All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Automate document data extraction, validation and publishing content
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Employee Retention
Use GPT for employee retention analysis.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Time record validation
Review for accuracy and notify any missing information.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Add new product listing images and attributes
Mortgage applications
Automate the mortgage application inputs, validation and status.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Sentiment Analysis
Analyze customer sentiment in interactions
Vendor Activation
Upload files received from vendors directly to the banking system.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Accounting change
Automating data collection for leases or revenue transactions
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Forecast labor needs based on historical data
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Currency Rate Updates
Track and update the latest currency rates in your system.
Policy Compliance
Use GPT to review employee communications for compliance.
Targeted promotions based on feedback and reviews
Driver Pay
Validate and pay drivers based on route and distance travelled.
Update address changes automatically
Update customer address automatically as part of KYC.
Employee offboarding
Reduce the time to off-board employees.
Automate order routing to warehouses/distribution centers
Contract Generation
Generate legal contracts with GPT
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Integrate with exchanges and portals to download product information
Creating and managing schedules for store staff
Expense Reimbursement
Automated policy compliance reviews.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Position management
Compare and report comp & headcount against budget.
Loan Reconciliation
Collate large-sized records received from various channels.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Account Portability
Facilitate account transfer from one branch to the other.
Automated invoice reconciliation
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Automatically email digital receipt to shopper
Initiate, distribute and synchronize localized price changes
Personalized Recommendations
Generate personalized recommendations for customers
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Automated Follow-Ups
Automate follow-up communications with customers
Content Migration
Accelerate Content Migration to a New Content Management System.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Identify potential churn risk and target at-risk customers
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Background Checks
Automatically access comprehensive information & check.
Automate the processing of returns and exchanges
Surface External News
Relevant external news surfaced by GPT
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Social Media Content Generation
Semi-automate social media content with GPT.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Invoice processing
Extract invoice data and input into systems.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
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.