking points**: suggested topics based on your history * **Key context**: everything Dana pulled from your email, calendar, LinkedIn, notes, and connected integrations The extension syncs with your Dana account automatically. Chromeextension ## Install the extension Go to the [Dana extension page](https://chromewebstore.google.com/detail/dana/bbmbkffadnfpnigcbidpeakdgeoijpan). Click **Add to Chrome** and confirm the installation. The extension syncs with your existing Dana account automatically. Open any meeting in Google Calendar and you'll see the "Open in Dana" button. The whole process takes about 10 seconds. ## Requirements * **Google Chrome** browser * An active Dana account with a connected calendar Calendar Extension The extension currently works with Google Calendar. Outlook calendar support via the extension is not yet available. ## Troubleshooting Make sure the extension is installed and enabled. Check your Chrome extensions by going to **chrome://extensions** and confirming Dana is toggled on. Try refreshing your Google Calendar tab. Make sure you're logged into Dana in the same browser. The extension syncs automatically β€” no manual setup needed. # Welcome to Dana Source: https://docs.danahq.com/get-started/welcome-dana Start every meeting prepared with AI-powered context and insights. Dana gives you instant context and insights before every meeting. By pulling from your email, calendar, web, and other connected sources, Dana generates a brief tailored to each meeting so you walk in informed and ready. Welcometodana ## What Dana does * **Pre-meeting briefs:** Automatically generated for every meeting on your calendar, pulling context from your connected sources. * **Notes:** Add private or shared notes linked to your contacts, with a full timeline view of every relationship. * **Citations:** Every fact in a brief links back to its source: an email, calendar event, data point, or note. * **Custom instructions:** Tell Dana exactly how you want briefs written, and every future brief follows your rules. ## Get started Create your Dana account in under a minute. Dana needs calendar access to find your meetings. Pulls relationship context into your briefs. Bring your Dex relationship history into briefs. # Calendar Source: https://docs.danahq.com/integrations/calendar Connect Google Calendar or Outlook to generate briefs for every meeting. Calendar is a **core integration**. Dana needs it to find your meetings. Without a connected calendar, Dana can't generate briefs. ## Supported calendars * **Google Calendar** (Google Workspace or personal Google accounts) * **Microsoft Outlook** (Microsoft 365 or Outlook.com) ## Connecting calendar Your calendar is connected during signup. To check or manage it: Go to **Settings β†’ Connected Accounts**. Your Google or Outlook account should show as **Connected**. Click **Reconnect** if your calendar has disconnected. ## What flows into your briefs Dana reads: * **Meeting metadata** β€” title, time, location, description * **Attendees** β€” who's invited, internal vs. external Dana never modifies your calendar β€” read-only access. ## Controlling which meetings get briefs From **Settings β†’ Brief Settings**, you can toggle: * **Automatically include internal meetings**: generate briefs for meetings with only internal attendees * **Automatically include recurring meetings**: generate briefs for recurring meetings You can also manually generate a brief from any meeting in Dana, regardless of these settings. ## Access briefs from Google Calendar Install the [Dana Chrome extension](https://chromewebstore.google.com/detail/dana/bbmbkffadnfpnigcbidpeakdgeoijpan) to open full briefs directly from Google Calendar. Click "Open in Dana" on any meeting to see who you're meeting, what you last discussed, talking points, and key context, all without leaving your browser. The extension syncs with your Dana account automatically and takes about 10 seconds to install. ## Citations from calendar When Dana references past meetings in a brief (e.g., "You last met with Sarah three weeks ago"), the citation links back to the original calendar event with a timestamp and direct link. # Connecting your own tools with custom MCP servers Source: https://docs.danahq.com/integrations/custom-mcp-servers Connect the tools you already use β€” CRM, support desk, billing, and more β€” so Dana can pull their data into every meeting brief. Dana can pull information from the tools you already use β€” your CRM, support desk, billing system, and more β€” and weave it into your meeting briefs. It does this through **custom MCP servers**. An MCP server is simply a secure doorway that a tool provides so other apps (like Dana) can read information from it. Many products now offer one. If a tool you use has an MCP server, you can connect it to Dana and start seeing its data in your briefs. This guide explains what you can connect, how to do it, and what to expect. ## What you get Once a tool is connected, Dana automatically looks up each person in your meeting and adds anything relevant to your brief β€” for example, a customer's open deals, their recent support tickets, or your last few notes about them. * **It happens automatically.