
<p>AI-powered meeting planner agents are transforming how <a href="https://relevanceai.com/agent-templates-roles/key-account-manager-ai-agents-1">Key Account Managers</a> conduct Quarterly Business Reviews (QBRs). These agents automate data collection, personalize presentations, and facilitate real-time decision-making, enabling managers to focus on building stronger client relationships and driving revenue growth. This technology streamlines QBR preparation, enhances meeting effectiveness, and ensures client satisfaction.</p>
Before Meeting
Your AI agent compiles key performance metrics, identifies trends, and generates a draft presentation tailored to the client's specific goals and priorities. You enter the meeting equipped with actionable insights and a clear agenda.
During Meeting
As you discuss performance and strategic initiatives, your AI agent captures key decisions, tracks action items, and provides real-time data analysis to support your recommendations. This ensures the meeting stays focused and productive.
After Meeting
Post-QBR, your AI agent automatically generates a summary of key takeaways, assigns action items to relevant stakeholders, and schedules follow-up meetings. This ensures accountability and drives progress towards shared goals.
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



