All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Stress testing
Automate CCAR data aggregation and consolidation.
Identify opportunities for upselling and cross-selling
Identify potential churn risk and target at-risk customers
Employee Retention
Use GPT for employee retention analysis.
Sentiment Analysis
Analyze customer sentiment in interactions
Invoice processing
Extract invoice data and input into systems.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Targeted promotions based on feedback and reviews
Auto-Generate Responses
Auto-generate responses to customer inquiries
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Track employee training and generate reports
Track employee training and generate reports on training progress
Creating and managing schedules for store staff
Integrate with exchanges and portals to download product information
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Legal Writing
Automate legal writing with GPT
Track demand patterns and forecast demand
Add new product listing images and attributes
Mortgage applications
Automate the mortgage application inputs, validation and status.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
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
Reversal Of Charges
Manage reversal of charges levied on the customer.
Initiate, distribute and synchronize localized price changes
Track, analyze, and improve the shopper journey
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Record Maintenance
Automatically maintain records as per government regulations
Operational finance and accounting
Automating various operational tasks in finance.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Automate order routing to warehouses/distribution centers
Employee data management
Perform Employee data administration tasks
Update address changes automatically
Update customer address automatically as part of KYC.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Review, track and report on supplier contracts
Maintain product and product family categorization
Automate the processing of returns and exchanges
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Position management
Compare and report comp & headcount against budget.
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Loan Reconciliation
Collate large-sized records received from various channels.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Social Media Content Generation
Semi-automate social media content with GPT.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Store planning based on customer preferences
Updating of customer information and preferences across disparate systems
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Learning and development administration
Review status and notify employee and manager of requirements.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Knowledge Base Creation
Automate knowledge base creation with
Segment customer lists for targeted marketing campaigns
Time record validation
Review for accuracy and notify any missing information.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Track reviews, identify trends, and improve customer experience
Expense Reimbursement
Automated policy compliance reviews.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Automated invoice reconciliation
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Contract Review
Use GPT to extract clauses & analyze contracts
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Credential creation and termination
Automate user credential creation and access termination.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Contract Generation
Generate legal contracts with GPT
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Automatically email digital receipt to shopper
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Evaluate competitive costs when a product is available from multiple suppliers
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.