Automatable

A task performed by Personal Financial Advisors

Monitor financial market trends to ensure that client plans are responsive.

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

Not yet. Workers want this automated (3.7/5), but experts rate today's AI capability at only 3.33/5, the technology isn't there. It's an R&D Opportunity.

Worker desire to automate3.7/5

How much the people who do this task want AI to take it over (avg of 10 workers).

AI capability today3.3/5

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 want this automated

  • Frees up time for higher-value work60%
  • It's repetitive50%
  • Reduces human error50%
  • Helps handle larger scale50%
  • It's stressful30%
  • It's difficult20%

How to automate this

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

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 5 tasks studied for Personal Financial Advisors, where workers want 40% of tasks automated.

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