Execute sales or other financial transactions.
Most of the output can be produced by software today.
This is the most automatable shape of work there is, and also the shape that most needs a live connection to the system the record lives in. Without that connection an agent can prepare the entry but cannot file it.
| How automatable | Mostly automatable |
|---|---|
| Kind of work | Recording, documentation and administration |
| Jobs that do it | 21 occupations |
| Tool categories that apply | Tools and auth, Builders, Enterprise platforms |
| O*NET activity | Performing Administrative Activities (4.A.4.c.1) |
What could do this work.
These are the categories of tool that address recording, documentation and administration, with a few live examples from our landscape. We name the category rather than promise that a specific product does your specific task, because that promise would not be true.
Tools and auth
Builders
Enterprise platforms
Categories are matched from the kind of work, not from vendor marketing. Before committing to any of them, check that the tool can reach the system your record actually lives in. That connection, not the model, is where most of these projects stall.
Who does this work.
21 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Billing and Posting Clerks
- Bookkeeping, Accounting, and Auditing Clerks
- Buyers and Purchasing Agents, Farm Products
- Credit Authorizers, Checkers, and Clerks
- Customer Service Representatives
- Executive Secretaries and Executive Administrative Assistants
- Freight Forwarders
- Gambling Cage Workers
- Hotel, Motel, and Resort Desk Clerks
- Insurance Claims and Policy Processing Clerks
- Logistics Analysts
- New Accounts Clerks
- Office Clerks, General
- Online Merchants
- Payroll and Timekeeping Clerks
- Postal Service Clerks
- Procurement Clerks
- Purchasing Agents, Except Wholesale, Retail, and Farm Products
- Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
- Switchboard Operators, Including Answering Service
- Tellers
Work that goes with it.
O*NET groups these under “Execute financial transactions”. 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.