Secure AI workflows · Privacy by design
Free up your team. Focus on what only people can do.
We redesign high-friction processes end to end — improving use of your existing systems and adding automation or AI where it creates real value.
Every business has work that has become more complicated than it needs to be.
Information gets chased. The same details are entered more than once. Reports are built by hand. People work around systems instead of with them.
Here are a few examples of where Agent Native could help:
Opening a new matter can involve conflict checks, ID and source-of-funds evidence, engagement letters, repeated client chasing and rekeying details into the case management system.
Collect the right information once, flag missing items and get matters ready for a solicitor to approve sooner.
Fundraisers often piece together donation history, event attendance, contact preferences and CRM notes before deciding how and when to follow up.
Prepare a concise supporter brief and suggested next action while leaving relationship decisions with the fundraiser.
Agents may need to gather rent status, maintenance jobs, inspection notes and contractor messages from several systems before writing each landlord update.
Bring each property's latest activity into a clear, reviewable update without the weekly copy-and-paste.
Before a management pack is ready, teams may need to chase missing records, reconcile accounts, investigate variances and turn spreadsheet notes into client commentary.
Surface missing records and unusual movements earlier, and get draft commentary ready for an accountant to review.
A new claim may arrive as an email with forms, photos and policy details attached. Staff then extract key facts, check what is missing, create the record and route it to a handler.
Structure incoming claims, identify missing information and route routine cases faster, with handlers reviewing before action.
Turning an enquiry into booked work can involve qualifying the request, checking diaries, preparing a quote, updating the CRM and chasing when the customer goes quiet.
Respond and follow up consistently while your team handles pricing, exceptions and the customer conversation.
Following my Master's degree in Computer Science in the late 90s, I spent most of my career building software and leading development teams — before moving into ways-of-working consulting and coaching.
For over twenty years I've worked with teams building globally recognised products and brands — from startups to FTSE 100 corporates.
Today I help teams redesign manual workflows, connect existing tools, and add AI where it saves time — while keeping people in control of decisions, approvals, and exceptions. One workflow at a time, scaling only when the return is clearly worth it.
No big AI programme. No technology looking for a problem.
Pick the process that matters most — and start from the business result you want.
What are you actually trying to achieve? Where is the current process costing time, creating delays or making life harder for customers or your team?
If we were solving that problem today, would we build it this way?
We challenge the steps, handoffs and workarounds — and decide what people should do, what your existing systems can do, and where automation or AI genuinely helps.
Agent Native doesn’t stop at recommendations. We configure, connect and build what’s needed to make the new process work in practice.
Did it save time? Speed things up? Reduce errors? Improve service? Create capacity?
If it works, tackle the next one.
Start with one processSome workflows are simple. Others touch revenue, clients, staff time, sensitive data, compliance, or customer trust. Those need more than a quick connection between tools — they need privacy and security designed in from the start, with clear logic and people accountable at every step.
Security is not a bolt-on. We design workflows so restricted information stays protected, AI stays bounded, and important actions stay traceable.
In a nursery, the register shows who attended — but day swaps, credits, and extra sessions live in parent emails and room notes. Every month-end, someone still hunts through them before invoices go out.
The office manager digging through parent emails and room diary notes — trying to remember who swapped a day, who left early, and whether that extra session was agreed before invoices go out.
After names and identifiers are removed, AI follows a defined instruction set and writes a plain list of anything that doesn't match the register — flagged for your team to review. It never sees children's names, sets fees, or sends invoices.
Children's names stay in your systems. Your team checks every invoice before it goes out — nothing is sent without someone signing off.
These sessions help busy teams understand where AI fits, use it safely, and build confidence with real day-to-day tasks. Each workshop is delivered in plain English, with practical examples and sensible guardrails rather than hype.
AI basics in plain English — what large language models are, what they are good at, where they fail, and how your team can start using them safely.
Go beyond the basics — prompt engineering, choosing the right LLM for the job, evaluating output, and using AI tools confidently without treating them as magic.
A practical deep dive on Claude — Claude for Work, Projects, and everyday use — tailored to how busy teams actually operate, with sensible data rules and real tasks from your team.
You don’t need to commit to a big project to find out whether a process is worth fixing.
