Understand the people, handovers and exceptions in a process before connecting tools.
Write down the current process
Choose a small, repeatable task and describe how it works today. What starts it? What information is needed? Who does each step? What tells you the task is complete?
An enquiry process is a useful example to map: a message arrives, someone reads it, missing details are requested and a response is sent. Start with observation rather than assumptions.
Look for unclear handovers
Mark every point where work passes from one person or tool to another. Is ownership clear? Is the required information available? Can the next person tell what has already happened?
If a step is confusing when done manually, describe the intended behaviour before trying to automate it. That gives you something specific to implement and review.
Include the exceptions
Think about incomplete information, duplicate enquiries and requests that need a person's judgment. Decide where the process should pause and who should handle the exception.
For an initial experiment, use test data and a low-impact workflow. Keep consequential actions, such as sending a final customer response, behind a deliberate review step.
Test a small part first
Choose one well-defined handover and write down the expected result. Test the normal case and a few incomplete or unusual inputs. Make the result visible enough that you can tell what happened.
Keep notes about the limitations. A small workflow you understand is a more useful learning project than a complex chain you cannot explain.
One thing to take with you
Describe the trigger, inputs, owner and completion condition before choosing an automation tool.
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