All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Position management
Compare and report comp & headcount against budget.
Surface External News
Relevant external news surfaced by GPT
Driver Pay
Validate and pay drivers based on route and distance travelled.
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Invoice processing
Extract invoice data and input into systems.
Employee Retention
Use GPT for employee retention analysis.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Contract Review
Use GPT to extract clauses & analyze contracts
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Track orders, shipments, and inventory
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Vendor Activation
Upload files received from vendors directly to the banking system.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Add/update new and existing product listings, images and attributes
Content Migration
Accelerate Content Migration to a New Content Management System.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Automated Follow-Ups
Automate follow-up communications with customers
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Automate Driver Shipment Assignments
Add new product listing images and attributes
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Accounting change
Automating data collection for leases or revenue transactions
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
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.
Automate order routing to warehouses/distribution centers
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Automate the processing of returns and exchanges
Integrate with exchanges and portals to download product information
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Automatically email digital receipt to shopper
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Create Product Descriptions
Create product description drafts using GPT.
Employee data management
Perform Employee data administration tasks
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Operational finance and accounting
Automating various operational tasks in finance.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Schedule social media posts and online ads
Streamline social media posting with RPA.
Currency Rate Updates
Track and update the latest currency rates in your system.
Monitor store security and send alerts to prevent losses and shrinkage
Reversal Of Charges
Manage reversal of charges levied on the customer.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Track demand patterns and forecast demand
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Credential creation and termination
Automate user credential creation and access termination.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Record Maintenance
Automatically maintain records as per government regulations
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Expense Reimbursement
Automated policy compliance reviews.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Synchronize product and assortment details across disparate systems
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Employee offboarding
Reduce the time to off-board employees.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Track reviews, identify trends, and improve customer experience
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Time record validation
Review for accuracy and notify any missing information.
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Track employee training and generate reports
Track employee training and generate reports on training progress
Update inventory records to keep track of stock levels
Improve customer response
Improve response times by using bots to navigate multiple system screens
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
CRM Quality Check
Identify the closure errors in service requests and change requests
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Loan Reconciliation
Collate large-sized records received from various channels.
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.