Look for repetition
Find recurring tasks with clear rules: data transfers, notifications, assignments and checks. Document exceptions before automating.
Check the connections
Identify the systems holding the data, their owners and available APIs. Information quality is a prerequisite for the project.
Keep control
Assign an owner, error notifications and a manual recovery process. Evaluate the workflow against criteria defined before launch.
Every organisation has different needs. This guide provides general ideas: a project is defined after analysing your context.