Automation Ideas

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Intercompany Reporting

Automated check& reconciliation of intercompany balances.

Manage transaction charges

Manage the foreign bank transaction charges for different currencies.

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 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.

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

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

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).

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.