All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Data Transformation
Bots can transform data into a structured and uniform format.
IP and Fraud Detection
RPA can automatically monitor your brand.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Creating and managing schedules for store staff
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Knowledge Base Creation
Automate knowledge base creation with
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Integrate with exchanges and portals to download product information
Employee data management
Perform Employee data administration tasks
Track Timesheets
Automate tracking and follow-up of timesheets.
Track employee training and generate reports
Track employee training and generate reports on training progress
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Legal Research
Automate legal research with GPT
Sentiment Analysis
Analyze customer sentiment in interactions
Update inventory records to keep track of stock levels
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Track, analyze, and improve the shopper journey
Track demand patterns and forecast demand
Appointment Scheduling
Automate the end-to-end appointment scheduling
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Invoice processing
Extract invoice data and input into systems.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Store planning based on customer preferences
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Contract Generation
Generate legal contracts with GPT
Automated customer follow-up to gather feedback and reviews
Learning and development administration
Review status and notify employee and manager of requirements.
Content Migration
Accelerate Content Migration to a New Content Management System.
Automate the processing of returns and exchanges
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Maintain product and product family categorization
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Accounting change
Automating data collection for leases or revenue transactions
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Identify opportunities for upselling and cross-selling
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Vendor Activation
Upload files received from vendors directly to the banking system.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Forecast labor needs based on historical data
Automate order routing to warehouses/distribution centers
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Monitor store security and send alerts to prevent losses and shrinkage
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Automate Driver Shipment Assignments
Auto-Generate Responses
Auto-generate responses to customer inquiries
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Provide digital assistants to support customers’ post-shopping visits
Credential creation and termination
Automate user credential creation and access termination.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Evaluate competitive costs when a product is available from multiple suppliers
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
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.
Synchronize product and assortment details across disparate systems
Social Media Content Generation
Semi-automate social media content with GPT.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Surface External News
Relevant external news surfaced by GPT
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Contract Review
Use GPT to extract clauses & analyze contracts
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Time record validation
Review for accuracy and notify any missing information.
Automate generation and sending of PO to suppliers
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.
