Meeting Transcription

Rumi AI captures and transcribes conversations across online and in-person meetings. A Beam agent reads a finished transcript, applies your approved rules for what to record, and writes key points, decisions, and owners into the destination you choose, such as a CRM or project record. It notifies attendees when notes are ready. Transcripts with unclear speakers, sensitive content you flagged, or low recording quality are routed to a person to review before anything is shared. The agent keeps a link back to the source meeting for every note it creates.

Action Item Extraction

Rumi AI surfaces tasks and commitments mentioned during a meeting. The agent reads the extracted action items, checks each against your rules for owner and due date, and creates or updates the matching task in your tools. Clear, well-attributed items are written automatically and the owner is notified. Items with no obvious owner, vague timing, or conflicting instructions are set aside for a person to confirm. The agent records which meeting each task came from, so the team can trace commitments back to what was actually said.

Meeting Summaries

Rumi AI produces a summary for each recorded session. The agent reads the summary, applies your rules for distribution, and posts a tailored version to the right channel or record for follow-up. It notifies participants and links the summary to the relevant deal or project. Summaries covering sensitive topics, or sessions where the transcript looks incomplete, are held for a person to approve before sending. The agent logs each summary it distributes so there is a clear trail of what was shared and with whom.