Review mode (no login) · viewing as team member (standard) · View as Travis (admin)
Pisgah Brothers

Pisgah Brothers · Workforce Housing

Workforce housing across Western North Carolina: land, entitlements, construction & sales

PREVIEW · ALL CONTENT IS EXAMPLE DATA · Log out

Built around your day.

Your L10 report lands at 7 AM your time. You decide what's in it, who's on the team, and how long anything is kept.

Preview controls are illustrative (example data); changes here aren’t saved. ← Back to the report

1

Your morning report

Scorecard, Rocks, Headlines, To-Dos and Issues, in the L10 order you already run. Turn sections on or off, reorder them, or group by deal or by person.


Group by
2

Delivery and quiet hours

Delivered at 7:00 AM in your time zone, about 5 PM Eastern. Nothing pings you during your quiet hours. Change the time or the zone whenever you travel.

Deliver at Time zone Quiet hours to
3

Your team

Add or remove people and choose who's an admin. Standard members upload, chat and see only their own summaries.

NameRole
Travis (example)Admin
Member Example
Sample Site Contractor (example)
4

🔒 Consent

Your report only includes what each person approved. They choose Yes, Edit or No on every summary, and a No stays private. That's why your team will be candid with it.

🔒 Fixed rule: always on. This can’t be turned off.
5

Retention

Choose how long uploads, chats and memory are kept. Anything past that is deleted on schedule.

Chats Uploads Memory
6

Sensitive requests

Changes and sensitive reports go through a verified step: a code to your phone, then the work gets done and logged. See every request, who made it, and what was done.

ESC-001 · travis.example · “Raise Mills River base price to $279k” · verified · done (example) View log
7

Files

Uploads go into your Dropbox folders. Pisgah owns the files, and you can revoke access at any time.

Connected folder: (MOCK) Dropbox › Pisgah Brothers › Uploads
8

Model

Choose the AI model that reads your team's notes. Compare them side by side on your own examples.

9

Your email

Nobody outside Pisgah, including the people who built this, can read your email.

(mock: Google Workspace or Microsoft 365, connected by you in Pisgah’s own account)
Rule: only mail labeled Pisgah-Bot or sent to bot@pisgah.example is read. Everything else is never opened.
Scopes: Google gmail.readonly limited to the label (or Microsoft Mail.Read on one folder) + gmail.send for replies. No contacts, no calendar, no delete.
Bodies are processed in memory and not stored; only the summary you approve is kept. View audit log
EXAMPLE status: not connected.
10

🔒 Scam protection

The assistant never acts on an email alone. Anything involving money, wires, bank details, contracts, passwords or gift cards needs a code to your phone and a callback to a number on file, never a number taken from the email.

Checked on every message: sender authentication (SPF/DKIM/DMARC), lookalike domains, first-time senders, reply-to mismatches, urgency or secrecy language, changed payment instructions. Anything that fails goes to your Issues List as Possible scam and nothing is done.
🔒 Fixed: never sends money, never shares passwords, never changes vendor payment details. Payment or bank changes from staff or the site are always escalated.
Trusted contacts & domains (you control): summitbuildersupply.example · blueridgetitle.example · pisgah.example ·
View blocks & flags log (EXAMPLE: 1 flagged this week)
11

Reply drafts

For each email it reads, the assistant drafts a reply in your voice. You review every one: Send, Edit or Skip.

Which emails:
Tone sample: Per-sender style notes (optional):
🔒 Never sends without your OK. There is no auto-send setting.
Scam-flagged emails never get a draft. Drafts never include payment, bank or login details.
12

Your calendar

Your morning report opens with Today: your meetings, prep notes and conflicts, in your time zone. When a reply proposes a time, it's checked against your calendar and a draft invite is attached. Nobody outside Pisgah, including the people who built this, can see your calendar.

(mock: Google Calendar or Microsoft 365, connected by you in Pisgah’s own account)
Scopes: Google calendar.events + calendar.freebusy, or Microsoft Calendars.ReadWrite. Event details are processed in memory; only metadata is logged.
Working hours to (your time; quiet hours respected)
🔒 Never books without your OK. Nothing is created, accepted, declined or sent until you approve it.
Invites from first-time or lookalike senders are flagged and never accepted.
EXAMPLE status: not connected.
13

Daily check-in

A short check-in after your morning report, so the team isn’t guessing what you think. Answer by voice or text; you choose Yes, Edit or No before anything is shared.

Questions Time (your time)
🔒 Nothing is shared with the team until you say Yes. Team questions are queued here, never sent to you directly.