File and retrieve corporate documents, records, and reports.

“File and retrieve corporate documents, records, and reports.” is a core task performed by Executive Secretaries and Executive Administrative Assistants. Among the occupation's 22 rated tasks, workers place it 9th by importance (#14 most important). About 91% 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.

• Perform administrative or clerical activities. in Performing Administrative Activities

AI exposure

The OpenAI / Eloundou “GPTs are GPTs” study rates this task E2. Exposure with tools — software built on top of a language model (not the model alone) could cut the time 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 0.50. Automation potential label: T3.

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
• Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software. · 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
• 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
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

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

@misc{singulariki-task-2774,
  title  = {File and retrieve corporate documents, records, and reports.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/tasks/task-2774}
}