Meeting Agent

Customer Discovery Meeting Agent for Solutions Strategy Managers

As a Solutions Strategy Manager, understanding customer needs is paramount to crafting effective solutions. Leverage Relevance AI to transform your [customer discovery](https://relevanceai.com/agent-templates-tasks/customer-behavior-analysis-ai-agents) process. AI agents can help you capture detailed requirements, [track follow-up actions](https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation), and synthesize insights across multiple customer conversations. This ensures you're always aligned with customer expectations and can deliver impactful solutions.
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Customer discovery meeting agent avatar - professional AI assistant with glasses and business attire for solutions strategy managers

Run smarter Customer Discovery meetings with AI Agents

AI-powered meeting planner agents are revolutionizing how Solutions Strategy Managers conduct customer discovery, gather requirements, and develop effective solutions. These agents automate the tedious aspects of [meeting management](https://relevanceai.com/agent-templates-tasks/meeting-auto-scheduling), from capturing detailed notes to [tracking follow-up actions](https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation), allowing managers to focus on understanding customer needs and crafting strategic solutions. This technology streamlines workflows, reduces administrative burden, and enhances overall productivity.

Before Meeting

Your AI agent prepares a pre-meeting brief with relevant customer data, past interactions, and potential areas of interest. You walk into the meeting fully informed and ready to engage in a productive discussion.

During Meeting

<p>As the customer shares their challenges and requirements, your AI agent <a href="https://relevanceai.com/agent-templates-tasks/meeting-auto-scheduling">captures detailed notes</a>, <a href="https://relevanceai.com/agent-templates-tasks/customer-behavior-analysis-ai-agents">identifies key themes</a>, and flags potential solutions. This keeps the meeting focused and ensures no critical information is missed.</p>

After Meeting

Post-meeting, your AI agent generates a comprehensive summary of the discussion, including key requirements, [action items](https://relevanceai.com/agent-templates-tasks/workflow-step-automation), and [follow-up tasks](https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation). This helps you stay organized and ensures timely execution of next steps.

Quick Start

Build your Customer Discovery Meeting Agent in
Relevance AI

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
Try Meeting Notetaker Agent
STEP 1

Meeting Notetaker Agent

Clone the Meeting Notetaker Agent template into your account, by clicking any of the "Try" buttons on this page.

You can also find it on the "Templates" page in your Relevance AI Account. Just search for Meeting Notetaker.

STEP 2

Send calendar events to your agent

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.

STEP 3

Customize what your agent does

You customize what your customer discovery meeting agent does before, during, and after your meeting. For example, you can set it to gather customer background information before the meeting, identify key requirements as the meeting progresses, and send a summary with next steps once the meeting ends.

STEP 4

Make every meeting count

Your agent could turn each meeting into exactly what your team needs next, whether that's a detailed requirements document, a solution proposal, a follow-up email, or an updated [CRM](https://relevanceai.com/agent-templates-tasks/crm-ai-agents) record. Set it up once and it can do this across every discovery session without extra effort. You could have it post summaries to [Slack](https://relevanceai.com/agent-templates-software/slack), update your project management tool, or create follow-up tasks in your CRM. The more meetings you run, the more time you save.

Learn More

Customer Discovery Meeting Agent For Solutions Strategy Managers

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Traditional Customer Discovery vs AI Agent Customer Discovery comparison table showing benefits of automated note-taking, instant meeting summaries, centralized requirements tracking, and automated follow-up task creation
AI Agents Discovery to Deal infographic showing 6-step process: Pre-Meeting Prep, Real-time Meeting Support, Post-Meeting Automation, Boost Revenue & Efficiency, Mitigate Risk & Standardize, and Empower Strategic Focus for customer discovery meetings
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‍Meeting Notetaker Agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

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