SquareShift's agentic AI consulting services start with a free 4-hour workshop. We show which of your workflows AI agents can automate, where human review stays, and what the first version will deliver.
Workflow candidates
These are the workflows where agentic automation delivers business value quickly. SquareShift does the AI agent development, and designs it with your people kept in control.
Signals
Repetitive
Document-heavy
Tied to systems
Slowed by exceptions
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The 4-hour workshop
SquareShift works through seven steps with your team and hands you an automation plan and mockups for the first version.
Prioritize by value and readiness
Cost, cycle time, risk, ownership, data access, and repeatability.
Map the workflow
Triggers, systems, handoffs, approvals, exceptions, and delays.
Bring domain and system knowledge
Policies, systems, permissions, data shape, and reviewer ownership.
Choose the automation approach
Retrieval, tools, agents, rules, integrations, and model fit.
Run test slices
Use real inputs to check accuracy, handoffs, timing, and edge cases.
Expand automation progressively
Start focused, then expand as confidence and ownership improve.
Keep human review and feedback
Approvals, overrides, corrections, audit trail, and feedback loops.
Four engagements
Building Plan Compliance Reviewed Automatically for a US Government Regulator
Read →
02 / Insurance
Fewer In-Person Inspections for Minor Claims at a Southeast Asian Insurer
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03 / Financial Services
1.9 Million Duplicate Tickets Cleared for a Top-Tier US Financial Institution
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04 / Technology
Five Scanning Tools Unified Into One Source for a Semiconductor Maker
Read →
Bring one workflow or a shortlist, and work through it with SquareShift engineers.
Book the free 4-hour workshopWhat you leave with