A task performed by Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
Verify customer credit ratings.
Technically, much of it, experts rate AI capability 5/5, but workers don't want it automated (desire 2.78/5). It's an Automation Red Light: proceed with care.
Do you want this task automated?
How much the people who do this task want AI to take it over (avg of 9 workers).
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.
Why workers feel the way they do
- Reduces human error22%
- Frees up time for higher-value work11%
- It's repetitive11%
How to automate this
Doable with technology, but keep a person clearly in charge.
Analyzing & processing data
Let the spreadsheet or a BI tool do the math and the charts.
- 1Set up formulas and pivot tables once, so the numbers you need to verify customer credit ratings recalculate themselves.
- 2Connect a free dashboard so reports refresh themselves (Looker Studio, Power BI).
- 3Use AI to summarise the findings, but keep the numbers in the spreadsheet.
Tools that can help
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 12 tasks studied for Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products, where workers rate 42% of tasks 3 or higher out of 5 for wanting them automated.
See the 15 tasks workers most want AI to take over, across all studied roles, in our ranked guide.
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