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 document data extraction, validation and publishing content
Automate generation and sending of PO to suppliers
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Invoice processing
Extract invoice data and input into systems.
Stress testing
Automate CCAR data aggregation and consolidation.
Vendor Activation
Upload files received from vendors directly to the banking system.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Employee Retention
Use GPT for employee retention analysis.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Identify potential churn risk and target at-risk customers
Lead Scoring Automation
Improve lead scoring accuracy with RPA
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Debit Card Automation
Automate debit card related activities, such as ready key activation,
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Automated Follow-Ups
Automate follow-up communications with customers
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Time record validation
Review for accuracy and notify any missing information.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Update inventory records to keep track of stock levels
Account Portability
Facilitate account transfer from one branch to the other.
Provide digital assistants to support customers’ post-shopping visits
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Content Migration
Accelerate Content Migration to a New Content Management System.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Track Timesheets
Automate tracking and follow-up of timesheets.
Position management
Compare and report comp & headcount against budget.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Create Product Descriptions
Create product description drafts using GPT.
Synchronize product and assortment details across disparate systems
Add/update new and existing product listings, images and attributes
Knowledge Base Creation
Automate knowledge base creation with
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
CRM Quality Check
Identify the closure errors in service requests and change requests
Automatically email digital receipt to shopper
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Updating of customer information and preferences across disparate systems
Appointment Scheduling
Automate the end-to-end appointment scheduling
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Mortgage applications
Automate the mortgage application inputs, validation and status.
Update address changes automatically
Update customer address automatically as part of KYC.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Track demand patterns and forecast demand
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Loan Reconciliation
Collate large-sized records received from various channels.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Credential creation and termination
Automate user credential creation and access termination.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Initiate, distribute and synchronize localized price changes
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Data Transformation
Bots can transform data into a structured and uniform format.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Digital assistants that provide personalized recommendations via online or mobile
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Employee data management
Perform Employee data administration tasks
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Legal Research
Automate legal research with GPT
Contract Generation
Generate legal contracts with GPT
Onboarding of new customers
Automate the process of account setup & communication with new customers.
IP and Fraud Detection
RPA can automatically monitor your brand.
Personalized Recommendations
Generate personalized recommendations for customers
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Creating and managing schedules for store staff
Payment matching
Match payments received against invoices.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Automate the processing of returns and exchanges
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
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.