<p>AI-powered meeting planner agents are revolutionizing how <a href="https://relevanceai.com/agent-templates-roles/key-account-manager-ai-agents-1">key account managers</a> conduct client onboarding and kickoff meetings. These agents automate the tedious aspects of meeting preparation, execution, and follow-up, allowing managers to focus on building strong client relationships and ensuring long-term success. This technology streamlines workflows, reduces administrative burden, and enhances overall client satisfaction.</p>
Before Meeting
Your AI agent gathers client data, prepares a customized onboarding agenda, and identifies key stakeholders. You walk into the meeting with a clear plan tailored to the client's specific needs and goals.
During Meeting
As the meeting progresses, your AI agent captures key decisions, action items, and client feedback. It ensures all topics are covered and keeps the meeting focused and productive.
After Meeting
<p>Post-meeting, your AI agent generates a summary of the meeting, <a href="https://relevanceai.com/agent-templates-tasks/workflow-step-automation">assigns tasks</a>, and sends follow-up communications. This ensures that all action items are addressed promptly and that the client feels supported.</p>
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
