If a process repeats, has clear rules and people spend time moving data between systems, it is often a strong automation candidate.
1. Choose by frequency and risk
Start with actions that repeat daily or weekly: requests, approvals, reports, Excel files, email forwarding, data entry or task assignment. If an error costs money or slows a customer, the priority is even higher.
2. Use AI where content needs interpretation
Power Automate can move information, launch an approval and remind a person. AI can extract meaning from text, classify a request, prepare a summary or draft a response.
3. Do not confuse automation with process clarity
If every person works differently, automation will only freeze the mess. First agree rules, responsibilities and exceptions. Then build the flow.
4. Measure value before the pilot
Do not count saved hours only. Include errors, waiting time, manager interruptions, data delay and employee frustration. Then the pilot has a real target.
What the first sprint looks like
We review 3-5 processes, select one pilot, describe the flow, check systems and data, build the first working version, test it with real users and decide whether to scale.