All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Track reviews, identify trends, and improve customer experience
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Employee Retention
Use GPT for employee retention analysis.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Updating of customer information and preferences across disparate systems
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Sentiment Analysis
Analyze customer sentiment in interactions
Automate generation and sending of PO to suppliers
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Identify opportunities for upselling and cross-selling
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
CRM Quality Check
Identify the closure errors in service requests and change requests
Policy Compliance
Use GPT to review employee communications for compliance.
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Customer Rebates
Customer rebate calculation can be automated with robots.
IP and Fraud Detection
RPA can automatically monitor your brand.
Payment matching
Match payments received against invoices.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Evaluate competitive costs when a product is available from multiple suppliers
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Contract Review
Use GPT to extract clauses & analyze contracts
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Learning and development administration
Review status and notify employee and manager of requirements.
Surface External News
Relevant external news surfaced by GPT
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Automated Follow-Ups
Automate follow-up communications with customers
Knowledge Base Creation
Automate knowledge base creation with
Expense Reimbursement
Automated policy compliance reviews.
Store planning based on customer preferences
Personalized Recommendations
Generate personalized recommendations for customers
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Integrate with exchanges and portals to download product information
Inventory Auditing
Auto-confirm if your stocks are in order.
Automate document data extraction, validation and publishing content
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Auto-update scheduled or dynamic pricing across customer touch points and channels
Update address changes automatically
Update customer address automatically as part of KYC.
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Credential creation and termination
Automate user credential creation and access termination.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Automated invoice reconciliation
Employee offboarding
Reduce the time to off-board employees.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Update inventory records to keep track of stock levels
Driver Pay
Validate and pay drivers based on route and distance travelled.
Identify potential churn risk and target at-risk customers
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Currency Rate Updates
Track and update the latest currency rates in your system.
Add/update new and existing product listings, images and attributes
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Automate order routing to warehouses/distribution centers
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Review, track and report on supplier contracts
Data Transformation
Bots can transform data into a structured and uniform format.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Vendor Activation
Upload files received from vendors directly to the banking system.
Monitor store security and send alerts to prevent losses and shrinkage
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Automate Driver Shipment Assignments
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.