Maintain client information or service records
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 | 14 occupations |
| Tool categories that apply | Tools and auth, Builders |
| O*NET activity | Documenting/Recording Information (4.A.3.b.6) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 14 occupations that perform it.
- Maintain client databases.
- Maintain confidentiality of records relating to clients' treatment.
- Prepare and maintain case folder for each assigned inmate or offender.
- Prepare and maintain records of client progress and services performed, reporting changes in client condition to manager or supervisor.
- Maintain records, such as itemized lists of clothing or valuables delivered with body and names of persons embalmed.
- Keep card files on clientele, recording notes of work done, products used and fees charged after each visit.
- Update and maintain customer information records, such as beauty services provided.
- Maintain supply inventories and records of client services.
- Maintain treatment records.
- Keep records of client needs and preferences and the services provided.
- Keep records on individual children, including daily observations and information about activities, meals served, and medications administered.
- Keep records of play, meal schedules, and bill payment.
- Promote health clubs through membership sales, and record member information.
- Compile information such as residents' daily activities and the quantities of supplies used to prepare required reports.
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 recording, documentation and administration, and what it costs.
The work is not writing the record, it is filing it where the record lives. Make reaches most of those systems from $9 a month, which is the cheapest honest start; Composio is for when you are writing the agent yourself.
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
14 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Barbers
- Childcare Workers
- Embalmers
- Exercise Trainers and Group Fitness Instructors
- Hairdressers, Hairstylists, and Cosmetologists
- Manicurists and Pedicurists
- Mental Health Counselors
- Nannies
- Personal Care Aides
- Probation Officers and Correctional Treatment Specialists
- Residential Advisors
- Shampooers
- Skincare Specialists
- Spa Managers
Work that goes with it
O*NET groups these under “Maintain operational records”. 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.