
AI-powered meeting planner agents are revolutionizing how Sales Directors manage their teams, coordinate account strategies, and optimize revenue generation. These agents automate the preparation, execution, and follow-up of cross-sell and upsell opportunity reviews, allowing directors to focus on strategic leadership and driving sales growth. This technology streamlines workflows, enhances team collaboration, and maximizes account value.
Before Meeting
Your AI agent gathers relevant client data, including usage patterns, past interactions, and potential needs. It also prepares a preliminary list of cross-sell and upsell opportunities based on this data, ensuring a productive discussion.
During Meeting
As your team discusses opportunities, the AI agent updates the action plan, assigns tasks, and tracks progress in real-time. It also provides insights and suggestions based on market trends and competitive positioning.
After Meeting
Post-meeting, your AI agent monitors task completion, flags potential roadblocks, and generates reports on progress and revenue impact. This helps you stay informed and ensures accountability.
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



