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Designing Automations with Workflows and Agents: Turning Insights into Action

Jan 28, 20261h 2m 41s

Data and Engineering teams are being asked to automate revenue, risk, and operations workflows—not just publish dashboards. But when you’re designing those systems, it’s not always obvious which parts should be handled by workflows, which by AI agents that can recover from errors and look up missing data, and how to keep everything reliable and governed.

In this webinar, Keanan Koppenhaver (Manager, Developer Relations at Retool) walked through real‑world patterns for combining workflows and agents to handle messy data, reduce failures, and safely write back to your core systems instead of triggering yet another read‑only dashboard.

We covered:

  • How to decide when a workflow is enough, and when to introduce an agent that can reason, retry, and enrich context.
  • How to design automations that can recover from bad or incomplete data rather than silently breaking.
  • How to structure safe, auditable write‑backs so agents improve upstream data quality over time.
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illustration and UI of Retool