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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Publishedv4 · reliability 96
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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
698 results · agents · “HR”
Sales: Customer Success Manager Document Summarizer
Document Summarizer template for Customer Success Manager teams in Sales. 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, HubSpot, Gong.
Sales: Customer Success Manager Risk Assessment
Risk Assessment template for Customer Success Manager teams in Sales. 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, HubSpot, Gong.
Sales: Renewals Manager Document Summarizer
Document Summarizer template for Renewals Manager teams in Sales. 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, HubSpot, Gong.
Sales: Renewals Manager Risk Assessment
Risk Assessment template for Renewals Manager teams in Sales. 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, HubSpot, Gong.
Sales: Pricing Analyst Document Summarizer
Document Summarizer template for Pricing Analyst teams in Sales. 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, HubSpot, Gong.
Sales: Pricing Analyst Risk Assessment
Risk Assessment template for Pricing Analyst teams in Sales. 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, HubSpot, Gong.
Sales: Sales Enablement Document Summarizer
Document Summarizer template for Sales Enablement teams in Sales. 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, HubSpot, Gong.
Sales: Sales Enablement Risk Assessment
Risk Assessment template for Sales Enablement teams in Sales. 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, HubSpot, Gong.
Marketing: Content Marketer Document Summarizer
Document Summarizer template for Content 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: Content Marketer Risk Assessment
Risk Assessment template for Content 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: Demand Generation Document Summarizer
Document Summarizer template for Demand Generation 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: Demand Generation Risk Assessment
Risk Assessment template for Demand Generation 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: SEO Specialist Document Summarizer
Document Summarizer template for SEO Specialist 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: SEO Specialist Risk Assessment
Risk Assessment template for SEO Specialist 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: Social Media Manager Document Summarizer
Document Summarizer template for Social Media Manager 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: Social Media Manager Risk Assessment
Risk Assessment template for Social Media Manager 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 Operations Document Summarizer
Document Summarizer template for Marketing Operations 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: Marketing Operations Risk Assessment
Risk Assessment template for Marketing Operations 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: Brand Manager Document Summarizer
Document Summarizer template for Brand Manager 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: Brand Manager Risk Assessment
Risk Assessment template for Brand Manager 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: Product Marketer Document Summarizer
Document Summarizer template for Product 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: Product Marketer Risk Assessment
Risk Assessment template for Product 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: Email Marketer Document Summarizer
Document Summarizer template for Email 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: Email Marketer Risk Assessment
Risk Assessment template for Email 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.
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.