AI automation agency
We build automations that take repetitive work off your team. Our background on classified Navy projects shapes how we handle your data, permissions, and security.
Our background
Experience with defense, higher education, and private business informs how we build your systems.
Selected work
Our work on this project included an automated document and workflow management platform to track the creation and completion of Navy Training Systems Plans (NTSPs).
The systems around your work
Keep the tools your team knows. We connect them through APIs, webhooks, and databases, with access limited to what the automation needs.
Keep requests and conversations connected to the work.
Email · Calendars · Slack · Microsoft 365 · Google Workspace
Move customer details from the first inquiry to the next task.
CRM · HubSpot · Salesforce · Support desks · Forms
Use the records your business already depends on.
Accounting · QuickBooks · Stripe · Documents · Spreadsheets · Databases
Connect the steps and add AI where the task calls for it.
APIs · Zapier · Make · n8n · OpenAI · Anthropic
What we build
We build the software and connections needed to take a repetitive process off your team’s plate.
We look at where your team spends time, choose a useful first project, and decide which decisions need a person.
AI agents read requests, look up relevant information, and complete tasks in the tools you allow them to use.
We build applications where your team can check progress, review AI-generated work, and approve the next step.
We connect inboxes, CRMs, documents, calendars, accounting systems, spreadsheets, databases, and APIs.
How we work
You work with us from the first conversation through launch and ongoing support. We test a focused version before expanding it.
You show us how the work gets done today, where it gets stuck, and who needs access to what.
Your team tries a working prototype with examples from the business. We check the results together before building further.
We connect your tools, test what happens when something goes wrong, and give your team instructions for using the system.
We track errors and running costs, fix problems, and adjust the automation as your process changes.
Example system
An example we can build for your business: a shared-inbox assistant that reads requests, finds the customer’s details, and follows each task through to completion.
A customer emails your shared inbox. The system reads the message and attachments, then checks whether it has already handled them.
It matches the sender to your customer records and pulls relevant orders, previous messages, and open tasks.
AI identifies what is needed, drafts a reply, and proposes a task with an owner and due date. Missing details are flagged.
Your team reviews uncertain matches and sensitive replies, with links back to the information used.
Human checkpointApproved replies are sent and tasks are created in your CRM or project tool. Retries check for existing records to avoid duplicates.
The system checks for overdue tasks, reminds the owner, and reports what finished or needs attention. Every action is logged.
FAQ
We build automations, AI agents, and internal applications for repetitive business tasks. That might mean sorting incoming requests, preparing documents, or updating records across your software.
Pick a task your team repeats every week, such as copying information between systems or chasing updates. On a discovery call, we can help you decide whether it makes a good first project.
Usually not. We connect the software your team already knows wherever possible. If a tool cannot support the work, we’ll explain the limitation and discuss your options.
We check the information going in and the results coming out. AI gets limited access to your tools, its actions are logged, and sensitive or uncertain decisions go to a person for approval.
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.
We quote each project in USD based on the work involved: which tools need connecting, how complex the process is, and what testing and support you need.
Yes. Discovery, process mapping, implementation, testing, training, and support can all be delivered remotely.
Start with one workflow
Book a discovery call to walk us through it. We’ll discuss what can be automated and what a first project could involve. Prefer to write it down? Send us a message using the form.
Book a discovery callnick@shieldautomationgroup.com