Can existing tools stay?
Often a connection or focused extension is worth reviewing first. Confirm what each tool supports and which system should own the final record.
Planning resources
What starts the task, and what proves it finished?
Those two questions make an automation brief easier to discuss.
Prepare a complete handoff
The process automation planning guide covers triggers, rules, duplicates, failures and operating ownership.
Does the process need AI?
A stable routing or scheduling rule may not. Identify any interpretation step separately and include human review where it is required.
What changes the estimate?
Unclear rules, inconsistent records, vendor limits and difficult exceptions can matter more than the number of visible steps.
Who runs it after launch?
Name the person reviewing failures, changing rules and approving future access. Include the operating cost and support arrangements in scope.