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.

<p>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 client satisfaction score before the meeting, suggest tailored solutions during the discussion, and <a href="https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation">create follow-up tasks</a> in your <a href="https://relevanceai.com/agent-templates-tasks/crm-ai-agents">CRM system</a> once the meeting ends.</p>

<p>Your agent could turn each meeting into exactly what your team needs next, whether that's a risk assessment, an upsell opportunity, or a client retention strategy. Set it up once and it can do this across every health check session without extra effort. You could have it <a href="https://relevanceai.com/agent-templates-roles/crm-administrator-ai-agents">update your CRM</a>, <a href="https://relevanceai.com/agent-templates-tasks/sales-call-summaries">send a summary</a> to the client, or create follow-up tasks in your project management tools. The more meetings you run, the more strategic your account management becomes.</p>