Start with a repeatable task that has clear inputs, a visible cost and a reviewable output. Document how the work happens today before selecting a model or an automation platform. A narrow use case makes it easier to compare the new process with a meaningful baseline.

Check whether the required data can be accessed securely and whether errors can be caught before they affect customers. Agree on evaluation examples with the people doing the work. Run the system alongside the existing process, review exceptions and expand only when the evidence supports it.

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