- 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.
914 results · “HR”
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.
Total Loss Evaluation
Complete total loss evaluation workflow. Determines total loss threshold, calculates actual cash value, arranges salvage disposition, computes settlement, ensures regulatory compliance, and generates total loss settlement package.
SAR Filing Assistant
Assist with Suspicious Activity Report (SAR) preparation and filing. Drafts narrative sections, validates required fields, performs quality checks, and submits through FinCEN or FINTRAC e-filing systems.
Cloud Spend Anomaly Detector
Detects anomalous cloud spend spikes in real-time using statistical baselines and ML-driven thresholds. Alerts owners immediately and initiates root cause investigation.
Track Audit Issues
Track and manage audit issues from identification through remediation. Monitors aging, overdue items, and escalation triggers with dashboards.
Prepare Board Risk Report
Generate executive-level risk reports for the board risk committee. Summarizes enterprise risk profile, appetite utilization, top risks, emerging threats, and strategic risk decisions.
Breach & Attack Simulation
Runs breach simulation scenarios (Ransomware, Data Exfil, Insider Threat, APT, Supply Chain) against current security controls. Maps gaps to MITRE ATT&CK and generates remediation roadmap.
Track Compliance Remediation
Track remediation of compliance gaps and regulatory findings through implementation. Monitors progress, validates evidence, and manages regulatory commitments.
Run Catastrophe Model
Run catastrophe models (AIR/RMS) and analyze PML/AAL by peril. Processes exposure data through cat models to generate loss exceedance curves and aggregate loss distributions.
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.