Before you
automate.
Make the workflow make sense.01
Map the repetition.
Find the task people repeat. Name the input, the outcome and the owner.
02
Keep a human checkpoint.
Decide what needs review and what happens when the system is unsure.
03
Start with one useful loop.
Ship a small workflow. Check its output. Improve it with the people using it.
A better process comes before a bigger tool stack.