Prepare sales or other contracts
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 | 16 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 16 occupations that perform it.
- Develop written contracts for bookings.
- Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.
- Prepare rental forms, obtaining customer signature and other information, such as required licenses.
- Prepare sales slips or sales contracts.
- Place special orders or call other stores to find desired items.
- Draw up contracts for advertising work, and collect payments due.
- Contact underwriter and submit forms to obtain binder coverage.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Book transportation and hotel reservations, using computer or telephone.
- Create forms or agreements to complete sales.
- Prepare and submit sales contracts for orders.
- Prepare proposals, quotes, contracts, or presentations for potential solar customers.
- Prepare sales contracts and order forms.
- Obtain agreements from property owners to place properties for sale with real estate firms.
- Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.
- Create sales or service contracts for products or services.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
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
16 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Advertising Sales Agents
- Counter and Rental Clerks
- Disc Jockeys, Except Radio
- First-Line Supervisors of Non-Retail Sales Workers
- Insurance Sales Agents
- Parts Salespersons
- Real Estate Brokers
- Real Estate Sales Agents
- Retail Salespersons
- Sales Engineers
- Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
- Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
- Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
- Securities, Commodities, and Financial Services Sales Agents
- Solar Sales Representatives and Assessors
- Travel Agents
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.