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.

You customize what your account planning meeting agent does before, during, and after your meeting. For example, you can set it to analyze specific client data points before the meeting, suggest strategic initiatives as the meeting progresses, and generate a detailed account plan with action items once the meeting ends.

<p>Your agent could turn each meeting into exactly what your team needs next, whether that's a strategic account plan, a risk assessment report, or a client presentation. Set it up once and it can do this across every planning session without extra effort. You could have it <a href="https://relevanceai.com/agent-templates-tasks/crm-ai-agents">update your CRM</a>, <a href="https://relevanceai.com/agent-templates-tasks/workflow-step-automation">create tasks</a> in your project management tool, or send a summary to your team. The more meetings you run, the more time you save.</p>