0My current work
NEIGHBOURHOODYour work today
Welcome back
Your assigned priorities, deadlines and notifications in one place.
0Due today
0My overdue
0High priority
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.
My priority queue
What to do next
Team control
All visible work by category
Manager overview
Nearest work across your access
Project Management
Active projects
See every client project, service, owner, due date and delivery state in one place.
| Project / client | Website progress | Recurring delivery | Next action | Owner / due | Project state | Open |
|---|
This is the local workspace. Secure cloud deployment and live integrations remain approval-gated.
Your delivery queue
My work
Your assigned Neighbourhood tasks and current ClickUp references, with team-wide views available when needed.
0Current items
0Connected clients
0Completed history
0ClickUp files and docs
Legacy ClickUp references
Documents, dashboards and attachments
These remain read-only while active teamwork moves into Neighbourhood.
Repeatable delivery
Recurring approvals
Monthly deliverables, client approval, follow-up and Drive filing in one connected view.
Google WorkspaceChecking connection…
Not connectedEmail follow-up and Drive filing remain gated until the integration is authorised.
0Recurring items
0Monthly items
0Awaiting reply
0Approved
Client approval queue
Monthly deliverables
Loading recurring approvals…
Team operations
Time & People
Log your work time, review attendance and keep practical staff records together.
Loading time and people…
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.
Agency relationships and revenue
CRM command centre
Contacts, opportunities, follow-ups and forecasts without mixing them into project delivery.
Loading client database…
| 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
Loading email marketing workspace…
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.
Loading available data sources…
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
Control each person’s role, clients, work categories, CRM, AI, communication and financial access.
Access control
Team members
Administrators have complete control. Every other account can be limited to selected clients and selected categories.
| Team member | Role | Access | Status | Last sign-in | Edit |
|---|
Accountability
Recent activity
The latest 200 successful changes made through Neighbourhood.
Project workspace
Everything connected
Project overview
Open any service without leaving this project.
One client, connected records
Delivery and CRM are linked
Service activity and relationship details stay connected without becoming the same screen.
CRM contact record
Client details
Contact, website, salesperson and account information imported from the client database.
Project updates
Decisions, blockers and delivery notes
Internal project-level context, kept separate from task comments and client communication.
Client approvals & updates
External review trail
Approval drafts, replies, follow-ups and Drive filing are shown here, separate from internal project updates.
Internal activity
Recent task comments
Latest team context across this project. Open a comment to continue in its task.
Connected categories
All client services
Open a category to see only that client’s work.
- 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
Client category
Category work
Shared client history
Communication
Email, phone, meeting and WhatsApp notes in date order.
Shared access
Client links
Links available across every service.