All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Automate order routing to warehouses/distribution centers
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Invoice processing
Extract invoice data and input into systems.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Position management
Compare and report comp & headcount against budget.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Knowledge Base Creation
Automate knowledge base creation with
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Legal Writing
Automate legal writing with GPT
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Provide digital assistants to support customers’ post-shopping visits
Expense Reimbursement
Automated policy compliance reviews.
Learning and development administration
Review status and notify employee and manager of requirements.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
IP and Fraud Detection
RPA can automatically monitor your brand.
Operational finance and accounting
Automating various operational tasks in finance.
Loan Reconciliation
Collate large-sized records received from various channels.
Maintain product and product family categorization
Personalized Recommendations
Generate personalized recommendations for customers
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Digital assistants that provide personalized recommendations via online or mobile
Policy Compliance
Use GPT to review employee communications for compliance.
Surface External News
Relevant external news surfaced by GPT
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Add new product listing images and attributes
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Track competitor product intelligence such as new items, price changes and promotions
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Employee data management
Perform Employee data administration tasks
Auto-update scheduled or dynamic pricing across customer touch points and channels
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Review, track and report on supplier contracts
Initiate, distribute and synchronize localized price changes
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Network Management
Telecom providers can now use bots for repetitive incidents and events.
CRM Quality Check
Identify the closure errors in service requests and change requests
Time record validation
Review for accuracy and notify any missing information.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Identify potential churn risk and target at-risk customers
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Account Portability
Facilitate account transfer from one branch to the other.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Automate document data extraction, validation and publishing content
Driver Pay
Validate and pay drivers based on route and distance travelled.
Content Migration
Accelerate Content Migration to a New Content Management System.
Create Product Descriptions
Create product description drafts using GPT.
Inventory Auditing
Auto-confirm if your stocks are in order.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Customer Rebates
Customer rebate calculation can be automated with robots.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Add/update new and existing product listings, images and attributes
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Targeted promotions based on feedback and reviews
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Automated invoice reconciliation
Update inventory records to keep track of stock levels
Claims Processing from Email
Bots can digitize and speed up claims processing.
Monitor store security and send alerts to prevent losses and shrinkage
Reversal Of Charges
Manage reversal of charges levied on the customer.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Payment matching
Match payments received against invoices.
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.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Legal Research
Automate legal research with GPT
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Track employee training and generate reports
Track employee training and generate reports on training progress
Social Media Content Generation
Semi-automate social media content with GPT.
Update address changes automatically
Update customer address automatically as part of KYC.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Appointment Scheduling
Automate the end-to-end appointment scheduling
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.