- 退職後の収入と取り崩し戦略
- 税務: Roth/RRSP、損出し、ルール変更
- 相続・保険・クロスボーダーのプランニング
- アドバイザー向けツール: 面談準備、コンプライアンス事前チェック
21,500+ のスキルとエージェント。すべてガバナンス付き。
24 の業種と業種あたり 12 のロールにわたる、5,814 の既製エージェントと 15,654 のライブラリスキル。カタログからインストールし、お客様のシステムに接続し、Cortex 上の他のすべてと同じフェイルクローズのゲートチェーンを通して実行されます。
カタログマトリクス全体で 21,511 のライブラリテンプレート
厳選されたコレクションから始める。
企業が最初に自動化する業務のために手作りしたスイート。すべてのコレクションはガバナンス付きで提供され、ポリシーと監査が最初から組み込まれています。
- サービス、セールス、カスタマーサクセス
- IT サービスデスク、人事、財務オペレーション
- 法務受付、調達、現場オペレーション
- リスクとコンプライアンス
- 受信トレイのトリアージとメール下書き
- 会議の準備、議事メモ、フォローアップ
- スマートな日程調整とデイリーブリーフ
- エグゼクティブアシスタントのオーケストレーション
- スマートクレーム、アクチュアリー、AML
- 監査、GRC、ESG レポーティング
- ITAM / ITSM とセキュリティオペレーション
- データ・アナリティクスのワークベンチ
チームに必要なスキルを見つける。
21,500+ のガバナンス済みスキルとエージェントを検索、または業種と種別で絞り込めます。どの結果もカタログからインストールでき、同じゲートを通過します。
284 件の結果 · Automotive · “Sales”
Summarize returned records — Sales Consultant, Automotive
Summarize returned records for Sales Consultant teams in Automotive, delivered by the Data Query & Summary pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Sales Consultant, Automotive
Prepare a result-set overview for Sales Consultant teams in Automotive, delivered by the Data Query & Summary pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Sales Consultant, Automotive
Check supplied context against policy for Sales Consultant teams in Automotive, delivered by the Compliance Checker pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Sales Consultant, Automotive
Surface potential policy issues for Sales Consultant teams in Automotive, delivered by the Compliance Checker pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Sales Consultant, Automotive
Recommend review items for Sales Consultant teams in Automotive, delivered by the Compliance Checker pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Sales Consultant, Automotive
Assess supplied risk context for Sales Consultant teams in Automotive, delivered by the Risk Assessment pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Sales Consultant, Automotive
Explain assessment drivers for Sales Consultant teams in Automotive, delivered by the Risk Assessment pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Sales Consultant, Automotive
Recommend human review for Sales Consultant teams in Automotive, delivered by the Risk Assessment pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Sales Consultant, Automotive
Query supplied record data for Sales Consultant teams in Automotive, delivered by the Reconciliation Brief pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Sales Consultant, Automotive
Summarize potential discrepancies for Sales Consultant teams in Automotive, delivered by the Reconciliation Brief pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Sales Consultant, Automotive
Prepare a reconciliation brief for Sales Consultant teams in Automotive, delivered by the Reconciliation Brief pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Sales Consultant, Automotive
Assess a supplied exception for Sales Consultant teams in Automotive, delivered by the Exception Review pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Sales Consultant, Automotive
Summarize the assessment for Sales Consultant teams in Automotive, delivered by the Exception Review pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Sales Consultant, Automotive
Recommend follow-up review for Sales Consultant teams in Automotive, delivered by the Exception Review pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Sales Consultant, Automotive
Run an on-demand read query for Sales Consultant teams in Automotive, delivered by the On-demand Reporting & Insights pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Sales Consultant, Automotive
Summarize query results for Sales Consultant teams in Automotive, delivered by the On-demand Reporting & Insights pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Sales Consultant, Automotive
Highlight supplied exceptions for Sales Consultant teams in Automotive, delivered by the On-demand Reporting & Insights pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Sales Consultant, Automotive
Assess supplied context for Sales Consultant teams in Automotive, delivered by the Decision Support pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Sales Consultant, Automotive
Draft a recommended response for Sales Consultant teams in Automotive, delivered by the Decision Support pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Sales Consultant, Automotive
Prepare rationale for review for Sales Consultant teams in Automotive, delivered by the Decision Support pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied work — Sales Consultant, Automotive
Summarize supplied work for Sales Consultant teams in Automotive, delivered by the Routing Advisor pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess priority and risk — Sales Consultant, Automotive
Assess priority and risk for Sales Consultant teams in Automotive, delivered by the Routing Advisor pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a routing decision — Sales Consultant, Automotive
Recommend a routing decision for Sales Consultant teams in Automotive, delivered by the Routing Advisor pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied historical data — Sales Consultant, Automotive
Query supplied historical data for Sales Consultant teams in Automotive, delivered by the Trend Briefing pattern from supplied context. SAP and CDK Global are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
導入は簡単な部分。ガバナンスも一緒に付いてくる。
ライブラリのエージェントはスクリプトではなく、ガバナンス付きのアイデンティティです。インストールすると、オーナー、予算、許可されたモデルとアクション、そして監査台帳上の位置とともに登録されます。
カタログから選ぶ
業種と役割で絞り込み。各項目には、接続先のシステムと呼び出すスキルが明記されています。
自社スタックに接続する
コネクタ、MCP サーバー、OpenAPI インポート——ゲートウェイでの許可リストと DLP によってスコープを限定。
すべての実行はゲートを通る
アイデンティティ、予算、ガードレール、レジストリ、Control Tower、実行、出力ガード——そして Trust Ledger に署名付きレシート。すべてのプランで。
必要なスキルが見つかりませんか。
ビジュアルなスキルビルダーなら、コードなしで新しいスキルを出せます。足りないものをお知らせいただければ、最も近いガバナンス付きパターンをご案内します。