Start with clarity.
Write down where an enquiry comes from, which information is needed, who owns the next step and what happens when the usual process fails. Start with one repeatable task. Define what requires a person’s review before introducing automation.
Make the next step practical.
Check the trigger, expected output, permissions and error path. Use representative test enquiries and verify that a person can inspect and correct the process. An automated action should have a clear purpose and an owner.
These are general planning principles; the right implementation depends on the actual business context.
Discuss your next step ↗