AI-powered meeting planner agents are revolutionizing how [Key Account Managers](https://relevanceai.com/agent-templates-roles/key-account-manager-ai-agents-1) conduct Quarterly Business Reviews (QBRs). These agents automate data analysis, facilitate collaborative discussions, and ensure alignment on key objectives, leading to stronger client relationships and increased retention. This technology streamlines workflows, reduces preparation time, and enhances overall productivity.
Before Meeting
Your AI agent gathers and analyzes key performance data, identifies trends and opportunities, and generates a comprehensive QBR report tailored to each client's specific needs and objectives. You walk into the meeting fully prepared with actionable insights and a clear agenda.
During Meeting
<p>As you discuss performance metrics and strategic initiatives, your AI agent provides real-time data analysis, facilitates collaborative <a href="https://relevanceai.com/agent-templates-tasks/collaborative-brainstorming">brainstorming</a>, and captures key decisions and action items. This ensures that the meeting stays focused, productive, and aligned with client objectives.</p>
After Meeting
Post-meeting, your AI agent automatically generates a summary of key decisions, action items, and next steps, and distributes it to all participants. It also tracks progress on action items and provides timely reminders, ensuring accountability and driving results.
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
