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3. Inbox Zero, Finally: How AI Pulls Signal from Email Chaos
Manage episode 507101975 series 3687546
Contenuto fornito da Mike Shannon and Danny Shannon. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Mike Shannon and Danny Shannon o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Mike sits down with Danny to dig into one of the most requested workflows from advisors right now: making email actually work. They walk through how an AI-native operating system ties into Gmail and Outlook, listens in real time, and pulls the right signals out of the noise so nothing slips. From detecting money-movement requests to spotting “I’ll send the invite” promises, they show how an agent can track the follow-through across calendars, CRMs, and meetings, then close the loop without piling up more alerts. They also unpack the hardest part of AI-drafted replies, which is tone. You’ll hear how they model a sender’s voice from sent mail, bring just-enough context into the prompt, and keep a human in the loop so replies feel personal, not robotic.
For RIAs and ops leaders who want signal over noise, this is a clear look under the hood at how Impruve is turning inbox chaos into accountable workflows.
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