All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Track, analyze, and improve the shopper journey
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Track competitor product intelligence such as new items, price changes and promotions
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Automatically email digital receipt to shopper
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Legal Writing
Automate legal writing with GPT
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Maintain product and product family categorization
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Record Maintenance
Automatically maintain records as per government regulations
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Updating of customer information and preferences across disparate systems
Auto-Generate Responses
Auto-generate responses to customer inquiries
Contract Review
Use GPT to extract clauses & analyze contracts
Digital assistants that provide personalized recommendations via online or mobile
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Data Transformation
Bots can transform data into a structured and uniform format.
Monitor store security and send alerts to prevent losses and shrinkage
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Creating and managing schedules for store staff
Mortgage applications
Automate the mortgage application inputs, validation and status.
Position management
Compare and report comp & headcount against budget.
Track reviews, identify trends, and improve customer experience
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Stress testing
Automate CCAR data aggregation and consolidation.
Initiate, distribute and synchronize localized price changes
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Credential creation and termination
Automate user credential creation and access termination.
Currency Rate Updates
Track and update the latest currency rates in your system.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Loan Reconciliation
Collate large-sized records received from various channels.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Create Product Descriptions
Create product description drafts using GPT.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Employee Retention
Use GPT for employee retention analysis.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Surface External News
Relevant external news surfaced by GPT
Automate order routing to warehouses/distribution centers
Auto-update scheduled or dynamic pricing across customer touch points and channels
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Track Timesheets
Automate tracking and follow-up of timesheets.
Background Checks
Automatically access comprehensive information & check.
Employee offboarding
Reduce the time to off-board employees.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Policy Compliance
Use GPT to review employee communications for compliance.
Track orders, shipments, and inventory
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Identify opportunities for upselling and cross-selling
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Payment matching
Match payments received against invoices.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Segment customer lists for targeted marketing campaigns
Provide digital assistants to support customers’ post-shopping visits
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Personalized Recommendations
Generate personalized recommendations for customers
Claims Processing from Email
Bots can digitize and speed up claims processing.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Automated Follow-Ups
Automate follow-up communications with customers
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Expense Reimbursement
Automated policy compliance reviews.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Account Portability
Facilitate account transfer from one branch to the other.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Synchronize product and assortment details across disparate systems
There are no Automation ideas for this option.Â
1
2
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.