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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864 results · Sales · “Sales”
Summarize supplied work — Deal Desk Analyst, Sales
Summarize supplied work for Deal Desk Analyst teams in Sales, delivered by the Routing Advisor pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess priority and risk — Deal Desk Analyst, Sales
Assess priority and risk for Deal Desk Analyst teams in Sales, delivered by the Routing Advisor pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a routing decision — Deal Desk Analyst, Sales
Recommend a routing decision for Deal Desk Analyst teams in Sales, delivered by the Routing Advisor pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied historical data — Deal Desk Analyst, Sales
Query supplied historical data for Deal Desk Analyst teams in Sales, delivered by the Trend Briefing pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize observed trends — Deal Desk Analyst, Sales
Summarize observed trends for Deal Desk Analyst teams in Sales, delivered by the Trend Briefing pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare questions for forecast review — Deal Desk Analyst, Sales
Prepare questions for forecast review for Deal Desk Analyst teams in Sales, delivered by the Trend Briefing pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved onboarding knowledge — Deal Desk Analyst, Sales
Search approved onboarding knowledge for Deal Desk Analyst teams in Sales, delivered by the Onboarding Guide pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Deal Desk Analyst, Sales
Draft step-by-step guidance for Deal Desk Analyst teams in Sales, delivered by the Onboarding Guide pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Deal Desk Analyst, Sales
Prepare a review checklist for Deal Desk Analyst teams in Sales, delivered by the Onboarding Guide pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Deal Desk Analyst, Sales
Summarize supplied feedback for Deal Desk Analyst teams in Sales, delivered by the Feedback Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Deal Desk Analyst, Sales
Surface recurring points for Deal Desk Analyst teams in Sales, delivered by the Feedback Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Deal Desk Analyst, Sales
Prepare follow-up questions for Deal Desk Analyst teams in Sales, delivered by the Feedback Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Deal Desk Analyst, Sales
Search approved knowledge for Deal Desk Analyst teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Deal Desk Analyst, Sales
Summarize supplied findings for Deal Desk Analyst teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Deal Desk Analyst, Sales
Draft a research brief for Deal Desk Analyst teams in Sales, delivered by the Research & Discovery pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Deal Desk Analyst, Sales
Search approved process knowledge for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Deal Desk Analyst, Sales
Summarize supplied process context for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Deal Desk Analyst, Sales
Draft next-step guidance for Deal Desk Analyst teams in Sales, delivered by the Process Guidance pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Revenue Operations, Sales
Summarize supplied request context for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Revenue Operations, Sales
Assess urgency and risk for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Revenue Operations, Sales
Recommend a review priority for Revenue Operations teams in Sales, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Revenue Operations, Sales
Condense supplied content for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Revenue Operations, Sales
Surface key points for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Revenue Operations, Sales
Produce a concise brief for Revenue Operations teams in Sales, delivered by the Document Summarizer pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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.
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Wire it to your stack
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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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