Automation should free people to verify and decide, not simply remove clicks. Start with frequent work that follows clear rules and has limited exceptions.
1. Record the work, 2. select the target
Capture frequency, time, inputs, outputs, and exceptions over a representative period.
3. Define success, 4. validate in a small scope
Measure waiting time, corrections, and review load as well as hours saved.
- Processing time
- Corrections and returns
- Human review load
5. Design exception ownership
Decide who reviews failed cases and who updates rules when the workflow changes.