All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Auto-Generate Responses
Auto-generate responses to customer inquiries
Automated invoice reconciliation
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Segment customer lists for targeted marketing campaigns
Contract Review
Use GPT to extract clauses & analyze contracts
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Creating and managing schedules for store staff
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Add/update new and existing product listings, images and attributes
Accounting change
Automating data collection for leases or revenue transactions
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Monitor store security and send alerts to prevent losses and shrinkage
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Review, track and report on supplier contracts
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Store planning based on customer preferences
Add new product listing images and attributes
Account Portability
Facilitate account transfer from one branch to the other.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Legal Writing
Automate legal writing with GPT
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Automate document data extraction, validation and publishing content
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Automate new account creation
Automate the creation of new accounts and assign permissions.
Vendor Activation
Upload files received from vendors directly to the banking system.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Automate order routing to warehouses/distribution centers
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Anti Money Laundering
Check individuals against different sanction lists automatically.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Legal Research
Automate legal research with GPT
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Content Migration
Accelerate Content Migration to a New Content Management System.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Synchronize product and assortment details across disparate systems
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Evaluate competitive costs when a product is available from multiple suppliers
Updating of customer information and preferences across disparate systems
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Currency Rate Updates
Track and update the latest currency rates in your system.
Data Transformation
Bots can transform data into a structured and uniform format.
Track competitor product intelligence such as new items, price changes and promotions
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Track orders, shipments, and inventory
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Automate Driver Shipment Assignments
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Mortgage applications
Automate the mortgage application inputs, validation and status.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Sentiment Analysis
Analyze customer sentiment in interactions
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.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Operational finance and accounting
Automating various operational tasks in finance.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Create Product Descriptions
Create product description drafts using GPT.
Knowledge Base Creation
Automate knowledge base creation with
Digital assistants that provide personalized recommendations via online or mobile
Policy Compliance
Use GPT to review employee communications for compliance.
CRM Quality Check
Identify the closure errors in service requests and change requests
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Record Maintenance
Automatically maintain records as per government regulations
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Track employee training and generate reports
Track employee training and generate reports on training progress
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
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.