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Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Targeted promotions based on feedback and reviews
Automate the processing of returns and exchanges
Appointment Scheduling
Automate the end-to-end appointment scheduling
Update inventory records to keep track of stock levels
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Integrate with exchanges and portals to download product information
Customer Rebates
Customer rebate calculation can be automated with robots.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Track competitor product intelligence such as new items, price changes and promotions
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Loan Reconciliation
Collate large-sized records received from various channels.
Employee Retention
Use GPT for employee retention analysis.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Claims Processing from Email
Bots can digitize and speed up claims processing.
Accounting change
Automating data collection for leases or revenue transactions
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Track reviews, identify trends, and improve customer experience
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Data Transformation
Bots can transform data into a structured and uniform format.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Sentiment Analysis
Analyze customer sentiment in interactions
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Update address changes automatically
Update customer address automatically as part of KYC.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Contract Review
Use GPT to extract clauses & analyze contracts
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Time record validation
Review for accuracy and notify any missing information.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Surface External News
Relevant external news surfaced by GPT
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Automated Follow-Ups
Automate follow-up communications with customers
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
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.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Automatically email digital receipt to shopper
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Background Checks
Automatically access comprehensive information & check.
Content Migration
Accelerate Content Migration to a New Content Management System.
Automated invoice reconciliation
Digital assistants that provide personalized recommendations via online or mobile
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Forecast labor needs based on historical data
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Employee offboarding
Reduce the time to off-board employees.
Policy Compliance
Use GPT to review employee communications for compliance.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Add new product listing images and attributes
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Inventory Auditing
Auto-confirm if your stocks are in order.
Initiate, distribute and synchronize localized price changes
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Automate document data extraction, validation and publishing content
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Account Portability
Facilitate account transfer from one branch to the other.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
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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.