All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Learning and development administration
Review status and notify employee and manager of requirements.
Add/update new and existing product listings, images and attributes
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Employee data management
Perform Employee data administration tasks
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Track orders, shipments, and inventory
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Knowledge Base Creation
Automate knowledge base creation with
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
CRM Quality Check
Identify the closure errors in service requests and change requests
Background Checks
Automatically access comprehensive information & check.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Store planning based on customer preferences
Accounting change
Automating data collection for leases or revenue transactions
Invoice processing
Extract invoice data and input into systems.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Legal Research
Automate legal research with GPT
Social Media Content Generation
Semi-automate social media content with GPT.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Claims Processing from Email
Bots can digitize and speed up claims processing.
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Automate the processing of returns and exchanges
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Segment customer lists for targeted marketing campaigns
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Content Migration
Accelerate Content Migration to a New Content Management System.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Creating and managing schedules for store staff
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Mortgage applications
Automate the mortgage application inputs, validation and status.
Digital assistants that provide personalized recommendations via online or mobile
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Add new product listing images and attributes
Reversal Of Charges
Manage reversal of charges levied on the customer.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Monitor store security and send alerts to prevent losses and shrinkage
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Position management
Compare and report comp & headcount against budget.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Review, track and report on supplier contracts
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Payment matching
Match payments received against invoices.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Track reviews, identify trends, and improve customer experience
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Surface External News
Relevant external news surfaced by GPT
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Automated invoice reconciliation
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Automated Follow-Ups
Automate follow-up communications with customers
Updating of customer information and preferences across disparate systems
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Targeted promotions based on feedback and reviews
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Identify potential churn risk and target at-risk customers
Update address changes automatically
Update customer address automatically as part of KYC.
Provide digital assistants to support customers’ post-shopping visits
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Currency Rate Updates
Track and update the latest currency rates in your system.
Time record validation
Review for accuracy and notify any missing information.
Credential creation and termination
Automate user credential creation and access termination.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Account Portability
Facilitate account transfer from one branch to the other.
Contract Generation
Generate legal contracts with GPT
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
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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.