Find the friction
Look for repeated steps: searching for information, moving data between tools or preparing the same document again. The task should have clear inputs and a recognizable output.
Connect before you automate
Understand where information lives and how it moves. An assistant is only useful when it can work with the right context and fit into the process around it.
Keep judgment visible
Decide where a person needs to review, approve or take over. Give the team a clear way to understand what the workflow has done and what still needs attention.
Start focused. Learn deliberately.
Choose one meaningful workflow, agree how you will assess it and learn from everyday use before extending it across the business.