All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Accounting change
Automating data collection for leases or revenue transactions
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Employee data management
Perform Employee data administration tasks
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Stress testing
Automate CCAR data aggregation and consolidation.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Automate document data extraction, validation and publishing content
Forecast labor needs based on historical data
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Personalized Recommendations
Generate personalized recommendations for customers
Automate Driver Shipment Assignments
Evaluate competitive costs when a product is available from multiple suppliers
Maintain product and product family categorization
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Account Portability
Facilitate account transfer from one branch to the other.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Identify opportunities for upselling and cross-selling
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Employee Retention
Use GPT for employee retention analysis.
Contract Review
Use GPT to extract clauses & analyze contracts
Data Transformation
Bots can transform data into a structured and uniform format.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Sentiment Analysis
Analyze customer sentiment in interactions
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Creating and managing schedules for store staff
Customer Rebates
Customer rebate calculation can be automated with robots.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Automated customer follow-up to gather feedback and reviews
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
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
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Automated invoice reconciliation
Segment customer lists for targeted marketing campaigns
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Track employee training and generate reports
Track employee training and generate reports on training progress
Time record validation
Review for accuracy and notify any missing information.
Expense Reimbursement
Automated policy compliance reviews.
Track competitor product intelligence such as new items, price changes and promotions
Vendor Activation
Upload files received from vendors directly to the banking system.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Inventory Auditing
Auto-confirm if your stocks are in order.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Content Migration
Accelerate Content Migration to a New Content Management System.
Invoice processing
Extract invoice data and input into systems.
Position management
Compare and report comp & headcount against budget.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
IP and Fraud Detection
RPA can automatically monitor your brand.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Legal Research
Automate legal research with GPT
Contract Generation
Generate legal contracts with GPT
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Track orders, shipments, and inventory
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Update address changes automatically
Update customer address automatically as part of KYC.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Track Timesheets
Automate tracking and follow-up of timesheets.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Provide digital assistants to support customers’ post-shopping visits
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Anti Money Laundering
Check individuals against different sanction lists automatically.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Schedule social media posts and online ads
Streamline social media posting with RPA.
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.