All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Review, track and report on supplier contracts
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Provide digital assistants to support customers’ post-shopping visits
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Policy Compliance
Use GPT to review employee communications for compliance.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Automatically email digital receipt to shopper
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Inventory Auditing
Auto-confirm if your stocks are in order.
Identify opportunities for upselling and cross-selling
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Background Checks
Automatically access comprehensive information & check.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Employee offboarding
Reduce the time to off-board employees.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Add new product listing images and attributes
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Reversal Of Charges
Manage reversal of charges levied on the customer.
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Account Portability
Facilitate account transfer from one branch to the other.
Operational finance and accounting
Automating various operational tasks in finance.
Contract Review
Use GPT to extract clauses & analyze contracts
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Track, analyze, and improve the shopper journey
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Digital assistants that provide personalized recommendations via online or mobile
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Loan Reconciliation
Collate large-sized records received from various channels.
Updating of customer information and preferences across disparate systems
Segment customer lists for targeted marketing campaigns
Update address changes automatically
Update customer address automatically as part of KYC.
Track orders, shipments, and inventory
CRM Quality Check
Identify the closure errors in service requests and change requests
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Integrate with exchanges and portals to download product information
Employee Retention
Use GPT for employee retention analysis.
Vendor Activation
Upload files received from vendors directly to the banking system.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Creating and managing schedules for store staff
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Store planning based on customer preferences
Update inventory records to keep track of stock levels
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Time record validation
Review for accuracy and notify any missing information.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Synchronize product and assortment details across disparate systems
Social Media Content Generation
Semi-automate social media content with GPT.
Automated customer follow-up to gather feedback and reviews
Appointment Scheduling
Automate the end-to-end appointment scheduling
Track employee training and generate reports
Track employee training and generate reports on training progress
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Legal Research
Automate legal research with GPT
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Automate the processing of returns and exchanges
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Maintain product and product family categorization
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
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.