Rumi Review 2025: AI Meeting Notes, Tasks & Action Tracking for SMBs

Streamline meetings and workflow with AI-powered note-taking, task management, and integrations.
Rumi Review & Promocode Logo

For modern SMBs seeking a seamless blend of AI-driven meeting notes, real-time action tracking, and effortless collaboration, Rumi is evolving to meet, and often exceed, market demands. As artificial intelligence becomes the backbone of business productivity through 2025, this platform offers entrepreneurs and SaaS evaluators a robust foundation for running smarter, more effective meetings.

From Launch to 2025: Rumi’s Timeline

  • 2023: Rumi launches with AI-powered meeting summary extraction, auto-task creation, and simple dashboard UX.
  • Late 2023: Adds integrations for task managers, productivity suites, and calendaring apps.
  • 2024: Expanded automated decision logging, action item assignment, and support for team workflows.
  • 2025: Leading SaaS for AI-synced meeting automation—positioned for SMBs, consultants, and distributed teams prioritizing compliance, productivity, and actionable insight.
Rumi dashboard
Rumi delivers actionable, real-time insights—no developers required.

Key Features

  • AI-Synced Meeting Notes: Real-time transcription, summary, and contextual action item extraction from calls or in-person sessions. AI ensures accuracy and removes manual note-taking burden.
  • Automatic Task Creation & Assignment: Action items, follow-ups, and decisions extracted, categorized, and auto-assigned to team members. Integrates with popular project management tools.
  • Multi-Platform Integration: Works across Zoom, Google Meet, Microsoft Teams, and supports connections to Asana, Slack, Trello, and CRM suites.
  • Compliance & Security: GDPR-ready; supports HIPAA for healthcare teams via higher-tier plans. Audit logs and encryption by default.
  • No-Code Workflow Automation: Easily trigger reminders, notify responsible parties, sync tasks, or escalate unresolved items—no scripting skills required.
  • Insightful Dashboards: Team-level activity views, completion rates, and trend analytics to spotlight meeting ROI and productivity bottlenecks.
  • White-Label Capabilities: Custom branding, domains, and visual tweaks available on Pro and Enterprise plans.

Workflow & User Experience

  • User onboarding via guided setup; typically operational within minutes.
  • Meetings are auto-recorded (with user consent), transcribed by AI, and parsed for actionable tasks.
  • Tasks sync to preferred productivity tools or stay managed within the native dashboard.
  • Managers can assign follow-ups or share meeting summaries instantly with teams and stakeholders.
  • Mobile support enables note review and action tracking on-the-go.

Rumi Pricing

PlanKey FeaturesPricing
Starter AI meeting notes, 1 integration, basic search, 1 user $15/user/mo (billed annually)
Pro Multiple integrations, task assignments, advanced analytics, 3 users $29/user/mo
Enterprise White-label, compliance, team controls, HIPAA/BAA, priority support Custom (contact sales)

Rumi vs Leading Alternatives

FeatureRumiOtter.aiFellowFireflies.ai
AI Meeting Notes ✓ Advanced, context-aware ✓ Checklist approach ✓ Transcription focus
Automated Task Assignment Limited
Integrations Broad (PM, CRM, calendar) Moderate Moderate Good (Slack, CRM)
Compliance (GDPR/HIPAA) Full (on select plans) GDPR only Basic No HIPAA
White-Label & Domains Yes (Pro/Enterprise) No Partial No
Pricing (starting) $15/mo $8.33/mo $7/mo $10/mo
Pro Tip: Rumi‘s tiered plans scale easily as your team grows—review your meeting volume and integration needs to select the optimal plan.

Rumi Discount Code

View current offers

Integrations

  • Zoom, Google Meet, Microsoft Teams
  • Slack, Asana, Trello
  • Google Calendar, Outlook
  • Zapier, CRM & workflow tools (via API)
  • Secure SSO and identity solutions (available in Enterprise)

Pros & Cons

ProsCons
  • Hands-off meeting notes, action tracking, and accountability
  • Integrated with core collaboration and calendar tools
  • Supports compliance (GDPR, HIPAA-optional)
  • Quick setup, no developer needed
  • Scalable from solopreneurs to distributed teams
  • Monthly cost may be high for very small teams
  • No true free tier (limited trial only)
  • Advanced integration features restricted to higher plans
  • Learning curve for automation workflows

Final Thoughts

Rumi is positioned to lead the AI meeting solutions category for SMBs and consultants into 2025, combining real-time intelligence with seamless task handoff and compliance-ready features. For organizations seeking an edge in meeting productivity and automated follow-through, it delivers both speed and peace of mind.

Rumi FAQ

This post may contain affiliate links and we may earn commissions. Learn more in our disclosure. 

Learn How to Market Your Online Course

Use this FREE CHEAT SHEET to successfully gain attention and customers for your online course.

    We won't send you spam. Unsubscribe at any time.