Discuss business strategies, practices, or policies with managers
Part of the output can be produced by software today.
Software drafts well and sends at volume, and vertical support agents now resolve a large share of inbound questions end to end. What does not transfer is the relationship, and the judgment about when a message should not be sent at all.
| How automatable | Partly automatable |
|---|---|
| Kind of work | Routine communication and explanation |
| Jobs that do it | 9 occupations |
| Tool categories that apply | Vertical agents, Builders |
| O*NET activity | Communicating with Supervisors, Peers, or Subordinates (4.A.4.a.2) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 9 occupations that perform it.
- Consult with store or merchandise managers about budgets or goods to be purchased.
- Confer with management to develop or implement personnel policies or procedures.
- Confer with logistics management teams to determine ways to optimize service levels, maintain supply-chain efficiency, or minimize cost.
- Communicate with key stakeholders to determine project requirements and objectives.
- Review forms and reports and confer with management and users about format, distribution, and purpose, identifying problems and improvements.
- Attend staff conferences to provide management with information and proposals concerning the promotion, distribution, design, and pricing of company products or services.
- Confer with company officials about financial and regulatory matters.
- Consult with managers to ensure that budget adjustments are made in accordance with program changes.
- Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.
- Evaluate selection or testing techniques by conducting research or follow-up activities and conferring with management or supervisory personnel.
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 routine communication and explanation, and what it costs.
Drafting replies costs nothing beyond the assistant you already pay for. Only move to a support agent billed per resolution once the inbound volume is large enough that the per-resolution price beats the hour it takes you.
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
No workflow names this activity yet, but these automate the same kind of work, with the prompts to paste and what to keep for yourself.
Who does this work
9 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
Work that goes with it
O*NET groups these under “Communicate with others about business strategies”. 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.