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
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864 results · Energy & Utilities
Energy & Utilities: Billing Analyst Routing Advisor
Working supplied-work routing advisor for Billing Analyst teams in Energy & Utilities. 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.
Energy & Utilities: Billing Analyst Trend Briefing
Trend Briefing template for Billing Analyst teams in Energy & Utilities. 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 SAP IS-U, Oracle Utilities, OSIsoft PI.
Energy & Utilities: Billing Analyst Onboarding Guide
Onboarding Guide for Billing Analyst teams in Energy & Utilities. 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.
Energy & Utilities: Billing Analyst Feedback Summary
Working supplied-feedback summary for Billing Analyst teams in Energy & Utilities. 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.
Energy & Utilities: Billing Analyst Research & Discovery
Research & Discovery for Billing Analyst teams in Energy & Utilities. 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.
Energy & Utilities: Billing Analyst Process Guidance
Process Guidance for Billing Analyst teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Intake Review & Triage
Working supplied-intake review and triage agent for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Document Summarizer
Working supplied-content summarizer for Grid Planner teams in Energy & Utilities. Paste the material to summarize when you run it; no external system connection is included or required.
Energy & Utilities: Grid Planner Q&A Assistant
Working supplied-reference Q&A agent for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Drafting & Generation
Working supplied-context drafting agent for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Record Review
Working supplied-record review agent for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Data Query & Summary
Data Query & Summary template for Grid Planner teams in Energy & Utilities. 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 SAP IS-U, Oracle Utilities, OSIsoft PI.
Energy & Utilities: Grid Planner Compliance Checker
Compliance Checker for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Risk Assessment
Risk Assessment for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Reconciliation Brief
Reconciliation Brief template for Grid Planner teams in Energy & Utilities. 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 SAP IS-U, Oracle Utilities, OSIsoft PI.
Energy & Utilities: Grid Planner Exception Review
Working supplied-exception review agent for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner On-demand Reporting & Insights
On-demand Reporting & Insights template for Grid Planner teams in Energy & Utilities. 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 SAP IS-U, Oracle Utilities, OSIsoft PI.
Energy & Utilities: Grid Planner Decision Support
Decision Support for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Routing Advisor
Working supplied-work routing advisor for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Trend Briefing
Trend Briefing template for Grid Planner teams in Energy & Utilities. 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 SAP IS-U, Oracle Utilities, OSIsoft PI.
Energy & Utilities: Grid Planner Onboarding Guide
Onboarding Guide for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Feedback Summary
Working supplied-feedback summary for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Research & Discovery
Research & Discovery for Grid Planner teams in Energy & Utilities. 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.
Energy & Utilities: Grid Planner Process Guidance
Process Guidance for Grid Planner teams in Energy & Utilities. 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.
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.
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Every run through the gates
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