Short answer: Automate predictable updates and reminders; keep judgment, customer recovery, and unusual exceptions with a person.
An automation is ready when the trigger, owner, data, and fallback are clear. If the team cannot explain what happens when information is missing, document the workflow before automating it.
Run the Operational Leak Diagnosis
Content note: This field note is currently a short answer and one supporting paragraph. It should be expanded by the human author to approximately 400-800 words of real operational detail before being positioned as defensible expertise content.