Lumin

생산성

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

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.

    • Works Well With