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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766 results · Agents · “Service”
Education: Student Services Compliance Checker
Compliance Checker for Student Services teams in Education. 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.
Education: Student Services Risk Assessment
Risk Assessment for Student Services teams in Education. 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.
Education: Student Services Reconciliation Brief
Reconciliation Brief for Student Services teams in Education. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Education: Student Services Exception Review
Working supplied-exception review agent for Student Services teams in Education. Paste an exception or event when you run it; Cortex separates facts from missing context, explains possible concerns and confidence, and recommends human follow-up without monitoring streams, creating alerts, blocking activity, notifying anyone, or escalating a case.
Education: Student Services On-demand Reporting & Insights
On-demand Reporting & Insights for Student Services teams in Education. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Education: Student Services Decision Support
Decision Support for Student Services teams in Education. 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.
Education: Student Services Routing Advisor
Working supplied-work routing advisor for Student Services teams in Education. Paste the work item and available destination options when you run it; Cortex explains priority and recommends a destination for human review without assigning, transferring, queueing, notifying, or escalating anything.
Education: Student Services Trend Briefing
Trend Briefing for Student Services teams in Education. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Education: Student Services Onboarding Guide
Onboarding Guide for Student Services teams in Education. 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.
Education: Student Services Feedback Summary
Working supplied-feedback summary for Student Services teams in Education. 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.
Education: Student Services Research & Discovery
Research & Discovery for Student Services teams in Education. 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.
Education: Student Services Process Guidance
Process Guidance for Student Services teams in Education. 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.
Government & Public Sector: Constituent Services Intake Review & Triage
Intake Review & Triage for Constituent Services teams in Government & Public Sector. Summarizes supplied request context and assesses urgency; it does not capture or route work 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.
Government & Public Sector: Constituent Services Document Summarizer
Working supplied-content summarizer for Constituent Services teams in Government & Public Sector. Paste the material to summarize when you run it; no external system connection is included or required.
Government & Public Sector: Constituent Services Q&A Assistant
Q&A Assistant for Constituent Services teams in Government & Public Sector. Searches approved Cortex knowledge and drafts a grounded response for 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.
Government & Public Sector: Constituent Services Drafting & Generation
Drafting & Generation for Constituent Services teams in Government & Public Sector. Drafts correspondence and responses from supplied context for human 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.
Government & Public Sector: Constituent Services Record Review
Record Review for Constituent Services teams in Government & Public Sector. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels 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.
Government & Public Sector: Constituent Services Data Query & Summary
Data Query & Summary for Constituent Services teams in Government & Public Sector. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Government & Public Sector: Constituent Services Compliance Checker
Compliance Checker for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Risk Assessment
Risk Assessment for Constituent Services teams in Government & Public Sector. 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.
Government & Public Sector: Constituent Services Reconciliation Brief
Reconciliation Brief for Constituent Services teams in Government & Public Sector. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Government & Public Sector: Constituent Services Exception Review
Exception Review for Constituent Services teams in Government & Public Sector. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously 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.
Government & Public Sector: Constituent Services On-demand Reporting & Insights
On-demand Reporting & Insights for Constituent Services teams in Government & Public Sector. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Government & Public Sector: Constituent Services Decision Support
Decision Support for Constituent Services teams in Government & Public Sector. 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.
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