Map the task before you pick a tool.
Record its trigger, owner, inputs and expected output.
Record observed frequency and handling time; mark estimates explicitly.
Separate fixed rules from judgment. Identify human approval points.
Check approved accounts, data boundaries and tool access.
Define what happens when data is missing, duplicated or invalid.
Write a normal case, a duplicate case and a failure case.
Fictional task: A service request is captured, checked for missing fields, reviewed by a person and assigned to an owner.
Version 1.0. Personal and internal team use. Examples are fictional. Not a certification or outcome guarantee.