Automate sales proposal generation
Turn approved content and customer requirements into proposal drafts for your sales team.
Sana AI
AI tool profile ·
An AI learning and company-search platform that Workday acquired in 2025, with AI agents for answering staff questions.
76TriVista score
Category rank#4 in Enterprise Search and Knowledge Management
Baseline ELO1,504.7
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At a glance
What it does
Sana is an AI platform that started in corporate learning and grew into company-wide knowledge search and AI agents. Employees ask questions in natural language and get answers drawn from connected company systems through what it markets as Sana Agents, and it keeps its original course and training content tools. It began in Sweden. Workday announced an agreement to acquire Sana in 2025, folding its AI search and agent technology into Workday's own roadmap. That transition was recent at the time of writing, so current branding, packaging, and which features still sell standalone are unsettled. Confirm the current product name, availability, and Workday integration directly with the vendor before evaluating.
Where it can help
This fits a company that already uses Workday for HR and wants AI-powered learning and internal search from the same vendor family, especially one that valued Sana's original strength in AI-generated training courses and onboarding content. Given the 2025 acquisition, the safest starting point is a direct conversation with your Workday account team rather than a self-serve trial, since packaging and pricing were still settling into Workday's model; treat any price seen online as outdated until confirmed. The main risk is timing: buying mid-acquisition means roadmap, support, and pricing can change with little notice, so get written commitments before committing budget or migrating content.
Business Goals
Business goals to explore
Potential matches to review against your requirements. Explore matching tools or read a task guide before you choose.
Find company knowledge
Find answers across your documents and internal resources.
Improve shop floor productivity
Identify bottlenecks and support frontline teams with clearer work instructions and operational insights.
Reduce customer service response times
Find relevant answers, route requests, and help service teams respond to customers sooner.
Reduce procurement costs
Analyze spending, compare suppliers, and identify opportunities to improve purchasing.
Company fit
Where this tool fits best
The industries and leadership roles this tool is most often matched with.
How your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
How your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
Technology Maturity High Modeled score76.2 / 100 Modeled category rank#4
Baseline Moderate
Adjusted ELO 1,507.3
Change from baseline +4.4 ELO
Industry Financial and professional services Modeled score75.8 / 100 Modeled category rank#5
Baseline Consumer products
Adjusted ELO 1,505.1
Change from baseline +2.2 ELO
Industry Energy and utilities Modeled score75.7 / 100 Modeled category rank#4
Baseline Consumer products
Adjusted ELO 1,504.1
Change from baseline +1.2 ELO
Technology Maturity Low Modeled score75.4 / 100 Modeled category rank#6
Baseline Moderate
Adjusted ELO 1,502.2
Change from baseline -0.7 ELO
Revenue Band Over $2B Modeled score75.6 / 100 Modeled category rank#4
Baseline $25M-$100M
Adjusted ELO 1,503.5
Change from baseline +0.6 ELO
Industry Construction and real estate Modeled score75.6 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,503.5
Change from baseline +0.6 ELO
Industry Industrial manufacturing Modeled score75.6 / 100 Modeled category rank#3
Baseline Consumer products
Adjusted ELO 1,503.4
Change from baseline +0.6 ELO
Industry Technology and telecommunications Modeled score75.6 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,503.3
Change from baseline +0.5 ELO
Industry Retail and distribution Modeled score75.5 / 100 Modeled category rank#4
Baseline Consumer products
Adjusted ELO 1,503.3
Change from baseline +0.4 ELO
Company Type Business services Modeled score75.4 / 100 Modeled category rank#5
Baseline Manufacturing
Adjusted ELO 1,502.5
Change from baseline -0.4 ELO
Revenue Band Under $25M Modeled score75.5 / 100 Modeled category rank#6
Baseline $25M-$100M
Adjusted ELO 1,503.2
Change from baseline +0.3 ELO
Industry Healthcare and life sciences Modeled score75.5 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,503.2
Change from baseline +0.3 ELO
Industry Food and beverage Modeled score75.5 / 100 Modeled category rank#4
Baseline Consumer products
Adjusted ELO 1,503.1
Change from baseline +0.2 ELO
Revenue Band $100M-$500M Modeled score75.4 / 100 Modeled category rank#6
Baseline $25M-$100M
Adjusted ELO 1,502.7
Change from baseline -0.2 ELO
Revenue Band $500M-$2B Modeled score75.5 / 100 Modeled category rank#4
Baseline $25M-$100M
Adjusted ELO 1,503.1
Change from baseline +0.2 ELO
Industry Automotive and transportation Modeled score75.5 / 100 Modeled category rank#5
Baseline Consumer products
Adjusted ELO 1,502.9
Change from baseline -0.0 ELO
Cost guide
What it can cost
These estimates cover licensing, setup, integrations, staff time, security, administration, and support.
