Is the process clearly defined?
Write down inputs, decisions, exceptions and outputs. If the process changes every time, first agree on a consistent approach.
Is the source data dependable?
Check accuracy, availability and access controls. Automating unreliable data can make mistakes happen faster.
What requires human review?
Define approval steps and exceptions that should stay with a person. Keep responsibility visible.
How will you measure success?
Choose a baseline and a practical measure, such as turnaround time, rework or exception volume. Avoid promises without evidence.
Can you support it?
Assign an owner for monitoring and maintenance. Document how to pause the workflow and recover from a failure.