
AI-powered meeting planner agents are transforming how key account managers approach account planning, enabling them to leverage data-driven insights, streamline strategic discussions, and drive greater account growth. These agents [automate data analysis](https://relevanceai.com/agent-templates-tasks/automated-data-validation), facilitate collaborative planning, and ensure alignment on key objectives, empowering account managers to build stronger client relationships and achieve revenue targets.
Before Meeting
Your AI agent gathers and [analyzes historical account data](https://relevanceai.com/agent-templates-tasks/account-research-automation), identifies key trends, and assesses potential risks and opportunities. You enter the meeting with a comprehensive understanding of the account landscape.
During Meeting
As you discuss strategies and allocate resources, your AI agent provides real-time insights and recommendations, ensuring decisions are based on the latest data and aligned with account goals.
After Meeting
Post-meeting, your AI agent tracks progress against agreed-upon strategies, [monitors key performance indicators](https://relevanceai.com/agent-templates-tasks/performance-evaluation-ai-agents), and alerts you to any deviations or emerging issues, keeping you informed and proactive.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- Meeting Notetaker Agent template
- Calendar account
- Meetings to join
- Relevance AI Account


