All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Background Checks
Automatically access comprehensive information & check.
Sentiment Analysis
Analyze customer sentiment in interactions
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Accounting change
Automating data collection for leases or revenue transactions
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Create Product Descriptions
Create product description drafts using GPT.
Automate Driver Shipment Assignments
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Identify potential churn risk and target at-risk customers
Targeted promotions based on feedback and reviews
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Loan Reconciliation
Collate large-sized records received from various channels.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Customer Rebates
Customer rebate calculation can be automated with robots.
Invoice processing
Extract invoice data and input into systems.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Automatically email digital receipt to shopper
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Personalized Recommendations
Generate personalized recommendations for customers
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Synchronize product and assortment details across disparate systems
Driver Pay
Validate and pay drivers based on route and distance travelled.
Track employee training and generate reports
Track employee training and generate reports on training progress
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Automate document data extraction, validation and publishing content
Digital assistants that provide personalized recommendations via online or mobile
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Contract Review
Use GPT to extract clauses & analyze contracts
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Payment matching
Match payments received against invoices.
Vendor Activation
Upload files received from vendors directly to the banking system.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Evaluate competitive costs when a product is available from multiple suppliers
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Automated customer follow-up to gather feedback and reviews
Legal Writing
Automate legal writing with GPT
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Integrate with exchanges and portals to download product information
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Automate generation and sending of PO to suppliers
Auto-Generate Responses
Auto-generate responses to customer inquiries
Appointment Scheduling
Automate the end-to-end appointment scheduling
Learning and development administration
Review status and notify employee and manager of requirements.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Inventory Auditing
Auto-confirm if your stocks are in order.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Automate the processing of returns and exchanges
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Add/update new and existing product listings, images and attributes
Expense Reimbursement
Automated policy compliance reviews.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Legal Research
Automate legal research with GPT
Policy Compliance
Use GPT to review employee communications for compliance.
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Contract Generation
Generate legal contracts with GPT
Automated invoice reconciliation
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Knowledge Base Creation
Automate knowledge base creation with
There are no Automation ideas for this option.
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.