01Start with the process, not the tool
Map how work actually flows today: who does what, which systems are involved and where data gets re-typed. The best first automations are frequent, rule-based and painful.
02Automate in small steps
Ship one workflow, measure hours saved and error rates, then move to the next. Small wins build trust and fund the next phase.
03Integrate, don't replace
Connecting existing systems through APIs is usually faster and safer than replacing them. Replace a system only when it genuinely blocks the business.
