All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
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.
Payment Fraud
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.
Credit Checks
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
Driver Pay
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.
There are no Automation ideas for this option.
1
2
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.