LxAI / Perspective
Find one repeatable workflow
Choose a bounded process such as assigning a new inquiry. Document its trigger, required information, owner and desired outcome.
Write the rules in plain language
If a request belongs to a service area, assign it to that owner. If the area is missing, ask for review. Clear rules expose assumptions before they become hidden behavior.
Decide what failure looks like
An unavailable CRM or expired connection should leave a recoverable record. Plan retries, duplicate prevention and a place to inspect failures.
Keep a person accountable
Automation changes the work; it does not remove ownership. Someone should review exceptions, update rules and know how to pause the workflow.