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
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- 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: Course Operations Routing Advisor
Working supplied-work routing advisor for Course Operations 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: Course Operations Trend Briefing
Trend Briefing template for Course Operations 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: Course Operations Onboarding Guide
Onboarding Guide for Course Operations 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: Course Operations Feedback Summary
Working supplied-feedback summary for Course Operations 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: Course Operations Research & Discovery
Research & Discovery for Course Operations 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: Course Operations Process Guidance
Process Guidance for Course Operations 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: Learning Analyst Intake Review & Triage
Working supplied-intake review and triage agent for Learning Analyst 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: Learning Analyst Document Summarizer
Working supplied-content summarizer for Learning Analyst teams in Education. Paste the material to summarize when you run it; no external system connection is included or required.
Education: Learning Analyst Q&A Assistant
Working supplied-reference Q&A agent for Learning Analyst 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: Learning Analyst Drafting & Generation
Working supplied-context drafting agent for Learning Analyst 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: Learning Analyst Record Review
Working supplied-record review agent for Learning Analyst 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: Learning Analyst Data Query & Summary
Data Query & Summary template for Learning Analyst 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: Learning Analyst Compliance Checker
Compliance Checker for Learning Analyst 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: Learning Analyst Risk Assessment
Risk Assessment for Learning Analyst 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: Learning Analyst Reconciliation Brief
Reconciliation Brief template for Learning Analyst 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: Learning Analyst Exception Review
Working supplied-exception review agent for Learning Analyst 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: Learning Analyst On-demand Reporting & Insights
On-demand Reporting & Insights template for Learning Analyst 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: Learning Analyst Decision Support
Decision Support for Learning Analyst 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: Learning Analyst Routing Advisor
Working supplied-work routing advisor for Learning Analyst 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: Learning Analyst Trend Briefing
Trend Briefing template for Learning Analyst 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: Learning Analyst Onboarding Guide
Onboarding Guide for Learning Analyst 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: Learning Analyst Feedback Summary
Working supplied-feedback summary for Learning Analyst 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: Learning Analyst Research & Discovery
Research & Discovery for Learning Analyst 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: Learning Analyst Process Guidance
Process Guidance for Learning Analyst 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.
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