- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
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
Start from a curated collection.
Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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.
2,052 results · skills · “Sales”
Summarize supplied request context — Account Manager, Sales
Summarize supplied request context for Account Manager 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 — Account Manager, Sales
Assess urgency and risk for Account Manager 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 — Account Manager, Sales
Recommend a review priority for Account Manager 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 — Account Manager, Sales
Condense supplied content for Account Manager 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 — Account Manager, Sales
Surface key points for Account Manager 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 — Account Manager, Sales
Produce a concise brief for Account Manager 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.
Search approved knowledge — Account Manager, Sales
Search approved knowledge for Account Manager teams in Sales, delivered by the Q&A Assistant 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 grounded response — Account Manager, Sales
Draft a grounded response for Account Manager teams in Sales, delivered by the Q&A Assistant 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-ready answer — Account Manager, Sales
Prepare a review-ready answer for Account Manager teams in Sales, delivered by the Q&A Assistant 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 from supplied context — Account Manager, Sales
Draft from supplied context for Account Manager teams in Sales, delivered by the Drafting & Generation 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.
Follow configured behavior guidance — Account Manager, Sales
Follow configured behavior guidance for Account Manager teams in Sales, delivered by the Drafting & Generation 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 copy for revision — Account Manager, Sales
Prepare copy for revision for Account Manager teams in Sales, delivered by the Drafting & Generation 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 a supplied record — Account Manager, Sales
Summarize a supplied record for Account Manager teams in Sales, delivered by the Record Review 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 possible risk — Account Manager, Sales
Assess possible risk for Account Manager teams in Sales, delivered by the Record Review 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.
Flag items for human review — Account Manager, Sales
Flag items for human review for Account Manager teams in Sales, delivered by the Record Review 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.
Run a parameterized read query — Account Manager, Sales
Run a parameterized read query for Account Manager teams in Sales, delivered by the Data Query & 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.
Summarize returned records — Account Manager, Sales
Summarize returned records for Account Manager teams in Sales, delivered by the Data Query & 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 a result-set overview — Account Manager, Sales
Prepare a result-set overview for Account Manager teams in Sales, delivered by the Data Query & 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.
Check supplied context against policy — Account Manager, Sales
Check supplied context against policy for Account Manager teams in Sales, delivered by the Compliance Checker 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 potential policy issues — Account Manager, Sales
Surface potential policy issues for Account Manager teams in Sales, delivered by the Compliance Checker 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 review items — Account Manager, Sales
Recommend review items for Account Manager teams in Sales, delivered by the Compliance Checker 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 supplied risk context — Account Manager, Sales
Assess supplied risk context for Account Manager teams in Sales, delivered by the Risk Assessment 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.
Explain assessment drivers — Account Manager, Sales
Explain assessment drivers for Account Manager teams in Sales, delivered by the Risk Assessment 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 human review — Account Manager, Sales
Recommend human review for Account Manager teams in Sales, delivered by the Risk Assessment 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.
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.