
<p>AI-powered meeting planner agents are transforming how <a href="https://relevanceai.com/agent-templates-roles/strategic-account-director-ai-agents-1">Key Account Managers</a> prepare for and conduct Quarterly Business Reviews. These agents automate data analysis, generate strategic insights, and create personalized presentations, allowing KAMs to focus on building stronger client relationships and driving mutual success. This technology streamlines workflows, reduces preparation time, and enhances overall meeting effectiveness.</p>
Before Meeting
<p>Your AI agent gathers and analyzes data from <a href="https://relevanceai.com/integrations/hubspot">CRM</a>, usage analytics, and financial systems. It identifies key trends, growth opportunities, and potential risks, creating a comprehensive performance overview.</p>
During Meeting
<p>As you present the data, your AI agent provides real-time support by answering questions, offering additional insights, and <a href="https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation">capturing action items</a>. It ensures that the meeting stays focused and productive.</p>
After Meeting
<p>Post-meeting, your AI agent automatically generates a summary of key discussion points, action items, and <a href="https://relevanceai.com/agent-templates-tasks/workflow-step-automation">follow-up tasks</a>. It distributes this summary to all stakeholders, ensuring accountability and driving progress.</p>
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



