Map the current workflow
Write down what triggers the task, which tools it touches and what happens when information is missing. A simple map often reveals work that can be simplified before adding AI.
Keep people in control
Decide what can happen automatically and what needs approval. Customer-facing replies and important decisions need appropriate review, fallback handling and a clear owner.
Test a small version first
Try representative examples, including mistakes and exceptions. Check that the workflow gives a useful result before expanding it into other parts of the business.