All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Track Timesheets
Automate tracking and follow-up of timesheets.
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Segment customer lists for targeted marketing campaigns
Data Transformation
Bots can transform data into a structured and uniform format.
Digital assistants that provide personalized recommendations via online or mobile
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Contract Generation
Generate legal contracts with GPT
Credential creation and termination
Automate user credential creation and access termination.
Add new product listing images and attributes
Automate document data extraction, validation and publishing content
Schedule social media posts and online ads
Streamline social media posting with RPA.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Synchronize product and assortment details across disparate systems
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Personalized Recommendations
Generate personalized recommendations for customers
Anti Money Laundering
Check individuals against different sanction lists automatically.
Integrate with exchanges and portals to download product information
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Track demand patterns and forecast demand
Review, track and report on supplier contracts
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Store planning based on customer preferences
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Identify potential churn risk and target at-risk customers
Stress testing
Automate CCAR data aggregation and consolidation.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Learning and development administration
Review status and notify employee and manager of requirements.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Account Portability
Facilitate account transfer from one branch to the other.
Employee data management
Perform Employee data administration tasks
Customer Rebates
Customer rebate calculation can be automated with robots.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
IP and Fraud Detection
RPA can automatically monitor your brand.
Content Migration
Accelerate Content Migration to a New Content Management System.
Update inventory records to keep track of stock levels
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Automate generation and sending of PO to suppliers
Employee offboarding
Reduce the time to off-board employees.
Inventory Auditing
Auto-confirm if your stocks are in order.
Update address changes automatically
Update customer address automatically as part of KYC.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Automatically email digital receipt to shopper
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Position management
Compare and report comp & headcount against budget.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Expense Reimbursement
Automated policy compliance reviews.
Contract Review
Use GPT to extract clauses & analyze contracts
Onboarding of new customers
Automate the process of account setup & communication with new customers.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Monitor store security and send alerts to prevent losses and shrinkage
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Track, analyze, and improve the shopper journey
Auto-Generate Responses
Auto-generate responses to customer inquiries
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Social Media Content Generation
Semi-automate social media content with GPT.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Background Checks
Automatically access comprehensive information & check.
Track orders, shipments, and inventory
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Identify opportunities for upselling and cross-selling
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Creating and managing schedules for store staff
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Updating of customer information and preferences across disparate systems
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Time record validation
Review for accuracy and notify any missing information.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Evaluate competitive costs when a product is available from multiple 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.