All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Employee Retention
Use GPT for employee retention analysis.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Mortgage applications
Automate the mortgage application inputs, validation and status.
Track competitor product intelligence such as new items, price changes and promotions
Track employee training and generate reports
Track employee training and generate reports on training progress
Sentiment Analysis
Analyze customer sentiment in interactions
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Identify potential churn risk and target at-risk customers
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Automate document data extraction, validation and publishing content
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Legal Research
Automate legal research with GPT
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Synchronize product and assortment details across disparate systems
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Record Maintenance
Automatically maintain records as per government regulations
Vendor Activation
Upload files received from vendors directly to the banking system.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Automated Follow-Ups
Automate follow-up communications with customers
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Track orders, shipments, and inventory
Automated invoice reconciliation
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Driver Pay
Validate and pay drivers based on route and distance travelled.
Account Portability
Facilitate account transfer from one branch to the other.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Auto-update scheduled or dynamic pricing across customer touch points and channels
Reversal Of Charges
Manage reversal of charges levied on the customer.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Provide digital assistants to support customers’ post-shopping visits
Employee data management
Perform Employee data administration tasks
Add new product listing images and attributes
Knowledge Base Creation
Automate knowledge base creation with
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Forecast labor needs based on historical data
Position management
Compare and report comp & headcount against budget.
Initiate, distribute and synchronize localized price changes
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Segment customer lists for targeted marketing campaigns
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Loan Reconciliation
Collate large-sized records received from various channels.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Automate order routing to warehouses/distribution centers
Automated customer follow-up to gather feedback and reviews
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Currency Rate Updates
Track and update the latest currency rates in your system.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Store planning based on customer preferences
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Evaluate competitive costs when a product is available from multiple suppliers
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Contract Generation
Generate legal contracts with GPT
Review, track and report on supplier contracts
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Track, analyze, and improve the shopper journey
Social Media Content Generation
Semi-automate social media content with GPT.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Invoice processing
Extract invoice data and input into systems.
Anti Money Laundering
Check individuals against different sanction lists automatically.
Updating of customer information and preferences across disparate systems
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
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.