Setup a trigger for Google Calendar so your agent can start receiving new calendar events (like meeting event links).

Your meeting agent will then join your meeting and send you a transcript of it when it's done.

You customize what your account health assessment meeting agent does before, during, and after your meeting. For example, you can set it to analyze customer satisfaction scores before the meeting, suggest mitigation strategies as the meeting progresses, and send a summary with next steps once the meeting ends.

<p>Your agent could turn each meeting into exactly what your team needs next, whether that's a risk mitigation plan, an upsell strategy, a customer success roadmap, or a client-ready presentation. Set it up once and it can do this across every assessment session without extra effort. You could have it update your <a href="https://relevanceai.com/agent-templates-software/salesforce">CRM</a>, notify relevant stakeholders, or create follow-up tasks in your <a href="https://relevanceai.com/integrations/asana">project management tools</a>. The more meetings you run, the more strategic your account management becomes.</p>