Prepare documentation for contracts, transactions, or regulatory compliance
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 | 28 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 28 occupations that perform it.
- Sign documents on behalf of clients, using powers of attorney.
- Process all correspondence and paperwork related to accounts.
- Complete forms for sales orders.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
- Complete, verify, and process forms and documentation for administration of benefits, such as pension plans, and unemployment and medical insurance.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
- Prepare documents and correspondence, such as damage claims, credit and billing inquiries, invoices, and service complaints.
- Issue public notification of all official activities or meetings.
- Prepare reports of findings and recommendations.
- Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
- Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.
- Acquire books, pamphlets, periodicals, audio-visual materials, and other library supplies by checking prices, figuring costs, and preparing appropriate order forms and facilitating the ordering process by providing such information to others.
- Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
- Prepare invoices, shipping documents, and contracts.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Receive or prepare work orders.
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
Step-by-step workflows that name this activity, with the prompts to paste and what to keep for yourself.
Others for recording, documentation and administration
Who does this work
28 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Advertising Sales Agents
- Billing and Posting Clerks
- Bookkeeping, Accounting, and Auditing Clerks
- Brokerage Clerks
- Correspondence Clerks
- Court, Municipal, and License Clerks
- Credit Authorizers, Checkers, and Clerks
- Customer Service Representatives
- Customs Brokers
- Dispatchers, Except Police, Fire, and Ambulance
- Eligibility Interviewers, Government Programs
- Executive Secretaries and Executive Administrative Assistants
- Freight Forwarders
- Insurance Claims and Policy Processing Clerks
- Legal Secretaries and Administrative Assistants
- Library Assistants, Clerical
- Loan Interviewers and Clerks
- Medical Secretaries and Administrative Assistants
- Office Clerks, General
- Order Clerks
- Payroll and Timekeeping Clerks
- Postal Service Clerks
- Postal Service Mail Carriers
- Procurement Clerks
- Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
- Shipping, Receiving, and Inventory Clerks
- Stockers and Order Fillers
- Switchboard Operators, Including Answering Service
Work that goes with it
O*NET groups these under “Prepare documentation for contracts, applications, or permits”. 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.