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
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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
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24 results · Professional Services · “HR”
Professional Services: Engagement Manager Document Summarizer
Document Summarizer template for Engagement Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Engagement Manager Risk Assessment
Risk Assessment template for Engagement Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Consultant Document Summarizer
Document Summarizer template for Consultant teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Consultant Risk Assessment
Risk Assessment template for Consultant teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Project Coordinator Document Summarizer
Document Summarizer template for Project Coordinator teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Project Coordinator Risk Assessment
Risk Assessment template for Project Coordinator teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Resource Manager Document Summarizer
Document Summarizer template for Resource Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Resource Manager Risk Assessment
Risk Assessment template for Resource Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Proposal Writer Document Summarizer
Document Summarizer template for Proposal Writer teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Proposal Writer Risk Assessment
Risk Assessment template for Proposal Writer teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Billing Analyst Document Summarizer
Document Summarizer template for Billing Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Billing Analyst Risk Assessment
Risk Assessment template for Billing Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Practice Lead Document Summarizer
Document Summarizer template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Practice Lead Risk Assessment
Risk Assessment template for Practice Lead teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Document Summarizer
Document Summarizer template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Risk Assessment
Risk Assessment template for Knowledge Manager teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Quality Reviewer Document Summarizer
Document Summarizer template for Quality Reviewer teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Quality Reviewer Risk Assessment
Risk Assessment template for Quality Reviewer teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Document Summarizer
Document Summarizer template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Account Director Risk Assessment
Risk Assessment template for Account Director teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Document Summarizer
Document Summarizer template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Risk Assessment
Risk Assessment template for Delivery Analyst teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Contracts Administrator Document Summarizer
Document Summarizer template for Contracts Administrator teams in Professional Services. 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 Salesforce, Workday, Jira.
Professional Services: Contracts Administrator Risk Assessment
Risk Assessment template for Contracts Administrator teams in Professional Services. 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 Salesforce, Workday, Jira.
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.
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