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