All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Digital assistants that provide personalized recommendations via online or mobile
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Automated invoice reconciliation
Auto-update scheduled or dynamic pricing across customer touch points and channels
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Inventory Auditing
Auto-confirm if your stocks are in order.
Automate the processing of returns and exchanges
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Loan Reconciliation
Collate large-sized records received from various channels.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Credential creation and termination
Automate user credential creation and access termination.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Anti Money Laundering
Check individuals against different sanction lists automatically.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Stress testing
Automate CCAR data aggregation and consolidation.
Knowledge Base Creation
Automate knowledge base creation with
Segment customer lists for targeted marketing campaigns
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Updating of customer information and preferences across disparate systems
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Position management
Compare and report comp & headcount against budget.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Surface External News
Relevant external news surfaced by GPT
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Automate new account creation
Automate the creation of new accounts and assign permissions.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Automated Follow-Ups
Automate follow-up communications with customers
Content Migration
Accelerate Content Migration to a New Content Management System.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Automated customer follow-up to gather feedback and reviews
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Driver Pay
Validate and pay drivers based on route and distance travelled.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Employee data management
Perform Employee data administration tasks
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Expense Reimbursement
Automated policy compliance reviews.
Creating and managing schedules for store staff
Improve customer response
Improve response times by using bots to navigate multiple system screens
Create Product Descriptions
Create product description drafts using GPT.
Forecast labor needs based on historical data
Auto-Generate Responses
Auto-generate responses to customer inquiries
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
Policy Compliance
Use GPT to review employee communications for compliance.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Vendor Activation
Upload files received from vendors directly to the banking system.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Data Transformation
Bots can transform data into a structured and uniform format.
Currency Rate Updates
Track and update the latest currency rates in your system.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Track Timesheets
Automate tracking and follow-up of timesheets.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
CRM Quality Check
Identify the closure errors in service requests and change requests
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Targeted promotions based on feedback and reviews
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
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.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Track employee training and generate reports
Track employee training and generate reports on training progress
Automate Driver Shipment Assignments
Record Maintenance
Automatically maintain records as per government regulations
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Account Portability
Facilitate account transfer from one branch to the other.
Legal Writing
Automate legal writing with GPT
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Monitor store security and send alerts to prevent losses and shrinkage
Track demand patterns and forecast demand
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Reversal Of Charges
Manage reversal of charges levied on the customer.
Automate generation and sending of PO to suppliers
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Provide digital assistants to support customers’ post-shopping visits
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Initiate, distribute and synchronize localized price changes
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Store planning based on customer preferences
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
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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.
