01
Capture
A request, record, document, or scheduled event starts the work.
AI automation agency
Custom AI systems for work that should run itself.
We map the process, connect the tools, and deploy reliable AI-assisted workflows around your business.
Example system
A request becomes a recorded result.
Automation is useful when the whole path is visible—including the places where a person should decide.
02
Context
The system gathers only the information needed for the task.
03
Reason
Rules and AI classify, draft, extract, or prepare the next action.
04
Approve
Consequential or uncertain actions pause for a person.
Human checkpoint05
Write back
Approved results land in the correct system of record.
06
Report
The run closes with status, evidence, and a visible exception path.
What we build
One system, shaped around the work.
Agents do the work. Interfaces make it operable. Workflows keep the handoffs moving.
AI strategy
We map the operating work, find the highest-leverage opportunities, and define what should—and should not—be automated.
Agents that take action
Purpose-built agents gather context, prepare decisions, work across approved tools, and report what happened.
Internal AI applications
Focused interfaces give your team one clear place to review, approve, and operate the system behind the scenes.
Workflow automation
We connect inboxes, CRMs, documents, calendars, accounting systems, spreadsheets, databases, and APIs.
How we work
From stubborn process to operating system.
Strategy and implementation stay under one roof, so the plan survives contact with the real workflow.
- 01
Discover and map
We follow the work as it happens, including exceptions, permissions, ownership, and the cost of delay.
- 02
Prototype and validate
A narrow working system runs against real examples so the useful result is visible before the larger build.
- 03
Build and deploy
We finalize integrations, test failure paths, document controls, and release in manageable stages.
- 04
Monitor and improve
Performance, failures, and operating costs stay visible as the workflow evolves with the business.
Our standard
A workflow has to survive the real day.
Demos ignore duplicates, missing fields, permission limits, and failed providers. Production systems cannot.
01
Validate
Inputs and outputs are checked before downstream action.
02
Constrain
Permissions limit where an agent can read, write, or act.
03
Escalate
Uncertainty and consequential actions return to a person.
04
Observe
Runs, errors, and approvals leave an inspectable record.
The systems around your work
Connect what you already use.
We work through available APIs, webhooks, databases, and approved access—without claiming a partnership with the products listed here.
- CRM
- Calendars
- Accounting
- Support desks
- Forms
- Documents
- Spreadsheets
- Databases
- APIs
- Slack
- Microsoft 365
- Google Workspace
- HubSpot
- Salesforce
- QuickBooks
- Stripe
- Zapier
- Make
- n8n
- OpenAI
- Anthropic
FAQ
Useful answers, before a sales call.
What does Shield Automation Group build?
We build custom AI agents, internal applications, and connected workflows that handle repeated operating work. Each system is designed around a specific process, its data, and the people responsible for it.
Where should a business start?
Start with one repeated process that has a clear owner and a result you can check. We map the current work, identify the useful intervention, and define a focused first build.
Do we need to replace our existing software?
Usually not. We prefer to connect the systems your team already knows. A replacement is recommended only when an existing tool blocks the outcome.
How are AI mistakes controlled?
We narrow each task, validate inputs and outputs, limit permissions, log activity, and add human approval wherever uncertainty or impact requires it.
How long does a project take?
Timing depends on the workflow, integrations, data access, and testing needs. We define milestones in a written proposal or statement of work before implementation begins.
How is pricing determined?
Every engagement is custom-scoped and quoted in USD. The quote reflects process complexity, integrations, risk controls, delivery requirements, and ongoing support.
Can you work remotely?
Yes. Discovery, process mapping, implementation, testing, training, and support can all be delivered remotely.
Start with one workflow
What keeps stealing time from your team?
Tell us where the work slows down. We’ll assess whether automation is a practical fit and outline the clearest next step.
nick@shieldautomationgroup.com