All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Expense Reimbursement
Automated policy compliance reviews.
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
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Account Portability
Facilitate account transfer from one branch to the other.
Automate the processing of returns and exchanges
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Monitor store security and send alerts to prevent losses and shrinkage
Vendor Activation
Upload files received from vendors directly to the banking system.
Employee Retention
Use GPT for employee retention analysis.
Legal Research
Automate legal research with GPT
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Currency Rate Updates
Track and update the latest currency rates in your system.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Automate generation and sending of PO to suppliers
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Store planning based on customer preferences
Surface External News
Relevant external news surfaced by GPT
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Targeted promotions based on feedback and reviews
Auto-Generate Responses
Auto-generate responses to customer inquiries
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Mortgage applications
Automate the mortgage application inputs, validation and status.
Employee offboarding
Reduce the time to off-board employees.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Contract Generation
Generate legal contracts with GPT
Personalized Recommendations
Generate personalized recommendations for customers
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Content Migration
Accelerate Content Migration to a New Content Management System.
Review, track and report on supplier contracts
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Learning and development administration
Review status and notify employee and manager of requirements.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
CRM Quality Check
Identify the closure errors in service requests and change requests
Time record validation
Review for accuracy and notify any missing information.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Track orders, shipments, and inventory
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Auto-update scheduled or dynamic pricing across customer touch points and channels
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Track reviews, identify trends, and improve customer experience
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Maintain product and product family categorization
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Automate order routing to warehouses/distribution centers
Automate document data extraction, validation and publishing content
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Knowledge Base Creation
Automate knowledge base creation with
Customer Rebates
Customer rebate calculation can be automated with robots.
Integrate with exchanges and portals to download product information
Automatically email digital receipt to shopper
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Operational finance and accounting
Automating various operational tasks in finance.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Record Maintenance
Automatically maintain records as per government regulations
Sentiment Analysis
Analyze customer sentiment in interactions
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Background Checks
Automatically access comprehensive information & check.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Inventory Auditing
Auto-confirm if your stocks are in order.
Add/update new and existing product listings, images and attributes
Data Transformation
Bots can transform data into a structured and uniform format.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Track Timesheets
Automate tracking and follow-up of timesheets.
Track competitor product intelligence such as new items, price changes and promotions
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
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.