Neotask integrates Lumin's PDF collaboration and document management platform so agents can handle documents, annotations, and signing workflows without opening a browser.
Upload, manage, and retrieve PDF documents through conversational commands
Handle document signing workflows and track signature status across your organization
Annotate and collaborate on documents at scale through automated agent workflows
What You Can Do
Lumin through Neotask provides five document management actions:
Area
Actions
What They Do
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
Every action runs autonomously or requires your approval - you decide.
Try Asking
"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"
Pro Tips
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.
Multiple workspaces and capacity for larger teams.
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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