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Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
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.
Credit Checks
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
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
License Forms
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.
Driver Pay
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
Legal Research
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
Legal Writing
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.
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
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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.