Skip to main content
Pick the path that matches your job. Each route connects quickstart steps to the workflows teams actually run. New to Surfaice? Read What is Surfaice? first — it defines Hugo (the agent you chat with), skills (named workflows), and connectors (links to your systems). Terms used below: CAM = common area maintenance. A punch walk is a field walkthrough that logs incomplete construction items before store opening. Apps are guided review screens for high-stakes outputs — see Apps & automations.

​
Lease administration & property management

You run lease abstractions, CAM reviews, critical dates, and portfolio Q&A.
1

Day 1 — Sign in and ask one lease question

Complete Quickstart, then ask Hugo a concrete question: “What are the renewal options for store 1842?” or “Summarize critical dates this quarter for the Northeast portfolio.”
2

Day 2 — Connect your mailbox (if approved)

Lease work often arrives by email. Connect Outlook only if your role allows it. See Connectors.
3

Day 3 — Run lease abstraction on a known-good PDF

Open the lease-abstraction skill (or the document-abstraction App if your workspace has it) on a lease your team has already abstracted manually. Compare Hugo’s output field by field. See Lease abstraction.
4

Day 4 — CAM or critical-dates workflow

Ask Hugo to review a recent CAM reconciliation letter for disputes, or to list key dates for the next 90 days. Skills for these workflows are listed under Lease & portfolio.
5

Day 5 — Share a reviewed draft

Export or save only what you have verified. Teach teammates which citations you checked.
Go deeper: Lease administration · CAM reconciliation · Lease & portfolio skills

​
Store development & construction

You coordinate permits, projects, field punch walks, and opening handoffs.
1

Day 1 — Confirm workspace and store context

Sign in, open your customer workspace, and ask Hugo for status on one active store number you know well.
2

Day 2 — Connect SharePoint or project tools

Link the sites and folders your IT team approved. Hugo reads what you can already open.
3

Day 3 — Run a construction or permit workflow

Ask Hugo about delayed permits, change orders, or program status for a store — or open the matching skill if your workspace lists one.
4

Day 4 — Punch walk or closeout (if enabled)

Field punch walks work best with a clear store number and section order. When Hugo asks compliance questions, use the on-screen checklist rather than typing long freeform answers. See Construction & closeout.
5

Day 5 — Hand off open items to operations

Summarize open punch or change-order items for facilities. Link Operations workflows.
Go deeper: Store development use case · Store development skills

​
IT, security & compliance

You evaluate access, data handling, and vendor risk before rollout.
1

Review permissions inheritance

Read Permissions — Surfaice does not expand entitlements beyond connected systems.
2

Review data flow and audit

See Data handling and Audit trail.
3

Review trust FAQ

Common procurement questions: Trust FAQ.
4

Request NDA package

Security Guide, architecture diagram, and AI governance policy via security@surfaice.pro. Live summary: surfaice.pro/security.
5

Pilot with one connector and one role

Scope one lease-admin or SharePoint connector to a single business unit before tenant-wide rollout.
Go deeper: Security overview · Data handling

​
Program leaders & executives

You need portfolio visibility, not day-to-day abstraction.
  • Start with Portfolio & renewals and Reporting skills
  • Ask for rollups with explicit scope: region, landlord, or date window
  • For large portfolio maps or dashboards, request coverage — how many stores or leases were included — not just a pretty preview