All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Background Checks
Automatically access comprehensive information & check.
Track employee training and generate reports
Track employee training and generate reports on training progress
Record Maintenance
Automatically maintain records as per government regulations
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Automate SLA Reports
End to end SLA report automation for IT / Network infrastructure.
Provide digital assistants to support customers’ post-shopping visits
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Mortgage applications
Automate the mortgage application inputs, validation and status.
Claims Processing with Chatbots
Claims automation with chat bots to submit notice of loss in minutes.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Add/update new and existing product listings, images and attributes
Anti Money Laundering
Check individuals against different sanction lists automatically.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Digital assistants that provide personalized recommendations via online or mobile
Claims Processing from Email
Bots can digitize and speed up claims processing.
Competitive Intelligence & Price Monitoring
Automatically observe competition’s Pricing & react.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Track orders, shipments, and inventory
Analyze customer feedback
Bot enables analysis of customer feedback with accuracy.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Diversity and Inclusion
Use GPT to analyze job descriptions & identify bias.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Dormancy Activation
Unfreeze an account which was termed dormant due to no transactions.
Review, track and report on supplier contracts
Bank Account Opening
Extract customer data from documents, validate and create new accounts.
Employee offboarding
Reduce the time to off-board employees.
Monitor store security and send alerts to prevent losses and shrinkage
Operational finance and accounting
Automating various operational tasks in finance.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Automate the processing of returns and exchanges
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Credit Card Processing
Auto-execute all requests for new credit card and updation of credit limits.
Credential creation and termination
Automate user credential creation and access termination.
Customer Rebates
Customer rebate calculation can be automated with robots.
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Surface External News
Relevant external news surfaced by GPT
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Update address changes automatically
Update customer address automatically as part of KYC.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Process and reconcile end-of-day tender types from point-of-sale and payment systems
Automated Email Sequences
Streamline email marketing with RPA automated sequences.
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Sentiment Analysis
Analyze customer sentiment in interactions
Initiate, distribute and synchronize localized price changes
Collect data for payroll processing
Collect and enter time and attendance data for payroll processing
Debit Card Re-issuance
Automatically cancel existing debit card & update details of the new one.
Internal and external reporting
Automate data assimilation & focus on analysis and review of reports.
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Automate order routing to warehouses/distribution centers
Track, analyze, and improve the shopper journey
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Maintain product and product family categorization
Knowledge Base Creation
Automate knowledge base creation with
Integrate with exchanges and portals to download product information
Identify opportunities for upselling and cross-selling
Unlocking of Account
Address the issue of locked accounts due to incorrect passwords.
Invoice processing
Extract invoice data and input into systems.
Manage transaction charges
Manage the foreign bank transaction charges for different currencies.
Targeted promotions based on feedback and reviews
Inventory Auditing
Auto-confirm if your stocks are in order.
Position management
Compare and report comp & headcount against budget.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Contract Review
Use GPT to extract clauses & analyze contracts
Employee data management
Perform Employee data administration tasks
Data Transformation
Bots can transform data into a structured and uniform format.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Automate document data extraction, validation and publishing content
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Legal Writing
Automate legal writing with GPT
Synchronize product and assortment details across disparate systems
Policy Compliance
Use GPT to review employee communications for compliance.
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Outward Remittance
Enable a native resident customer to transfer money of another currency.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Maintenance Automation
Automatically re-order spare parts and equipment on reaching a threshold.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Updating of customer information and preferences across disparate systems
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.