My thoughts on your questions based on what you have said:
- Before starting the restore process, what are some considerations I need to discuss with my team members?.
Answers - How current does the data need to be? This will determine how often to perform the restore. The user of the data should be able to tell you this. - What is the process of cleaning up the data?
Answer - This depends on what the data is being used for. What data is not needed (age?) You could write a cleanup script to purge data from the table based on some kind of timestamp. The application owner and/or users can tell you this. - How to automate process monthly?
Answer - There are a different ways of automating a database restore to another Sql Server. One way would be to script/schedule it in a Sql agent job.