Simplify before you automate.

Before choosing a tool, write down the task from beginning to end. Who starts it? What information is needed? Who makes the decision? What happens when information is missing?

Then ask which steps still have a purpose. A duplicated entry may need removing rather than automating. An unclear approval may need an owner rather than another notification.

Choose one proposed change, agree how you will assess it, and test it on a small scale. Only then decide whether software or AI adds enough value to justify the work.