Find a useful workflow
Choose recurring work with a clear owner and a measurable cost or delay. Reporting preparation and account research may be candidates, depending on data access and review requirements.
Establish the baseline
Measure time, quality and cost before the pilot. Include tool costs, human review and the effort required to maintain the workflow.
Make adoption part of the test
A demonstration is not an operating result. The team needs documented steps, appropriate access and a way to spot errors. Scale when the economics and adoption support it.