200+ AI & Automation uses cases you can use now.

Automate document data extraction, validation and publishing content

Track orders, shipments, and inventory

Content Migration

Accelerate Content Migration to a New Content Management System.

Diversity and Inclusion

Use GPT to analyze job descriptions & identify bias.

Debit Card Automation

Automate debit card related activities, such as ready key activation,

Dormancy Activation

Unfreeze an account which was termed dormant due to no transactions.

Track reviews, identify trends, and improve customer experience

Contract Generation

Generate legal contracts with GPT

Track safety incidents and generate reports on safety performance

Track safety incidents and generate reports on safety performance

Complaint Handling

A bot available 24/7 to respond and resolve customer issues.

Vacation request

Filing a vacation request directly into the ERP with Chatbots and ERP.

Social Media Content Generation

Semi-automate social media content with GPT.

Three-way matching

Before paying any invoice, Finance matches the PO) to goods and Invoice

Responding to Queries

Bots can respond to simple queries and escalate the rest.

Segment customer lists for targeted marketing campaigns

Credit Card Processing

Auto-execute all requests for new credit card and updation of credit limits.

Targeted promotions based on feedback and reviews

Chatbot for Customer Support

ChatGPT-powered chatbot for quick customer support

Accounting change

Automating data collection for leases or revenue transactions

Reconcile inventory and sales data

Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.

Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers

Sentiment Analysis

Analyze customer sentiment in interactions

Operational finance and accounting

Automating various operational tasks in finance.

Competitive Intelligence & Price Monitoring

Automatically observe competition’s Pricing & react.

Process and reconcile end-of-day tender types from point-of-sale and payment systems

Certificate Of Deposit Booking

Auto-update the certificate of deposit (CD) details of the customer.

Monitor store security and send alerts to prevent losses and shrinkage

Vendor DUNS Lookup

Lookup 3rd-party websites & update your systems.

Background Checks

Automatically access comprehensive information & check.

Claims Processing with Chatbots

Claims automation with chat bots to submit notice of loss in minutes.

Automated customer follow-up to gather feedback and reviews

Triage and resolve many simple IT incidents

Automate the ticket triage based on their priority and assign them to appropriate team

Reversal Of Charges

Manage reversal of charges levied on the customer.

Online Brokerage Account

Expedite update of the customer’s online brokerage account for shares.

Automated invoice reconciliation

Debit Card Status Updates

Auto-update status on the customer’s debit card in DMP solution.

Auto-update scheduled or dynamic pricing across customer touch points and channels

Track employee eligibility for benefits

Track employee eligibility for benefits and process benefit enrollments

Auto-Generate Responses

Auto-generate responses to customer inquiries

Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process

Lead Scoring Automation

Improve lead scoring accuracy with RPA

Invoice Creation & Distribution

Bots create Invoices and email to respective customers.

Improve customer response

Improve response times by using bots to navigate multiple system screens

Email Marketing Content Generation

Semi-automate email marketing content with GPT.

Payroll Payment

The Bot can log in to your bank and schedule the payments as per your payroll software or file.

Employee data management

Perform Employee data administration tasks

Automate Expense Reporting

Automate the logging of expenses and attaching of respective receipts.

Manage transaction charges

Manage the foreign bank transaction charges for different currencies.

Automatically email digital receipt to shopper

Data Transformation

Bots can transform data into a structured and uniform format.

Freight Payment

Automate the paper work involved in shipping of goods to the customer.

Fraud Detection

Faster fraud detection & more accurate identification of suspicious transactions with GPT.

Proactively track Fraudulent payments before they result in a Chargeback.

Automate resetting passwords

Automate resetting passwords and enforcing password policies

Create Product Descriptions

Create product description drafts using GPT.

Legacy systems Swivel Chair

Login to the mainframe, navigate multiple screens, and make the updates automatically.

Track, analyze, and improve the shopper journey

Network Management

Telecom providers can now use bots for repetitive incidents and events.

Maintenance Automation

Automatically re-order spare parts and equipment on reaching a threshold.

Time record validation

Review for accuracy and notify any missing information.

Create Material Serial Number

The bot reads data from CSV file and generates serial number automatically

Create Blog posts

Create draft blog posts in the desired tone using GPT.

Track compliance with respect to regulations

Track compliance with respect to regulations and report deviations

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.

Password Manager Bot

RPA Secure Password Manager stores credentials of apps.

Intercompany Reporting

Automated check& reconciliation of intercompany balances.

Add/update new and existing product listings, images and attributes

Automate healthcare Claims Filing

Automate data entry into Payer portals & Exchanges.

Outward Clearing notification

Auto-trigger a SMS to the user from the digital monitoring products (DMP).

Legacy systems Report Generation

Submit jobs automatically and generate reports.

Bots check the credit limits of your customers before key transactions are executed.

Appointment Scheduling

Automate the end-to-end appointment scheduling

ChatGPT for Customer Engagement

Automate customer engagement with ChatGPT

Internal and external reporting

Automate data assimilation & focus on analysis and review of reports.

Automate the process of migrating data

Automate the process of migrating data from one IT application to another

Automate Vendor Payments

Automate the process of preparing and performing vendor payments

Currency Rate Updates

Track and update the latest currency rates in your system.

Claims Processing from Email

Bots can digitize and speed up claims processing.

Customer Rebates

Customer rebate calculation can be automated with robots.

Automate data gathering, analysis, and testing for audits

Automate data gathering, analysis, and testing of controls for audits

Automate journal entries with RPA

Process email, perform compliance checks and process the Journal entries in ERP.

Update Salesforce

Automate most of the repetitive tasks of maintaining your CRM.

Invoice processing

Extract invoice data and input into systems.

Initial Payment Funding

Auto-transfer amount from the bank to the new customer account.

Trading Account Opening

Expedite trading account opening from hours to a few minutes.

Outward Remittance

Enable a native resident customer to transfer money of another currency.

Customer data collation

Collect and retrieve data from agencies to speed up onboarding.

CV Screening & Shortlisting

Screen CVs with pre-defined rules, and automate the interview/rejection process.

Analytics and reporting

Data capture, cleansing, and pre-population of reports.

Store planning based on customer preferences

Validate and pay drivers based on route and distance travelled.

Enter And Reconcile Vendor Invoices

Automate the process of extraction & validation of vendor invoices before payment.

Track Social media sentiment

Analyze social media feeds for the sentiment of your products and take initial action.

Unlocking of Account

Address the issue of locked accounts due to incorrect passwords.

Improve customer experience

Bots help contact centers reduce wait times by enabling agile support.

Bank Account Opening

Extract customer data from documents, validate and create new accounts.

Onboarding of new customers

Automate the process of account setup & communication with new customers.

Account Portability

Facilitate account transfer from one branch to the other.

Automate healthcare Patient Pre-registration

Automate pre-registration of returning patients by automatic medical coding.

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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.