I think the settings are pretty straightforward, just follow the steps on my site. For rules you can either use AutomationOnDrive to back them up on drive and restore them on the new device, or use AM to export them to a file, copy it to the device and restore from there. You can use a different location name in AoD to keep them separate.
The trickiest part is usually the phone/tablet specific settings they've added to preserve battery, memory, data, and prevent long running apps. You'll need to look for anything in the battery manager, device health (samsung usually has this), wifi manager, data manager, and the app manager (long running tasks).
I've had a lot of success with plugging the charger into a smart plug (I've got quite a few spare for testing!). I set AM using the phone devices to monitor the charging percent, when it gets low (I use 25%) turn on the charger to charge it back up to a useful amount (like 95%). I add a periodic rule to turn the charger SetMomentary On for 30s every 10 minutes (condition with the battery is not charging) - tweak the the time to prevent the device from going to sleep. The down side is if the smart plug goes inaccessible the AM server will eventually die with no power. But it really helps with older devices where the battery can swell, and with devices that keep trying to sleep. I notify myself via email if the charger stops responding or if there's a NoActivity trigger from the charger for 1hr, or the phone battery drops below 20%.