** After you connect a tool once, Dana uses it for every brief. You don't run anything by hand. * **Everything is sourced.** Each piece of information Dana adds shows where it came from, with the tool's icon and a "Referenced from …" label. When the tool provides a link, the reference is clickable so you can open the original record in one tap. * **Dana only reads.** Dana never creates, edits, or deletes anything in your tools. It only looks things up. ## Who can use it Custom MCP servers are available on all paid plans. The number you can connect depends on your plan: | Plan | Custom servers you can connect | | ------------ | ----------------------------------- | | Free | Not available | | Premium | 1 | | Professional | 3 | | Trial | 3 (so you can try the full feature) | Connecting one of Dana's built-in integrations (such as Slack, Dex, Notion, or HubSpot) does **not** count toward this limit. ## Before you begin Not every tool can be connected yet. For Dana to connect to a tool, its MCP server needs to meet all of the following: * **It's hosted online.** The server must be reachable over the internet at a web address (URL) that starts with `https://`. Servers that only run locally on your own computer can't be connected. * **You can sign in to it.** Dana connects by sending you through the tool's normal sign-in screen, so you stay in control of what Dana can see. The tool needs to support apps connecting this way automatically. Tools that only offer a manual API key are not supported yet. * **It can be read from.** Dana only ever uses the tool's read, search, and lookup features. The most useful tools are ones that can look a person up by their **email address or name** β€” like a CRM or a support desk. Those give Dana the richest, most person-specific context. Tools that can only be searched by an internal ID still work, but they'll surface less about each attendee. ## How to connect a tool Open **Settings β†’ Integrations**. Find the **Custom MCP servers** section and select **Add custom MCP server**. Paste the tool's MCP server address (its `https://…` URL) and continue. You'll be taken to the tool's own sign-in page to approve the connection. This is how the tool confirms it's really you and decides what Dana is allowed to see. After you approve, Dana automatically figures out which lookups are useful for briefs and tests them. This takes a few moments. Dana shows you what it found β€” the lookups it will use and a few real sample items pulled from the tool, so you can see the kind of information that will appear in your briefs. That's it. There's no extra "confirm" step β€” once the scan finds usable information, the tool is connected and will be used in your next briefs. If Dana can't find anything useful to read from the tool, it will let you know and won't take up one of your connection slots. ## Connection statuses In the Custom MCP servers section, each connected tool shows a status: | Status | What it means | What to do | | ---------------- | ---------------------------------------------------------------------------------- | ---------------------------------------------------- | | Connected | Working normally and being used in your briefs. | Nothing β€” you're all set. | | Re-scan needed | The tool changed what it offers, so Dana's saved setup is out of date. | Select **Re-scan** to refresh it. | | Reconnect needed | Your sign-in expired or was revoked. | Reconnect the tool to sign in again. | | Disabled | Turned off because your current plan allows fewer servers than you have connected. | Upgrade, or remove another server to free up a slot. | | Pending | The connection hasn't finished yet. | Finish the sign-in and scan steps. | ## Managing your connections * **Re-scan when a tool changes.** If a tool adds or removes features, you may see "Re-scan needed." A quick re-scan brings Dana back up to date. * **Remove a tool anytime.** Select the trash icon next to a server and confirm. Dana stops pulling its data immediately, and you can reconnect later whenever you like. * **If you downgrade your plan.** If your new plan allows fewer servers than you currently have connected, Dana keeps the ones you've used most recently and turns the rest off (they'll show as "Disabled"). Nothing is deleted β€” upgrade again or remove a server to re-enable the one you want to keep. ## Your privacy and security Connecting a tool is designed to be safe and to keep you in control: * **Read-only.** Dana never changes anything in your connected tools. It only looks information up. * **You approve access.