
AI-powered meeting planner agents are transforming how Key Account Managers conduct Quarterly Business Reviews. These agents automate data collection, generate insightful reports, and facilitate strategic discussions, enabling account managers to focus on building relationships and delivering value to their clients. This technology streamlines the QBR process, enhances client engagement, and drives business growth.
Before Meeting
Your AI agent proactively gathers relevant data from [CRM](https://relevanceai.com/integrations/zoho-crm), support tickets, and usage reports. It identifies key performance indicators, highlights trends, and generates a comprehensive QBR report, ready for your review.
During Meeting
As you discuss performance with the client, your AI agent provides real-time data insights and answers to ad-hoc questions. It can also suggest potential solutions to challenges and identify new opportunities for collaboration.
After Meeting
Post-QBR, your AI agent automatically generates a summary of key discussion points, action items, and follow-up tasks. It assigns tasks to team members, sets deadlines, and tracks progress, ensuring accountability and driving results.
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



