Choose the step worth automating
Routing a request, creating a task or preparing a document can be candidates when the business rules are established. Map the current sequence and identify what starts the work. Agree which inputs are required and what should happen when they are missing, late or inconsistent.
Keep confirmation and recovery in the flow
Define the actions allowed, the evidence of completion and where approval is required. An unavailable connection or failed action must leave a visible next step. Wider data access and external actions are separately authorised; a workflow should not gain authority simply because it can technically perform an operation.
Bring examples of normal and failed work
Share a repeated task, approved inputs, expected outputs and common exceptions. Name the person who takes over when the flow stops. We assess feasibility, choose rules or bounded AI where appropriate and verify success and recovery paths before expanding to further tasks.