** You sign in through the tool's own screen, so you decide what Dana is allowed to see, and you can revoke it at any time from within that tool or by disconnecting it in Dana. * **What's shared for lookups.** To find context about the people in a meeting, Dana sends an attendee's name and email address to the connected tool so it can look them up. This is what makes per-attendee context possible. * **Secure connections only.** Dana connects only over secure (`https`) addresses and won't connect to private or internal network addresses. ## Troubleshooting A few common reasons: * The address doesn't start with `https://`, or it isn't a valid web address. * The tool doesn't support automatic app sign-in yet (for example, it only offers a manual API key). * The tool is one of Dana's built-ins (Slack, Dex, Notion, HubSpot, Granola) β€” connect it from its own tile instead. * You've already connected that same tool. * The address couldn't be reached. The tool likely changed what it offers. Select **Re-scan**. If it persists, the tool may have removed a feature Dana was relying on β€” try reconnecting it. The tool may not be able to look people up by email or name, so it has little attendee-specific information to contribute. Tools like CRMs and support desks (which key on email) give the best results. Custom MCP servers are available on paid plans only. Upgrade from **Settings β†’ Plans** to turn it on. ## Examples of tools you can connect These are examples to show the *kinds* of tools that work well. The strongest fits for meeting briefs are tools that can look a person up by **email** β€” CRMs, support desks, and billing systems. | Tool | What it can add to a brief | Looks people up by | | ---------------------------------------------------------- | -------------------------------------------- | ------------------ | | Intercom | Past support conversations with the attendee | Email | | Zendesk | Support ticket history for the attendee | Email | | Stripe | Billing relationship – customer, invoices | Email | | PayPal / Square | Transaction and order history | Email | | CRMs (Attio, Salesforce, Pipedrive, Close, Affinity, Folk) | Relationship, deal stage, notes, last touch | Email | | Linear | Issues and projects an attendee owns | User | | Atlassian (Jira / Confluence) | Tickets and pages tied to the attendee | User | | GitHub | Pull requests and activity for an account | Username | | Asana | Tasks and projects involving the attendee | User | Tools change their offerings often, so treat this list as a starting point rather than a guarantee. Always check whether the tool currently offers a hosted MCP server you can sign in to. ## Need help? If you run into any issues or have questions, we're here to help. Reach out to us anytime at [support@danahq.com](mailto:support@danahq.com). # Connecting Dex Source: https://docs.danahq.com/integrations/dex Bring your relationship history, notes, tags, and reminders from Dex into your meeting briefs. Connecting Dex brings your relationship history, notes, tags, and reminders into your Dana meeting briefs. When you open a brief, Dana cites Dex alongside email, calendar, and LinkedIn, so you walk into every meeting with the full picture of who you're meeting and what you've talked about before. Dex is a **personal integration**. The connection is yours, not your workspace's, so your teammates won't see your Dex data in their briefs. Dex ## Before you start You'll need: * An active Dana account * An active Dex account, logged in on the same browser Dex and Dana are both built by the same team. Connecting them is free and takes about a minute. ## Connect Dex to Dana Go to **Settings β†’ Integrations**. Under **Personal integrations**, click **Dex**. Click **Connect Dex**. A window will open for MCP authorization. If you're already logged into Dex in your browser, it will authorize automatically and close the window. If not, sign in to Dex first, and the authorization will complete. Dex will show as **Connected** in your integrations list. Dana now has access to your Dex contacts, notes, and reminders. ## What flows from Dex into your briefs Once connected, Dana automatically pulls the following from Dex when generating briefs: * **Notes**: your contact notes appear as cited sources in briefs. The citation tooltip shows a snippet of the note, which contact it was created for, and a link to that contact in Dex. * **Relationship history**: past interactions and timeline data for contacts * **Tags**: how you've categorized the contact * **Reminders**: active reminders for a contact may surface as suggested action items or opening questions in your brief You can click the Dex icon on any citation to jump straight to the contact in Dex. Hovering over the citation for about a second shows the tooltip with a note snippet