ウェルス＆リタイアメント · 121 スキル
- 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
Agent Library
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
Agent Studio
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公開済みv4 · 信頼性 96
注文 #4471 はどこですか？
発送済みです。木曜日に到着予定です。ツール: KB を検索 · $0.004
studio ▸ 構築 → 公開 → チャットでテスト
コレクション
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。
Enterprise Role Packs · 11 職種
- 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
Productivity Pack · 9 エージェント
- 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
Gene コレクション · 630 エージェント
- 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
ライブラリを見る
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。
すべての業種InsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
648 件の結果 · Finance & Accounting · スキル
Check supplied context against policy — Billing Specialist, Finance & Accounting
Check supplied context against policy for Billing Specialist teams in Finance & Accounting, delivered by the Compliance Checker pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Billing Specialist, Finance & Accounting
Surface potential policy issues for Billing Specialist teams in Finance & Accounting, delivered by the Compliance Checker pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Billing Specialist, Finance & Accounting
Recommend review items for Billing Specialist teams in Finance & Accounting, delivered by the Compliance Checker pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Billing Specialist, Finance & Accounting
Assess supplied risk context for Billing Specialist teams in Finance & Accounting, delivered by the Risk Assessment pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Billing Specialist, Finance & Accounting
Explain assessment drivers for Billing Specialist teams in Finance & Accounting, delivered by the Risk Assessment pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Billing Specialist, Finance & Accounting
Recommend human review for Billing Specialist teams in Finance & Accounting, delivered by the Risk Assessment pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Billing Specialist, Finance & Accounting
Query supplied record data for Billing Specialist teams in Finance & Accounting, delivered by the Reconciliation Brief pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Billing Specialist, Finance & Accounting
Summarize potential discrepancies for Billing Specialist teams in Finance & Accounting, delivered by the Reconciliation Brief pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Billing Specialist, Finance & Accounting
Prepare a reconciliation brief for Billing Specialist teams in Finance & Accounting, delivered by the Reconciliation Brief pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Billing Specialist, Finance & Accounting
Assess a supplied exception for Billing Specialist teams in Finance & Accounting, delivered by the Exception Review pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Billing Specialist, Finance & Accounting
Summarize the assessment for Billing Specialist teams in Finance & Accounting, delivered by the Exception Review pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Billing Specialist, Finance & Accounting
Recommend follow-up review for Billing Specialist teams in Finance & Accounting, delivered by the Exception Review pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Billing Specialist, Finance & Accounting
Run an on-demand read query for Billing Specialist teams in Finance & Accounting, delivered by the On-demand Reporting & Insights pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Billing Specialist, Finance & Accounting
Summarize query results for Billing Specialist teams in Finance & Accounting, delivered by the On-demand Reporting & Insights pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Billing Specialist, Finance & Accounting
Highlight supplied exceptions for Billing Specialist teams in Finance & Accounting, delivered by the On-demand Reporting & Insights pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Billing Specialist, Finance & Accounting
Assess supplied context for Billing Specialist teams in Finance & Accounting, delivered by the Decision Support pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Billing Specialist, Finance & Accounting
Draft a recommended response for Billing Specialist teams in Finance & Accounting, delivered by the Decision Support pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Billing Specialist, Finance & Accounting
Prepare rationale for review for Billing Specialist teams in Finance & Accounting, delivered by the Decision Support pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied work — Billing Specialist, Finance & Accounting
Summarize supplied work for Billing Specialist teams in Finance & Accounting, delivered by the Routing Advisor pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess priority and risk — Billing Specialist, Finance & Accounting
Assess priority and risk for Billing Specialist teams in Finance & Accounting, delivered by the Routing Advisor pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a routing decision — Billing Specialist, Finance & Accounting
Recommend a routing decision for Billing Specialist teams in Finance & Accounting, delivered by the Routing Advisor pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied historical data — Billing Specialist, Finance & Accounting
Query supplied historical data for Billing Specialist teams in Finance & Accounting, delivered by the Trend Briefing pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize observed trends — Billing Specialist, Finance & Accounting
Summarize observed trends for Billing Specialist teams in Finance & Accounting, delivered by the Trend Briefing pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare questions for forecast review — Billing Specialist, Finance & Accounting
Prepare questions for forecast review for Billing Specialist teams in Finance & Accounting, delivered by the Trend Briefing pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
既定でガバナンス付き
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。
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