Strategy & Expansion

Strategy & Expansion

Market Intelligence Routing

Routes demographic and market reports to strategy and real estate — so insights reach the right team.

What it does

  • Detects market studies and demographic reports in email attachments
  • Extracts key insights and summarizes for distribution
  • Routes to Strategy Team or Real Estate Analysts
  • Surfaces which markets show growth potential
  • Tracks report distribution and usage
  • Supports expansion planning and site selection with fresh data
  • Reduces duplicate requests and scattered market data
  • Exports summary and distribution reports.

What it takes

  • Market Study / Report (PDF or Email)
  • Distribution List & Routing Rules
  • Strategy & Analytics Contact List
  • Market Taxonomy
  • Report Log

What it returns

  • Excel Table
  • PDF Report
  • Summary Memo
  • JSON Data

Written into the systems your team already runs, not into a second system of record.

How teams run it

Single Report Triage

Extract insights from one report and distribute.

Insight Summary

Summarize report and route to strategy/analysts.

Batch Report Routing

Process multiple reports and route each.

Distribution Report

Report on market intelligence distribution.

Cited, or flagged

Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.

Read where it lives

Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.

Never trained on

Your documents do not train models — yours or anyone else's.

See it run on your own documents.

Fifteen minutes, your files, and the clause behind every answer.