How Shiro works
An engagement runs like an engineering project. We understand the workflow first, decide what should and should not be automated, and only then design and build.
Step 1 of 7
Discover
Understand how the work is done today, step by step.
What happens
- The people involved and what each one does
- Systems, inputs and outputs
- Decisions, bottlenecks and exceptions
- Which activities repeat, and how often
What you have at the end
A map of the current workflow, agreed with your team.
Example automations
Illustrative workflows showing how a system can be designed: what triggers it, what runs automatically, what is checked, and where a person takes over.
Example workflow. Illustrative, not a client project.
Patient scheduling
A clinic's front desk spends most of the morning on booking calls and reminder calls.
- Trigger
- A patient calls or requests an appointment online.
- Automated work
- The request is understood, the patient is identified and a slot is booked with the right provider.
- Validation
- Booking rules are applied and insurance details on file are checked.
- Result
- Confirmation, reminders and no-show follow-up are scheduled.
- Human exception
- Missing or changed coverage goes to intake staff to verify.
Automation without losing control
A production system needs more than a language model. The model works inside rules, validation, permissions and monitoring, and people approve what matters.
Monitoring and audit log
Every action, input and outcome is recorded and reviewable.
Permissions
Each integration gets only the access it needs.
Rules and validation
Deterministic checks run before anything is written.
AI model
Reads, classifies, extracts and drafts within those limits.
Human approval
Gates any action you mark as high impact.
Routine work: handled automatically
High-volume steps with clear rules run without anyone touching them, and every action is logged.
Exceptions: detected and routed
Low confidence, failed checks and unfamiliar cases go to a review queue with the reason attached.
High-impact decisions: require approval
Payments, approvals and sensitive messages wait for a named person to sign off.
Security is part of the design
Every system is designed around the access it needs and nothing more. These are design practices, applied to each engagement.
Least-privilege access
Integrations are granted the narrowest permissions that let the workflow run.
Credential isolation
Credentials are stored as environment secrets, separate from code and from each other.
Data minimisation
Workflows read and keep only the fields they need.
Auditability
Automated actions are logged with their inputs, so any result can be traced.
Approval controls
Thresholds decide which actions need a person's sign-off.
Fallback behaviour
If a system is unavailable or a check fails, work pauses and queues instead of guessing.
Specific security and compliance requirements, such as those in healthcare or finance, are reviewed with you during the assessment and reflected in the design.
Questions about the process
What happens when the AI is unsure?
It stops and hands the item to a person. Each automated step has validation checks and a confidence threshold. When a result fails a check or falls below the threshold, it goes to a review queue with the source material and the reason it was flagged, and nothing is written to your systems until someone resolves it.
How do you determine whether a workflow should be automated?
We look at volume, how consistent the work is, the cost of an error, the quality of the data and what the systems involved allow. Some workflows are better served by simple rules than by AI, and some should stay manual. The assessment tells you which is which.
Can we start with one workflow?
Yes, and we recommend it. One well-defined workflow is easier to measure, builds confidence in the system, and gives you a clear basis for deciding what to automate next.
How long does implementation take?
It depends on scope: the number of integrations, the complexity of the workflow, security requirements, how many exception paths need handling, the availability of data, and the deployment environment. You receive a timeline estimate after the assessment, once those are known.
Find out what your business could automate.
Walk us through one repetitive workflow. We'll help identify where AI and automation could reduce the workload and where human involvement should remain.