Stop repetitive admin from wasting your time. Free 30-min review to identify automation opportunities.

Secure AI automation for businesses

Our process automation at a glance

AI automation helps small businesses reduce repetitive manual work by handling routine tasks automatically. This includes things like sorting emails, extracting information from documents, generating internal summaries, and flagging issues that need attention.

At Shieldpoint, AI is used to support everyday operations, not replace people. The goal is to save time, reduce errors, and make existing processes more reliable — without changing how your business works.

Email intake and lead handling

Automatically identify, summarise, and route new enquiries so no leads are missed and responses are faster.

Document and PDF processing

Extract and organise information from documents automatically, reducing manual data entry and errors.

Private AI assets trained on your data

Build internal AI tools that understand your documents and processes, without exposing sensitive information.

Internal reporting and summaries

Generate clear, consistent summaries and reports automatically, so teams stay informed without manual effort.

Alerts when something needs attention

Get notified automatically when an issue, delay, or exception needs action, so nothing is missed.

Manual data processing and reconciliation

Automate repetitive data handling tasks to reduce errors, improve consistency, and free up staff time for higher-value work.

Free AI automation review

Identify practical automation opportunities in your business

In a focused 30-minute call, we review how work actually flows in your business and highlight where automation can safely save time.

Identify 1–3 processes you can automate immediately

We pinpoint specific tasks that are repetitive, manual, and suitable for automation right now — not vague future ideas.

Estimate time saved and implementation complexity

For each opportunity, we outline the expected time savings and the level of effort required, so you can make an informed decision.

Recommend a safe, practical next step

You’ll leave with a clear recommendation on what to automate first, using an approach that fits your business and risk tolerance.

Is Shieldpoint right for your business?

Shieldpoint is designed for small and mid-sized businesses (5–50 staff) where email, documents, and manual admin are central to day-to-day operations.

If you’re an accountant, property manager, recruitment agency, clinic, or professional services firm, and a significant amount of work still depends on inboxes, spreadsheets, and routine data handling, Shieldpoint is likely a good fit.

Many of the businesses we work with want to benefit from AI, but without taking on compliance risk, changing how their teams work, or hiring in-house engineering expertise.

If work is being done the same way every day — especially if it’s repetitive, manual, or error-prone — it can usually be automated safely.

Built for reliability and privacy

Shieldpoint uses a privacy-first approach to AI automation. Sensitive information is automatically removed or masked before any AI processing takes place, and raw business data always remains under your control.

Automations are designed to be predictable, auditable, and easy to maintain. Nothing is deployed without clear safeguards, logging, and monitoring in place, so systems continue to work reliably as formats and workflows change.

Privacy-first by default

Sensitive data is automatically redacted before AI processing.

No black boxes

You own your workflows. Nothing is locked in.

Designed to run quietly

Systems are monitored, logged, and maintained so they don’t break silently.

Frequently Asked Questions

Below are some of our frequently asked questions. However, a short review call is the easiest way to understand what automation would look like in your business.

Is my data safe?

Sensitive information is stripped out before AI processing. Raw data stays under your control.

Do you replace staff?

No. We remove repetitive work so staff can focus on higher-value tasks.

Do you use ChatGPT?

We use AI models where appropriate, with strict controls and redaction. We can also implement proprietary models that are offline and can be trained on company specific data

What happens after setup?

We offer ongoing monitoring and maintenance so systems continue to work as formats and APIs change.