Document processing
Extract, validate, summarize, route, and review.
Agentic workflows and business-process automation
Find the manual workflows AI can automate. Reduce effort, shorten cycle time, and keep review where it matters.
Bring one workflow or a shortlist. In a free 2-day deep-dive workshop, SquareShift maps the automation path and shows what the first version should prove.
Google Cloud Premier Partner
2-day workflow deep dive.Controls, systems, and AI approach.Prototype plan and roadmap.
Start with the workflows already costing time, money, or attention.
Good candidates are repetitive, document-heavy, tied to systems, or slowed by exceptions.
SquareShift helps spot where AI-enabled automation can reduce manual effort without hiding control from the business.
Legacy-system data entry
Read source data, prepare updates, reduce rekeying.
Marketing and sales automation
Qualify leads, draft follow-ups, route next actions.
CRM and sales-system updates
Turn meeting notes into updates, tasks, and follow-up.
Customer and internal support
Triage requests, retrieve policy, draft, escalate.
Finance and procurement operations
Match records, prepare approvals, flag exceptions.
Compliance and reporting packs
Gather evidence, draft summaries, show review steps.
Back-office approvals
Route requests across tools with owner and audit trail.
A simple path from workflow idea to automation plan.
In two days, the conversation moves from workflow list to first-version decisions.
SquareShift weighs value and readiness, maps the workflow, chooses what to automate first, and defines the tests that decide what expands.
01
Prioritize by value and readiness
Cost, cycle time, risk, ownership, data access, and repeatability.
02
Map the workflow
Triggers, systems, handoffs, approvals, exceptions, and delays.
03
Bring domain and system knowledge
Policies, systems, permissions, data shape, and reviewer ownership.
04
Choose the automation approach
Retrieval, tools, agents, rules, integrations, and model fit.
05
Run test slices
Use real inputs to check accuracy, handoffs, timing, and edge cases.
06
Expand automation progressively
Start focused, then expand as confidence and ownership improve.
07
Keep human review and feedback
Approvals, overrides, corrections, audit trail, and feedback loops.
The workshop turns the workflow into a clear build plan.
You leave knowing what can be automated, where human review stays, and what the first version should prove.
Priority workflow list.Automation and control map.Mockup or prototype plan.Systems and integration view.Cost and timeline shape.Expansion roadmap.
Case studies
Delivered work behind workflow, assistant, and review automation.
These examples show SquareShift turning AI into practical workflows with context, review points, and visible handoffs.
Agentic analysis
SquareShift delivered workflow analysis for a decision-ready operating view.
Read the case study Grounded assistant workflowSquareShift delivered an assistant flow that gathers security context for remediation work.
Read the case study Review-controlled automationSquareShift delivered review automation that extracts inputs, checks them, and pauses for review.
Read the case studyBring a workflow. Leave with the automation path.
Use the free 2-day deep dive to see where AI automation can reduce manual effort, shorten cycle time, and keep the right human review.
SquareShift helps compare options, shape the starting path, and define a safe first version.
Free 2-day deep-dive workshop.
Start from one workflow or a shortlist.
Clarify workflow priority, automation scope, controls, ownership, and first-version plan.
You leave with practical outputs.
A concise view of what to automate, build, defer, and prepare for rollout.
01
Mockup or focused prototype
A strong mockup or, where data and access allow, a focused prototype that makes the automation tangible.
02
Automation roadmap
What moves first, what waits, what expands, and why.
03
Cost and timeline view
An early view of the cost and timeline for the full workflow automation package.
04
Build strategy
Scope, integrations, model choices, controls, ownership, and feedback loop.
05
Human-review model
Where people approve, override, correct, or take ownership.