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Intercompany ReportingAutomated check& reconciliation of intercompany balances.
Manage transaction chargesManage the foreign bank transaction charges for different currencies.
License FormsAuto-fill in the required details in the form for each vehicle state-wise
Record MaintenanceAutomatically maintain records as per government regulations
Automate resetting passwordsAutomate resetting passwords and enforcing password policies
Shadow Credit Fraudulent ActivityDetect potential fraudulent activities and auto-report to federal authorities.
Limit breach managementBots can help with faster analysis and more accurate decision making.
Position managementCompare and report comp & headcount against budget.
Dormancy ActivationUnfreeze an account which was termed dormant due to no transactions.
Update address changes automaticallyUpdate customer address automatically as part of KYC.
Automated Email SequencesStreamline email marketing with RPA automated sequences.
Debit Card Status UpdatesAuto-update status on the customer’s debit card in DMP solution.
Enter And Reconcile Vendor InvoicesAutomate the process of extraction & validation of vendor invoices before payment.
Operational finance and accountingAutomating various operational tasks in finance.
Automatically email digital receipt to shopper
Identify potential churn risk and target at-risk customers
FAQ BotsFAQ bots can handle common customer service queries quickly.
Personalized RecommendationsGenerate personalized recommendations for customers
Invoice Creation & DistributionBots create Invoices and email to respective customers.
Financial Planning and AnalysisPre-population of forecasts using historical and market data.
Reconcile inventory and sales dataGather 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 IntimationAuto-generate return check rejection letters through ERP like SAP.
Bank Account ClosureAutomatically close Bank accounts by carrying out closure activities.
Currency Rate UpdatesTrack and update the latest currency rates in your system.
Internal and external reportingAutomate data assimilation & focus on analysis and review of reports.
Driver PayValidate and pay drivers based on route and distance travelled.
Track orders, shipments, and inventory
Payment matchingMatch payments received against invoices.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Account reconciliationsAutomate the download of sub-account balances, perform validations and create balancing journal entries.
Triage and resolve many simple IT incidentsAutomate the ticket triage based on their priority and assign them to appropriate team
Payroll PaymentThe Bot can log in to your bank and schedule the payments as per your payroll software or file.
Complaint HandlingA bot available 24/7 to respond and resolve customer issues.
Pre-closure Of DepositsCalculate total payable amount and transfer it to the bank account.
Automate healthcare Patient CollectionsAutomate the follow-up and collection of payments from patients as required.
Update external websitesBot logs into a portal (eg. Vendor portal) and update information.
Perform storage provisioning actionsAutomate some of the repetitive tasks performed by the storage IT teams
Automated supplier onboardingAutomate gathering and validating info & documentation from suppliers and partners.
Track demand patterns and forecast demand
Lead Scoring AutomationImprove lead scoring accuracy with RPA
Employee EngagementUse 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 dataAutomate the process of migrating data from one IT application to another
Legal ResearchAutomate legal research with GPT
Automated customer follow-up to gather feedback and reviews
Initial Payment FundingAuto-transfer amount from the bank to the new customer account.
Sentiment AnalysisAnalyze customer sentiment in interactions
Knowledge Base CreationAutomate knowledge base creation with
Automate generation and sending of PO to suppliers
Background ChecksAutomatically access comprehensive information & check.
Automatically generate financial reportsAutomate 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 terminationAutomate user credential creation and access termination.
Policy ComplianceUse GPT to review employee communications for compliance.
Contract GenerationGenerate legal contracts with GPT
Automate Expense ReportingAutomate the logging of expenses and attaching of respective receipts.
Update inventory records to keep track of stock levels
Online Brokerage AccountExpedite update of the customer’s online brokerage account for shares.
Contract ReviewUse GPT to extract clauses & analyze contracts
Add new product listing images and attributes
Credit ChecksBots check the credit limits of your customers before key transactions are executed.
Track safety incidents and generate reports on safety performanceTrack safety incidents and generate reports on safety performance
Automate new account creationAutomate the creation of new accounts and assign permissions.
Employee RetentionUse GPT for employee retention analysis.
Vendor ActivationUpload files received from vendors directly to the banking system.
Email Marketing Content GenerationSemi-automate email marketing content with GPT.
Loan ReconciliationCollate large-sized records received from various channels.
Automate Vendor PaymentsAutomate the process of preparing and performing vendor payments
Review, track and report on supplier contracts
Regulatory and Management reportingData capture and cleansing to generate regulatory reports
Maintenance AutomationAutomatically re-order spare parts and equipment on reaching a threshold.
Time record validationReview for accuracy and notify any missing information.
Unlocking of AccountAddress the issue of locked accounts due to incorrect passwords.
Bank Account OpeningExtract customer data from documents, validate and create new accounts.
Auto-Generate ResponsesAuto-generate responses to customer inquiries
Automate data gathering, analysis, and testing for auditsAutomate data gathering, analysis, and testing of controls for audits
Employee offboardingReduce the time to off-board employees.
Customer RebatesCustomer rebate calculation can be automated with robots.
Automate the processing of returns and exchanges
Calculation of Shift AllowanceAutomate reading, validating and calculation of the shift allowances.
CV Screening & ShortlistingScreen CVs with pre-defined rules, and automate the interview/rejection process.
Chromatography reviewIn the pharma chromatography review process, bots can do the heavy lifting.
Collect data for payroll processingCollect and enter time and attendance data for payroll processing
Freight PaymentAutomate the paper work involved in shipping of goods to the customer.
Loan Foreclosure MaintenanceAutomatically validate the loan foreclosure requests.
Track Social media sentimentAnalyze social media feeds for the sentiment of your products and take initial action.
Trading Account OpeningExpedite trading account opening from hours to a few minutes.
Demand Monitoring & Inventory ManagementMonitor customer demand, production capacity and inventory levels
Perform network provisioning actionsAutomate some of the repetitive tasks performed by the IT network teams.
Activate phone numbers for large businessesProvision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
ATM Dispute ResolutionAutomate dispute resolution for non-receipt of cash from ATM.
Network ManagementTelecom providers can now use bots for repetitive incidents and events.
Outward Clearing notificationAuto-trigger a SMS to the user from the digital monitoring products (DMP).
Central KYCUse RPA bots to reject or confirm KYC records in the Central KYC site.
Track compliance with respect to regulationsTrack compliance with respect to regulations and report deviations
Prepare For Month-End CloseAutomate 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.