That process someone does by hand every week, and everyone hates.
Sorting emails, moving data from one system to another, generating the same report every Monday, checking documents for the same thing over and over. You don’t need an "automation strategy" — you need to automate that one specific thing, the one you already know how to name because you suffer through it every week.
How I approach it
I start by asking you to show me the process exactly as it’s done today, by hand, on a real case — not described, done in front of me. That’s usually where the part nobody had mentioned shows up (the exception handled "by feel", the step that depends on someone remembering something). I build the automation combining AI where judgment is genuinely needed and simple APIs where it isn’t, and test it against real data before calling it done.
What usually fits
Integrations between the tools you already use, with AI only at the point where judgment is truly needed — classifying, extracting, choosing between options. I don’t replace tools that work; I connect what’s connected by hand today.