Meeting Agent

QBR Meeting Agent for Key Account Managers

As a Key Account Manager, your QBRs are critical for maintaining strong client relationships and identifying growth opportunities. Use Relevance AI to transform your QBR process. AI agents can automate data analysis, personalize presentations, and track follow-up actions, ensuring you're always prepared and your clients feel valued.
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Run smarter QBR meetings with AI Agents

AI-powered meeting planner agents are revolutionizing how Key Account Managers conduct Quarterly Business Reviews. These agents automate the tedious aspects of QBR preparation and follow-up, from data analysis to action item tracking, allowing managers to focus on building relationships and driving strategic conversations. This technology streamlines workflows, reduces administrative burden, and enhances overall client satisfaction.

Before Meeting

Your AI agent analyzes account performance data, identifies trends, and generates comprehensive review materials. You walk into the meeting with data-driven insights and a clear understanding of the account's health.

During Meeting

As the QBR progresses, your AI agent captures action items, tracks commitments, and updates the account health score in real-time. This ensures that the meeting stays focused and productive.

After Meeting

Post-meeting, your AI agent automatically generates follow-up tasks, schedules check-ins, and updates the CRM with key outcomes. This ensures consistent communication and proactive management of the account.

Quick Start

Build your QBR Meeting Agent in
Relevance AI

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
Try Meeting Notetaker Agent
STEP 1

Meeting Notetaker Agent

Clone the Meeting Notetaker Agent template into your account, by clicking any of the "Try" buttons on this page.

You can also find it on the "Templates" page in your Relevance AI Account. Just search for Meeting Notetaker.

STEP 2

Send calendar events to your agent

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.

STEP 3

Customize what your agent does

You customize what your QBR meeting agent does before, during, and after your meeting. For example, you can set it to analyze product adoption rates before the meeting, suggest discussion topics as the meeting progresses, and send a summary with next steps once the meeting ends.

STEP 4

Make every meeting count

Your agent could turn each QBR into exactly what your team needs next, whether that's a strategic plan, risk assessment, or expansion proposal. Set it up once and it can do this across every QBR session without extra effort. You could have it update your CRM, create follow-up tasks in your project tools, or generate client-ready reports. The more QBRs you run, the more time you save.

Learn More

QBR Meeting Agent For Key Account Managers

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‍Meeting Notetaker Agent today!

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