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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
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Record Maintenance
Automatically maintain records as per government regulations
Learning and development administration
Review status and notify employee and manager of requirements.
Updating of customer information and preferences across disparate systems
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Track, analyze, and improve the shopper journey
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
IP and Fraud Detection
RPA can automatically monitor your brand.
Policy Compliance
Use GPT to review employee communications for compliance.
Automated Follow-Ups
Automate follow-up communications with customers
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Update address changes automatically
Update customer address automatically as part of KYC.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Expense Reimbursement
Automated policy compliance reviews.
Automate document data extraction, validation and publishing content
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Credential creation and termination
Automate user credential creation and access termination.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Digital assistants that provide personalized recommendations via online or mobile
Invoice processing
Extract invoice data and input into systems.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Automated customer follow-up to gather feedback and reviews
Store planning based on customer preferences
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Sentiment Analysis
Analyze customer sentiment in interactions
Evaluate competitive costs when a product is available from multiple suppliers
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
Employee Retention
Use GPT for employee retention analysis.
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Integrate with exchanges and portals to download product information
Track orders, shipments, and inventory
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Legal Writing
Automate legal writing with GPT
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Background Checks
Automatically access comprehensive information & check.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Employee data management
Perform Employee data administration tasks
Data Transformation
Bots can transform data into a structured and uniform format.
Forecast labor needs based on historical data
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Review, track and report on supplier contracts
Vendor Activation
Upload files received from vendors directly to the banking system.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Accounting change
Automating data collection for leases or revenue transactions
Monitor store security and send alerts to prevent losses and shrinkage
Identify opportunities for upselling and cross-selling
Add/update new and existing product listings, images and attributes
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Contract Generation
Generate legal contracts with GPT
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Social Media Content Generation
Semi-automate social media content with GPT.
Auto-Generate Responses
Auto-generate responses to customer inquiries
Knowledge Base Creation
Automate knowledge base creation with
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Targeted promotions based on feedback and reviews
Track safety incidents and generate reports on safety performance
Track safety incidents and generate reports on safety performance
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Perform storage provisioning actions
Automate some of the repetitive tasks performed by the storage IT teams
Reversal Of Charges
Manage reversal of charges levied on the customer.
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
CRM Quality Check
Identify the closure errors in service requests and change requests
Payment matching
Match payments received against invoices.
Mortgage applications
Automate the mortgage application inputs, validation and status.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Currency Rate Updates
Track and update the latest currency rates in your system.
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Segment customer lists for targeted marketing campaigns
Identify potential churn risk and target at-risk customers
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Track demand patterns and forecast demand
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
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.