Look for repetition and clear rules
Repeated tasks with consistent inputs and stable steps are useful starting points, such as order notifications or moving data between systems. Clarify the process before automating it so you do not reproduce existing problems faster.
Not every task needs AI
Fixed-rule tasks may only need an integration or an automated workflow. Tasks involving varied text or content classification may benefit from AI, provided its accuracy is tested and human review points are defined.
Make the pilot measurable
Start with one task and record time and errors before and after the pilot. Assign responsibility for exceptions and define how to stop the workflow when something goes wrong. Review access permissions and data use before expanding.
