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Automation Squad

Role

AI for File Clerks

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

File correspondence, cards, invoices, receipts, and other records in alphabetical or numerical order or according to the filing system used. Locate and remove material from file when requested.

File Clerks · O*NET 43-4071.00 · Job Zone 2 · sourced from the U.S. Department of Labor occupation database

Automation coverage

11 of 14tools 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

31 matched to the tools file clerks use. Showing 24.

The tools this job actually uses

14 documented for this occupation. Showing 14, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Acrobathot
  • Intuit QuickBookshot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft SharePointhot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • Electronic filing software
  • Electronic health record EHR software
  • Email software
  • Optical scanning software

What this job involves

19 documented tasks, most important first. Showing 19.

  1. Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
  2. Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
  3. Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
  4. Gather materials to be filed from departments or employees.
  5. Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
  6. Track materials removed from files to ensure that borrowed files are returned.
  7. Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
  8. Add new material to file records or create new records as necessary.
  9. Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
  10. Scan or read incoming materials to determine how and where they should be classified or filed.
  11. Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
  12. Answer questions about records or files.
  13. Assign and record or stamp identification numbers or codes to index materials for filing.
  14. Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
  15. Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
  16. Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
  17. Operate mechanized files that rotate to bring needed records to a particular location.
  18. Design forms related to filing systems.
  19. Modify or improve filing systems or implement new filing systems.
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