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A practical automation project starts with a task, not a model. Choose a repeatable workflow where the inputs, decisions and intended outcome are understandable.

Map how the task happens today. Note the tools involved, where people copy information and where judgement is needed. This makes it easier to see whether simple integration or AI assistance is the better fit.

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Agree what the tool may access and what needs review. Start with a bounded pilot and evaluate the outputs against real examples before expanding the scope.

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Consider the time spent checking results, handling exceptions and maintaining the workflow. The aim is a useful process, rather than an impressive demo.

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