Automation, with the details in view.

The process starts with the current workflow, not the technology. Define the trigger, inputs, decisions, tools, and review points, then build and test a contained version before adding more.

Work can be designed around existing software when the required systems provide approved access through APIs or integrations. If a system cannot support that access, the workflow may need a different approach.

Set clear limits for what an agent may do, which sources it may use, and when it should pause. High-impact, ambiguous, or sensitive work can be routed for a person to review.

Look for work that is frequent, consistent, and easy to verify. Map the handoffs, identify delays or rework, and test one narrow use case before expanding the scope.