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.

<p>You customize what your cross-sell/upsell opportunity review agent does before, during, and after your meeting.</p><p>For example, you can set it to <a href="https://relevanceai.com/agent-templates-tasks/product-analytics-ai-agents">analyze specific product usage metrics</a> before the meeting, <a href="https://relevanceai.com/agent-templates-tasks/pricing-optimization-ai-agents">suggest pricing strategies</a> as the meeting progresses, and create customized proposals with ROI projections once the meeting ends.</p>

<p>Your agent could turn each meeting into exactly what your team needs next, whether that's a prioritized list of opportunities, a set of tailored proposals, or a series of assigned action items. Set it up once and it can do this across every review session without extra effort.</p><p>You could have it post summaries to <a href="https://relevanceai.com/agent-templates-software/salesforce">Salesforce</a>, <a href="https://relevanceai.com/agent-templates-tasks/sales-pipeline-management-ai-agents">update your opportunity pipeline</a>, or create follow-up tasks in your project management tools. The more meetings you run, the more revenue you generate.</p>