Start with the outcome
Write one sentence describing what should change: prepare a follow-up list, organize a meeting or create a payment.
Your first useful AI workflow, without pretending the acronyms are obvious.
Start with a job worth improving. The technology comes after the process is clear enough to test.
Map the current work
Identify who starts it, which information they use, what they decide and what proves the task is done.
Choose the smallest useful tool
Use a skill for method, a connector for access and automation only for stable, testable steps.
Test in a safe environment
Use sample data, a sandbox or a test account before involving customers or sensitive information.
Measure the result
Compare time, rework, missed steps and quality with the original workflow.