All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Personalized Recommendations
Generate personalized recommendations for customers
Currency Rate Updates
Track and update the latest currency rates in your system.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Automate order routing to warehouses/distribution centers
Background Checks
Automatically access comprehensive information & check.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Automated customer follow-up to gather feedback and reviews
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Automated Follow-Ups
Automate follow-up communications with customers
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Provide digital assistants to support customers’ post-shopping visits
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
IP and Fraud Detection
RPA can automatically monitor your brand.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Data Transformation
Bots can transform data into a structured and uniform format.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Initiate, distribute and synchronize localized price changes
Track, analyze, and improve the shopper journey
Learning and development administration
Review status and notify employee and manager of requirements.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Synchronize product and assortment details across disparate systems
Position management
Compare and report comp & headcount against budget.
Legal Research
Automate legal research with GPT
Schedule social media posts and online ads
Streamline social media posting with RPA.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Forecast labor needs based on historical data
Targeted promotions based on feedback and reviews
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Track Timesheets
Automate tracking and follow-up of timesheets.
Legal Writing
Automate legal writing with GPT
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Social Media Content Generation
Semi-automate social media content with GPT.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Update address changes automatically
Update customer address automatically as part of KYC.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Segment customer lists for targeted marketing campaigns
Reversal Of Charges
Manage reversal of charges levied on the customer.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Contract Generation
Generate legal contracts with GPT
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Customer Rebates
Customer rebate calculation can be automated with robots.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Time record validation
Review for accuracy and notify any missing information.
Credential creation and termination
Automate user credential creation and access termination.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Identify opportunities for upselling and cross-selling
Knowledge Base Creation
Automate knowledge base creation with
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Inventory Auditing
Auto-confirm if your stocks are in order.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Creating and managing schedules for store staff
Employee offboarding
Reduce the time to off-board employees.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Integrate with exchanges and portals to download product information
Digital assistants that provide personalized recommendations via online or mobile
Add/update new and existing product listings, images and attributes
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Policy Compliance
Use GPT to review employee communications for compliance.
Update inventory records to keep track of stock levels
Employee data management
Perform Employee data administration tasks
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Review, track and report on supplier contracts
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Automate generation and sending of PO to suppliers
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
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.