What you receive
A working pilot, workflow diagram, evaluation cases, usage visibility and a handover walkthrough.
Shift2Dynamic services
AI Workflow Automation Services
Reduce repetitive work with AI assistants, document processing and connected workflows.
TODAY
Analyze customer feedback...
Generate financial report Q3
Summarize legal contracts
RAG Processing Pipeline
INPUT
User Query
VECTOR DB
Semantic Search
LLM
Context Synthesis
OUTPUT
Grounded Response
Illustrative product interface — sample data, not client results or service guarantees.
What we can deliver
Practical capabilities, clear responsibilities and a reviewable handover.
How we approach ai & workflow automation
Illustrative sequence · select a stage to explore
Scope & delivery · stage 1
Understand
Bring incoming questions into a shared workflow, retrieve approved product information and draft a reply for a team member to approve.
Tools that fit the work
The implementation follows your requirements and existing setup. These are examples of tools and platforms we can scope for the project.
Language model APIsKnowledge retrievalWorkflow orchestrationEvaluation datasets
Explore ai & workflow automation
Choose a specific service to see the problem it addresses, deliverables, required inputs and how the work can be verified.
POSSIBLE ENGAGEMENT · NOT A CLIENT CASE STUDY
A support inbox with a review step
Bring incoming questions into a shared workflow, retrieve approved product information and draft a reply for a team member to approve.
What we need from you
Access to the relevant tools, approved source information and a person who can review exceptions.
What we agree separately
External platform fees, unrestricted autonomous actions and additional workflows are scoped separately.
How we review progress
Review time, answer quality, exception rate and cost per completed task.
Questions about ai & workflow automation
Which workflows should we automate first?
Start with a frequent task that has clear inputs, measurable effort and a manageable cost of error. We assess exceptions and approval steps before proposing a pilot.
Does every automation need AI?
No. Rules and API integrations often suit predictable tasks. We use AI where interpreting documents, language or unstructured information adds value.
Explore the industries we support, or compare all our services.
Start with the problem you want to solve.
We’ll discuss your priorities, current systems and the right scope before proposing the work.
Discuss your project →