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Automation Squad

Role

AI for Document Control Specialists

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Implement and administer enterprise-wide document management systems and related procedures that allow organizations to capture, store, retrieve, share, and destroy electronic records and documents.

Document Management Specialists · O*NET 15-1299.03 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

19 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

81 matched to the tools document management specialists use. Showing 24.

  • Google Ads

    MCP server

    Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web user

    Google Ads

  • Docusign

    MCP server

    Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

    Docusign

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Meet MCP or direct API to schedule meetings, fetch meeting links, update invites, and manage participant lists through natural language.

    Make (make.com)

  • Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Ads MCP or direct API to monitor campaign performance, update ad groups, generate reports, and launch new ads through natural language.

  • Google Meet

    MCP server

    Google Meet is a video conferencing app. Using your browser, share your video, desktop, and presentations with teammates and customers.

    Google Meet

  • Microsoft Excel

    MCP server

    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

    Microsoft Excel

  • Microsoft Word

    MCP server
  • Powerpoint

    MCP server
  • Filesystem MCP server for file operations

    claude-contrib

  • Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

  • Adobe Photoshop

    MCP server
  • Adobe Sign

    MCP server
  • Apple Notes

    MCP server
  • AutoCAD is a design and drafting platform which supports automated design tasks and offers features such as 2D drafting, drawing and annotation, 3D modeling and visualization, and more.

  • Autodesk

    MCP server
  • Designcenter Solid Edge provides businesses with a range of modeling and simulation tools to address all aspects of the product development process. The software portfolio covers electrical design, 3D design, computer aided manufacturing (CAM), 3D printing, simulation, data manag

  • DocuSeal

    Connector

    Sign, send & manage documents with DocuSeal

    DocuSeal

The tools this job actually uses

106 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Acrobathot
  • Adobe InDesignhot
  • Adobe Photoshophot
  • Apache Tomcathot
  • Autodesk AutoCADhot
  • Dassault Systemes SolidWorkshot
  • Extensible markup language XMLhot
  • Google Analyticshot
  • Hypertext markup language HTMLhot
  • IBM DB2hot
  • IBM WebSphere MQhot
  • Linuxhot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft .NET Frameworkhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft SharePointhot
  • Microsoft SQL Serverhot
  • Microsoft Visiohot
  • Microsoft Visual Basichot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • Oracle Javahot
  • Oracle SQL Developerhot
  • Perlhot
  • Teradata Databasehot
  • UNIXhot
  • Ademero Content Central
  • Adobe Dreamweaver
  • Advanced Processing and Imaging OptiView ECM
  • Alfresco Software Alfresco
  • Apache Groovy
  • Apple Final Cut Pro
  • Autonomy iManage WorkSite
  • Business process management BPM software
  • Cabinet NG CNG-SAFE
  • CAPSYS Capture

What this job involves

23 documented tasks, most important first. Showing 23.

  1. Assist in determining document management policies to facilitate efficient, legal, and secure access to electronic content.
  2. Assist in the development of document or content classification taxonomies to facilitate information capture, search, and retrieval.
  3. Implement electronic document processing, retrieval, and distribution systems in collaboration with other information technology specialists.
  4. Identify and classify documents or other electronic content according to characteristics such as security level, function, and metadata.
  5. Develop, document, or maintain standards, best practices, or system usage procedures.
  6. Assist in the assessment, acquisition, or deployment of new electronic document management systems.
  7. Administer document and system access rights and revision control to ensure security of system and integrity of master documents.
  8. Prepare and record changes to official documents and confirm changes with legal and compliance management staff, including enterprise-wide records management staff.
  9. Write, review, or execute plans for testing new or established document management systems.
  10. Monitor regulatory activity to maintain compliance with records and document management laws.
  11. Retrieve electronic assets from repository for distribution to users, collecting and returning to repository, if necessary.
  12. Keep abreast of developments in document management technologies and techniques by reviewing current literature, talking with colleagues, participating in educational programs, attending meetings or workshops, or participating in professional organizations or conferences.
  13. Conduct needs assessments to identify document management requirements of departments or end users.
  14. Develop or configure document management system features, such as user interfaces, access profiles, and document workflow procedures.
  15. Document technical functions and specifications for new or proposed content management systems.
  16. Exercise security surveillance over document processing, reproduction, distribution, storage, or archiving.
  17. Consult with end users regarding problems in accessing electronic content.
  18. Propose recommendations for improving content management system capabilities.
  19. Operate data capture technology to import digitized documents into document management system.
  20. Prepare support documentation and training materials for end users of document management systems.
  21. Search electronic sources, such as databases or repositories, or manual sources for information.
  22. Implement scanning or other automated data entry procedures, using imaging devices and document imaging software.
  23. Analyze, interpret, or disseminate system performance data.