Automation pays off when a task repeats, its inputs and expected outputs are clear, and errors can be detected. Start by writing down the manual steps and timing one run. Then estimate how often the task occurs and how much effort it takes to build and maintain the workflow.
Keep a person in the loop for decisions that require judgment, involve sensitive data, or have costly irreversible effects. For a candidate workflow, define what happens with missing input, duplicate requests, failed steps, and retries before scaling it up.
Try a small, reversible example in Workflows. The goal is not to automate everything; it is to remove dependable repetition while retaining clear responsibility for the result.
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