AI-powered meeting planner agents are transforming how [Key Account Managers](https://relevanceai.com/agent-templates-roles/key-account-manager-ai-agents-1) conduct Quarterly Business Reviews. These agents automate data collection, generate insights, and streamline follow-up, allowing managers to focus on building relationships and driving strategic alignment with their clients. This technology enhances productivity, reduces preparation time, and ensures more impactful QBR meetings.
Before Meeting
Your AI agent gathers performance data from [CRM](https://relevanceai.com/agent-templates-tasks/crm-ai-agents), usage analytics, and support tickets. It identifies key trends, flags potential issues, and suggests strategic discussion points, ensuring you walk into the meeting fully prepared.
During Meeting
As the meeting progresses, your AI agent tracks action items, captures key decisions, and monitors discussion sentiment. This ensures that nothing is missed and that follow-up actions are clearly defined.
After Meeting
Post-meeting, your AI agent automatically distributes [follow-up materials](https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation), schedules next steps, and updates account records with meeting outcomes. This keeps everyone aligned and ensures that commitments are met.
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
