Is the process stable enough to describe?
Write down the trigger, inputs, decisions and completion state. If two colleagues disagree about what should happen, resolve the process first. Automation can repeat an unclear rule faster without making it correct.
Which system owns each record?
A customer name or payment state may appear in several systems. Decide which one is authoritative and what should happen when values disagree. This prevents integrations from continually overwriting each other.
Can the action be repeated safely?
A retry that fetches a record is different from a retry that creates a payment or sends a message. Use stable identifiers and duplicate detection where a repeated action would have a real consequence.
Who handles the exception?
Missing data, unavailable services and rejected approvals are ordinary workflow states. Give each an owner and a visible recovery path. A silent failure is harder to correct than a clear queue of items needing review.
How will you know it helped?
Record a baseline such as manual steps or rework before launch, then compare the same measure afterward. Do not promise a percentage improvement before observing the actual workflow. Start with one bounded process and expand from evidence.