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72 results · Finance & Accounting · “Procurement”
Finance & Accounting: Procurement Specialist Intake Review & Triage
Intake Review & Triage template for Procurement Specialist teams in Finance & Accounting. Summarizes supplied request context and assesses urgency; it does not capture or route work. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Document Summarizer
Document Summarizer template for Procurement Specialist teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Q&A Assistant
Q&A Assistant template for Procurement Specialist teams in Finance & Accounting. Searches approved Cortex knowledge and drafts a grounded response for review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Drafting & Generation
Drafting & Generation template for Procurement Specialist teams in Finance & Accounting. Drafts correspondence and responses from supplied context for human review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Record Review
Record Review template for Procurement Specialist teams in Finance & Accounting. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Data Query & Summary
Data Query & Summary template for Procurement Specialist teams in Finance & Accounting. Runs a governed read query and summarizes the returned records; it does not write source data. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Compliance Checker
Compliance Checker template for Procurement Specialist teams in Finance & Accounting. Evaluates supplied context against applicable policy and prepares review findings. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Risk Assessment
Risk Assessment template for Procurement Specialist teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Reconciliation Brief
Reconciliation Brief template for Procurement Specialist teams in Finance & Accounting. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Exception Review
Exception Review template for Procurement Specialist teams in Finance & Accounting. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist On-demand Reporting & Insights
On-demand Reporting & Insights template for Procurement Specialist teams in Finance & Accounting. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Decision Support
Decision Support template for Procurement Specialist teams in Finance & Accounting. Assesses supplied context and drafts a recommendation for a person to review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Routing Advisor
Routing Advisor template for Procurement Specialist teams in Finance & Accounting. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Trend Briefing
Trend Briefing template for Procurement Specialist teams in Finance & Accounting. Summarizes supplied historical data and query results; it does not run a forecasting model. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Onboarding Guide
Onboarding Guide template for Procurement Specialist teams in Finance & Accounting. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Feedback Summary
Feedback Summary template for Procurement Specialist teams in Finance & Accounting. Summarizes supplied feedback for review; it does not autonomously score sentiment or monitor conversations. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Research & Discovery
Research & Discovery template for Procurement Specialist teams in Finance & Accounting. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Process Guidance
Process Guidance template for Procurement Specialist teams in Finance & Accounting. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Summarize supplied request context — Procurement Specialist, Finance & Accounting
Summarize supplied request context for Procurement Specialist teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Procurement Specialist, Finance & Accounting
Assess urgency and risk for Procurement Specialist teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Procurement Specialist, Finance & Accounting
Recommend a review priority for Procurement Specialist teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Procurement Specialist, Finance & Accounting
Condense supplied content for Procurement Specialist teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Procurement Specialist, Finance & Accounting
Surface key points for Procurement Specialist teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Procurement Specialist, Finance & Accounting
Produce a concise brief for Procurement Specialist teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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