Fortra

Automate

Composite Score

8.6 /10

CX Score

8.6 /10

146 Reviews Write a Review

Claim Software

What is Automate?

Boost your productivity with cost-effective, easy-to-use automation software that transforms virtually any business or IT process and brings together the applications that keep your business running. Automate offers scalable automation capabilities whether you need an RPA solution for one department or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built for the needs of any organization.

Company Details

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Awards & Recognition

Automate won the following awards in the Robotic Process Automation - Enterprise category

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6 Top Rated Capabilities

7 Top Rated Features

Latest Award, 2024

4 Top Rated Capabilities

4 Top Rated Features

2023

10 Top Rated Capabilities

10 Top Rated Features

2022

Automate Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Automate.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

88 Likeliness to Recommend

96 Plan to Renew

1
Since last award

78 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+83 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Automate?

4% Negative

10% Neutral

86% Positive

Pros

Respectful
Enables Productivity
Performance Enhancing
Acts with Integrity

Feature Ratings

Average 81

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Central Deployment

Concurrent Work

Optical Character Recognition

Real-Time Debugging

User Libraries

Action Logging

Exception Handling

Vendor Capability Ratings

Average 81

Business Value Created

Ease of IT Administration

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Vendor Support

Ease of Data Integration

Quality of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Automate Screenshots

Automate Downloads

[Case Study] Automate Oregon School Association

[Case Study] Automate Carter Bank and Trust

RPA Buyers Guide (English)

What is Robotic Process Automation?

Automate Use Case Guide

Automation Center of Excellence Handbook

Automate Videos

Automate Reviews

Gordon H.

Role: Information Technology
Industry: Manufacturing
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2022

Eliminates manual work on job starts and emails

Likeliness to Recommend

9 /10

What differentiates Automate from other similar products?

We have used a version of Automate for over 20 years, so not sure what other similar products may offer.

What is your favorite aspect of this product?

Automated job processing on a timer.

What do you dislike most about this product?

Training could be more intuitive.

What recommendations would you give to someone considering this product?

Make sure it will handle the scripting that you need done, and that you understand the training (or lack thereof).

Pros

Performance Enhancing
Helps Innovate
Reliable
Enables Productivity

Kjersten J.

Role: Information Technology
Industry: Banking
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2022

Fantastic product, requiring technical skills!

Likeliness to Recommend

9 /10

What differentiates Automate from other similar products?

It has been logging.

What is your favorite aspect of this product?

The speed of execution.

What do you dislike most about this product?

The random disconnects of the agents.

What recommendations would you give to someone considering this product?

Ensure you have proper monitoring for dropped agents.

Pros

Performance Enhancing
Enables Productivity
Trustworthy
Effective Service

Cons

Under Delivered

Nancy S.

Role: C-Level
Industry: Finance
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2022

Cost effective while being easy to implement.

Likeliness to Recommend

7 /10

What differentiates Automate from other similar products?

Ease of use. Cost. And low entry point for usability with multiple platforms.

What is your favorite aspect of this product?

FTP file transfers, with layers of security are managed well.

What do you dislike most about this product?

The lack of engagement in end user or super-user forums. It would be great if the knowledge base(s) were more indepth or broader.

What recommendations would you give to someone considering this product?

Suggest you work with HelpSystems to capitalize on your investment and for full benefits. While right-sized, there are more benefits than what you see on the surface.

Pros

Reliable
Performance Enhancing
Enables Productivity
Transparent

Cons

Less Efficient Service
Commodity Features

Automate

What is Automate?

Company Details

Need Assistance?

Awards & Recognition

Automate Ratings

88 Likeliness to Recommend

96 Plan to Renew

1 Since last award

78 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+83 Net Emotional Footprint

How much do users love Automate?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Code-Free Programming Drag and Drop graphical user interface to setup processes based on recorded user action and library of stock actions.

Role-Based Access Enable different levels of access based on role e.g. administrators can modify and see all data or department managers have access only to their data.

Unsupervised Launch Bots triggered to action based on a schedule or when prescribed conditions are met.

Distributed Work System is able to deploy additional bots to support overloaded bots based on process performance requirements.

Central Deployment Bots managed and published from a common location to provide version control, manage the bot's system access rights, and act as repository for future reuse.

Concurrent Work Bots can be synchronized to access resources at the same time and undertake processes in parallel from different machines.

Optical Character Recognition The ability to transcribe the image text into a format that is recognized as electronic text

Real-Time Debugging Identifying errors in process while bot is working.

User Libraries Stock of standard actions that are ready to use, as is, or that can be the building blocks of customized actions.

Action Logging Executed processes are logged for detailed auditing and compliance regulation.

Exception Handling Bots take specific standard actions based on unexpected conditions.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Automate Screenshots

Automate Recorder

new task

task builder

calendar

reports

workflow designer

Automate Downloads

[Case Study] Automate Oregon School Association

[Case Study] Automate Carter Bank and Trust

RPA Buyers Guide (English)

What is Robotic Process Automation?

Automate Use Case Guide

Automation Center of Excellence Handbook

Automate Videos

Automated Loan Processing

Automate User Provisioning

Automate Overview

Carter Bank & Trust Achieves High ROI with Automate

Automate Reviews

Gordon H.

Eliminates manual work on job starts and emails

Likeliness to Recommend

Pros

Kjersten J.

Fantastic product, requiring technical skills!

Likeliness to Recommend

Pros

Cons

Nancy S.

Cost effective while being easy to implement.

Likeliness to Recommend

Pros

Cons

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1
Since last award

Feature Ratings

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Central Deployment

Concurrent Work

Optical Character Recognition

Real-Time Debugging

User Libraries

Action Logging

Exception Handling

Vendor Capability Ratings

Business Value Created

Ease of IT Administration

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Vendor Support

Ease of Data Integration

Quality of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training