- 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”
Finance & Accounting: Financial Analyst Risk Assessment
Risk Assessment template for Financial Analyst teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Controller Risk Assessment
Risk Assessment template for Controller teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Tax Analyst Risk Assessment
Risk Assessment template for Tax Analyst teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Treasury Analyst Risk Assessment
Risk Assessment template for Treasury Analyst teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Risk Assessment
Risk Assessment template for Procurement Specialist teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Audit Analyst Risk Assessment
Risk Assessment template for Audit Analyst teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: FP&A Analyst Risk Assessment
Risk Assessment template for FP&A Analyst teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Billing Specialist Risk Assessment
Risk Assessment template for Billing Specialist teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Expense Auditor Risk Assessment
Risk Assessment template for Expense Auditor teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Revenue Accountant Risk Assessment
Risk Assessment template for Revenue Accountant teams in Finance & Accounting. 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 SAP, Oracle NetSuite, QuickBooks.
Sales: Sales Development Rep Risk Assessment
Risk Assessment template for Sales Development Rep teams in Sales. 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, HubSpot, Gong.
Sales: Account Executive Risk Assessment
Risk Assessment template for Account Executive teams in Sales. 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, HubSpot, Gong.
Sales: Sales Engineer Risk Assessment
Risk Assessment template for Sales Engineer teams in Sales. 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, HubSpot, Gong.
Sales: Sales Operations Risk Assessment
Risk Assessment template for Sales Operations teams in Sales. 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, HubSpot, Gong.
Sales: Account Manager Risk Assessment
Risk Assessment template for Account Manager teams in Sales. 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, HubSpot, Gong.
Sales: Channel Manager Risk Assessment
Risk Assessment template for Channel Manager teams in Sales. 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, HubSpot, Gong.
Sales: Deal Desk Analyst Risk Assessment
Risk Assessment template for Deal Desk Analyst teams in Sales. 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, HubSpot, Gong.
Sales: Revenue Operations Risk Assessment
Risk Assessment template for Revenue Operations teams in Sales. 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, HubSpot, Gong.
Sales: Customer Success Manager Risk Assessment
Risk Assessment template for Customer Success Manager teams in Sales. 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, HubSpot, Gong.
Sales: Renewals Manager Risk Assessment
Risk Assessment template for Renewals Manager teams in Sales. 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, HubSpot, Gong.
Sales: Pricing Analyst Risk Assessment
Risk Assessment template for Pricing Analyst teams in Sales. 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, HubSpot, Gong.
Sales: Sales Enablement Risk Assessment
Risk Assessment template for Sales Enablement teams in Sales. 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, HubSpot, Gong.
Marketing: Content Marketer Risk Assessment
Risk Assessment template for Content Marketer teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
Marketing: Demand Generation Risk Assessment
Risk Assessment template for Demand Generation teams in Marketing. 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 HubSpot, Marketo, Google Analytics.
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.