AI-powered meeting planner agents are revolutionizing how Sales Directors manage their QBRs, coordinate with Key Account Managers, and optimize their time. These agents automate the tedious aspects of QBR preparation, from data analysis to report generation, allowing Sales Directors to focus on strategic decision-making and client relationship management. This technology streamlines workflows, reduces preparation time, and enhances overall productivity.
Before Meeting
Your AI agent gathers and [analyzes key performance data](https://relevanceai.com/agent-templates-tasks/sales-performance-analytics-ai-agents), identifies trends, and [generates comprehensive reports](https://relevanceai.com/agent-templates-tasks/business-intelligence-ai-agents) tailored to each client. You walk into the meeting with a clear understanding of the account's performance and potential opportunities.
During Meeting
As the Key Account Manager presents the QBR, your AI agent provides real-time insights and recommendations based on the data. It helps facilitate productive discussions and ensures that all key topics are addressed.
After Meeting
Post-meeting, your AI agent [tracks action items](https://relevanceai.com/agent-templates-tasks/workflow-step-automation), [monitors progress](https://relevanceai.com/agent-templates-tasks/strategic-initiative-tracking-ai-agents), and shares updates with the team. This helps you stay accountable and ensures that commitments to the client are fulfilled.
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
