Start by writing the path as it really unfolds: trigger, inputs, filters, enrichment, decision, delivery, and follow‑up. Capture exceptions and seasonal quirks, plus the exact fields humans trust. When the map reflects reality, your helper stays aligned with service-level expectations, making changes safer and onboarding easier. Invite a teammate to mark unclear steps; friction points often reveal the highest‑leverage automation opportunities.
Select tools your team already understands, minimizing training and permission hurdles. Orchestrators handle triggers and branching; spreadsheets or lightweight databases provide structure; messaging apps deliver outcomes; and connectors bridge APIs. Favor components with robust logging and versioning, because visibility builds trust. Remember accessibility: if non‑technical colleagues can adjust copy, add examples, or update fields, your helper survives beyond its enthusiastic creator.
Use small, constrained prompts that answer one job clearly: categorize, extract, summarize, or propose next steps. Provide examples and required output schemas, then keep inputs tight. This keeps costs predictable and errors auditable. When ambiguity persists, route to a brief human review with one‑click choices, capturing decisions as fresh training snippets your helper can reuse later with higher precision and lower frustration.