
AI-powered meeting planner agents are transforming how Key Account Managers conduct new opportunity discovery calls. These agents automate pre-call research, provide real-time insights during the conversation, and streamline post-call follow-up, enabling managers to focus on building relationships and closing deals. This technology enhances efficiency, improves call quality, and drives higher conversion rates.
Before Meeting
Your AI agent compiles relevant prospect data, including industry trends, company financials, and recent news. It also suggests targeted questions to uncover pain points and strategic priorities. You enter the call fully prepared to engage in a meaningful conversation.
During Meeting
As the prospect speaks, your AI agent analyzes their responses, identifying key themes and potential areas of alignment. It provides real-time suggestions for follow-up questions and helps you tailor your value proposition to address their specific needs.
After Meeting
Post-call, your AI agent generates a comprehensive summary of the conversation, highlighting key takeaways, action items, and potential next steps. It also updates your CRM with relevant information, ensuring seamless follow-up and efficient pipeline management.
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



