Subject-matter experts writing agent skills for their own professional workflows, with no code
Non-technical professionals (financial planners, marketers, salespeople) capture how their firm does a specific piece of repeatable work as a written 'skill' that an agent follows, so first drafts get produced while the expert is busy elsewhere. The agent drafts; a human reviews every recommendation before it reaches a client. At the firm, six months in this produced 24 skills, 17 in planning, and spread to other departments without a mandate.
online B2B Service / Consulting / Agency
From AI Engineer — We Let Our Financial Planners Write the Agents — Matthew Ragone, Range at 00:01
Problem: An expert can only be in one place at a time: while on a client call they cannot draft another client's analysis. Faster typing doesn't fix it; work that happens while they are elsewhere does. The bottleneck is no longer whether a model can draft the work — it's who writes down how the firm does it, tests it, and owns it.
For: Regulated or judgment-heavy professional services teams — financial planning, tax, insurance, sales, marketing — where experts' time is the bottleneck and output must be reviewed.
Products from this video
Examples
- Range's planning team: agents draft full cash flow analyses and insurance analyses while the planner is on another client call; the planner reviews, adjusts, and sends — 24 skills company-wide in six months, 17 in planning.
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