Understand the current process
Document the trigger, the handoffs, the decisions, and the final outcome. This often surfaces duplicated work or unclear ownership before any tools are introduced.
Automate the predictable parts
Good candidates are repeatable actions with clear inputs and outputs. Notifications, data movement, document preparation, and routine checks can often be connected into a dependable flow.
- Choose a process with a clear owner
- Handle exceptions explicitly
- Keep a human route for unusual cases
Improve continuously
A workflow should be observable and easy to adjust. Review where people still need to intervene and use that learning to make the next iteration more useful.