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
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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。
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864 件の結果 · Real Estate
Real Estate: Mortgage Processor Compliance Checker
Compliance Checker template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Risk Assessment
Risk Assessment template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Reconciliation Brief
Reconciliation Brief template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Exception Review
Exception Review template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor On-demand Reporting & Insights
On-demand Reporting & Insights template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Decision Support
Decision Support template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Routing Advisor
Routing Advisor template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Trend Briefing
Trend Briefing template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Onboarding Guide
Onboarding Guide template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Feedback Summary
Working supplied-feedback summary for Mortgage Processor teams in Real Estate. 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.
Real Estate: Mortgage Processor Research & Discovery
Research & Discovery template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Mortgage Processor Process Guidance
Process Guidance template for Mortgage Processor teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Intake Review & Triage
Working supplied-intake review and triage agent for Appraiser teams in Real Estate. Paste the request or incident context when you run it; Cortex summarizes the supplied facts, identifies missing information, and recommends an advisory human-review priority without routing or assigning work.
Real Estate: Appraiser Document Summarizer
Working supplied-content summarizer for Appraiser teams in Real Estate. Paste the material to summarize when you run it; no external system connection is included or required.
Real Estate: Appraiser Q&A Assistant
Q&A Assistant template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Drafting & Generation
Working supplied-context drafting agent for Appraiser teams in Real Estate. Paste the facts and requested message when you run it; Cortex produces a clearly labelled draft for human revision without sending it or inventing missing details.
Real Estate: Appraiser Record Review
Record Review template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Data Query & Summary
Data Query & Summary template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Compliance Checker
Compliance Checker template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Risk Assessment
Risk Assessment template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Reconciliation Brief
Reconciliation Brief template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Exception Review
Exception Review template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser On-demand Reporting & Insights
On-demand Reporting & Insights template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
Real Estate: Appraiser Decision Support
Decision Support template for Appraiser teams in Real Estate. 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 Yardi, MRI, AppFolio.
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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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