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
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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
Summarize supplied work — Financial Analyst, Finance & Accounting
Summarize supplied work for Financial Analyst 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 — Financial Analyst, Finance & Accounting
Assess priority and risk for Financial Analyst 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 — Financial Analyst, Finance & Accounting
Recommend a routing decision for Financial Analyst 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 — Financial Analyst, Finance & Accounting
Query supplied historical data for Financial Analyst 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 — Financial Analyst, Finance & Accounting
Summarize observed trends for Financial Analyst 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 — Financial Analyst, Finance & Accounting
Prepare questions for forecast review for Financial Analyst 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.
Search approved onboarding knowledge — Financial Analyst, Finance & Accounting
Search approved onboarding knowledge for Financial Analyst teams in Finance & Accounting, delivered by the Onboarding Guide 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 step-by-step guidance — Financial Analyst, Finance & Accounting
Draft step-by-step guidance for Financial Analyst teams in Finance & Accounting, delivered by the Onboarding Guide 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 review checklist — Financial Analyst, Finance & Accounting
Prepare a review checklist for Financial Analyst teams in Finance & Accounting, delivered by the Onboarding Guide 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 feedback — Financial Analyst, Finance & Accounting
Summarize supplied feedback for Financial Analyst teams in Finance & Accounting, delivered by the Feedback Summary 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 recurring points — Financial Analyst, Finance & Accounting
Surface recurring points for Financial Analyst teams in Finance & Accounting, delivered by the Feedback Summary 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 follow-up questions — Financial Analyst, Finance & Accounting
Prepare follow-up questions for Financial Analyst teams in Finance & Accounting, delivered by the Feedback Summary 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.
Search approved knowledge — Financial Analyst, Finance & Accounting
Search approved knowledge for Financial Analyst teams in Finance & Accounting, delivered by the Research & Discovery 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 findings — Financial Analyst, Finance & Accounting
Summarize supplied findings for Financial Analyst teams in Finance & Accounting, delivered by the Research & Discovery 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 research brief — Financial Analyst, Finance & Accounting
Draft a research brief for Financial Analyst teams in Finance & Accounting, delivered by the Research & Discovery 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.
Search approved process knowledge — Financial Analyst, Finance & Accounting
Search approved process knowledge for Financial Analyst teams in Finance & Accounting, delivered by the Process Guidance 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 process context — Financial Analyst, Finance & Accounting
Summarize supplied process context for Financial Analyst teams in Finance & Accounting, delivered by the Process Guidance 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 next-step guidance — Financial Analyst, Finance & Accounting
Draft next-step guidance for Financial Analyst teams in Finance & Accounting, delivered by the Process Guidance 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 request context — Controller, Finance & Accounting
Summarize supplied request context for Controller teams in Finance & Accounting, delivered by the Intake Review & Triage 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 urgency and risk — Controller, Finance & Accounting
Assess urgency and risk for Controller teams in Finance & Accounting, delivered by the Intake Review & Triage 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 review priority — Controller, Finance & Accounting
Recommend a review priority for Controller teams in Finance & Accounting, delivered by the Intake Review & Triage 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.
Condense supplied content — Controller, Finance & Accounting
Condense supplied content for Controller teams in Finance & Accounting, delivered by the Document Summarizer 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 key points — Controller, Finance & Accounting
Surface key points for Controller teams in Finance & Accounting, delivered by the Document Summarizer 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.
Produce a concise brief — Controller, Finance & Accounting
Produce a concise brief for Controller teams in Finance & Accounting, delivered by the Document Summarizer 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.
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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。
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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。
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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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