Map the process first
Trigger.
Inputs.
Model or service.
Business rules.
Integrations.
Human review.
Failure handling.
Outputs.
Ask what should remain manual
Not every judgment belongs in an automated workflow. Identify where human review is necessary.
Understand dependencies
Automation may rely on third-party APIs, models or software subscriptions that can change in price or behavior.
Automation should remove reliable repetitive work.Automating an undefined process usually scales the confusion.
Plan monitoring
Define how failures, incorrect outputs and broken integrations will be detected after launch.