Map what happens today.
Identify the trigger, information required, tools involved, and person responsible for the result. Look for repetitive steps and places where information is copied or lost. That map helps define a focused starting point.
Separate routine work from decisions.
Some tasks follow clear rules. Others need interpretation, business context, or approval. Make those differences explicit so the process can route uncertain situations to the right person.
Design the exception path.
Consider what should happen when information is missing, a connection fails, or an output needs correction. An automation should make these situations visible and provide a practical way to recover.
Start with one complete cycle.
Test the journey from its original input through the final handoff. Learn from that cycle before expanding into additional workflows. A small complete process creates a stronger foundation than a large collection of disconnected steps.
Define the task, the information, and the handoff before selecting the automation.