
AI-powered meeting planner agents are revolutionizing how Revenue Operations Managers conduct cross-sell/upsell opportunity reviews. These agents automate data analysis, identify expansion potential, and generate actionable insights, allowing managers to focus on strategic decision-making and driving revenue growth. This technology streamlines the review process, improves opportunity identification, and enhances overall sales effectiveness.
Before Meeting
Your AI agent analyzes customer usage data, product adoption patterns, and billing information to identify accounts with the highest cross-sell/upsell potential. You walk into the meeting with a prioritized list of opportunities and data-backed insights.
During Meeting
As you discuss each opportunity, your AI agent provides real-time data, ROI calculations, and suggested talking points. This keeps the meeting focused, data-driven, and action-oriented.
After Meeting
Post-meeting, your AI agent generates tailored proposals, assigns action items to Key Account Managers, and tracks progress. This ensures that opportunities are followed up on and that revenue growth is realized.
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



