All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Automate the processing of returns and exchanges
Update address changes automatically
Update customer address automatically as part of KYC.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Evaluate competitive costs when a product is available from multiple suppliers
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Position management
Compare and report comp & headcount against budget.
Automated invoice reconciliation
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Account Portability
Facilitate account transfer from one branch to the other.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Initiate, distribute and synchronize localized price changes
Automate document data extraction, validation and publishing content
Legal Writing
Automate legal writing with GPT
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Knowledge Base Creation
Automate knowledge base creation with
Track Timesheets
Automate tracking and follow-up of timesheets.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Synchronize product and assortment details across disparate systems
Personalized Recommendations
Generate personalized recommendations for customers
Background Checks
Automatically access comprehensive information & check.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Invoice processing
Extract invoice data and input into systems.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Identify opportunities for upselling and cross-selling
Store planning based on customer preferences
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Add/update new and existing product listings, images and attributes
Currency Rate Updates
Track and update the latest currency rates in your system.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Update inventory records to keep track of stock levels
Auto-update scheduled or dynamic pricing across customer touch points and channels
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
CRM Quality Check
Identify the closure errors in service requests and change requests
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Expense Reimbursement
Automated policy compliance reviews.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Learning and development administration
Review status and notify employee and manager of requirements.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Sentiment Analysis
Analyze customer sentiment in interactions
Automate new account creation
Automate the creation of new accounts and assign permissions.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Customer Rebates
Customer rebate calculation can be automated with robots.
Credential creation and termination
Automate user credential creation and access termination.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Contract Review
Use GPT to extract clauses & analyze contracts
Social Media Content Generation
Semi-automate social media content with GPT.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Automate order routing to warehouses/distribution centers
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Stress testing
Automate CCAR data aggregation and consolidation.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Updating of customer information and preferences across disparate systems
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Track, analyze, and improve the shopper journey
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Employee offboarding
Reduce the time to off-board employees.
Track employee training and generate reports
Track employee training and generate reports on training progress
Maintain product and product family categorization
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Automated Follow-Ups
Automate follow-up communications with customers
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Automatically email digital receipt to shopper
Surface External News
Relevant external news surfaced by GPT
Contract Generation
Generate legal contracts with GPT
Legal Research
Automate legal research with GPT
Schedule social media posts and online ads
Streamline social media posting with RPA.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Record Maintenance
Automatically maintain records as per government regulations
IP and Fraud Detection
RPA can automatically monitor your brand.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Monitor store security and send alerts to prevent losses and shrinkage
Employee data management
Perform Employee data administration tasks
There are no Automation ideas for this option.
1
2
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.