Start by role
Role-based onboarding paths for lease admins, store development teams, and IT reviewers.
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.
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."
Day 2 — Connect your mailbox (if approved)
Lease work often arrives by email. Connect Outlook only if your role allows it. See Connectors.
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.
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.
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.
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.
Day 2 — Connect SharePoint or project tools
Link the sites and folders your IT team approved. Hugo reads what you can already open.
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.
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.
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.
Review permissions inheritance
Read Permissions — Surfaice does not expand entitlements beyond connected systems.
Review data flow and audit
See Data handling and Audit trail.
Review trust FAQ
Common procurement questions: Trust FAQ.
Request NDA package
Security Guide, architecture diagram, and AI governance policy via security@surfaice.pro. Live summary: surfaice.pro/security.
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