All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Record Maintenance
Automatically maintain records as per government regulations
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Legal Research
Automate legal research with GPT
Account Portability
Facilitate account transfer from one branch to the other.
Track, analyze, and improve the shopper journey
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Track demand patterns and forecast demand
Forecast labor needs based on historical data
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Track competitor product intelligence such as new items, price changes and promotions
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Sentiment Analysis
Analyze customer sentiment in interactions
Identify opportunities for upselling and cross-selling
Employee data management
Perform Employee data administration tasks
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Knowledge Base Creation
Automate knowledge base creation with
Review, track and report on supplier contracts
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Content Migration
Accelerate Content Migration to a New Content Management System.
Legal Writing
Automate legal writing with GPT
Provide digital assistants to support customers’ post-shopping visits
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Track orders, shipments, and inventory
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Initiate, distribute and synchronize localized price changes
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Invoice processing
Extract invoice data and input into systems.
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Time record validation
Review for accuracy and notify any missing information.
Automate generation and sending of PO to suppliers
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Operational finance and accounting
Automating various operational tasks in finance.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Segment customer lists for targeted marketing campaigns
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Synchronize product and assortment details across disparate systems
Automate the processing of returns and exchanges
Monitor store security and send alerts to prevent losses and shrinkage
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Social Media Content Generation
Semi-automate social media content with GPT.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Automatically email digital receipt to shopper
Targeted promotions based on feedback and reviews
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Contract Review
Use GPT to extract clauses & analyze contracts
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Identify potential churn risk and target at-risk customers
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Update inventory records to keep track of stock levels
Appointment Scheduling
Automate the end-to-end appointment scheduling
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Integrate with exchanges and portals to download product information
CRM Quality Check
Identify the closure errors in service requests and change requests
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Add new product listing images and attributes
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Automated Follow-Ups
Automate follow-up communications with customers
Policy Compliance
Use GPT to review employee communications for compliance.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Automate order routing to warehouses/distribution centers
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.