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
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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 · Education
Education: Student Services Compliance Checker
Compliance Checker for Student Services teams in Education. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Student Services Risk Assessment
Risk Assessment for Student Services teams in Education. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Student Services Reconciliation Brief
Reconciliation Brief template for Student Services teams in Education. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
Education: Student Services Exception Review
Working supplied-exception review agent for Student Services teams in Education. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Education: Student Services On-demand Reporting & Insights
On-demand Reporting & Insights template for Student Services teams in Education. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
Education: Student Services Decision Support
Decision Support for Student Services teams in Education. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Student Services Routing Advisor
Working supplied-work routing advisor for Student Services teams in Education. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Education: Student Services Trend Briefing
Trend Briefing template for Student Services teams in Education. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
Education: Student Services Onboarding Guide
Onboarding Guide for Student Services teams in Education. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Student Services Feedback Summary
Working supplied-feedback summary for Student Services teams in Education. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Education: Student Services Research & Discovery
Research & Discovery for Student Services teams in Education. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Student Services Process Guidance
Process Guidance for Student Services teams in Education. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Curriculum Coordinator Intake Review & Triage
Working supplied-intake review and triage agent for Curriculum Coordinator teams in Education. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Education: Curriculum Coordinator Document Summarizer
Working supplied-content summarizer for Curriculum Coordinator teams in Education. Paste the material to summarize when you run it; no external system connection is included or required.
Education: Curriculum Coordinator Q&A Assistant
Working supplied-reference Q&A agent for Curriculum Coordinator teams in Education. Paste the reference material and question when you run it; Cortex answers only from that material, identifies what is not supported, and prepares a review-ready response without requiring a knowledge-base connection or taking external action.
Education: Curriculum Coordinator Drafting & Generation
Working supplied-context drafting agent for Curriculum Coordinator teams in Education. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Education: Curriculum Coordinator Record Review
Working supplied-record review agent for Curriculum Coordinator teams in Education. Paste the record when you run it; Cortex separates facts from interpretation, identifies missing information, and surfaces possible concerns for human review without applying labels or making decisions.
Education: Curriculum Coordinator Data Query & Summary
Data Query & Summary template for Curriculum Coordinator teams in Education. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
Education: Curriculum Coordinator Compliance Checker
Compliance Checker for Curriculum Coordinator teams in Education. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Curriculum Coordinator Risk Assessment
Risk Assessment for Curriculum Coordinator teams in Education. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Education: Curriculum Coordinator Reconciliation Brief
Reconciliation Brief template for Curriculum Coordinator teams in Education. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
Education: Curriculum Coordinator Exception Review
Working supplied-exception review agent for Curriculum Coordinator teams in Education. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Education: Curriculum Coordinator On-demand Reporting & Insights
On-demand Reporting & Insights template for Curriculum Coordinator teams in Education. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Banner, Canvas, Workday Student.
Education: Curriculum Coordinator Decision Support
Decision Support for Curriculum Coordinator teams in Education. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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