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
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Productivity Pack · 9 agents
- Inbox triage & email drafting
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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 · Marketing
Marketing: Campaign Manager Intake Review & Triage
Working supplied-intake review and triage agent for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Document Summarizer
Working supplied-content summarizer for Campaign Manager teams in Marketing. Paste the material to summarize when you run it; no external system connection is included or required.
Marketing: Campaign Manager Q&A Assistant
Working supplied-reference Q&A agent for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Drafting & Generation
Working supplied-context drafting agent for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Record Review
Working supplied-record review agent for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Data Query & Summary
Data Query & Summary template for Campaign Manager teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Campaign Manager Compliance Checker
Compliance Checker for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Risk Assessment
Risk Assessment for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Reconciliation Brief
Reconciliation Brief template for Campaign Manager teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Campaign Manager Exception Review
Working supplied-exception review agent for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Campaign Manager teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Campaign Manager Decision Support
Decision Support for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Routing Advisor
Working supplied-work routing advisor for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Trend Briefing
Trend Briefing template for Campaign Manager teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Campaign Manager Onboarding Guide
Onboarding Guide for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Feedback Summary
Working supplied-feedback summary for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Research & Discovery
Research & Discovery for Campaign Manager teams in Marketing. 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.
Marketing: Campaign Manager Process Guidance
Process Guidance for Campaign Manager teams in Marketing. 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.
Marketing: Marketing Analyst Intake Review & Triage
Working supplied-intake review and triage agent for Marketing Analyst teams in Marketing. 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.
Marketing: Marketing Analyst Document Summarizer
Working supplied-content summarizer for Marketing Analyst teams in Marketing. Paste the material to summarize when you run it; no external system connection is included or required.
Marketing: Marketing Analyst Q&A Assistant
Working supplied-reference Q&A agent for Marketing Analyst teams in Marketing. 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.
Marketing: Marketing Analyst Drafting & Generation
Working supplied-context drafting agent for Marketing Analyst teams in Marketing. 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.
Marketing: Marketing Analyst Record Review
Working supplied-record review agent for Marketing Analyst teams in Marketing. 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.
Marketing: Marketing Analyst Data Query & Summary
Data Query & Summary template for Marketing Analyst teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
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