30 minutes · Free
Tell me about the process you’re thinking of improving, what’s frustrating about it and what you’d like to achieve.
We’ll quickly work out whether Agent Native is likely to be able to help and what the sensible next step would be.
From £495
For one clearly defined process.
We’ll look properly at how it works today, what the business is trying to achieve and where the time, effort or friction is coming from.
You’ll get a clear recommendation covering what could be simplified, removed or handled differently, what your existing systems could already do, and where automation or AI could genuinely help.
If Agent Native goes on to implement the solution, 50% of the assessment fee is credited against the project.
From £2,500
Ready to put the better process in place?
Agent Native redesigns and implements the new way of working — using the right mix of process change, existing software, automation and AI.
The scope, expected outcome and price are agreed before we start.
Need ongoing support? Available where useful after implementation.
Looking for AI training? Practical team workshops start from £700. Explore workshops
agentnative helps workflow-heavy teams automate repetitive manual work with practical, human-reviewed AI workflows. That usually means finding where time leaks, redesigning one important process end to end, connecting the tools you already use, and making sure your team can run it confidently.
For simple "when this happens, do that" automations, those tools can be a great answer — and if that is all you need, I will say so.
agentnative is for workflows where the problem is messier: unclear steps, sensitive data, exceptions, approvals, human judgement, AI outputs that need checking, or logic that needs to be easier to test and maintain.
The work usually starts by redesigning the workflow, then deciding the simplest safe way to improve it. Sometimes that might include an off-the-shelf automation tool. Sometimes it needs custom code. Sometimes the best answer is to simplify the process before adding any automation at all.
Usually not as a starting point. Most wins come from fixing how work moves between the tools you already pay for — including AI features you may already have and aren't using — and adding AI where it genuinely saves time inside a clear workflow. If a new tool is the right answer, we will say so.
Often, yes — partially. Xero, HubSpot, Microsoft 365, and most other tools now ship some AI features, and if one of them already solves your problem, I'll say so and you won't need me for that bit.
But built-in AI usually works inside one tool. Your real cost is normally in what happens between tools — the email that has to be read before Xero can be updated, the note in a spreadsheet that never makes it into the CRM, the approval that sits in someone's inbox. That's where the time actually leaks, and no single vendor's AI feature reaches across that gap.
Part of the Process Assessment is checking what you already have switched on — so anything we recommend adding sits alongside it, not on top of it.
We do not treat AI as magic. Each AI step has a narrow job, clear instructions, defined inputs and outputs, known limits, and review points where needed.
For important workflows, we test the AI against real examples, edge cases, poor inputs, and situations where it should escalate rather than answer. We can also structure the output so it is easier to check, compare, approve, or pass into the next step of the workflow.
The best fit is not really about company size. It is about whether there is a painful manual workflow worth fixing. That might be an owner-led business where admin is slowing the team down, or a larger organisation with a specific process stuck between systems, spreadsheets, inboxes, documents, and approvals. We usually start with one contained workflow, prove the value, and then decide whether it is worth scaling further.
Each step is shorter than a traditional consultancy programme. An assessment is usually 2–3 days; redesign typically 1–3 weeks; adoption can be a few days. If you run all three, many projects land in 2–4 weeks — but you can stop after any step when the ROI is enough.
Start with a free 20–30 minute discovery call. A Process Assessment for one clearly defined process is £495, credited against the project if Agent Native implements the solution. Rethink & Implement projects start from £3,000, with the scope, expected outcome and price agreed before work starts. Practical team workshops start from £700.
Security is built into how we design workflows — not added afterwards. That means keeping restricted information in approved systems, minimising what AI can see, adding human review before client-facing steps, and making important actions traceable. We can walk you through exactly what that looks like for your business.
That is the recommended approach. Pick one process that hurts every week — onboarding, enquiry follow-up, month-end prep, quote chasing — fix it properly, measure the result, then decide whether to do the next one. One workflow done well beats a company-wide AI initiative that never lands.
We're flexible — discovery and build work can be remote or in person, with short focused calls and async access to the people who know the work. Workshops and training are the same: in person or online, whatever suits your team.
And what's getting in the way. I'll reply with the most sensible next step.