task,rule_or_judgment,if_rule_can_it_be_automated_now,if_judgment_what_is_being_decided,notes
Copy new client details from the signed contract into the CRM,Rule,Yes, ,Contracts already come as a fixed PDF template
Send the welcome email with the account details,Rule,Yes, ,Same email every time; only the details change
Reconcile the new client's billing tab into the master tracker,Rule,Needs cleanup first, ,Client workbooks aren't in a standard layout yet; fix that before automating this one
Chase the client for the one missing intake field,Rule,Yes, ,Same three fields checked every time
Decide which account manager the client gets assigned to,Judgment, ,Weighing current workload and who has relevant industry experience,This is the real decision in the role
Decide whether a client's custom request fits the standard onboarding or needs a one-off plan,Judgment, ,Reading the client's actual situation and deciding if it's a normal case,Comes up on maybe one in five new clients
Flag a client whose contract terms don't match the standard package,Judgment, ,Deciding if the mismatch matters enough to raise before onboarding continues,Rare but high-stakes when it happens
Answer the client's first questions in the first week,Judgment, ,"Reading tone and context, deciding what needs a real reply versus a template",The template covers most of it; this is the part that needs a person