All
Banking
Chatbots
Compliance
Customer service
Finance
GPT/LLM
Healthcare
HR
Insurance
IT
Legal
Logistics
Mainframe
Manufacturing
Marketing
Operations
Pharma
Retail
Sales
SCM
Telecom
Loan Reconciliation
Collate large-sized records received from various channels.
Responding to Queries
Bots can respond to simple queries and escalate the rest.
Credit Checks
Bots check the credit limits of your customers before key transactions are executed.
ChatGPT for Customer Engagement
Automate customer engagement with ChatGPT
Trading Account Opening
Expedite trading account opening from hours to a few minutes.
Appointment Scheduling
Automate the end-to-end appointment scheduling
Monitor store security and send alerts to prevent losses and shrinkage
Track compliance with respect to regulations
Track compliance with respect to regulations and report deviations
Monitor cybersecurity threats
Monitor cybersecurity threats by checking vulnerabilities and detecting unusual activity
CV Screening & Shortlisting
Screen CVs with pre-defined rules, and automate the interview/rejection process.
Digital assistants that provide personalized recommendations via online or mobile
Learning and development administration
Review status and notify employee and manager of requirements.
License Forms
Auto-fill in the required details in the form for each vehicle state-wise
Auto-update scheduled or dynamic pricing across customer touch points and channels
Complaint Handling
A bot available 24/7 to respond and resolve customer issues.
Create Material Serial Number
The bot reads data from CSV file and generates serial number automatically
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.
Automate journal entries with RPA
Process email, perform compliance checks and process the Journal entries in ERP.
Automate healthcare Patient Collections
Automate the follow-up and collection of payments from patients as required.
Legacy systems Report Generation
Submit jobs automatically and generate reports.
Automate employee HR data management
Automate tasks such as data entry, data validation, and data processing.
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.
Track orders, shipments, and inventory
Track employee eligibility for benefits
Track employee eligibility for benefits and process benefit enrollments
Automate healthcare Claims Filing
Automate data entry into Payer portals & Exchanges.
Return Check Intimation
Auto-generate return check rejection letters through ERP like SAP.
Online Brokerage Account
Expedite update of the customer’s online brokerage account for shares.
Lead Scoring Automation
Improve lead scoring accuracy with RPA
Invoice Creation & Distribution
Bots create Invoices and email to respective customers.
Integrate with exchanges and portals to download product information
Employee Retention
Use GPT for employee retention analysis.
Financial Planning and Analysis
Pre-population of forecasts using historical and market data.
Update external websites
Bot logs into a portal (eg. Vendor portal) and update information.
Prepare For Month-End Close
Automate the data extraction, consolidation, and validation of data for month-end close.
Track employee training and generate reports
Track employee training and generate reports on training progress
Automatically email digital receipt to shopper
Legacy systems batch monitoring
Monitor schedulers for job status and send the status to the distribution list.
Automate Driver Shipment Assignments
Automate healthcare Patient Pre-registration
Automate pre-registration of returning patients by automatic medical coding.
Social Media Content Generation
Semi-automate social media content with GPT.
Automate new account creation
Automate the creation of new accounts and assign permissions.
Financial closing with RPA
Bots carry out Close tasks as per checklist enabling you to Close within the tight deadlines.
Maintain product and product family categorization
Identify potential churn risk and target at-risk customers
Employee onboarding
Dramatically compress the Employee on-boarding processes.
Automate the processing of returns and exchanges
Claims Processing from Email
Bots can digitize and speed up claims processing.
Onboarding of new customers
Automate the process of account setup & communication with new customers.
Automatically generate financial reports
Automate the data extraction, consolidation & reporting of financial data.
Synchronize product and assortment details across disparate systems
ATM Dispute Resolution
Automate dispute resolution for non-receipt of cash from ATM.
Freight Payment
Automate the paper work involved in shipping of goods to the customer.
Accounting change
Automating data collection for leases or revenue transactions
Automate Expense Reporting
Automate the logging of expenses and attaching of respective receipts.
Payroll Payment
The Bot can log in to your bank and schedule the payments as per your payroll software or file.
Improve customer experience
Bots help contact centers reduce wait times by enabling agile support.
Create Product Descriptions
Create product description drafts using GPT.
Automated Follow-Ups
Automate follow-up communications with customers
Central KYC
Use RPA bots to reject or confirm KYC records in the Central KYC site.
Track demand patterns and forecast demand
Suspicious activity investigation
Speed up issue resolution of AML alerts and improve fraud mgmt.
Follow up on missing timesheets
Follow up on missing timesheets, validate and notify discrepancies
Automated customer follow-up to gather feedback and reviews
Personalized Recommendations
Generate personalized recommendations for customers
Add/update new and existing product listings, images and attributes
Add new product listing images and attributes
Outward Clearing notification
Auto-trigger a SMS to the user from the digital monitoring products (DMP).
Track, analyze, and improve the shopper journey
Track Social media sentiment
Analyze social media feeds for the sentiment of your products and take initial action.
Automated supplier onboarding
Automate gathering and validating info & documentation from suppliers and partners.
Initiate, distribute and synchronize localized price changes
Employee Induction & Training
Automate training of candidates with business processes, compliance standards etc.
Background Checks
Automatically access comprehensive information & check.
Integrated Payment System Refund
Automatically extract the cashback raw file and upload file in SWIFT app.
Contract Generation
Generate legal contracts with GPT
Record Maintenance
Automatically maintain records as per government regulations
Account reconciliations
Automate the download of sub-account balances, perform validations and create balancing journal entries.
Reversal Of Charges
Manage reversal of charges levied on the customer.
Automate order routing to warehouses/distribution centers
Customer Rebates
Customer rebate calculation can be automated with robots.
Forecast labor needs based on historical data
Chatbot for Customer Support
ChatGPT-powered chatbot for quick customer support
Customer data collation
Collect and retrieve data from agencies to speed up onboarding.
Automate the process of migrating data
Automate the process of migrating data from one IT application to another
Operational finance and accounting
Automating various operational tasks in finance.
Vendor DUNS Lookup
Lookup 3rd-party websites & update your systems.
Limit breach management
Bots can help with faster analysis and more accurate decision making.
Automate the ordering, verification, and reconciliation of Direct Store Delivery (DSD) process
Analytics and reporting
Data capture, cleansing, and pre-population of reports.
Content Migration
Accelerate Content Migration to a New Content Management System.
Automate resetting passwords
Automate resetting passwords and enforcing password policies
Fuel consumption tracking
Create reports for every location based on the daily reconciliation
Creating and managing schedules for store staff
Three-way matching
Before paying any invoice, Finance matches the PO) to goods and Invoice
Payment Fraud
Proactively track Fraudulent payments before they result in a Chargeback.
Automate Vendor Payments
Automate the process of preparing and performing vendor payments
Schedule social media posts and online ads
Streamline social media posting with RPA.
Driver Pay
Validate and pay drivers based on route and distance travelled.
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.