The best first automation is often the least glamorous

Look for a task that repeats often, has clear inputs and takes a predictable next step. Extracting enquiry details and preparing a CRM record can be a useful starting point.

Keep uncertain cases visible, add a review step and measure the time spent correcting outputs. The business case should account for operating cost, maintenance and the people who will use the system.

Discovery may show that conventional automation or a simpler process change is more useful than AI. Provider terms, access, retention and security responsibilities need to be agreed before development.

A prototype can help test feasibility where appropriate. It does not establish that every integration or production workflow is ready for delivery.