Start with one recurring job rather than a model or a tool subscription. A useful scope names the trigger, the approved inputs, the output and when a person must take over.
Write down the business rules and identify the system that owns the record. Check which actions the connection supports and what permissions those actions need before confirming scope.
Test ordinary requests and awkward exceptions with private details removed. Agree what good looks like, including record accuracy, completed handoffs and the work left for your team to review.