and attribution. ## How Dex data appears in briefs In a group meeting, Dana attributes each Dex note to the specific contact it was created for, so it's clear which insight came from which relationship. For example, a talking point about internationalization might cite a Dex note created for one attendee, while a follow-up item cites a reminder set for another. Note citations link to the Dex contact page (deep linking to the specific note is not yet supported). ## Tip: Tell Dana how to use your Dex data If you want Dana to emphasize Dex relationship history in your briefs, add it to your [custom instructions](/features/custom-instructions): 1. Go to **Settings β†’ Brief Settings** 2. Scroll to **Custom Instructions** 3. Add something like: *"Always include the most recent Dex note and any active reminders for each contact at the top of the brief."* 4. Hit **Regenerate** on any existing brief to test it Future briefs will follow your preference automatically. ## Troubleshooting Try regenerating an existing brief after connecting. If Dex data still doesn't appear, disconnect and reconnect from **Settings β†’ Integrations**, making sure you're logged into Dex in the same browser. Make sure you're on the latest version of Dana. If Dex still isn't listed, contact support at [support@danahq.com](mailto:support@danahq.com). Currently, Dex citation links open the contact page in Dex, not the individual note. Deep linking to specific notes is planned for a future update. ## Disconnecting Dex To disconnect Dex from Dana: 1. Go to **Settings β†’ Integrations** 2. Find **Dex** under Personal integrations and click **Disconnect** 3. Confirm Disconnecting removes Dana's access to your Dex data. Future briefs will no longer include Dex notes, tags, or reminders. Previously generated briefs that cited Dex data will retain those citations. # Email Source: https://docs.danahq.com/integrations/email Connect Gmail or Outlook to pull email context into your briefs. Email is a **core integration** β€” it's where most of your relationship history lives. Connecting email lets Dana surface the most relevant exchanges in every brief. ## Supported email providers * **Gmail** (Google Workspace or personal Gmail) * **Microsoft Outlook** (Microsoft 365 or Outlook.com) \[TODO: confirm support] ## Connecting email Email is connected during signup. To check or manage it: Click your profile and go to **Settings β†’ Integrations**. Email appears in your core integrations. It should show **Connected**. Click **Reconnect** if your email has disconnected. ## What flows into your briefs Once connected, Dana surfaces in every brief: * **Recent email exchanges** with each attendee * **Relevant threads** based on the meeting topic * **Date attribution** showing exactly when each exchange happened β€” no more repeated or misattributed facts All email content appears as **citations** in your brief, linking back to the original thread. ## Privacy Dana reads your email to generate briefs but never sends or modifies messages. We don't store full email content beyond what's needed to surface relevant context. See [privacy docs](/faq/privacy) for details. # Connecting Granola Source: https://docs.danahq.com/integrations/granola Connect Granola to Dana to pull meeting summaries, notes, and transcripts into your meeting briefs. # Granola The Granola integration lets Dana fetch your meeting summaries, notes, and transcripts from [Granola](https://www.granola.ai) and surface them in your meeting briefs. It connects through Granola's MCP server and is available on production. ## What Dana fetches When you connect Granola, Dana pulls: * **Meeting summaries** from your past meetings * **Notes** captured in Granola * **Transcripts** from recorded meetings Access is **read-only**. Dana never updates or modifies anything in Granola itself. ## Fetch window Granola's free tier limits Dana to meeting notes and transcripts from the **last 30 days**. If you're on a paid Granola plan, you get a much longer history window. The overview screen notes this limit before you connect. ## Connecting Granola 1. In the Dana web app, go to **Settings β†’ Integrations**. 2. Find the **Granola** card. If it isn't connected yet, click it to open an overview of exactly what Dana will fetch (summaries and notes, read-only access, the 30-day limit). 3. Click **Connect Granola**. A pop-up window opens with Granola's UI. 4. On Granola's authorization screen, click **Allow** (or **Connect**) to grant access. 