Start with repeated work
Look for tasks that follow a clear pattern, such as routing enquiries or sending internal reminders. Document how the task works before connecting tools.
Keep ownership clear
Decide who reviews failures, exceptions and changes. An automated workflow still needs a person who understands what it should do and can step in when needed.
Build in small steps
Connect one workflow, verify it with realistic inputs and gather feedback from the team. Expand only when the first improvement is reliable and useful.