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。
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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
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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
864 件の結果 · Legal Services · “Service”
Legal Services: Privacy Officer Intake Review & Triage
Intake Review & Triage template for Privacy Officer teams in Legal Services. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Document Summarizer
Working supplied-content summarizer for Privacy Officer teams in Legal Services. Paste the material to summarize when you run it; no external system connection is included or required.
Legal Services: Privacy Officer Q&A Assistant
Q&A Assistant template for Privacy Officer teams in Legal Services. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Drafting & Generation
Drafting & Generation template for Privacy Officer teams in Legal Services. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Record Review
Record Review template for Privacy Officer teams in Legal Services. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Data Query & Summary
Data Query & Summary template for Privacy Officer teams in Legal Services. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Compliance Checker
Compliance Checker template for Privacy Officer teams in Legal Services. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Risk Assessment
Risk Assessment template for Privacy Officer teams in Legal 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 iManage, Relativity, Clio.
Legal Services: Privacy Officer Reconciliation Brief
Reconciliation Brief template for Privacy Officer teams in Legal Services. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Exception Review
Exception Review template for Privacy Officer teams in Legal Services. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer On-demand Reporting & Insights
On-demand Reporting & Insights template for Privacy Officer teams in Legal Services. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Decision Support
Decision Support template for Privacy Officer teams in Legal Services. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Routing Advisor
Routing Advisor template for Privacy Officer teams in Legal Services. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Trend Briefing
Trend Briefing template for Privacy Officer teams in Legal Services. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Onboarding Guide
Onboarding Guide template for Privacy Officer teams in Legal Services. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Feedback Summary
Working supplied-feedback summary for Privacy Officer teams in Legal Services. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Legal Services: Privacy Officer Research & Discovery
Research & Discovery template for Privacy Officer teams in Legal Services. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Privacy Officer Process Guidance
Process Guidance template for Privacy Officer teams in Legal Services. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Billing Coordinator Intake Review & Triage
Intake Review & Triage template for Billing Coordinator teams in Legal Services. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Billing Coordinator Document Summarizer
Working supplied-content summarizer for Billing Coordinator teams in Legal Services. Paste the material to summarize when you run it; no external system connection is included or required.
Legal Services: Billing Coordinator Q&A Assistant
Q&A Assistant template for Billing Coordinator teams in Legal Services. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Billing Coordinator Drafting & Generation
Drafting & Generation template for Billing Coordinator teams in Legal Services. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Billing Coordinator Record Review
Record Review template for Billing Coordinator teams in Legal Services. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Legal Services: Billing Coordinator Data Query & Summary
Data Query & Summary template for Billing Coordinator teams in Legal Services. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
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