Look for repetition
Track tasks you repeat each week: combining files, standardizing names, checking required fields, and exporting records. A stable process is easier to automate than one that changes every time.
Define the rules first
Write down what counts as valid data, how exceptions should be handled, and who reviews the output. Automation needs clear rules and visible failure states.
Keep review where it matters
A validation tool can flag missing fields and duplicates while letting a person resolve uncertain records. Add AI only where interpretation is useful and the output can be checked.