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Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Record Maintenance
Automatically maintain records as per government regulations
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Position management
Compare and report comp & headcount against budget.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Update address changes automatically
Update customer address automatically as part of KYC.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Enter And Reconcile Vendor Invoices
Automate the process of extraction & validation of vendor invoices before payment.
Operational finance and accounting
Automating various operational tasks in finance.
Automatically email digital receipt to shopper
Identify potential churn risk and target at-risk customers
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Personalized Recommendations
Generate personalized recommendations for customers
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Currency Rate Updates
Track and update the latest currency rates in your system.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Track orders, shipments, and inventory
Payment matching
Match payments received against invoices.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Track demand patterns and forecast demand
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Provide digital assistants to support customers’ post-shopping visits
Maintain product and product family categorization
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
Legal Research
Automate legal research with GPT
Automated customer follow-up to gather feedback and reviews
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Sentiment Analysis
Analyze customer sentiment in interactions
Knowledge Base Creation
Automate knowledge base creation with
Automate generation and sending of PO to suppliers
Background Checks
Automatically access comprehensive information & check.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Digital assistants that provide personalized recommendations via online or mobile
Synchronize product and assortment details across disparate systems
Credential creation and termination
Automate user credential creation and access termination.
Policy Compliance
Use GPT to review employee communications for compliance.
Contract Generation
Generate legal contracts with GPT
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Update inventory records to keep track of stock levels
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Contract Review
Use GPT to extract clauses & analyze contracts
Add new product listing images and attributes
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Automate new account creation
Automate the creation of new accounts and assign permissions.
Employee Retention
Use GPT for employee retention analysis.
Vendor Activation
Upload files received from vendors directly to the banking system.
Email Marketing Content Generation
Semi-automate email marketing content with GPT.
Loan Reconciliation
Collate large-sized records received from various channels.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Review, track and report on supplier contracts
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Time record validation
Review for accuracy and notify any missing information.
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Employee offboarding
Reduce the time to off-board employees.
Customer Rebates
Customer rebate calculation can be automated with robots.
Automate the processing of returns and exchanges
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
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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.