Automating a process that is poorly understood only produces the same confusion faster. Before choosing tools, it helps to look for the steps where automation is most likely to pay off.
Look for repetitive, rule-based steps
Good candidates happen often, follow clear rules and do not require much judgement: routing an approval, creating a document from an order, or sending a reminder when something is overdue.
Stabilise the process first
If the people doing a task describe it differently, agree on the process before automating it. Otherwise the automation will need to be rebuilt as soon as the disagreement surfaces.
Keep people in charge of exceptions
Every process has cases the rules do not cover. Decide who deals with them and how they will be told. A clear path for exceptions is what stops an automated process from silently failing.
Start small and review
Choose one process, automate it, and check after a few weeks whether it is working as intended. What you learn will make the next process easier, and it builds confidence among the people affected.