Find the real bottleneck first
The best automation opportunities are often the routines that are repetitive, high-volume, and handled by multiple people. That could mean routing tickets, reading incoming documents, or following up on leads.
Map exceptions before automating
AI thrives when it is handled as a decision system with exceptions, not as a blanket replacement for every human action. Define what cases the system can process autonomously and when humans should intervene.
Build a feedback loop
Once the workflow is live, track missed cases, latency, and manual exceptions. That data will tell you where the system is working and where it still needs human support or improved logic.