Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
Agent Library
21,500+ skills & agents. Every one governed.
5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
21,511 governed library items · counted live from the catalog, not a marketing number
Agent Studio
skills
Search KBCreate ticketSend email add
Publishedv4 · reliability 96
Where is order #4471?
Shipped, arriving Thursday.tools: Search KB · $0.004
studio ▸ build → publish → chat-test
Collections
Start from a curated collection.
Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
Browse the library
Find the skill your team needs.
Search 21,500+ governed skills and agents, or filter by industry and type — every result installs from the catalog and runs through the same gates.
All industriesInsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
864 results · Marketing
Marketing: Marketing Analyst Compliance Checker
Compliance Checker template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Risk Assessment
Risk Assessment template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Reconciliation Brief
Reconciliation Brief template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Exception Review
Exception Review template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst On-demand Reporting & Insights
On-demand Reporting & Insights template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Decision Support
Decision Support template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Routing Advisor
Routing Advisor template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Trend Briefing
Trend Briefing template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Onboarding Guide
Onboarding Guide template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Feedback Summary
Feedback Summary template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Research & Discovery
Research & Discovery template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Marketing Analyst Process Guidance
Process Guidance template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Intake Review & Triage
Intake Review & Triage template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Document Summarizer
Document Summarizer template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Q&A Assistant
Q&A Assistant template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Drafting & Generation
Drafting & Generation template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Record Review
Record Review template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Data Query & Summary
Data Query & Summary template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Compliance Checker
Compliance Checker template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Risk Assessment
Risk Assessment template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Reconciliation Brief
Reconciliation Brief template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Exception Review
Exception Review template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer On-demand Reporting & Insights
On-demand Reporting & Insights template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Event Marketer Decision Support
Decision Support template for Event Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Governed by default
Install is the easy part. Governance comes with it.
Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
Choose from the catalog
Filter by your industry and role; every item lists the systems it connects to and the skills it invokes.
Wire it to your stack
Connectors, MCP servers, and OpenAPI imports — scoped by allowlists and DLP at the gateway.
Every run through the gates
Identity, budget, guardrails, policy, oversight — then a signed receipt in the Trust Ledger. On every plan.
Don't see the skill you need?
The visual skill builder ships new skills without code — or tell us what's missing and we'll point you at the closest governed pattern.