
AI-powered meeting planner agents are revolutionizing how key account managers conduct account planning and strategy sessions. These agents automate data gathering, provide real-time insights, and facilitate collaboration, enabling managers to focus on strategic decision-making and client relationship building. This technology streamlines workflows, enhances productivity, and drives account growth.
Before Meeting
Your AI agent gathers comprehensive account intelligence, analyzes client behavior patterns, and identifies potential upsell and cross-sell opportunities. You walk into the meeting with a data-driven foundation for strategic planning.
During Meeting
As you discuss client objectives and market trends, your AI agent provides real-time insights, suggests strategic recommendations based on industry benchmarks, and facilitates collaborative brainstorming.
After Meeting
Post-meeting, your AI agent generates detailed account plans with actionable next steps, assigns tasks to internal teams, and monitors progress to ensure successful execution of the account strategy.
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



