Compile data or documentation
Most of the output can be produced by software today.
Software can pull the data, run the comparison and write up what it found. The accuracy depends almost entirely on whether it is wired into the real system of record rather than a stale copy, which is the problem the tools and auth layer exists to solve.
| How automatable | Mostly automatable |
|---|---|
| Kind of work | Analysis and evaluation work |
| Jobs that do it | 31 occupations |
| Tool categories that apply | Builders, Tools and auth |
| O*NET activity | Processing Information (4.A.2.a.2) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 31 occupations that perform it.
- Conduct "head counts" to help predict the outcome of upcoming votes.
- Create and maintain a database of completed appraisals.
- Compile and study occupational, educational, and economic information to assist counselees in determining and carrying out vocational and educational objectives.
- Obtain maps or drawings delineating properties from company title plants, county surveyors, or assessors' offices.
- Record and evaluate patient and family health and food history, including symptoms, environmental toxic exposure, allergies, medication factors, and preventive health-care measures.
- Document route of specimens from collection to laboratory analysis and diagnosis.
- Develop and maintain log of surveillance observations.
- Keep records pertaining to menus, finances, and other business-related issues.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Compile employee time, production, and payroll data from time sheets and other records.
- Compile data from records to prepare periodic reports.
- Compile and analyze credit information gathered by investigation.
- Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.
- Gather materials to be filed from departments or employees.
- Compile, record, and code results or data from interview or survey, using computer or specified form.
- Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
What we would actually use
One recommendation rather than a shortlist, because a shortlist is just your problem handed back. This is what we would buy for analysis and evaluation work, and what it costs.
Start in the assistant with an export of the real data, because the accuracy problem here is a stale copy rather than a weak model. Make, at $9 a month, is the cheapest way to put the pull on a schedule once the analysis is worth repeating.
Chosen for the cheapest thing that does the job, not the best funded. Nothing on this site is sponsored, and the full landscape is there when you want to disagree with us.
The rest of the category
Context, not alternatives to weigh up. We name the layer rather than promise a named product does your specific task.
Matched from the kind of work, not from vendor marketing. Check any of them can reach the system your records actually live in — that connection, not the model, is where these projects stall.
How people actually do it
Step-by-step workflows that name this activity, with the prompts to paste and what to keep for yourself.
Others for analysis and evaluation work
Who does this work
31 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Appraisers of Personal and Business Property
- Bookkeeping, Accounting, and Auditing Clerks
- Cooks, Private Household
- Correspondence Clerks
- Credit Authorizers, Checkers, and Clerks
- Data Entry Keyers
- Dietitians and Nutritionists
- Educational, Guidance, and Career Counselors and Advisors
- Eligibility Interviewers, Government Programs
- Executive Secretaries and Executive Administrative Assistants
- File Clerks
- First-Line Supervisors of Office and Administrative Support Workers
- Gambling Surveillance Officers and Gambling Investigators
- Human Resources Assistants, Except Payroll and Timekeeping
- Insurance Claims and Policy Processing Clerks
- Interviewers, Except Eligibility and Loan
- Legislators
- Loan Interviewers and Clerks
- Medical Secretaries and Administrative Assistants
- New Accounts Clerks
- Office Clerks, General
- Office Machine Operators, Except Computer
- Order Clerks
- Payroll and Timekeeping Clerks
- Phlebotomists
- Production, Planning, and Expediting Clerks
- Reservation and Transportation Ticket Agents and Travel Clerks
- Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
- Statistical Assistants
- Title Examiners, Abstractors, and Searchers
- Word Processors and Typists
Work that goes with it
O*NET groups these under “Compile records, documentation, or other data”. In practice they tend to be done by the same person, in the same sitting.
Method. The activity, its taxonomy placement and the occupations that perform it come straight from the public-domain O*NET 30.3 database. The automatability band is ours: we map each of O*NET’s 41 generalized work activities to how much of its output current software can produce, assuming a person still reviews and owns the result. It is a coarse three-way judgment on purpose. A precise-looking percentage here would be invented.