All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Digital assistants that provide personalized recommendations via online or mobile
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Identify potential churn risk and target at-risk customers
Provide digital assistants to support customers’ post-shopping visits
Employee offboarding
Reduce the time to off-board employees.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Surface External News
Relevant external news surfaced by GPT
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Credential creation and termination
Automate user credential creation and access termination.
Automate document data extraction, validation and publishing content
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Currency Rate Updates
Track and update the latest currency rates in your system.
Loan Reconciliation
Collate large-sized records received from various channels.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Record Maintenance
Automatically maintain records as per government regulations
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Personalized Recommendations
Generate personalized recommendations for customers
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Track demand patterns and forecast demand
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Targeted promotions based on feedback and reviews
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Policy Compliance
Use GPT to review employee communications for compliance.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Automated Follow-Ups
Automate follow-up communications with customers
Vendor Activation
Upload files received from vendors directly to the banking system.
Background Checks
Automatically access comprehensive information & check.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Invoice processing
Extract invoice data and input into systems.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Auto-update scheduled or dynamic pricing across customer touch points and channels
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Content Migration
Accelerate Content Migration to a New Content Management System.
Automated customer follow-up to gather feedback and reviews
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Add/update new and existing product listings, images and attributes
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
CRM Quality Check
Identify the closure errors in service requests and change requests
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Learning and development administration
Review status and notify employee and manager of requirements.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Automate generation and sending of PO to suppliers
Automate the processing of returns and exchanges
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Automatically email digital receipt to shopper
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Employee Retention
Use GPT for employee retention analysis.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
IP and Fraud Detection
RPA can automatically monitor your brand.
Monitor store security and send alerts to prevent losses and shrinkage
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Track Timesheets
Automate tracking and follow-up of timesheets.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Operational finance and accounting
Automating various operational tasks in finance.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Maintain product and product family categorization
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Sentiment Analysis
Analyze customer sentiment in interactions
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Time record validation
Review for accuracy and notify any missing information.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Segment customer lists for targeted marketing campaigns
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Schedule social media posts and online ads
Streamline social media posting with RPA.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Contract Review
Use GPT to extract clauses & analyze contracts
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
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.
