- 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.
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- 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.
2808 resultados · Habilidades · “Service”
Summarize supplied work — Billing Coordinator, Legal Services
Summarize supplied work for Billing Coordinator teams in Legal Services, delivered by the Routing Advisor pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess priority and risk — Billing Coordinator, Legal Services
Assess priority and risk for Billing Coordinator teams in Legal Services, delivered by the Routing Advisor pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a routing decision — Billing Coordinator, Legal Services
Recommend a routing decision for Billing Coordinator teams in Legal Services, delivered by the Routing Advisor pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied historical data — Billing Coordinator, Legal Services
Query supplied historical data for Billing Coordinator teams in Legal Services, delivered by the Trend Briefing pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize observed trends — Billing Coordinator, Legal Services
Summarize observed trends for Billing Coordinator teams in Legal Services, delivered by the Trend Briefing pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare questions for forecast review — Billing Coordinator, Legal Services
Prepare questions for forecast review for Billing Coordinator teams in Legal Services, delivered by the Trend Briefing pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved onboarding knowledge — Billing Coordinator, Legal Services
Search approved onboarding knowledge for Billing Coordinator teams in Legal Services, delivered by the Onboarding Guide pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Billing Coordinator, Legal Services
Draft step-by-step guidance for Billing Coordinator teams in Legal Services, delivered by the Onboarding Guide pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Billing Coordinator, Legal Services
Prepare a review checklist for Billing Coordinator teams in Legal Services, delivered by the Onboarding Guide pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Billing Coordinator, Legal Services
Summarize supplied feedback for Billing Coordinator teams in Legal Services, delivered by the Feedback Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Billing Coordinator, Legal Services
Surface recurring points for Billing Coordinator teams in Legal Services, delivered by the Feedback Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Billing Coordinator, Legal Services
Prepare follow-up questions for Billing Coordinator teams in Legal Services, delivered by the Feedback Summary pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Billing Coordinator, Legal Services
Search approved knowledge for Billing Coordinator teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Billing Coordinator, Legal Services
Summarize supplied findings for Billing Coordinator teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Billing Coordinator, Legal Services
Draft a research brief for Billing Coordinator teams in Legal Services, delivered by the Research & Discovery pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Billing Coordinator, Legal Services
Search approved process knowledge for Billing Coordinator teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Billing Coordinator, Legal Services
Summarize supplied process context for Billing Coordinator teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Billing Coordinator, Legal Services
Draft next-step guidance for Billing Coordinator teams in Legal Services, delivered by the Process Guidance pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Knowledge Manager, Legal Services
Summarize supplied request context for Knowledge Manager teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Knowledge Manager, Legal Services
Assess urgency and risk for Knowledge Manager teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Knowledge Manager, Legal Services
Recommend a review priority for Knowledge Manager teams in Legal Services, delivered by the Intake Review & Triage pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Knowledge Manager, Legal Services
Condense supplied content for Knowledge Manager teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Knowledge Manager, Legal Services
Surface key points for Knowledge Manager teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Knowledge Manager, Legal Services
Produce a concise brief for Knowledge Manager teams in Legal Services, delivered by the Document Summarizer pattern from supplied context. iManage and Relativity 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.