Automatable

A task performed by Loan Officers

Compute payment schedules.

R&D OpportunityWorkers want it · AI can't yet

Not yet. Workers want this automated (3.4/5), but experts rate today's AI capability at only 3/5, the technology isn't there. It's an R&D Opportunity.

Worker desire to automate3.4/5

How much the people who do this task want AI to take it over (avg of 5 workers).

AI capability today3.0/5

How capable experts rate current AI at this task (avg of 2 experts).

How much human involvement should stay?

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

H2AI needs minimal human input

Why workers want this automated

  • Frees up time for higher-value work40%
  • It's repetitive40%
  • It's difficult40%
  • It's stressful20%
  • Reduces human error20%

How to automate this

Workers want this gone, but today's tools only get part of the way. Automate the edges.

Scheduling & coordination

Let people book and remind themselves.

  1. 1Share a booking link so meetings schedule without back-and-forth.
  2. 2Use calendar rules and templates for recurring events and reminders.
  3. 3Automate confirmations and follow-ups with a no-code flow.

Tools that can help

Calendly / Cal.comGoogle CalendarZapier or Make

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 8 tasks studied for Loan Officers, where workers want 63% of tasks automated.