Path for
Finish later
Step {{curNum}} of {{stepCount}} · about {{cur.mins}} min
{{cur.title}}
{{cur.why}}
Where you sell
Reporting currency
Financial year starts
Keep people in step with your directoryNew joiners appear in People; leavers lose access the same day
Allow only your company domainneuwork.ai · partners are invited separately
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Region
Seats in this pod
Pod lead
{{podCode}}{{podName}}{{podRegion}} · {{seatSummary}} · goal {{podGoal}}
Or ask Claude: “Create a pod called {{podName}} for {{podRegion}} with a {{podGoal}} goal”
{{v.ini}}{{v.email}}{{v.role}} · {{v.pod}}{{v.state}}
Route customers to pods by
History comes with each customer: past mail, meetings and deals. Nothing is sent to customers.
$4.2MPod goal this year
4 of 5Seats filled
13Customers
AishaYou lead it
{{m.ini}}{{m.name}}{{m.role}}{{m.state}}
The goal and seats look rightIf not, the admin is told what to change
Weekly pod review
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+Delivery leadOpen seat · needed for 2 live projects
Best fits, by role and free time
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First contact within
Each new owner gets a brief, the people to meet and the open promises. A reminder fires if first contact is late.
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Buddy for new members
Checkpoints are read from activity: no forms for the new member or for you. You only decide at the day 90 probation review.
Your podGulf GrowthUAE and Gulf · goal $4.2M
Your leadAishaWeekly review on Monday
Your buddyOmarCustomer success · 2 years
You startMon 16 NovDay 1 of 365
Your day, sortedMy week lists what is due across your accounts, from your own mail and calendar.
Context without askingEvery customer has a summary, the people, the history and who to call when something breaks.
Nothing to fill inYour progress is read from your activity. No status reports.
M3Microsoft 365 mail and calendar{{m365.sub}}
What neupods readsMail and meetings with your customers’ domainsCalendar events with customersMeeting notes from Teams
What it never readsMail with colleagues onlyAnything labelled privatePersonal calendars
Open a customer and press Getting up to speed for a 10-minute brief: what they bought, who matters, what is promised and what is at risk.
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{{r.day}}{{r.what}}
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