5. You're redirected back to the Dana web app. Once connected, you'll see the email address associated with the connection. From the same screen you can **disconnect** or remove the integration at any time. Returning to the Integrations screen will show Granola as a connected service. ## Using Granola in meeting briefs After connecting, Dana automatically incorporates Granola data into your meeting briefs. * When Dana pulls meeting notes from the Granola MCP server, the brief shows a **Granola citation icon** next to the sourced content. * Clicking a Granola meeting note opens a **deep link** that launches the Granola desktop app directly to those notes. Hubspot This lets Dana surface relevant context β€” for example, generating a brief for a daily stand-up by pulling the associated Granola meeting notes, while keeping each source traceable back to Granola. ## Notes * The integration requires the Granola desktop app to follow note deep links. * Read-only by design: connecting Granola never writes back to your Granola workspace. # Connecting HubSpot Source: https://docs.danahq.com/integrations/hubspot Bring your CRM data, deal context, and contact history from HubSpot into your Dana briefs. Connecting HubSpot lets Dana pull your CRM data directly into meeting briefs. Deal context, contact history, notes, calls, emails, tasks β€” it all surfaces automatically so you walk into every meeting knowing what your CRM knows. HubSpot is a **personal integration**. The connection is yours, not your workspace's β€” your teammates won't see your HubSpot data in their briefs. ## What flows from HubSpot into your briefs Once connected, Dana fetches the following from HubSpot when generating briefs: * **Contacts** - contact records and associated data for meeting attendees * **Companies** β€” company details linked to your contacts * **Deals** β€” deal stage, pipeline status, and related context * **Notes** β€” CRM notes attached to contacts * **Calls** β€” logged call records and summaries * **Emails** β€” email history tracked in HubSpot * **Meetings** β€” past meeting records * **Tasks** β€” open or completed tasks associated with contacts * **Tickets** β€” support or service tickets linked to contacts * **Orders** β€” order history if applicable Dana only fetches data that's relevant to the attendees of each specific meeting β€” it doesn't pull your entire CRM. ## Before you start You'll need: * An active Dana account * A HubSpot account with access to the data you want Dana to use ## Connect HubSpot to Dana Go to **Settings β†’ Integrations**. Under **Personal integrations**, click **HubSpot**. Click **Connect HubSpot**. A popup will show your available HubSpot accounts. Select the account you want to connect and click **Choose account**. HubSpot will ask you to review the permissions you're granting Dana. Select **view only** access β€” Dana only needs read permissions to fetch contacts, companies, emails, calls, notes, and other objects. Click **Connect app**. You may see a warning asking you to type "I accept the risk" before proceeding. This is because Dana's HubSpot app hasn't been listed on the HubSpot Marketplace yet β€” the Danahq.com domain is verified, but marketplace listing requires additional steps. This is temporary and will be resolved in a future update. Type the confirmation and click **Connect**. HubSpot will show as **Connected** in your integrations list. All future briefs will automatically fetch relevant HubSpot data for your meetings. Hubspot ## How HubSpot data appears in briefs HubSpot data shows up as citations in your brief, just like email, calendar, and other sources. Each citation includes a deep link back to the original HubSpot object β€” whether it's a contact record, a logged call, a task, or a deal. Hover over any HubSpot citation to see the source type and a preview. Click it to jump directly to that record in HubSpot. ## Tip: Tell Dana how to use your HubSpot data If you want Dana to prioritize CRM context in your briefs, add it to your [custom instructions](/features/custom-instructions): 1. Go to **Settings β†’ Brief Settings** 2. Scroll to **Custom Instructions** 3. Add something like: *"Always surface the current deal stage, last logged call, and any open tasks for each attendee at the top of the brief."* 4. Hit **Regenerate** on any existing brief to test it Hubspot ## Troubleshooting This is expected. Dana's HubSpot app is verified but not yet listed on the HubSpot Marketplace. The warning is a standard HubSpot safeguard for unlisted apps. Type the confirmation text and click Connect β€” your data and permissions are handled securely with view-only access. Try regenerating an existing brief after connecting. Dana only fetches HubSpot data that's relevant to the specific meeting attendees. If the attendees don't have matching contact records in HubSpot, there may not be data to pull. If data still doesn't appear, disconnect and reconnect from **Settings β†’ Integrations**. Dana only requires view-only (read) permissions. It reads contacts, companies, deals, notes, calls, emails, meetings, tasks, tickets, and orders β€” but never creates, modifies, or deletes any data in your HubSpot account. ## Disconnecting HubSpot To