All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Record Maintenance
Automatically maintain records as per government regulations
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Currency Rate Updates
Track and update the latest currency rates in your system.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Monitor store security and send alerts to prevent losses and shrinkage
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Synchronize product and assortment details across disparate systems
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Identify opportunities for upselling and cross-selling
Surface External News
Relevant external news surfaced by GPT
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Employee data management
Perform Employee data administration tasks
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Track demand patterns and forecast demand
Update inventory records to keep track of stock levels
CRM Quality Check
Identify the closure errors in service requests and change requests
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Automate generation and sending of PO to suppliers
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Contract Review
Use GPT to extract clauses & analyze contracts
Improve customer response
Improve response times by using bots to navigate multiple system screens
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Forecast labor needs based on historical data
Provide digital assistants to support customers’ post-shopping visits
Contract Generation
Generate legal contracts with GPT
Accounting change
Automating data collection for leases or revenue transactions
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Social Media Content Generation
Semi-automate social media content with GPT.
Learning and development administration
Review status and notify employee and manager of requirements.
Policy Compliance
Use GPT to review employee communications for compliance.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Targeted promotions based on feedback and reviews
Anti Money Laundering
Check individuals against different sanction lists automatically.
Knowledge Base Creation
Automate knowledge base creation with
IP and Fraud Detection
RPA can automatically monitor your brand.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Add new product listing images and attributes
Identify potential churn risk and target at-risk customers
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Operational finance and accounting
Automating various operational tasks in finance.
Legal Writing
Automate legal writing with GPT
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Credential creation and termination
Automate user credential creation and access termination.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Automate the processing of returns and exchanges
Automated Follow-Ups
Automate follow-up communications with customers
Background Checks
Automatically access comprehensive information & check.
Time record validation
Review for accuracy and notify any missing information.
Track competitor product intelligence such as new items, price changes and promotions
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Segment customer lists for targeted marketing campaigns
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Track, analyze, and improve the shopper journey
Track reviews, identify trends, and improve customer experience
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Sentiment Analysis
Analyze customer sentiment in interactions
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Store planning based on customer preferences
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Stress testing
Automate CCAR data aggregation and consolidation.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
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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.