ConnectPilot.ai
COMMERCIAL REAL ESTATE

Zoning Due Diligence,
Automated

Automating the slowest step in zoning due diligence.

WHAT WE DID

We built an end-to-end FOIA discovery and submission platform that turns a 2-week manual research slog into a same-day automated workflow. Starting from a Salesforce opportunity, the system identifies the right municipal FOIA contact, captures the submission portal, extracts every required form field, and (optionally) drives a live browser to fill the request, all while pushing structured findings back into Salesforce as auditable records.

OUR AGENTS

Built for Due Diligence

FOIA Discovery

Browses municipal websites to locate the correct FOIA portal, contact email, mailing address, phone, and submission form. Captures screenshots of every page it visits so reviewers can verify findings without re-doing the research. Caches results across projects in the same jurisdiction.

FOIA Form Requirements

Analyzes the discovered intake form and extracts every required field, validation rule, and attachment requirement. Identifies consolidation candidates: projects on the same site with the same form URL get grouped into a single submission.

FOIA Form Filler

Drives a live remote Chromium browser via Anthropic's Computer Use to auto-populate the discovered form. Stops before Submit so a human always has the final say. Includes a “Quick Fill” bookmarklet alternative that runs in the user's own browser with their existing SSO/cookies.

Salesforce Agent

Two-way sync between the platform and Salesforce. Pulls opportunities hourly, pushes enriched FOIA findings back as FOIA_Discovery__c records with full provenance. Idempotent on Site ID so re-runs are safe.

Knowledge Center

RAG-only Q&A across uploaded contracts, SOWs, templates, and reference docs. Hybrid search (vector + full-text) returns cited snippets, never hallucinated answers.

General Assistant

Default chat surface for research, drafting, and brainstorming when the work doesn't fit a specialized agent.

ESTIMATED COST SAVINGS

The Numbers Speak for Themselves

ESTIMATED COST SAVINGS250 FOIA requests / month
STEPMANUALAUTOMATEDSAVED
Identify FOIA contact & portal25 min2 min23 min
92% saved
Extract form requirements15 min1 min14 min
93% saved
Fill submission form12 min3 min9 min
75% saved
Log to Salesforce8 min0 min8 min
100% saved
PER-REQUEST TOTAL60 min6 min54 min
90% saved
225 hrs
Hours reclaimed / month
$16,875
Saved / month
$202,500
Recovered capacity / year
See how we build these AI agents →
FAQ

Frequently asked questions

Our agents file and track public-records requests, pull zoning and permitting documents from municipal portals, and summarize the findings against your deal criteria. Work that typically takes a two-week back-and-forth becomes a same-day workflow, with every finding linked to its source document.
Agents work with municipal FOIA and public-records portals, county recorder and assessor sites, zoning and permitting systems, and uploaded documents (PDFs, plats, ordinances). Each agent is scoped to the jurisdictions and sources relevant to your markets.
Yes. Findings sync back into Salesforce (or your CRM of choice) against the right property or deal record, so research lives where your team already works instead of in a separate tool.
Every answer carries provenance, including the document title, page, and a link back to the source, so your team can verify before relying on it. The agent grounds its output in retrieved documents rather than guessing, and a human stays in the loop for final decisions.
Most due-diligence steps drop from hours or days to minutes. The exact savings depend on jurisdiction and document volume, but firms typically reclaim the bulk of the manual research time per deal.
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REACH OUT DIRECTLY

Alex Hannan
Alex Hannan
Sales & Strategy
Joe Stanton
Joe Stanton
Engineering & AI
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