Find a specific repeated task
Choose a process such as routing quote requests or preparing appointment reminders. Document the trigger, required information and expected result.
Plan the exceptions
Missing fields, unavailable services and duplicate submissions need a deliberate response. Identify where a person should review the work rather than allowing a workflow to proceed automatically.
Test with representative examples
Use test information without personal or confidential details to check normal and exception cases. Confirm ownership, access and a way to pause the workflow before introducing it into daily operations.