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 cross-functional account planning meeting agent does before, during, and after your meeting. For example, you can set it to gather specific account data before the meeting, suggest discussion points based on recent performance, and automatically [assign action items](https://relevanceai.com/agent-templates-tasks/meeting-auto-scheduling) to relevant team members after the meeting.

Your agent could turn each meeting into exactly what your team needs next, whether that's a detailed account plan, a prioritized action list, or a performance report. 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) with key account insights, create follow-up tasks in your [project management tool](https://relevanceai.com/agent-templates-software/asana), or generate a presentation for executive review. The more meetings you run, the more time you save.