Document a process before automating

Document this process so it's ready to automate.

Process: {{e_g_onboarding_a_client_processing_a_ref}}
Who does it: {{role}}
How often: {{daily_weekly_per_event}}
Trigger: {{what_kicks_it_off}}

For each step document:
1. What action is taken
2. Who or what does it
3. Tool or system involved
4. Input and output
5. Requires human judgment or purely mechanical?

Then highlight which steps are best candidates for automation.

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