01
Routine work can move
If the same information produces the same next action most of the time, that step is a candidate. Routing, reminders, record updates and first responses often sit here.
02
Judgment should pause the process
Pricing exceptions, unusual requests, sensitive customer situations and anything that could create a commitment the business would not want should wait for a person. The automation should know when to stop.
03
Write the rule before you pick the tool
If you cannot say what should happen automatically, what needs approval and what must never happen, you are not choosing a product yet. You are still defining the work.