Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
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Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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72 results · IT Service Management · “HR”
IT Service Management: Asset Manager Compliance Checker
Compliance Checker for Asset Manager teams in IT Service Management. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Asset Manager Risk Assessment
Risk Assessment for Asset Manager teams in IT Service Management. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Asset Manager Decision Support
Decision Support for Asset Manager teams in IT Service Management. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Asset Manager Onboarding Guide
Onboarding Guide for Asset Manager teams in IT Service Management. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Asset Manager Research & Discovery
Research & Discovery for Asset Manager teams in IT Service Management. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Asset Manager Process Guidance
Process Guidance for Asset Manager teams in IT Service Management. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Knowledge Manager Compliance Checker
Compliance Checker for Knowledge Manager teams in IT Service Management. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Knowledge Manager Risk Assessment
Risk Assessment for Knowledge Manager teams in IT Service Management. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Knowledge Manager Decision Support
Decision Support for Knowledge Manager teams in IT Service Management. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Knowledge Manager Onboarding Guide
Onboarding Guide for Knowledge Manager teams in IT Service Management. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Knowledge Manager Research & Discovery
Research & Discovery for Knowledge Manager teams in IT Service Management. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Knowledge Manager Process Guidance
Process Guidance for Knowledge Manager teams in IT Service Management. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Major Incident Lead Compliance Checker
Compliance Checker for Major Incident Lead teams in IT Service Management. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Major Incident Lead Risk Assessment
Risk Assessment for Major Incident Lead teams in IT Service Management. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Major Incident Lead Decision Support
Decision Support for Major Incident Lead teams in IT Service Management. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Major Incident Lead Onboarding Guide
Onboarding Guide for Major Incident Lead teams in IT Service Management. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Major Incident Lead Research & Discovery
Research & Discovery for Major Incident Lead teams in IT Service Management. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Major Incident Lead Process Guidance
Process Guidance for Major Incident Lead teams in IT Service Management. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Request Fulfilment Compliance Checker
Compliance Checker for Request Fulfilment teams in IT Service Management. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Request Fulfilment Risk Assessment
Risk Assessment for Request Fulfilment teams in IT Service Management. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Request Fulfilment Decision Support
Decision Support for Request Fulfilment teams in IT Service Management. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Request Fulfilment Onboarding Guide
Onboarding Guide for Request Fulfilment teams in IT Service Management. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Request Fulfilment Research & Discovery
Research & Discovery for Request Fulfilment teams in IT Service Management. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
IT Service Management: Request Fulfilment Process Guidance
Process Guidance for Request Fulfilment teams in IT Service Management. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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