Inbox
NEIGHBOURHOODMy Day
Plan today, clear overdue work and see what is coming next. These are your assigned tasks and shared work queues.
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Work assistant
N
Your work assistant
Ask
Local work planning is ready. OpenAI is not connected.
Ask me what is due today, what is overdue or what you should do first.
Your workspace
Project Management
Your active work and the tasks or projects you’re watching.
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My active work
Tasks assigned to you or your shared team queue.
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Watching
Tasks and projects where you’ve been added as a watcher.
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Only visible to you
Private tasks 0
Personal reminders outside client projects. These are never shared with your team.
Your activity centre
Inbox
See every mention, assignment, watched task, comment and workspace update in one place.
Project Management
Active projects
Active and on-hold work, organised by client or service.
| Projects | Services | Pending tasks | Owner | Due date | Status | Open |
|---|
Neighbourhood · Team workspace
← Project Management
Detailed delivery queue
All tasks
Find open and completed Neighbourhood tasks across the clients and services you can access.
0Open tasks
0Clients with tasks
0Completed tasks
0ClickUp files and docs
Legacy ClickUp references
Documents, dashboards and attachments
These remain read-only while active teamwork moves into Neighbourhood.
Repeatable delivery
Recurring Work
See what repeats, who owns it and what is due next.
0Open items
0Overdue
0Waiting for client
0Internal review
Delivery schedule
Recurring tasks
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Client approval and file delivery options
Google WorkspaceChecking connection…
Not connectedEmail follow-up and Drive filing remain gated until the integration is authorised.
Team operations
Time & People
Log your work time, review attendance and keep practical staff records together.
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My time
Log work
Use the same simple columns as the daily work dashboard.
Manager view
Attendance
Today and recent recorded attendance across the team.
People directory
Staff profiles
Roles, work arrangement, status and time summary.
Central company email
Client email
Connect Digital Neighbour mailboxes once. Neighbourhood then matches each conversation to the right client, CRM record and project work.
Select a conversation
Open an email to assign it, link the client, create project work or prepare a reply.
Client directory
Client records
Contact details, services and archived accounts. Open a client to view their project workspace.
Account clean-up Administrator only
Review a prepared account plan before applying changes. Removed records stay recoverable below.
Removed records
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| Client | Contact | Website | Services | Salesperson | Status | Open |
|---|
0Open opportunities
0Closing this month
$0Weighted forecast
0Overdue follow-ups
Forecast controls
Probability and expected close dates make the pipeline useful.Open pipeline$0
Committed$0
Email enquiry screening
Turn enquiries into qualified opportunities
Review an enquiry, dismiss noise or convert it into the sales pipeline. Gmail is not connected yet.
Not connected
CRM customer record
Client
Relationship overview
Private work intelligence
AI workspace
Work assistants and specialist agents grounded in the clients, tasks and permissions inside Neighbourhood.
0My AI messages
0Saved assets
US$0My API cost
Local onlyAsset storage
Specialist assistants
Available agents
Each assistant will only receive the clients and categories the signed-in person is allowed to access.
Connection gates
What is required before team use
- Approve an OpenAI API project and monthly budget.
- Choose managed cloud storage or Google Drive as the permanent asset home.
- Deploy Neighbourhood securely to the cloud.
- Pilot with Sagar and one team member before wider access.
The OpenAI API, Gmail and Drive are deliberately disconnected. No company information is being uploaded.
CRM audience workspace
Email marketing
Review contact consent and prepare campaigns without sending anything before Google Workspace is authorised.
0Visible contacts
0Subscribed
0Consent to review
0Campaign drafts
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Campaign preparation
Campaigns
Drafts can be created and edited. There is deliberately no Send control.
Permission to contact
Contact consent
Only subscribed contacts count towards campaign audiences.
| Client and contact | Consent |
|---|
Approved workspace references
Data sources
Open the Sheets and reference systems available to your role. Neighbourhood never exposes a restricted source in this list.
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Sync and review
Review source records
Confirm trusted references or ignore records that should not influence planning. These actions never create or convert tasks.
0Needs review
0Total source records
0Shown now
Choose a source to review its records.
Team access
Team and permissions
Add team members and choose the clients and services they can work on.
Access control
Team members
Administrators have complete control. Every other account can be limited to selected clients and selected services.
| Team member | Role | Access | Status | Last sign-in | Edit |
|---|
Recent account activity
Administrator audit trail of recent workspace changes.
Project workspace
Tasks
TaskAssigneeDue datePriorityStatus
Choose a service, then Open, Completed, Retired or All tasks. Counts show main tasks; expand a task to see its subtasks and their progress.
Everything connected
Project overview
Open any service without leaving this project.
Connected categories
All client services
Open a category to see only that client’s work.
Delivery details and milestones
Client approvals & updates
External review trail
Approval drafts, replies, follow-ups and Drive filing are shown here, separate from internal project updates.
Project snapshot
Connected delivery status
Open work and service states remain connected across this project.
Linked CRM record
Contact and commercial details
Open the separate CRM screen only when contact, contract or sales information is needed.
Current team context
Recent task comments
See the latest internal discussion first, then open its task or add the next action.
Project updates
Decisions, blockers and delivery notes
Internal project-level context, kept separate from task comments and client communication.
- Started
- Target date
- Time remaining
Current blocker
Current-stage context
Updates for this stage
Client updateShare the current stage without leaving deliveryCreates a reviewable draft. Nothing sends automatically.
What is happening now
Tasks
TaskOwnerDue datePriorityStatus
Project access
Website links
Drive, staging and other useful website links.
SEO campaign
No SEO campaign added for this client
Add the campaign timeframe and first action, then manage SEO tasks here.
SEO campaign
SEO workstream
- Status
- Target date
- Owner
Current SEO execution
SEO tasks
Website maintenance
No maintenance service added
Add maintenance once, then record each change, fix or support request as a task.
Website maintenance
Maintenance workstream
- Status
- Target date
- Owner
Client completionPrepare a clear maintenance completion noteCreates a draft for review. Sending stays disabled until Google Workspace is connected.
Current maintenance work
Maintenance tasks
Repeatable client delivery
Recurring work
Monthly deliverables, approvals and follow-ups for this client.
Client category
Category work
Shared client history
Communication
Email, phone, meeting and WhatsApp notes in date order.
Connected client workspace
Integration Hub
Company Gmail is connected once in Work Inbox, then matching conversations appear against this client automatically. Website, SEO, ecommerce and hosting connections remain client-specific.
- Connected
- 0
- Needs setup
- 0
- Attention
- 0
Open this section to check available client integrations.
Credentials stay outside client records
Neighbourhood stores the connection policy, not a WordPress, Shopify or cPanel password. Secure cloud credentials will be encrypted and available only to the approved server-side connector.
Shared access
Files & links
Shared Drive folders, documents and useful project links. Task-specific links live inside their task.