- 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
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- 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.
618 resultados · “HR”
Professional Services: Proposal Writer Risk Assessment
Risk Assessment template for Proposal Writer teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Billing Analyst Risk Assessment
Risk Assessment template for Billing Analyst teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Practice Lead Risk Assessment
Risk Assessment template for Practice Lead teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Knowledge Manager Risk Assessment
Risk Assessment template for Knowledge Manager teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Quality Reviewer Risk Assessment
Risk Assessment template for Quality Reviewer teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Account Director Risk Assessment
Risk Assessment template for Account Director teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Delivery Analyst Risk Assessment
Risk Assessment template for Delivery Analyst teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Professional Services: Contracts Administrator Risk Assessment
Risk Assessment template for Contracts Administrator teams in Professional Services. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Salesforce, Workday, Jira.
Total Loss Evaluation
Complete total loss evaluation workflow. Determines total loss threshold, calculates actual cash value, arranges salvage disposition, computes settlement, ensures regulatory compliance, and generates total loss settlement package.
SAR Filing Assistant
Assist with Suspicious Activity Report (SAR) preparation and filing. Drafts narrative sections, validates required fields, performs quality checks, and submits through FinCEN or FINTRAC e-filing systems.
Cloud Spend Anomaly Detector
Detects anomalous cloud spend spikes in real-time using statistical baselines and ML-driven thresholds. Alerts owners immediately and initiates root cause investigation.
Track Audit Issues
Track and manage audit issues from identification through remediation. Monitors aging, overdue items, and escalation triggers with dashboards.
Prepare Board Risk Report
Generate executive-level risk reports for the board risk committee. Summarizes enterprise risk profile, appetite utilization, top risks, emerging threats, and strategic risk decisions.
Breach & Attack Simulation
Runs breach simulation scenarios (Ransomware, Data Exfil, Insider Threat, APT, Supply Chain) against current security controls. Maps gaps to MITRE ATT&CK and generates remediation roadmap.
Track Compliance Remediation
Track remediation of compliance gaps and regulatory findings through implementation. Monitors progress, validates evidence, and manages regulatory commitments.
Run Catastrophe Model
Run catastrophe models (AIR/RMS) and analyze PML/AAL by peril. Processes exposure data through cat models to generate loss exceedance curves and aggregate loss distributions.
CISO Risk Dashboard Intelligence
Generate executive security risk dashboard -- aggregate risk posture, threat landscape assessment, control effectiveness, compliance status, budget utilization, and board-ready reporting.
Detect Claims Leakage
Identify claims leakage through payment pattern analysis, adjuster benchmarking, and AI anomaly detection.
CMDB Federation Sync Orchestrator
Synchronizes CMDB with external discovery tools, cloud providers, and HR systems. Manages data federation, conflict resolution, and authoritative source prioritization.
License Compliance Gap Detector
Proactively detects licensing compliance gaps before vendor audit triggers. Monitors deployment-to-entitlement ratios and alerts on threshold breaches.
Compliance Issue Tracker
Track compliance issues from identification through remediation with severity classification, root cause analysis, owner assignment, and SLA monitoring.
Conflict Minerals Traceability
Trace conflict minerals (3TG: tin, tantalum, tungsten, gold) through the supply chain. Maps smelter sources, verifies RMI compliance, and produces Dodd-Frank Section 1502 filing data.
Analyze Correlated Exposures
Identify and quantify correlated exposure clusters across the portfolio. Detects hidden concentrations through correlation analysis, factor models, and network graph methods.
Board Risk Report Generation
Compile comprehensive board risk report: top risks, appetite breaches, emerging threats, KRI dashboard, and strategic risk commentary.
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.
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