All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Identify potential churn risk and target at-risk customers
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Currency Rate Updates
Track and update the latest currency rates in your system.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Legal Research
Automate legal research with GPT
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Knowledge Base Creation
Automate knowledge base creation with
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Loan Reconciliation
Collate large-sized records received from various channels.
Customer Rebates
Customer rebate calculation can be automated with robots.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Expense Reimbursement
Automated policy compliance reviews.
Updating of customer information and preferences across disparate systems
Stress testing
Automate CCAR data aggregation and consolidation.
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Surface External News
Relevant external news surfaced by GPT
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
CRM Quality Check
Identify the closure errors in service requests and change requests
Employee Retention
Use GPT for employee retention analysis.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Time record validation
Review for accuracy and notify any missing information.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Automate document data extraction, validation and publishing content
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Provide digital assistants to support customers’ post-shopping visits
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Forecast labor needs based on historical data
Automate the processing of returns and exchanges
Driver Pay
Validate and pay drivers based on route and distance travelled.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Targeted promotions based on feedback and reviews
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Maintain product and product family categorization
Track competitor product intelligence such as new items, price changes and promotions
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Payment matching
Match payments received against invoices.
Update inventory records to keep track of stock levels
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Track reviews, identify trends, and improve customer experience
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Evaluate competitive costs when a product is available from multiple suppliers
Record Maintenance
Automatically maintain records as per government regulations
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Creating and managing schedules for store staff
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Personalized Recommendations
Generate personalized recommendations for customers
Credential creation and termination
Automate user credential creation and access termination.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
IP and Fraud Detection
RPA can automatically monitor your brand.
Track demand patterns and forecast demand
Employee offboarding
Reduce the time to off-board employees.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Policy Compliance
Use GPT to review employee communications for compliance.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Track employee training and generate reports
Track employee training and generate reports on training progress
Automated customer follow-up to gather feedback and reviews
Employee data management
Perform Employee data administration tasks
Automated Follow-Ups
Automate follow-up communications with customers
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Social Media Content Generation
Semi-automate social media content with GPT.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Add new product listing images and attributes
Background Checks
Automatically access comprehensive information & check.
Digital assistants that provide personalized recommendations via online or mobile
Initiate, distribute and synchronize localized price changes
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.