All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Credential creation and termination
Automate user credential creation and access termination.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Contract Review
Use GPT to extract clauses & analyze contracts
Track competitor product intelligence such as new items, price changes and promotions
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Sentiment Analysis
Analyze customer sentiment in interactions
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Automate generation and sending of PO to suppliers
Provide digital assistants to support customers’ post-shopping visits
Background Checks
Automatically access comprehensive information & check.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Track orders, shipments, and inventory
Identify potential churn risk and target at-risk customers
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Add new product listing images and attributes
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Track Timesheets
Automate tracking and follow-up of timesheets.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Automated invoice reconciliation
Targeted promotions based on feedback and reviews
Auto-Generate Responses
Auto-generate responses to customer inquiries
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Track reviews, identify trends, and improve customer experience
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Automated Follow-Ups
Automate follow-up communications with customers
Reversal Of Charges
Manage reversal of charges levied on the customer.
Time record validation
Review for accuracy and notify any missing information.
Track demand patterns and forecast demand
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Employee data management
Perform Employee data administration tasks
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Creating and managing schedules for store staff
Forecast labor needs based on historical data
Driver Pay
Validate and pay drivers based on route and distance travelled.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Digital assistants that provide personalized recommendations via online or mobile
Employee Retention
Use GPT for employee retention analysis.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Add/update new and existing product listings, images and attributes
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Legal Writing
Automate legal writing with GPT
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Knowledge Base Creation
Automate knowledge base creation with
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Segment customer lists for targeted marketing campaigns
Expense Reimbursement
Automated policy compliance reviews.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Update inventory records to keep track of stock levels
Record Maintenance
Automatically maintain records as per government regulations
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Loan Reconciliation
Collate large-sized records received from various channels.
Customer Rebates
Customer rebate calculation can be automated with robots.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Automate order routing to warehouses/distribution centers
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Track, analyze, and improve the shopper journey
Content Migration
Accelerate Content Migration to a New Content Management System.
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Track employee training and generate reports
Track employee training and generate reports on training progress
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Automate document data extraction, validation and publishing content
Social Media Content Generation
Semi-automate social media content with GPT.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Automate the processing of returns and exchanges
Evaluate competitive costs when a product is available from multiple suppliers
Auto-update scheduled or dynamic pricing across customer touch points and channels
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
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.