Start with the work
Accounting and payment infrastructure usually have strong existing options. A specialised approval flow or operations dashboard may need something custom. Compare the long-term work of maintaining a custom solution against the compromises of an off-the-shelf product.
Make a small, useful change
Talk to the people who perform the task. Write down the steps, identify where information lives, and agree on what a successful result looks like. A simple, supervised workflow is a better starting point than automating an unclear process.
Review before expanding
Try the workflow with representative examples, including exceptions. Check the outputs, permissions, and handoff to a person when something needs attention. Keep what helps and adjust what does not.
Discuss your workflow ↗