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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
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Schedule social media posts and online ads
Streamline social media posting with RPA.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Employee Retention
Use GPT for employee retention analysis.
IP and Fraud Detection
RPA can automatically monitor your brand.
Evaluate competitive costs when a product is available from multiple suppliers
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Customer Rebates
Customer rebate calculation can be automated with robots.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Automatically email digital receipt to shopper
Segment customer lists for targeted marketing campaigns
Social Media Content Generation
Semi-automate social media content with GPT.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Operational finance and accounting
Automating various operational tasks in finance.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Update inventory records to keep track of stock levels
Appointment Scheduling
Automate the end-to-end appointment scheduling
Vendor Activation
Upload files received from vendors directly to the banking system.
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Legal Research
Automate legal research with GPT
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Integrate with exchanges and portals to download product information
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
CRM Quality Check
Identify the closure errors in service requests and change requests
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Add/update new and existing product listings, images and attributes
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Mortgage applications
Automate the mortgage application inputs, validation and status.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Employee offboarding
Reduce the time to off-board employees.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Targeted promotions based on feedback and reviews
Surface External News
Relevant external news surfaced by GPT
Credential creation and termination
Automate user credential creation and access termination.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Automate document data extraction, validation and publishing content
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Track Timesheets
Automate tracking and follow-up of timesheets.
Position management
Compare and report comp & headcount against budget.
Record Maintenance
Automatically maintain records as per government regulations
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Policy Compliance
Use GPT to review employee communications for compliance.
Automate order routing to warehouses/distribution centers
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Contract Review
Use GPT to extract clauses & analyze contracts
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Track orders, shipments, and inventory
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Personalized Recommendations
Generate personalized recommendations for customers
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Automated Follow-Ups
Automate follow-up communications with customers
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Track, analyze, and improve the shopper journey
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Automated invoice reconciliation
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Updating of customer information and preferences across disparate systems
Invoice processing
Extract invoice data and input into systems.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Create Product Descriptions
Create product description drafts using GPT.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Time record validation
Review for accuracy and notify any missing information.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
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.