Features Zadania & Action Items
Task Extraction · Basic+

Every "I'll send it" and "let's arrange"
becomes a task.

Lumi reads the transcript and extracts action items with the responsible person, priority, and deadline. Select the ones you want and turn them into trackable tasks with one click — in Luminote and in your CRM.

Action Items → Tasks

Select. Assign. Convert.

After each call, you get a list of detected tasks. Each has a priority (High/Medium/Low), a due date, and a suggested owner. Select specific ones or convert all at once — tasks land in the task module and sync with your CRM.

  • Auto-assign owner from the context of the conversation
  • Priority + deadline automatically detected
  • Convert Selected / Convert All to tasks
  • Status tracking — pending, in progress, done
Action Items (3) Convert Selected (2)
Send price proposal for 50 seats + annual agreement
High 28.11.2025 Anna Nowak
Schedule a technical demo with the client's IT team (security review)
Medium next week Marek B.
Add contact: Jan Wiśniewski (CFO) and link to deal
Low today
Created Tasks (1)
Prepare draft framework agreement
in_progress

No more "I need to write this down somewhere".

Lumi will save it for you. You just approve.