Automatable

A task performed by Credit Analysts

Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.

Low PriorityLow desire · low capability

Probably not worth it. Both worker desire (2.57/5) and AI capability (2.67/5) are on the low side. It sits in the Low Priority zone.

Worker desire to automate2.6/5

How much the people who do this task want AI to take it over (avg of 7 workers).

AI capability today2.7/5

How capable experts rate current AI at this task (avg of 3 experts).

How much human involvement should stay?

The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.

H3Equal human–AI partnership

Why workers feel the way they do

  • It's difficult29%
  • Frees up time for higher-value work14%
  • It's stressful14%
  • Reduces human error14%
  • Helps handle larger scale14%

How to automate this

Low priority to automate, but here is the gist if you want to try.

Analyzing & processing data

Let the spreadsheet or a BI tool do the math and the charts.

  1. 1Build it once with formulas and pivot tables instead of recalculating by hand.
  2. 2Connect a free dashboard so reports refresh themselves (Looker Studio, Power BI).
  3. 3Use AI to summarise the findings, but keep the numbers in the spreadsheet.

Tools that can help

Excel / Google SheetsLooker Studio or Power BIAI assistant

Know a better way, or spot an error?

Share how you automate this in real life, or correct the data. Reviewed before publishing.

This is 1 of 6 tasks studied for Credit Analysts, where workers want 67% of tasks automated.

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