Count the work that remains

An automation pays off only if its benefits exceed the time and money needed to set it up, run it and correct it. Compare a pilot with your current process, including human review, exceptions and maintenance. Time saved is useful, but it is not automatically cash saved.

Agree on acceptable errors and review responsibilities before you start. A fast result that needs frequent correction may be worse than a slower, reliable process. If you need ideas for a bounded test, explore the workflow guides and experiments; if the software itself is the obstacle, revisit tool selection.