Automation Ideas – BOT NIRVANA

Have a new idea? Show case them by submitting here.

Update inventory records to keep track of stock levels

Onboarding of new customers

Automate the process of account setup & communication with new customers.

Automate resetting passwords

Automate resetting passwords and enforcing password policies

Perform storage provisioning actions

Automate some of the repetitive tasks performed by the storage IT teams

Schedule social media posts and online ads

Streamline social media posting with RPA.

IP and Fraud Detection

RPA can automatically monitor your brand.

Bots check the credit limits of your customers before key transactions are executed.

CV Screening & Shortlisting

Screen CVs with pre-defined rules, and automate the interview/rejection process.

Diversity and Inclusion

Use GPT to analyze job descriptions & identify bias.

Automate data gathering, analysis, and testing for audits

Automate data gathering, analysis, and testing of controls for audits

Proactively track Fraudulent payments before they result in a Chargeback.

Auto-fill in the required details in the form for each vehicle state-wise

Employee offboarding

Reduce the time to off-board employees.

Manage transaction charges

Manage the foreign bank transaction charges for different currencies.

Anti Money Laundering

Check individuals against different sanction lists automatically.

Targeted promotions based on feedback and reviews

Sales Intelligence

Give sales teams the lead generation tools and prospecting info.

Loan Foreclosure Maintenance

Automatically validate the loan foreclosure requests.

Expense Reimbursement

Automated policy compliance reviews.

Employee Engagement

Use GPT to analyze employee feedback & identify improvement areas.

Reversal Of Charges

Manage reversal of charges levied on the customer.

Auto-update scheduled or dynamic pricing across customer touch points and channels

Employee Induction & Training

Automate training of candidates with business processes, compliance standards etc.

Automate document data extraction, validation and publishing content

Process and reconcile end-of-day activities including reporting from point-of-sale systems

Add/update new and existing product listings, images and attributes

Contract Generation

Generate legal contracts with GPT

Automate order routing to warehouses/distribution centers

Payroll Payment

The Bot can log in to your bank and schedule the payments as per your payroll software or file.

Responding to Queries

Bots can respond to simple queries and escalate the rest.

Track safety incidents and generate reports on safety performance

Track safety incidents and generate reports on safety performance

Freight Payment

Automate the paper work involved in shipping of goods to the customer.

Activate phone numbers for large businesses

Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.

Regulatory and Management reporting

Data capture and cleansing to generate regulatory reports

Initial Payment Funding

Auto-transfer amount from the bank to the new customer account.

Internal and external reporting

Automate data assimilation & focus on analysis and review of reports.

Loan Reconciliation

Collate large-sized records received from various channels.

Triage and resolve many simple IT incidents

Automate the ticket triage based on their priority and assign them to appropriate team

Suspicious activity investigation

Speed up issue resolution of AML alerts and improve fraud mgmt.

Create Material Serial Number

The bot reads data from CSV file and generates serial number automatically

Credential creation and termination

Automate user credential creation and access termination.

Chatbot for Customer Support

ChatGPT-powered chatbot for quick customer support

Pre-closure Of Deposits

Calculate total payable amount and transfer it to the bank account.

Email Marketing Content Generation

Semi-automate email marketing content with GPT.

Automate SLA Reports

End to end SLA report automation for IT / Network infrastructure.

Automate Expense Reporting

Automate the logging of expenses and attaching of respective receipts.

Outward Remittance

Enable a native resident customer to transfer money of another currency.

Automated supplier onboarding

Automate gathering and validating info & documentation from suppliers and partners.

Analyze customer feedback

Bot enables analysis of customer feedback with accuracy.

Outward Clearing notification

Auto-trigger a SMS to the user from the digital monitoring products (DMP).

Legacy systems Swivel Chair

Login to the mainframe, navigate multiple screens, and make the updates automatically.

Knowledge Base Creation

Automate knowledge base creation with

Account reconciliations

Automate the download of sub-account balances, perform validations and create balancing journal entries.

Validate and pay drivers based on route and distance travelled.

Automate Vendor Payments

Automate the process of preparing and performing vendor payments

Financial Planning and Analysis

Pre-population of forecasts using historical and market data.

Network Management

Telecom providers can now use bots for repetitive incidents and events.

Shadow Credit Fraudulent Activity

Detect potential fraudulent activities and auto-report to federal authorities.

Identify opportunities for upselling and cross-selling

Complaint Handling

A bot available 24/7 to respond and resolve customer issues.

Track employee training and generate reports

Track employee training and generate reports on training progress

Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process

Improve customer response

Improve response times by using bots to navigate multiple system screens

Employee onboarding

Dramatically compress the Employee on-boarding processes.

Surface External News

Relevant external news surfaced by GPT

Calculation of Shift Allowance

Automate reading, validating and calculation of the shift allowances.

Add new product listing images and attributes

Automate legal research with GPT

Customer data collation

Collect and retrieve data from agencies to speed up onboarding.

Process and reconcile end-of-day tender types from point-of-sale and payment systems

Segment customer lists for targeted marketing campaigns

Personalized Recommendations

Generate personalized recommendations for customers

Update Contacts in CRM

Automated updation of contacts in CRM using GPT

Automate employee HR data management

Automate tasks such as data entry, data validation, and data processing.

Creating and managing schedules for store staff

Track reviews, identify trends, and improve customer experience

Automate the processing of returns and exchanges

Track employee eligibility for benefits

Track employee eligibility for benefits and process benefit enrollments

Payment matching

Match payments received against invoices.

Lead Scoring Automation

Improve lead scoring accuracy with RPA

Policy Compliance

Use GPT to review employee communications for compliance.

ATM Dispute Resolution

Automate dispute resolution for non-receipt of cash from ATM.

ChatGPT for Customer Engagement

Automate customer engagement with ChatGPT

Demand Monitoring & Inventory Management

Monitor customer demand, production capacity and inventory levels

Track demand patterns and forecast demand

Automate legal writing with GPT

Evaluate competitive costs when a product is available from multiple suppliers

Track Timesheets

Automate tracking and follow-up of timesheets.

Automate healthcare Patient Pre-registration

Automate pre-registration of returning patients by automatic medical coding.

Automate new account creation

Automate the creation of new accounts and assign permissions.

Dormancy Activation

Unfreeze an account which was termed dormant due to no transactions.

Unlocking of Account

Address the issue of locked accounts due to incorrect passwords.

Automated Follow-Ups

Automate follow-up communications with customers

Provide digital assistants to support customers’ post-shopping visits

Return Check Intimation

Auto-generate return check rejection letters through ERP like SAP.

Perform server provisioning actions

Automate some of the repetitive tasks performed by the IT Server engineering teams.

Update Salesforce

Automate most of the repetitive tasks of maintaining your CRM.

Password Manager Bot

RPA Secure Password Manager stores credentials of apps.

Prepare For Month-End Close

Automate the data extraction, consolidation, and validation of data for month-end close.

Use RPA bots to reject or confirm KYC records in the Central KYC site.

There are no Automation ideas for this option.

1

2

Have a new idea? Show case them by submitting here.

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.