| Cost measure | Low | Base | High |
|---|---|---|---|
| First-year total | $18.7K | $30.5K | $50.6K |
| Three-year total | $34.5K | $54.1K | $87.3K |
| First-year cost per unit | $935 | $1.5K | $2.5K |
| Average annual cost per unit (over three years) | $574 | $902 | $1.5K |
Cost breakdown by scenario
| Component | Low | Base | High |
|---|---|---|---|
| Licensing and usage | $975 | $1.3K | $1.8K |
| Implementation | $5.1K | $8.5K | $14.5K |
| Integration | $3.6K | $6.5K | $11.7K |
| Staff time and change management | $2.9K | $4.2K | $5.9K |
| Security | $2.5K | $3.5K | $5.3K |
| Administration | $1.9K | $2.5K | $3.4K |
| Support | $900 | $1.2K | $1.6K |
Estimate assumptions: This scenario uses a category-based allowance, not a verified price for this product. Based on 20 enabled users. Confirm the vendor’s billing unit and current price or quote before budgeting.
Benefits have not been estimated: The current research does not estimate potential savings, return on investment, or how long it would take to recover the cost. Earlier benefit estimates are excluded.
Get started
What you need first
What you need firstSet up the basics
Confirm current product identity, commercial packaging, data processing terms, sign-in and access rules, retention, integrations, support model, implementation effort, and rollback conditions.
How to startSet clear limits
Verify identity, package, availability, ownership, pricing, and security evidence before approving a pilot
Before you scaleSet safe working rules
Recommended next action
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
Decision ownerBusiness and technology owner
STARTSet a goal and owner
Define what success looks like for a test of Sana AI and assign someone to lead it.
FIRST MONTHTest one workflow
Once the requirements above are met, compare a small trial with how your team works today.
MONTH TWOReview actual use
Track adoption, output quality, business results, and actual costs against the estimate.
MONTH THREEDecide what comes next
Use the results to decide whether to stop, adjust, or expand the pilot.
Risk profile
Required controls
Security and safe use
Confirm encryption, how the vendor uses your data, customer data separation, how long data stays and how to delete it, activity records, sign-in and user setup, where data is handled, other companies that process data, past incidents, and what your team must manage.
Exit and rollback
Export connector configuration, ACL mappings, index scopes, synonyms, ranking rules, source citations, query logs, feedback, and action definitions from Sana AI. Keep authoritative source records in Salesforce, Microsoft 365, and SharePoint. Source content should remain in its repositories, but indexes, embeddings, relevance tuning, and learned behavior will require rebuilding; test reindexing and permission fidelity before cutover. The catalog status is “Active | acquired by Workday”; confirm renewal, support, successor-product, and migration rights before further commitment.
Recommended next step
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
Other tools to review
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Research support
How to learn more about this tool
Where to check the product, price, security, and support.
Reference source
Product reference: saner.ai
View source →
Reference source
Product reference: theaitoolsbox.com
View source →
Official product information
Product reference: www.sanabenefits.com
Read official information →
Research observations recorded: 1. Evidence quality: Some support.
Score history
How the rating has changed
Recorded score and category rank across research updates.
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TriVista Score 75.8/100Category rank #4
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TriVista Score 75.8/100Category rank #4
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