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Automation Squad

Role

AI for Receptionists

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Answer inquiries and provide information to the general public, customers, visitors, and other interested parties regarding activities conducted at establishment and location of departments, offices, and employees within the organization.

Receptionists and Information Clerks · O*NET 43-4171.00 · Job Zone 2 · sourced from the U.S. Department of Labor occupation database

Automation coverage

23 of 39tools 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

55 matched to the tools receptionists and information clerks use. Showing 24.

  • Securely 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)

  • Securely 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 server

    Google 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

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

    Microsoft Outlook

  • Easy 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

  • Calendbook 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

  • Google Docs

    MCP server

    Google 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 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
  • Office Word

    MCP server
  • Powerpoint

    MCP server
  • Schedule It

    MCP server

    Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

    Schedule It

  • Make (make.com)

  • Apple Notes

    MCP server
  • Calendar

    MCP server

    Calendar is an all-in-one calendar application with personalized scheduling, team scheduling, availability time slots, and analytics. We make scheduling simple and eliminate the back-and-forth emails.

    Calendar

  • CalendarFix

    MCP server

    CalendarFix is a appointment scheduling tool that helps you book meetings.

    CalendarFix

  • Email Server

    MCP server

The tools this job actually uses

39 documented for this occupation. Showing 39, hot technologies first. A filled dot means an AI solution exists for it.

  • Google Docshot
  • Intuit QuickBookshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • 3M Post-it App
  • Alpha Software Alpha Five
  • Appointment scheduling software
  • Automated information system software
  • Billing software
  • Blackbaud The Raiser's Edge
  • Bookkeeping software
  • Claim processing system software
  • Corel WordPerfect Office Suite
  • Data entry software
  • Database software
  • Electronic calendar management software
  • Electronic health record EHR software
  • Email software
  • FileMaker Pro
  • Filing system software
  • GE Healthcare Centricity EMR
  • Google Drive
  • HMS
  • IBM Check Processing Control System CPSC
  • IBM Notes
  • Intrado SchoolMessenger
  • Kodak Dental Systems Kodak SOFTDENT Practice management software PMS
  • McKesson Lytec
  • Medical condition coding software
  • Medical procedure coding software
  • Microsoft Dynamics
  • Microsoft Publisher
  • Microsoft SharePoint Server
  • St. Paul Travelers e-CARMA
  • Web browser software

What this job involves

19 documented tasks, most important first. Showing 19.

  1. Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
  2. Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
  3. Receive payment and record receipts for services.
  4. Schedule appointments and maintain and update appointment calendars.
  5. Analyze data to determine answers to questions from customers or members of the public.
  6. Calculate and quote rates for tours, stocks, insurance policies, or other products or services.
  7. Transmit information or documents to customers, using computer, mail, or facsimile machine.
  8. Hear and resolve complaints from customers or the public.
  9. File and maintain records.
  10. Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
  11. Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
  12. Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
  13. Keep a current record of staff members' whereabouts and availability.
  14. Schedule space or equipment for special programs and prepare lists of participants.
  15. Process and prepare memos, correspondence, travel vouchers, or other documents.
  16. Perform duties, such as taking care of plants or straightening magazines to maintain lobby or reception area.
  17. Enroll individuals to participate in programs and notify them of their acceptance.
  18. Take orders for merchandise or materials and send them to the proper departments to be filled.
  19. Enter and update databases of contact information, such as names, addresses, and phone numbers.