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 analyze client churn risk before the meeting, suggest upselling opportunities as the meeting progresses, and send a summary with key decisions and action items once the meeting ends.

Your agent could turn each meeting into exactly what your team needs next, whether that's a strategic roadmap, a client presentation, or a list of prioritized action items. 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-software/salesforce), create tasks in your [project management tool](https://relevanceai.com/agent-templates-software/asana), or generate reports for senior management. The more meetings you run, the more time you save.