Role
AI for Office Clerks
Founder, Automation Squad
Perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring knowledge of office systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, office machine operation, and filing.
Office Clerks, General · O*NET 43-9061.00 · Job Zone 2 · sourced from the U.S. Department of Labor occupation database
Automation coverage
28 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
82 matched to the tools office clerks, general use. Showing 24.
Google Drive
AppSecurely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Drive MCP or direct API to search files, upload documents, share folders, and manage permissions through natural language.
Make (make.com)
Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag re
Make (make.com)
Dropbox
AppSecurely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dropbox MCP or direct API to upload files, search folders, share links, and manage documents through natural language.
Make (make.com)
Google Docs
AppSecurely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.
Make (make.com)
Google Drive
MCP serverGoogle Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Google Drive
LinkedIn
MCP serverLinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.
LinkedIn
Linkedin
AppSecurely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Linkedin MCP or direct API to search profiles, post updates, manage messages, and analyze connections through natural language.
Make (make.com)
Microsoft Outlook
MCP serverMicrosoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Microsoft Outlook
Salesforce
MCP serverSalesforce is a leading enterprise customer relationship manager (CRM) application.
Salesforce
Acuity Scheduling
MCP serverEasy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
Acuity Scheduling
Make (make.com)
Calendbook
AppCalendbook is a calendar & appointment scheduling solution that includes reminders, rescheduling, availability management, and more.Calendbook allows even free users to get paid for their precious time via stripe
Dropbox
MCP serverDropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Dropbox
Evernote
AppMake (make.com)
Facebook
AppSecurely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Facebook MCP or direct API to post updates, fetch messages, manage comments, and gather page analytics through natural language.
Make (make.com)
Google Docs
MCP serverGoogle Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Google Docs
Automates meeting coordination and scheduling workflows through intelligent calendar integration and business process optimization.
Microsoft Excel
MCP serverMicrosoft'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 serverOffice Powerpoint
MCP serverOffice Word
MCP serverPowerpoint
MCP serverSage Accounting
MCP serverAward winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
Sage Accounting
Schedule It
MCP serverSchedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.
Schedule It
The tools this job actually uses
59 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.
- Adobe Acrobathot
- Adobe InDesignhot
- Facebookhot
- Google Docshot
- Google Workspace softwarehot
- Henry Schein Dentrixhot
- Intuit QuickBookshot
- MEDITECH softwarehot
- Microsoft Accesshot
- Microsoft Excelhot
- Microsoft Office softwarehot
- Microsoft Outlookhot
- Microsoft PowerPointhot
- Microsoft Projecthot
- Microsoft SharePointhot
- Microsoft Windowshot
- Microsoft Wordhot
- Oracle PeopleSofthot
- SAP softwarehot
- Yardi softwarehot
- 3M Post-it App
- ADP Workforce Now
- Alpha Software Alpha Five
- Appointment scheduling software
- Billing software
- Blackbaud The Raiser's Edge
- Blackboard software
- Bookkeeping software
- Data entry software
- Database software
- Dropbox
- Electronic Data Interchange EDI systems
- Evernote
- FileMaker Pro
- Filing system software
- Google Drive
- Google Sites
- GroupMe
- IBM Check Processing Control System CPSC
- IBM Notes
What this job involves
20 documented tasks, most important first. Showing 20.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Process and prepare documents, such as business or government forms and expense reports.
- Compute, record, and proofread data and other information, such as records or reports.
- Complete work schedules, manage calendars, and arrange appointments.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
- Inventory and order materials, supplies, and services.
- Deliver messages and run errands.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
