Start with a task your team repeats often and can explain from beginning to end. An enquiry that needs to be recorded, summarised and assigned may be easier to assess than an open-ended request to automate your whole business.
Write down the current steps. Identify where the information arrives, which tools it passes through and who is responsible for the outcome. Then decide what needs judgement and what follows an agreed rule.
AI may help interpret an enquiry or prepare a draft summary. A simpler connection may be enough to create a record or notify a colleague. Your first project can combine both, with staff approval before important messages or changes.
Agree how to assess the pilot before building it. Time spent, repeated data entry, correction rates and exception handling can show whether the workflow helps in daily use. The result gives you a basis for refining it or choosing another task.
Discuss Your First Automation Project