All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Surface External News
Relevant external news surfaced by GPT
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Operational finance and accounting
Automating various operational tasks in finance.
Vendor Activation
Upload files received from vendors directly to the banking system.
Personalized Recommendations
Generate personalized recommendations for customers
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Automated customer follow-up to gather feedback and reviews
Invoice processing
Extract invoice data and input into systems.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Policy Compliance
Use GPT to review employee communications for compliance.
Social Media Content Generation
Semi-automate social media content with GPT.
Employee data management
Perform Employee data administration tasks
Record Maintenance
Automatically maintain records as per government regulations
Store planning based on customer preferences
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Automate generation and sending of PO to suppliers
Integrate with exchanges and portals to download product information
Automated Follow-Ups
Automate follow-up communications with customers
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Automated invoice reconciliation
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Position management
Compare and report comp & headcount against budget.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Contract Generation
Generate legal contracts with GPT
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Accounting change
Automating data collection for leases or revenue transactions
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Contract Review
Use GPT to extract clauses & analyze contracts
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Track, analyze, and improve the shopper journey
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Automate the processing of returns and exchanges
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Update inventory records to keep track of stock levels
Creating and managing schedules for store staff
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Anti Money Laundering
Check individuals against different sanction lists automatically.
Identify potential churn risk and target at-risk customers
Segment customer lists for targeted marketing campaigns
Learning and development administration
Review status and notify employee and manager of requirements.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Add/update new and existing product listings, images and attributes
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Sentiment Analysis
Analyze customer sentiment in interactions
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Currency Rate Updates
Track and update the latest currency rates in your system.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Mortgage applications
Automate the mortgage application inputs, validation and status.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Legal Research
Automate legal research with GPT
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Content Migration
Accelerate Content Migration to a New Content Management System.
Payment matching
Match payments received against invoices.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Customer Rebates
Customer rebate calculation can be automated with robots.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Track reviews, identify trends, and improve customer experience
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Knowledge Base Creation
Automate knowledge base creation with
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Updating of customer information and preferences across disparate systems
There are no Automation ideas for this option.
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Disclaimer: Please note that the automation ideas provided here are for informational purposes only. The implementation of any automation solution should be carefully considered and tailored to the specific needs of your organization. We recommend consulting with qualified professionals within the Bot Nirvana community or outside before implementing any automation solution. Additionally, we do not guarantee any specific outcomes or results from implementing these automation ideas, as they are subject to various factors and variables outside of our control.
