All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Automate generation and sending of PO to suppliers
Auto-update scheduled or dynamic pricing across customer touch points and channels
Auto-Generate Responses
Auto-generate responses to customer inquiries
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Employee Retention
Use GPT for employee retention analysis.
Track reviews, identify trends, and improve customer experience
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Track Timesheets
Automate tracking and follow-up of timesheets.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Surface External News
Relevant external news surfaced by GPT
Updating of customer information and preferences across disparate systems
Automated Follow-Ups
Automate follow-up communications with customers
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Content Migration
Accelerate Content Migration to a New Content Management System.
Customer Rebates
Customer rebate calculation can be automated with robots.
Policy Compliance
Use GPT to review employee communications for compliance.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Operational finance and accounting
Automating various operational tasks in finance.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Targeted promotions based on feedback and reviews
Social Media Content Generation
Semi-automate social media content with GPT.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Automatically email digital receipt to shopper
Position management
Compare and report comp & headcount against budget.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Loan Reconciliation
Collate large-sized records received from various channels.
Identify potential churn risk and target at-risk customers
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Initiate, distribute and synchronize localized price changes
Credential creation and termination
Automate user credential creation and access termination.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Data Transformation
Bots can transform data into a structured and uniform format.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Automate the processing of returns and exchanges
Sentiment Analysis
Analyze customer sentiment in interactions
Track demand patterns and forecast demand
Record Maintenance
Automatically maintain records as per government regulations
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Track, analyze, and improve the shopper journey
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Outward Remittance
Enable a native resident customer to transfer money of another currency.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Integrate with exchanges and portals to download product information
Invoice processing
Extract invoice data and input into systems.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Background Checks
Automatically access comprehensive information & check.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Stress testing
Automate CCAR data aggregation and consolidation.
Employee offboarding
Reduce the time to off-board employees.
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.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Automated customer follow-up to gather feedback and reviews
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Automate new account creation
Automate the creation of new accounts and assign permissions.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Payment matching
Match payments received against invoices.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Review, track and report on supplier contracts
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Forecast labor needs based on historical data
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Time record validation
Review for accuracy and notify any missing information.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
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.