A task worth automating
You can describe the trigger, the inputs, and the output on one page. Someone does it often enough that the hours matter. The source data is usually present, not a pile of special cases.
Good first projects include cleaning an export, moving form submissions into a tool you already use, or reminding someone when a status has not changed.
A task that should stay manual
If a human judgment call is the product, automation only prepares the file. Refunds, hiring, and anything that spends money should keep an approval step.
If the software you would connect has no export and no API, the “automation” becomes a fragile screen-scrape. That is usually the wrong build.
Automation or a custom tool
Choose automation when you are connecting steps. Choose a custom internal tool when people need a screen that does not exist in the products you already pay for. Many jobs start as a script and become a small tool only after the script proves the steps.
Bring a sample with private data removed. The awkward rows are the scope.