All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Intercompany Reporting
Automated check& reconciliation of intercompany balances.
Surface External News
Relevant external news surfaced by GPT
Network Management
Telecom providers can now use bots for repetitive incidents and events.
Time record validation
Review for accuracy and notify any missing information.
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Employee Retention
Use GPT for employee retention analysis.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Identify opportunities for upselling and cross-selling
Integrate online orders fulfilled by brick-and-mortar stores with third-party shippers
Add/update new and existing product listings, images and attributes
Triage and resolve many simple IT incidents
Automate the ticket triage based on their priority and assign them to appropriate team
Invoice processing
Extract invoice data and input into systems.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Pre-closure Of Deposits
Calculate total payable amount and transfer it to the bank account.
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Improve customer response
Improve response times by using bots to navigate multiple system screens
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Automate Driver Shipment Assignments
Loan Foreclosure Maintenance
Automatically validate the loan foreclosure requests.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Auto-update scheduled or dynamic pricing across customer touch points and channels
Fraud Detection
Faster fraud detection & more accurate identification of suspicious transactions with GPT.
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
Automate generation and sending of PO to suppliers
Automatically email digital receipt to shopper
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
FAQ Bots
FAQ bots can handle common customer service queries quickly.
Respond to security incidents
Respond to security incidents by taking initial steps to contain the damage.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
IP and Fraud Detection
RPA can automatically monitor your brand.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Password Manager Bot
RPA Secure Password Manager stores credentials of apps.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Bank Account Closure
Automatically close Bank accounts by carrying out closure activities.
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Data Transformation
Bots can transform data into a structured and uniform format.
Forecast labor needs based on historical data
Certificate Of Deposit Booking
Auto-update the certificate of deposit (CD) details of the customer.
Update Salesforce
Automate most of the repetitive tasks of maintaining your CRM.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Reconcile inventory and sales data
Gather and reconcile data from various sources such as POS systems, inventory mgmt etc.
Legal Writing
Automate legal writing with GPT
Automate order routing to warehouses/distribution centers
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Social Media Content Generation
Semi-automate social media content with GPT.
Activate phone numbers for large businesses
Provision bulk lots of mobile numbers (MSISDNs) for large Enterprise.
Employee offboarding
Reduce the time to off-board employees.
Track orders, shipments, and inventory
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Audit Report Generation
Reduce time spent on compliance reporting by auto generating them.
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Claims Processing from Email
Bots can digitize and speed up claims processing.
Identify potential churn risk and target at-risk customers
Vendor Activation
Upload files received from vendors directly to the banking system.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Vacation request
Filing a vacation request directly into the ERP with Chatbots and ERP.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Sales Intelligence
Give sales teams the lead generation tools and prospecting info.
Background Checks
Automatically access comprehensive information & check.
Track employee training and generate reports
Track employee training and generate reports on training progress
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Demand Monitoring & Inventory Management
Monitor customer demand, production capacity and inventory levels
Currency Rate Updates
Track and update the latest currency rates in your system.
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Initial Payment Funding
Auto-transfer amount from the bank to the new customer account.
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Automated invoice reconciliation
Targeted promotions based on feedback and reviews
Employee Engagement
Use GPT to analyze employee feedback & identify improvement areas.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Debit Card Status Updates
Auto-update status on the customer’s debit card in DMP solution.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Regulatory and Management reporting
Data capture and cleansing to generate regulatory reports
Update Contacts in CRM
Automated updation of contacts in CRM using GPT
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Track Timesheets
Automate tracking and follow-up of timesheets.
Track reviews, identify trends, and improve customer experience
Legacy systems Swivel Chair
Login to the mainframe, navigate multiple screens, and make the updates automatically.
Expense Reimbursement
Automated policy compliance reviews.
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Position management
Compare and report comp & headcount against budget.
Initiate, distribute and synchronize localized price changes
Create Product Descriptions
Create product description drafts using GPT.
Process and reconcile end-of-day activities including reporting from point-of-sale systems
Digital assistants that provide personalized recommendations via online or mobile
Creating and managing schedules for store staff
Automate data gathering, analysis, and testing for audits
Automate data gathering, analysis, and testing of controls for audits
Maintain product and product family categorization
Automated customer follow-up to gather feedback and reviews
Perform network provisioning actions
Automate some of the repetitive tasks performed by the IT network teams.
Schedule social media posts and online ads
Streamline social media posting with RPA.
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
CRM Quality Check
Identify the closure errors in service requests and change requests
Mortgage applications
Automate the mortgage application inputs, validation and status.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
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.