disconnect HubSpot from Dana: 1. Go to **Settings β†’ Integrations** 2. Find **HubSpot** under Personal integrations and click **Disconnect** 3. Confirm Disconnecting removes Dana's access to your HubSpot data. Future briefs will no longer pull from HubSpot. Previously generated briefs that cited HubSpot data will retain those citations. # LinkedIn Source: https://docs.danahq.com/integrations/linkedin Dana uses LinkedIn data to surface professional context in your briefs. LinkedIn data gives Dana professional context about every person you meet: their role, company, background, and more. ## Current status LinkedIn is not yet available as a connected account integration. However, Dana already uses LinkedIn data in two ways: ### During onboarding When you set up your Dana account, Dana uses your LinkedIn profile to learn about you β€” your role, company, industry, and professional context. This helps Dana personalize your briefs from the start. Linked In ### In meeting briefs Dana surfaces LinkedIn data for your meeting attendees as part of brief generation, including: * **Current role and company**: what they do and where they work * **Career background**: past roles and experience * **Professional context**: relevant details that help you walk in informed LinkedIn data points appear as **citations** in your brief, so you can see exactly where each insight came from. ## What "Coming soon" means A full LinkedIn connected account integration, where you authorize Dana to access your LinkedIn directly, is planned but not yet live. When it launches, it will be available under **Settings β†’ Connected Accounts** alongside Google and Outlook. For now, no action is needed on your part. Dana already pulls LinkedIn context into your briefs automatically. # Connecting Notion Source: https://docs.danahq.com/integrations/notion Bring your Notion pages, prep docs, and meeting notes into your Dana briefs. Connecting Notion lets Dana use your pages to make briefs more personal. Instead of starting from scratch every meeting, Dana surfaces what you've already written and the prep work you've already done. Notion is a **personal integration**. The connection is yours, not your workspace's β€” your teammates won't see your Notion data in their briefs. ## What flows from Notion into your briefs When you connect Notion, Dana starts pulling from your pages to enrich every brief: * **What you've already written about the people you're meeting** β€” past notes, mentions, anything where they show up in your Notion workspace * **Your prep docs and agendas for this specific meeting** β€” Dana matches them by meeting title and date automatically * **Notes from past meetings in the same series** β€” including anything Notion's AI Notetaker captured for you All Notion content shows up as **citations** in your brief. Click any Notion citation to jump directly to the original page. ## How Dana searches your Notion Dana makes multiple search queries to find the most relevant data for each brief: * **By meeting title**: find prep docs, agendas, and past meeting notes for the same series * **By attendee names and emails**: find any Notion page that mentions the people you're meeting If the initial search doesn't return enough results, Dana runs a broader follow-up search using the meeting title, organizer, and attendee names to make sure relevant context isn't missed. ## Before you start You'll need: * An active Dana account * A Notion account with access to the workspace you want to connect ## Connect Notion to Dana Go to **Settings β†’ Integrations**. Under **Personal integrations**, click **Notion**. Click **Connect Notion**. A popup will open for MCP authorization. You'll see a prompt to confirm the connection URL β€” click **"I recognize and trust this URL"** to proceed, then click **Continue** to complete the authorization. Notion will show as **Connected** in your integrations list. Dana now has access to your Notion pages for brief generation. Notion Want Dana to find your prep docs more easily? Make sure the page title or date matches the meeting. That's how Dana surfaces them automatically. ## Tip: Tell Dana how to use your Notion data If you want Dana to prioritize Notion content in your briefs, add it to your [custom instructions](/features/custom-instructions): 1. Go to **Settings β†’ Brief Settings** 2. Scroll to **Custom Instructions** 3. Add something like: *"Prioritize Notion prep docs and past meeting notes over generic LinkedIn data."