All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Debit Card Automation
Automate debit card related activities, such as ready key activation,
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Update inventory records to keep track of stock levels
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Create Blog posts
Create draft blog posts in the desired tone using GPT.
Calculation of Shift Allowance
Automate reading, validating and calculation of the shift allowances.
Driver Pay
Validate and pay drivers based on route and distance travelled.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Update address changes automatically
Update customer address automatically as part of KYC.
Automatically email digital receipt to shopper
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Operational finance and accounting
Automating various operational tasks in finance.
Initiate, distribute and synchronize localized price changes
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Social Media Content Generation
Semi-automate social media content with GPT.
Digital assistants that provide personalized recommendations via online or mobile
Reversal Of Charges
Manage reversal of charges levied on the customer.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Identify opportunities for upselling and cross-selling
Segment customer lists for targeted marketing campaigns
Track orders, shipments, and inventory
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Account Portability
Facilitate account transfer from one branch to the other.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Position management
Compare and report comp & headcount against budget.
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Targeted promotions based on feedback and reviews
Automated invoice reconciliation
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Perform server provisioning actions
Automate some of the repetitive tasks performed by the IT Server engineering teams.
Loan Reconciliation
Collate large-sized records received from various channels.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Review, track and report on supplier contracts
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Record Maintenance
Automatically maintain records as per government regulations
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Sentiment Analysis
Analyze customer sentiment in interactions
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Automate the processing of returns and exchanges
Contract Review
Use GPT to extract clauses & analyze contracts
Automate order routing to warehouses/distribution centers
Automate Rewards & Gifts
Automatically verify reward points, purchase and ship rewards.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Track demand patterns and forecast demand
Data Transformation
Bots can transform data into a structured and uniform format.
Chromatography review
In the pharma chromatography review process, bots can do the heavy lifting.
Forecast labor needs based on historical data
Employee data management
Perform Employee data administration tasks
Personalized Recommendations
Generate personalized recommendations for customers
Automate new account creation
Automate the creation of new accounts and assign permissions.
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Vendor Activation
Upload files received from vendors directly to the banking system.
Knowledge Base Creation
Automate knowledge base creation with
Create Product Descriptions
Create product description drafts using GPT.
Synchronize product and assortment details across disparate systems
Employee Retention
Use GPT for employee retention analysis.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
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.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Background Checks
Automatically access comprehensive information & check.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Provide digital assistants to support customers’ post-shopping visits
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Invoice processing
Extract invoice data and input into systems.
Shadow Credit Fraudulent Activity
Detect potential fraudulent activities and auto-report to federal authorities.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Automate generation and sending of PO to suppliers
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Time record validation
Review for accuracy and notify any missing information.
IP and Fraud Detection
RPA can automatically monitor your brand.
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Monitor store security and send alerts to prevent losses and shrinkage
Creating and managing schedules for store staff
Automate document data extraction, validation and publishing content
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Improve customer response
Improve response times by using bots to navigate multiple system screens
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.