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.