- 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.
2808 resultados · Habilidades · “Service”
Run an on-demand read query — Compliance Counsel, Legal Services
Run an on-demand read query for Compliance Counsel teams in Legal Services, delivered by the On-demand Reporting & Insights 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 query results — Compliance Counsel, Legal Services
Summarize query results for Compliance Counsel teams in Legal Services, delivered by the On-demand Reporting & Insights 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.
Highlight supplied exceptions — Compliance Counsel, Legal Services
Highlight supplied exceptions for Compliance Counsel teams in Legal Services, delivered by the On-demand Reporting & Insights 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 supplied context — Compliance Counsel, Legal Services
Assess supplied context for Compliance Counsel teams in Legal Services, delivered by the Decision Support 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 recommended response — Compliance Counsel, Legal Services
Draft a recommended response for Compliance Counsel teams in Legal Services, delivered by the Decision Support 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 rationale for review — Compliance Counsel, Legal Services
Prepare rationale for review for Compliance Counsel teams in Legal Services, delivered by the Decision Support 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 work — Compliance Counsel, Legal Services
Summarize supplied work for Compliance Counsel 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 — Compliance Counsel, Legal Services
Assess priority and risk for Compliance Counsel 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 — Compliance Counsel, Legal Services
Recommend a routing decision for Compliance Counsel 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 — Compliance Counsel, Legal Services
Query supplied historical data for Compliance Counsel 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 — Compliance Counsel, Legal Services
Summarize observed trends for Compliance Counsel 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 — Compliance Counsel, Legal Services
Prepare questions for forecast review for Compliance Counsel 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 — Compliance Counsel, Legal Services
Search approved onboarding knowledge for Compliance Counsel 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 — Compliance Counsel, Legal Services
Draft step-by-step guidance for Compliance Counsel 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 — Compliance Counsel, Legal Services
Prepare a review checklist for Compliance Counsel 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 — Compliance Counsel, Legal Services
Summarize supplied feedback for Compliance Counsel 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 — Compliance Counsel, Legal Services
Surface recurring points for Compliance Counsel 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 — Compliance Counsel, Legal Services
Prepare follow-up questions for Compliance Counsel 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 — Compliance Counsel, Legal Services
Search approved knowledge for Compliance Counsel 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 — Compliance Counsel, Legal Services
Summarize supplied findings for Compliance Counsel 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 — Compliance Counsel, Legal Services
Draft a research brief for Compliance Counsel 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 — Compliance Counsel, Legal Services
Search approved process knowledge for Compliance Counsel 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 — Compliance Counsel, Legal Services
Summarize supplied process context for Compliance Counsel 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 — Compliance Counsel, Legal Services
Draft next-step guidance for Compliance Counsel 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.
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.