Find a repeatable handoff
Look for work that starts with a recognisable event and ends with a concrete result: a won deal becomes an onboarding task, or a purchase request becomes a reviewed document.
Name the inputs
List the source, owner and required fields. Define how you handle missing values and duplicate records before connecting systems.
Decide where a person belongs
Set approval rules for high-value transactions and ambiguous cases. Give each decision a clear owner.
Measure the pilot
Record manual effort and error types before the pilot. Compare the same workload after the workflow has passed its acceptance tests.