Cross-Functional Account Strategy Meeting Agent for Key Account Managers

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 cross-functional account strategy meeting agent does before, during, and after your meeting. For example, you can set it to identify at-risk accounts before the meeting, suggest resource allocation adjustments as the meeting progresses, and send a summary with assigned tasks once the meeting ends.

<p>Your agent can turn each meeting into exactly what your team needs next, whether that's a prioritized action list, a risk assessment report, or a client-ready summary. Set it up once and it can do this across every strategy session without extra effort. You could have it update your CRM, notify team members via <a href="https://relevanceai.com/integrations/slack">Slack</a>, or create tasks in your project management tool. The more meetings you run, the more time you save.</p>