Repeated data entry, spreadsheet handoffs and manual reminders are useful signals that a workflow may benefit from automation. Map the process before choosing a tool.
Identify the source of truth, the people responsible and the exceptions that need human judgement. Start with one predictable task rather than attempting to automate an entire department.
Review the result with the team doing the work. A successful automation makes the process easier to understand and leaves a clear trail when something needs attention.
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