We Let Our Financial Planners Write the Agents — Matthew Ragone, Range

This post details a five-step process for enabling non-technical users (financial planners) to build agentic workflows without writing code. The process involves identifying repeatable, judicable workflows, teaching agents with real cases, packaging judgment into 'skills' with defined limits and questions, rigorous testing, and assigning ownership. It emphasizes capturing the nuances of professional judgment and establishing clear boundaries for agent actions (e.g., drafting but not sending recommendations). The core contribution is a methodology for democratizing agent creation by focusing on workflow definition and judgment packaging, rather than direct coding.