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 check meeting agent does before, during, and after your meeting. For example, you can set it to [generate a pre-meeting health report](https://relevanceai.com/agent-templates-tasks/financial-analysis-ai-agents), provide real-time recommendations during the discussion, and [send a follow-up email](https://relevanceai.com/agent-templates-tasks/email-response-generation) with action items after the meeting ends.

Your agent can turn each meeting into exactly what your team needs next, whether that's a risk assessment, an action plan, a client satisfaction report, or a strategy document. Set it up once and it can do this across every health check session without extra effort. You could have it update your [CRM](https://relevanceai.com/agent-templates-software/salesforce), create tasks in your [project management tool](https://relevanceai.com/integrations/asana), or send a summary to your team. The more meetings you run, the more time you save.