Look for repetition
Start with tasks repeated in much the same way: moving information between tools, preparing routine documents or sending process notifications.
Make the process visible
Write down the trigger, inputs, decisions, outputs and exceptions. If the process is unclear, clarify it before trying to automate it.
Choose a small boundary
A bounded workflow is easier to review and improve. Decide what the automation should do and when a person should take over.
Measure what matters
Compare the time, errors or manual handoffs before and after the change. Keep human review where mistakes would be costly.
General educational guidance from ON IT SOLUTIONS. Project decisions should reflect your specific environment and requirements.
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