* 4. Hit **Regenerate** on any existing brief to test it ## Troubleshooting During Notion MCP authorization, the popup may show "api.d.com" or a similar URL instead of a branded Dana URL. This is expected β€” click "I recognize and trust this URL" to proceed. A more user-friendly URL is planned for a future update. Try regenerating an existing brief after connecting. Dana searches by meeting title and attendee names, so make sure your Notion pages contain relevant names or matching meeting titles. If data still doesn't appear, disconnect and reconnect from **Settings β†’ Integrations**. ## Disconnecting Notion To disconnect Notion from Dana: 1. Go to **Settings β†’ Integrations** 2. Find **Notion** under Personal integrations and click **Disconnect** 3. Confirm Disconnecting removes Dana's access to your Notion pages. Future briefs will no longer pull from Notion. Previously generated briefs that cited Notion data will retain those citations. # Integrations overview Source: https://docs.danahq.com/integrations/overview How Dana connects to your tools to generate meeting briefs. Dana generates meeting briefs by pulling context from your connected tools. Integrations come in two types. ## Core integrations These are the foundation of every brief. Dana connects to these during onboarding: Finds your meetings and powers brief generation. Surfaces past email exchanges with attendees, with timestamped sender attribution. Pulls professional context for every contact. Full account connection coming soon. ## Personal integrations Connect additional tools to enrich your briefs even further. These are **personal** β€” each connection is yours, not your workspace's. Your teammates won't see your data in their briefs. Relationship history, notes, tags, and reminders. Recent messages with each attendee. Relevant pages, prep docs, and AI Notetaker meeting notes. Deal stage, contact properties, and recent activity for each attendee. Connect your own tools β€” CRM, support desk, billing, and more β€” to enrich briefs. ## How it all fits together Every brief Dana generates includes [citations](/features/citations) so you can trace any insight back to its source β€” whether it came from your calendar, an email thread, LinkedIn data, a Dex note, a Slack message, a Notion page, a HubSpot record, or any tool you've connected through a [custom MCP server](/integrations/custom-mcp-servers). Use [custom instructions](/features/custom-instructions) to tell Dana which sources to prioritize in your briefs. Go to **Settings β†’ Brief Settings** to set them up. # Connecting Slack Source: https://docs.danahq.com/integrations/slack Surface recent Slack messages with each attendee inside your meeting briefs. Connecting Slack lets Dana surface recent messages with each attendee inside your meeting briefs. Walk into every meeting knowing the latest from your Slack conversations, no more manual digging through threads right before a call. Slack is a **personal integration**. The connection is yours, not your workspace's, so your teammates won't see your Slack data in their briefs. ## Before you start You'll need: * An active Dana account * A Slack account with access to the workspace you want to connect ## Connect Slack to Dana Go to **Settings β†’ Integrations**. Under **Personal integrations**, click **Slack**. Click **Connect Slack**. A popup will open for MCP authorization. Follow the prompts to authorize Dana's access to your Slack workspace. Slack will show as **Connected** in your integrations list. Dana now has access to your Slack messages for brief generation. Slackk ## What flows from Slack into your briefs Once connected, Dana surfaces: * **Recent messages with each meeting attendee**: relevant Slack conversations are pulled into your brief so you have the latest context going in All Slack data appears as **citations** in your brief. Hover over any Slack citation marker to see the source and context, or click to view the original message. ## How Slack fits into the citation system Dana's citation system is extensible β€” Slack messages are treated as a source alongside email, calendar, LinkedIn, notes, Dex, and Notion. Every claim in your brief that references a Slack conversation links back to the original message, so you can trace any insight to where it came from. ## Tip: Tell Dana how to use your Slack data If you want Dana to prioritize Slack context in your briefs, add it to your [custom instructions](/features/custom-instructions): 1. Go to **Settings β†’ Brief Settings** 2. Scroll to **Custom Instructions** 3. Add something like: *"Include the most recent Slack messages with each attendee in the brief."* 4. Hit **Regenerate** on any existing brief to test it ## Troubleshooting Try regenerating an existing brief after connecting. If Slack data still doesn't appear, disconnect and reconnect from **Settings β†’ Integrations**. ## Disconnecting Slack To disconnect Slack from Dana: 1. Go to **Settings β†’ Integrations** 2. Find **Slack** under Personal integrations and click **Disconnect** 3. Confirm Disconnecting removes Dana's access to your Slack messages. Future briefs will no longer pull from Slack. Previously generated briefs that cited Slack data will retain those citations.