Useful automation starts with a process you understand. Trace a request before choosing a tool: who receives it, which data it needs, and where it stops.
Which step repeats?
Choose a frequent task with a recognizable input and a verifiable result. A reminder is often a more concrete starting point than an autonomous agent.
Who checks the result?
Define when a person steps in, how errors are corrected and who can stop the workflow. Measure time saved on a small sample before expanding.