AI-powered meeting planner agents are revolutionizing how [customer journey managers](https://relevanceai.com/agent-templates-roles/customer-journey-manager-ai-agents-1) conduct client onboarding meetings. These agents [automate the tedious aspects of preparation](https://relevanceai.com/agent-templates-tasks/workflow-automation-ai-agents), execution, and follow-up, allowing managers to focus on building strong client relationships and ensuring successful outcomes. This technology streamlines workflows, reduces errors, and enhances overall client satisfaction.
Before Meeting
Your AI agent [gathers client background information](https://relevanceai.com/agent-templates-tasks/contact-data-enrichment), prepares personalized onboarding materials, and [creates a stakeholder communication plan](https://relevanceai.com/agent-templates-tasks/content-creation-ai-agents) ahead of the meeting. You walk into the meeting fully prepared and ready to impress.
During Meeting
<p>As the meeting progresses, your AI agent <a href="https://relevanceai.com/agent-templates-tasks/meeting-auto-scheduling">captures key decisions</a>, <a href="https://relevanceai.com/agent-templates-tasks/workflow-automation-ai-agents">updates action items</a>, and ensures alignment on success metrics. This keeps the meeting focused and productive.</p>
After Meeting
Post-meeting, your AI agent [sends a summary of key decisions](https://relevanceai.com/agent-templates-tasks/email-thread-summarization), [assigns action items](https://relevanceai.com/agent-templates-tasks/workflow-step-automation), and monitors progress. This ensures accountability and keeps the onboarding process on track.
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
