Identify repetition
List frequent tasks: data re-entry, exports, reconciliation between tools and notifications. Estimate the time required and observed errors.
Check the data
Automation depends on consistent data. Clarify formats, ownership and exceptions before connecting systems.
Choose a limited scope
Start with a repetitive, stable and measurable workflow. Keep human review where exceptions could have significant consequences.
Measure after implementation
Compare processing time and errors before and after. Document the workflow and assign someone to respond if it fails.