Give the tool an actual job
First we write down how the task works: what starts it, the information available, the decisions that follow rules, the exceptions a person needs to handle, and the result you want. That lets us judge whether automation is worth building.
The process needs someone responsible for it, a repeatable task, and a way to check the output. We choose a tool once those pieces make sense. A fashionable chatbot is only useful if it has a useful job.