Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.

“Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.” is a core task performed by Executive Secretaries and Executive Administrative Assistants. Among the occupation's 22 rated tasks, workers place it 19th by importance (#4 most important). About 96% of workers say it is relevant to their job.

This is a single occupation-specific task statement from O*NET. The figures below describe how central the task is to the job and what independent studies measure about AI and this kind of work — not a prediction that the task will be automated.

Work activities this task rolls up to

O*NET groups concrete tasks into broader work activities shared across many occupations.

• Present research or technical information. in Documenting/Recording Information
• Maintain health or medical records. in Documenting/Recording Information
• Prepare documentation for contracts, applications, or permits. in Documenting/Recording Information

AI exposure

The OpenAI / Eloundou “GPTs are GPTs” study rates this task E1. Direct exposure — a language model could plausibly cut the time to do this task by at least half.

Exposure measures whether a model could meaningfully speed the task up — it is an estimate of overlap with model capabilities, not a measure of whether the work will be done by software. The study's intermediate score (β) for this task is 1.00. Automation potential label: T3.

How AI is actually used on this kind of task

The Anthropic Economic Index observes how people actually use AI on tasks like this one across millions of real conversations.

• 0.041% share of AI-use records mapped to this task
• 63% of that use is work-related
• Most common interaction: task iteration
• Average autonomy of the AI: 3.2 (1–5; higher = more autonomous)
• 90% of interactions still needed a human in the loop

Observed AI use describes people choosing to use AI as a tool on this kind of task today. It is augmentation and assistance, not a measure of jobs replaced.

Working with AI vs. handing it off

Of the AI conversations mapped to this task, the split between people working alongside AI and people delegating the task to it.

How people interact with AI on this task

Other tasks in this occupation

• Manage and maintain executives' schedules. · importance 4.4
• Process payroll information. · importance 4.3
• Make travel arrangements for executives. · importance 4.2
• Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives. · importance 4.1
• Answer phone calls and direct calls to appropriate parties or take messages. · importance 4.1
• Prepare responses to correspondence containing routine inquiries. · importance 4.0
• Open, sort, and distribute incoming correspondence, including faxes and email. · importance 4.0
• Greet visitors and determine whether they should be given access to specific individuals. · importance 4.0
• Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings. · importance 3.9
• Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work. · importance 3.9
• Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors. · importance 3.9
• Interpret administrative and operating policies and procedures for employees. · importance 3.8
• File and retrieve corporate documents, records, and reports. · importance 3.8
• Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution. · importance 3.7

See all tasks on the Executive Secretaries and Executive Administrative Assistants page.

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

• O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
• Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

Data compiled June 2, 2026. Figures are estimates, not advice.

@misc{singulariki-task-2771,
  title  = {Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/tasks/task-2771}
}