AI automation agency

Custom automations for work that should run itself.

We build automations that take repetitive work off your team. We also run B2B cold email campaigns using our own prospecting and personalization systems.

Our background

A background in work
where details matter.

Experience with defense, higher education, and private business informs how we build your systems.

  • United States Navy
  • Moebius Solutions
  • California Polytechnic State University

The systems around your work

Connect what
you already use.

Keep the tools your team knows. We connect them through APIs, webhooks, and databases, with access limited to what the automation needs.

Communication & scheduling

Keep requests and conversations connected to the work.

Email · Calendars · Slack · Microsoft 365 · Google Workspace

Customers & operations

Move customer details from the first inquiry to the next task.

CRM · HubSpot · Salesforce · Support desks · Forms

Finance & information

Use the records your business already depends on.

Accounting · QuickBooks · Stripe · Documents · Spreadsheets · Databases

Automation & AI

Connect the steps and add AI where the task calls for it.

APIs · Zapier · Make · n8n · OpenAI · Anthropic

What we build

What could your team stop doing by hand?

We build the software and connections needed to take a repetitive process off your team’s plate.

S01

AI strategy

We look at where your team spends time, choose a useful first project, and decide which decisions need a person.

S02

Agents that take action

AI agents read requests, look up relevant information, and complete tasks in the tools you allow them to use.

S03

Internal AI applications

We build applications where your team can check progress, review AI-generated work, and approve the next step.

S04

Workflow automation

We connect inboxes, CRMs, documents, calendars, accounting systems, spreadsheets, databases, and APIs.

Managed cold email

Cold email, run for you.

We find the right prospects, write the outreach, run your campaigns, and handle replies to book sales meetings.

Our custom scrapers gather prospect and company details. Our automations turn that research into personal, relevant emails at scale. We check lead quality, test offers, and improve the campaign based on the replies.

Talk through your outreach

10%+

Reply rates on campaigns we’ve run.

We’ve run campaigns with reply rates above 10%. For context, Instantly reports a 3.43% platform average in its 2026 benchmark report.

Past campaign results, not a forecast. Replies include both interested and uninterested prospects.

Read the benchmark

How we work

Start small. Test it with your team.

You work with us from the first conversation through launch and ongoing support. We test a focused version before expanding it.

  1. 01

    Discover and map

    You show us how the work gets done today, where it gets stuck, and who needs access to what.

  2. 02

    Prototype and validate

    Your team tries a working prototype with examples from the business. We check the results together before building further.

  3. 03

    Build and deploy

    We connect your tools, test what happens when something goes wrong, and give your team instructions for using the system.

  4. 04

    Monitor and improve

    We track errors and running costs, fix problems, and adjust the automation as your process changes.

Example system

Turn incoming emails into assigned, tracked work.

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.

01

Read the request

A customer emails your shared inbox. The system reads the message and attachments, then checks whether it has already handled them.

02

Find the details

It matches the sender to your customer records and pulls relevant orders, previous messages, and open tasks.

03

Prepare the work

AI identifies what is needed, drafts a reply, and proposes a task with an owner and due date. Missing details are flagged.

04

Get approval

Your team reviews uncertain matches and sensitive replies, with links back to the information used.

Human checkpoint
05

Update your tools

Approved replies are sent and tasks are created in your CRM or project tool. Retries check for existing records to avoid duplicates.

06

Follow through

The system checks for overdue tasks, reminds the owner, and reports what finished or needs attention. Every action is logged.

FAQ

Before we talk.

What does Shield Automation Group build?

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.

Do you also run cold email campaigns?

Yes. We handle prospect research, email verification, copy, mailbox setup, campaign management, and replies to book meetings. Our custom scrapers and personalization automations help us find relevant prospects and write outreach around their business. We agree on your audience and what counts as a qualified meeting before launch.

Where should a business start?

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.

Do we need to replace our existing software?

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.

How are AI mistakes controlled?

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.

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?

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.

Can you work remotely?

Yes. Discovery, process mapping, implementation, testing, training, and support can all be delivered remotely.

Automation & cold email

What would help your business grow?

Tell us about the work you want to automate or the customers you want to reach. We’ll discuss what a first project or cold email campaign could involve. Prefer to write it down? Send us a message using the form.

Book a discovery call

Send a message