All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Forecast labor needs based on historical data
Accounting change
Automating data collection for leases or revenue transactions
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Track demand patterns and forecast demand
Updating of customer information and preferences across disparate systems
Employee offboarding
Reduce the time to off-board employees.
Targeted promotions based on feedback and reviews
Add new product listing images and attributes
Credential creation and termination
Automate user credential creation and access termination.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Integrate with exchanges and portals to download product information
Automate Driver Shipment Assignments
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Sentiment Analysis
Analyze customer sentiment in interactions
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Surface External News
Relevant external news surfaced by GPT
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Synchronize product and assortment details across disparate systems
Appointment Scheduling
Automate the end-to-end appointment scheduling
Expense Reimbursement
Automated policy compliance reviews.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Mortgage applications
Automate the mortgage application inputs, validation and status.
Payment matching
Match payments received against invoices.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Employee data management
Perform Employee data administration tasks
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Automate the processing of returns and exchanges
Track orders, shipments, and inventory
Invoice processing
Extract invoice data and input into systems.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Policy Compliance
Use GPT to review employee communications for compliance.
Store planning based on customer preferences
Schedule social media posts and online ads
Streamline social media posting with RPA.
Automatically email digital receipt to shopper
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Background Checks
Automatically access comprehensive information & check.
Automate document data extraction, validation and publishing content
Contract Review
Use GPT to extract clauses & analyze contracts
Identify potential churn risk and target at-risk customers
Digital assistants that provide personalized recommendations via online or mobile
Auto-Generate Responses
Auto-generate responses to customer inquiries
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
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
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Identify opportunities for upselling and cross-selling
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Learning and development administration
Review status and notify employee and manager of requirements.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Contract Generation
Generate legal contracts with GPT
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Update inventory records to keep track of stock levels
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Driver Pay
Validate and pay drivers based on route and distance travelled.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Segment customer lists for targeted marketing campaigns
Evaluate competitive costs when a product is available from multiple suppliers
Inventory Auditing
Auto-confirm if your stocks are in order.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Customer Rebates
Customer rebate calculation can be automated with robots.
Position management
Compare and report comp & headcount against budget.
Legal Writing
Automate legal writing with GPT
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
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.
