Start with a task that repeats often and has a clear input and output. A predictable file naming task is easier to evaluate than an assistant that responds to every request in a shared inbox.
Write the current steps, the conditions that stop the process and the person who handles exceptions. Create a small set of sample inputs that includes a missing field and a duplicate. Run the workflow with those examples before connecting it to production data.
Measure time spent handling exceptions as well as time saved on normal runs. Give the workflow an owner and document how to pause it. Review its first few real outputs before allowing it to take follow-up actions automatically.