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How to choose your first automation
Look for a clear owner, repeatable inputs and a result you can verify.
Start with a task you can describe
Choose a workflow the team already understands. Write down what starts it, what information it needs, who owns it and what a good result looks like. If the process changes with every person you ask, clarify it before automating it.
Separate interpretation from action
AI may help read a message or organise a document. Rules are often better for routing, validation and arithmetic. Combining them gives you clearer failure modes than asking one model to run the entire process.
Make the exception path visible
What happens when a document is incomplete? When confidence is low? When an API fails? A useful pilot includes review, retry and handover. These paths belong in the design, not in a future fix.
Agree on evidence before building
Decide what you will measure: rework, waiting time, handoffs or completeness. Use a real baseline. Run representative examples and compare results before expanding.
Keep the first release small
Pick one team and one bounded flow. Learn from real use, improve it, then connect the next part. A small workflow people trust is a better starting point than a broad system nobody can explain.