Meeting Agent

QBR Meeting Agent for Key Account Managers

As a Key Account Manager, you know that Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and driving growth. But preparing for these meetings can be time-consuming, involving extensive data analysis and presentation creation. Use Relevance AI to streamline your QBR process. AI agents can automatically [gather account data](https://relevanceai.com/agent-templates-tasks/prospect-profile-enrichment), identify key talking points, and [generate customized presentations](https://relevanceai.com/agent-templates-tasks/template-management), allowing you to focus on strategic discussions and building rapport with your clients.
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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 (QBRs). These agents automate the tedious aspects of QBR preparation, from [data gathering](https://relevanceai.com/agent-templates-tasks/automated-data-validation) to [presentation creation](https://relevanceai.com/agent-templates-tasks/proposal-template-generation), allowing managers to focus on strategic discussions and relationship building. This technology streamlines workflows, enhances client engagement, and drives mutual success.

Before Meeting

Your AI agent gathers account data from [CRM systems](https://relevanceai.com/agent-templates-tasks/crm-ai-agents), analyzes performance trends, and generates a comprehensive review presentation. You walk into the meeting with key talking points, potential concerns, and growth opportunities already identified through automated [data gathering](https://relevanceai.com/agent-templates-tasks/account-research-automation).

During Meeting

<p>As the meeting progresses, your AI agent provides real-time data lookups, <a href="https://relevanceai.com/agent-templates-tasks/roi-calculator">calculates ROI scenarios</a>, and <a href="https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation">generates follow-up action items</a>. This keeps the discussion focused and ensures all commitments are tracked.</p>

After Meeting

Post-meeting, your AI agent automatically distributes meeting summaries, [creates task assignments](https://relevanceai.com/agent-templates-tasks/workflow-step-automation), and [schedules follow-up touchpoints](https://relevanceai.com/agent-templates-tasks/meeting-auto-scheduling). This ensures that action items are addressed promptly and that the client relationship remains strong.

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 contract metrics before the meeting, calculate ROI scenarios 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 meeting into exactly what your team needs next, whether that's a task list, client report, or follow-up email. Set it up once and it can do this across every QBR session without extra effort. You could have it [update your CRM](https://relevanceai.com/agent-templates-tasks/contact-data-enrichment), create follow-up tasks in your [project management tools](https://relevanceai.com/integrations/asana), or send personalized thank-you notes to clients. The more meetings you run, the more time you save.

Learn More

QBR Meeting Agent for Key Account Managers

QBR Meeting Agent - AI-powered quarterly business review automation with two professionals analyzing data charts and graphs on laptops
Traditional QBR Process vs AI-Powered QBR Agent comparison table showing manual data gathering versus automated data collection from CRM and analytics platforms
QBR co-pilot AI agent infographic for key account managers showing automated QBR preparation saving 70-90% prep time, real-time meeting support with data-driven discussions, and automated post-meeting tasks reducing administrative burden by 80-95%
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‍Meeting Notetaker Agent today!

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