Strategy & Expansion
Site Visit Coordination
Organizes site visit emails and calendar — so tours are scheduled and tracked.
What it does
- Detects site tour and visit emails
- Extracts tour date, time, location, and attendees
- Creates calendar events for Site Selection Manager
- Tracks when tours are scheduled and completed
- Surfaces conflicts and reschedule needs
- Supports multi-site tour coordination
- Reduces no-shows and double-booking
- Exports site visit and calendar reports.
What it takes
- Site Tour Email / Invite
- Calendar Export or API
- Site & Contact Master
- Tour Log
- Site Selection Contact List
What it returns
- Excel Table
- PDF Report
- Calendar Export
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Single Tour Extract
Extract one tour and create calendar event.
Schedule Extraction
Extract schedule and attendees from email.
Batch Tour Coordination
Process multiple tour emails and update calendar.
Tour Report
Report on site visits scheduled and completed.
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.
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See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.