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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- 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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144 results · Government & Public Sector · “HR”
Government & Public Sector: Constituent Services Intake Review & Triage
Intake Review & Triage for Constituent Services teams in Government & Public Sector. Summarizes supplied request context and assesses urgency; it does not capture or route work 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.
Government & Public Sector: Constituent Services Q&A Assistant
Q&A Assistant for Constituent Services teams in Government & Public Sector. Searches approved Cortex knowledge and drafts a grounded response for 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.
Government & Public Sector: Constituent Services Drafting & Generation
Drafting & Generation for Constituent Services teams in Government & Public Sector. Drafts correspondence and responses from supplied context for human 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.
Government & Public Sector: Constituent Services Record Review
Record Review for Constituent Services teams in Government & Public Sector. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels 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.
Government & Public Sector: Constituent Services Compliance Checker
Compliance Checker for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Risk Assessment
Risk Assessment for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Exception Review
Exception Review for Constituent Services teams in Government & Public Sector. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously 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.
Government & Public Sector: Constituent Services Decision Support
Decision Support for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Routing Advisor
Routing Advisor for Constituent Services teams in Government & Public Sector. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues 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.
Government & Public Sector: Constituent Services Onboarding Guide
Onboarding Guide for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Research & Discovery
Research & Discovery for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Process Guidance
Process Guidance for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Grants Analyst Intake Review & Triage
Intake Review & Triage for Grants Analyst teams in Government & Public Sector. Summarizes supplied request context and assesses urgency; it does not capture or route work 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.
Government & Public Sector: Grants Analyst Q&A Assistant
Q&A Assistant for Grants Analyst teams in Government & Public Sector. Searches approved Cortex knowledge and drafts a grounded response for 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.
Government & Public Sector: Grants Analyst Drafting & Generation
Drafting & Generation for Grants Analyst teams in Government & Public Sector. Drafts correspondence and responses from supplied context for human 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.
Government & Public Sector: Grants Analyst Record Review
Record Review for Grants Analyst teams in Government & Public Sector. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels 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.
Government & Public Sector: Grants Analyst Compliance Checker
Compliance Checker for Grants Analyst teams in Government & Public Sector. 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.
Government & Public Sector: Grants Analyst Risk Assessment
Risk Assessment for Grants Analyst teams in Government & Public Sector. 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.
Government & Public Sector: Grants Analyst Exception Review
Exception Review for Grants Analyst teams in Government & Public Sector. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously 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.
Government & Public Sector: Grants Analyst Decision Support
Decision Support for Grants Analyst teams in Government & Public Sector. 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.
Government & Public Sector: Grants Analyst Routing Advisor
Routing Advisor for Grants Analyst teams in Government & Public Sector. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues 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.
Government & Public Sector: Grants Analyst Onboarding Guide
Onboarding Guide for Grants Analyst teams in Government & Public Sector. 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.
Government & Public Sector: Grants Analyst Research & Discovery
Research & Discovery for Grants Analyst teams in Government & Public Sector. 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.
Government & Public Sector: Grants Analyst Process Guidance
Process Guidance for Grants Analyst teams in Government & Public Sector. 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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