AI-powered meeting planner agents are revolutionizing how [sales training managers](https://relevanceai.com/agent-templates-roles/sales-training-manager-ai-agents-1) prepare for and conduct QBRs. These agents automate [data analysis](https://relevanceai.com/agent-templates-tasks/data-aggregation-rules), generate insights, and facilitate productive discussions, allowing managers to focus on building strong client relationships and driving revenue growth. This technology streamlines workflows, enhances collaboration, and maximizes the impact of QBRs.
Before Meeting
Your AI agent gathers and analyzes key account data, identifies trends, and generates insights on performance, opportunities, and challenges. You walk into the meeting with a comprehensive understanding of the account and a clear agenda.
During Meeting
As you discuss performance metrics and strategic initiatives, your AI agent provides real-time data and insights to support your recommendations. It also captures key decisions and action items, ensuring that everyone is aligned on next steps.
After Meeting
Post-meeting, your AI agent generates a summary of key discussion points, [action items](https://relevanceai.com/agent-templates-tasks/workflow-step-automation), and [follow-up tasks](https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation). It also tracks progress on action items and provides reminders to ensure that nothing falls through the cracks.
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
