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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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 library templates across the catalog matrix
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Enterprise Role Packs · 11 roles
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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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864 results · Government & Public Sector
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 Trend Briefing
Trend Briefing template for Constituent Services teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
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 Feedback Summary
Working supplied-feedback summary for Constituent Services teams in Government & Public Sector. 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.
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 Document Summarizer
Working supplied-content summarizer for Grants Analyst teams in Government & Public Sector. Paste the material to summarize when you run it; no external system connection is included or 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 Data Query & Summary
Data Query & Summary template for Grants Analyst teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
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 Reconciliation Brief
Reconciliation Brief template for Grants Analyst teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
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 On-demand Reporting & Insights
On-demand Reporting & Insights template for Grants Analyst teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
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 Trend Briefing
Trend Briefing template for Grants Analyst teams in Government & Public Sector. 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 ServiceNow, Salesforce Public Sector, Tyler Technologies.
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 Feedback Summary
Working supplied-feedback summary for Grants Analyst teams in Government & Public Sector. 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.
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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