Account Planning Meeting Agent for Key Account Managers

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 planning meeting agent does before, during, and after your meeting. For example, you can set it to [identify top growth opportunities](https://relevanceai.com/agent-templates-tasks/lead-scoring-and-prioritization-ai-agents) before the meeting, suggest optimal resource allocation as the meeting progresses, and send a summary with action items once the meeting ends.

Your agent can turn each meeting into exactly what your team needs next, whether that's a strategic plan, resource allocation proposal, risk assessment report, or client-ready presentation. Set it up once and it can do this across every planning session without extra effort. You could have it update your [CRM](https://relevanceai.com/agent-templates-tasks/crm-ai-agents), create tasks in your [project management tool](https://relevanceai.com/integrations/asana), or share insights with the broader team. The more meetings you run, the more strategic you become.