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.
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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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710 results · Government & Public Sector · “Service”
Government & Public Sector: Case Worker Data Query & Summary
Data Query & Summary template for Case Worker 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: Case Worker Reconciliation Brief
Reconciliation Brief template for Case Worker 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: Case Worker On-demand Reporting & Insights
On-demand Reporting & Insights template for Case Worker 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: Case Worker Trend Briefing
Trend Briefing template for Case Worker 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: Benefits Examiner Data Query & Summary
Data Query & Summary template for Benefits Examiner 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: Benefits Examiner Reconciliation Brief
Reconciliation Brief template for Benefits Examiner 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: Benefits Examiner On-demand Reporting & Insights
On-demand Reporting & Insights template for Benefits Examiner 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: Benefits Examiner Trend Briefing
Trend Briefing template for Benefits Examiner 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: Permitting Officer Data Query & Summary
Data Query & Summary template for Permitting Officer 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: Permitting Officer Reconciliation Brief
Reconciliation Brief template for Permitting Officer 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: Permitting Officer On-demand Reporting & Insights
On-demand Reporting & Insights template for Permitting Officer 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: Permitting Officer Trend Briefing
Trend Briefing template for Permitting Officer 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: Procurement Officer Data Query & Summary
Data Query & Summary template for Procurement Officer 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: Procurement Officer Reconciliation Brief
Reconciliation Brief template for Procurement Officer 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: Procurement Officer On-demand Reporting & Insights
On-demand Reporting & Insights template for Procurement Officer 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: Procurement Officer Trend Briefing
Trend Briefing template for Procurement Officer 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: Records Manager Data Query & Summary
Data Query & Summary template for Records Manager 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: Records Manager Reconciliation Brief
Reconciliation Brief template for Records Manager 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: Records Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Records Manager 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: Records Manager Trend Briefing
Trend Briefing template for Records Manager 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: Compliance Auditor Data Query & Summary
Data Query & Summary template for Compliance Auditor 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: Compliance Auditor Reconciliation Brief
Reconciliation Brief template for Compliance Auditor 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: Compliance Auditor On-demand Reporting & Insights
On-demand Reporting & Insights template for Compliance Auditor 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: Compliance Auditor Trend Briefing
Trend Briefing template for Compliance Auditor 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.
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