Choose a recurring problem
Pick a workflow with a clear owner, repeatable inputs and an observable result. Describe the current process before selecting a software tool.
Measure the starting point
Record the steps, handoffs and common exceptions. Use a baseline that the business can reproduce, such as the number of manual re-entries or unresolved items in a defined period.
Design for exceptions
Automation needs a response when information is missing or a connected service is unavailable. A visible exception queue can be more useful than a system that silently retries.
Review after release
Compare the changed workflow with its baseline and collect feedback from the people operating it. Expand only after the ownership, support and information controls are understood.