- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
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- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
864 resultados · Professional Services
Summarize supplied request context — Proposal Writer, Professional Services
Summarize supplied request context for Proposal Writer teams in Professional Services, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Proposal Writer, Professional Services
Assess urgency and risk for Proposal Writer teams in Professional Services, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Proposal Writer, Professional Services
Recommend a review priority for Proposal Writer teams in Professional Services, delivered by the Intake Review & Triage pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Proposal Writer, Professional Services
Condense supplied content for Proposal Writer teams in Professional Services, delivered by the Document Summarizer pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Proposal Writer, Professional Services
Surface key points for Proposal Writer teams in Professional Services, delivered by the Document Summarizer pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Proposal Writer, Professional Services
Produce a concise brief for Proposal Writer teams in Professional Services, delivered by the Document Summarizer pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Proposal Writer, Professional Services
Search approved knowledge for Proposal Writer teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Proposal Writer, Professional Services
Draft a grounded response for Proposal Writer teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Proposal Writer, Professional Services
Prepare a review-ready answer for Proposal Writer teams in Professional Services, delivered by the Q&A Assistant pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Proposal Writer, Professional Services
Draft from supplied context for Proposal Writer teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Proposal Writer, Professional Services
Follow configured behavior guidance for Proposal Writer teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Proposal Writer, Professional Services
Prepare copy for revision for Proposal Writer teams in Professional Services, delivered by the Drafting & Generation pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize a supplied record — Proposal Writer, Professional Services
Summarize a supplied record for Proposal Writer teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Proposal Writer, Professional Services
Assess possible risk for Proposal Writer teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Proposal Writer, Professional Services
Flag items for human review for Proposal Writer teams in Professional Services, delivered by the Record Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Proposal Writer, Professional Services
Run a parameterized read query for Proposal Writer teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Proposal Writer, Professional Services
Summarize returned records for Proposal Writer teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Proposal Writer, Professional Services
Prepare a result-set overview for Proposal Writer teams in Professional Services, delivered by the Data Query & Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Proposal Writer, Professional Services
Check supplied context against policy for Proposal Writer teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Proposal Writer, Professional Services
Surface potential policy issues for Proposal Writer teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Proposal Writer, Professional Services
Recommend review items for Proposal Writer teams in Professional Services, delivered by the Compliance Checker pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Proposal Writer, Professional Services
Assess supplied risk context for Proposal Writer teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Proposal Writer, Professional Services
Explain assessment drivers for Proposal Writer teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Proposal Writer, Professional Services
Recommend human review for Proposal Writer teams in Professional Services, delivered by the Risk Assessment pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
Conéctalo a tu stack
Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.