Choose repetitive work with clear boundaries
The best starting point is not the largest process. Pick a frequent task with known inputs and outputs whose result can be reviewed quickly.
Keep a person at the decision point
Let the system collect, classify, and suggest while approval, sending, or exceptions remain with an accountable owner. This reduces risk and reveals data quality issues early.
Measure time and quality together
Compare completion time, error rate, and cases needing intervention before and after automation. Faster work is not success if quality or clarity declines.
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