All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Segment customer lists for targeted marketing campaigns
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Update inventory records to keep track of stock levels
Forecast labor needs based on historical data
Update address changes automatically
Update customer address automatically as part of KYC.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Creating and managing schedules for store staff
Auto-update scheduled or dynamic pricing across customer touch points and channels
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Track orders, shipments, and inventory
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Initiate, distribute and synchronize localized price changes
Updating of customer information and preferences across disparate systems
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Automate the processing of returns and exchanges
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Monitor store security and send alerts to prevent losses and shrinkage
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Automate Driver Shipment Assignments
Create Product Descriptions
Create product description drafts using GPT.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Targeted promotions based on feedback and reviews
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Identify opportunities for upselling and cross-selling
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Policy Compliance
Use GPT to review employee communications for compliance.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Track reviews, identify trends, and improve customer experience
Automated Follow-Ups
Automate follow-up communications with customers
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
CRM Quality Check
Identify the closure errors in service requests and change requests
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Track Timesheets
Automate tracking and follow-up of timesheets.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Invoice processing
Extract invoice data and input into systems.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Background Checks
Automatically access comprehensive information & check.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Track employee training and generate reports
Track employee training and generate reports on training progress
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Employee Retention
Use GPT for employee retention analysis.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Add new product listing images and attributes
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Legal Writing
Automate legal writing with GPT
Sentiment Analysis
Analyze customer sentiment in interactions
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Auto-Generate Responses
Auto-generate responses to customer inquiries
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Automated invoice reconciliation
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Track demand patterns and forecast demand
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Loan Reconciliation
Collate large-sized records received from various channels.
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Integrate with exchanges and portals to download product information
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Legal Research
Automate legal research with GPT
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Synchronize product and assortment details across disparate systems
Add/update new and existing product listings, images and attributes
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Contract Review
Use GPT to extract clauses & analyze contracts
Automate new account creation
Automate the creation of new accounts and assign permissions.
Learning and development administration
Review status and notify employee and manager of requirements.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Schedule social media posts and online ads
Streamline social media posting with RPA.
Automate generation and sending of PO to suppliers
Account Portability
Facilitate account transfer from one branch to the other.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
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.