Lumin

생산성

Neotask이 Lumin의 PDF 협업 및 문서 관리 플랫폼을 자동화 워크플로에 통합합니다 - 대화 명령으로 문서를 업로드, 관리, 서명합니다.

• 대화 명령으로 PDF 문서를 업로드, 관리, 조회합니다
• 조직 전체의 문서 서명 워크플로를 처리하고 서명 상태를 추적합니다
• 자동화된 에이전트 워크플로를 통해 대규모로 문서에 주석을 달고 협업합니다

할 수 있는 것

Lumin through Neotask provides five document management actions:

영역	액션	기능 설명
Documents	Upload document, get document, list documents	Add PDFs to Lumin, retrieve them by ID, and browse your document library
Signatures	Request signature, get signature status	Send documents for e-signature and track signing progress

모든 액션은 자율적으로 실행되거나 승인을 요청합니다 - 여러분이 결정합니다.

이렇게 물어보세요

• "Upload the contract PDF and send it to the client for signature"
• "What's the signature status on the NDA we sent last Tuesday?"
• "List all documents in our Lumin library from the last 30 days"
• "Retrieve the signed MSA for Acme Corp"
• "Send the employment agreement to the new hire for signature"

프로 팁

• Combine Lumin with your CRM so agents can automatically send contracts when deals reach a signed stage - no manual handoff required.
• Use signature status monitoring in automations to trigger follow-up reminders when documents have been pending signature for over 48 hours.
• Multi-agent teams can process bulk document signings across entire client rosters simultaneously during month-end close.
• Approval gates on signature requests ensure legal review before documents go to clients - critical for high-value agreements.

Plans

Works Well With

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• Google Sheets - Connect Google Sheets and Lumin with Neotask to automate document workflows, sync data, and streamline PDF collaboration...
• Intercom - Connect Intercom and Lumin with Neotask to streamline customer support, document workflows, and team collaboration in on...
• Notion - Connect Lumin and Notion with Neotask to build a seamless PDF annotation knowledge base. Streamline document review, cap...

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