- Revenus de retraite et stratégie de décaissement
- Fiscalité : Roth/RRSP, récolte de pertes, évolutions réglementaires
- Succession, assurance et planification transfrontalière
- Outils du conseiller : préparation des rendez-vous, pré-contrôle de conformité
21 500+ compétences et agents. Tous gouvernés.
5,814 agents prêts à l'emploi et 15,654 compétences de bibliothèque couvrant 24 secteurs et 12 métiers par secteur — installables depuis le catalogue, connectés à vos systèmes et exécutés à travers la même chaîne de contrôles en échec fermé que tout le reste sur Cortex.
21,511 modèles de bibliothèque dans la matrice du catalogue
Partez d'une collection sélectionnée.
Des suites conçues à la main pour les tâches que les entreprises automatisent en premier — chaque collection est livrée gouvernée, politiques et audit inclus.
- Service, ventes et customer success
- Service desk IT, RH et finance ops
- Réception juridique, achats et opérations terrain
- Risque et conformité
- Tri de la boîte de réception et rédaction d'e-mails
- Préparation de réunions, notes et suivi
- Planification intelligente et briefing quotidien
- Orchestration d'assistant de direction
- Sinistres intelligents, actuariat et AML
- Audit, GRC et reporting ESG
- ITAM / ITSM et opérations de sécurité
- Ateliers data et analytics
Trouvez la compétence dont votre équipe a besoin.
Recherchez parmi 21,500+ compétences et agents gouvernés, ou filtrez par secteur et par type : chaque résultat s'installe depuis le catalogue et franchit les mêmes points de contrôle.
12 résultats · Professional Services · “HR”
Professional Services: Engagement Manager Risk Assessment
Risk Assessment template for Engagement 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: Consultant Risk Assessment
Risk Assessment template for Consultant 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: Project Coordinator Risk Assessment
Risk Assessment template for Project Coordinator 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: Resource Manager Risk Assessment
Risk Assessment template for Resource 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: 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.
L'installation est la partie facile. La gouvernance vient avec.
Les agents de la bibliothèque ne sont pas des scripts — ce sont des identités gouvernées. En installer un l'enregistre avec un propriétaire, un budget, des modèles et des actions autorisés, et une place dans le registre d'audit.
Choisissez dans le catalogue
Filtrez par secteur et par rôle ; chaque élément indique les systèmes auxquels il se connecte et les compétences qu'il invoque.
Reliez-le à votre stack
Connecteurs, serveurs MCP et imports OpenAPI — cadrés par des listes d'autorisation et le DLP au niveau de la passerelle.
Chaque exécution passe les verrous
Identité, budget, garde-fous, registre, Control Tower, exécution, garde-fou de sortie — puis un reçu signé dans le Trust Ledger. Sur toutes les formules.
Vous ne trouvez pas la compétence qu'il vous faut ?
Le générateur visuel de compétences livre de nouvelles compétences sans code — ou dites-nous ce qui manque et nous vous orienterons vers le modèle gouverné le plus proche.