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Automate® Reviews & Product Details

Automate® Overview

What is Automate®?

Automate is an easy-to-use RPA software solution that boosts your productivity by transforming virtually any business or IT process. Get scalable automation capabilities whether you need a solution for one department, a small business, or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built and priced right for employee-driven automation for any organization. Automate allows you to get up and running fast with no-code automation for both GUI and back-end functionalities. Form-based development lets you quickly build bots and leverage over 70+ automation actions. Powerful out-of-the-box API and native integrations bring together the applications that keep your business running. And with the Automate Recorder, easily build, update, and deploy robust, UI-driven automation. Plus, bots can be deployed as attended or unattended with concurrent execution of tasks—no restrictions. Automate is proud to be part of Fortra’s comprehensive portfolio. Fortra simplifies today’s complex business landscape by bringing complementary products together to solve problems in innovative ways. These integrated, scalable solutions address the many challenges you face in streamlining your operations. With the help of Automate robotic process automation and other solutions, Fortra is your relentless ally, here for you every step of the way on your automation journey. 

Automate® Details
Product Website
Languages Supported
English
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Product Description

Automate is an intuitive platform that lets you automate almost any business process without writing code. Streamline your file transfers, user provisioning, report generation, and more.

How do you position yourself against your competitors?

Automate is uniquely positioned within the RPA landscape to help you achieve your automation goals now and setting you up for where you want to go in the future. Our well-rounded, complete automation solution is built and priced right with no hidden costs to scale.


Seller Details
Seller
Fortra
Company Website
Year Founded
1982
HQ Location
Eden Prairie, Minnesota
Twitter
@fortraofficial
2,407 Twitter followers
LinkedIn® Page
www.linkedin.com
1,774 employees on LinkedIn®
Description

Problem solver. Proactive protector. Relentless ally.These three pillars represent who Fortra is as a positive changemaker for cybersecurity. Our approach is different, and we're proud of that. We transformed the industry by bringing the leading solutions into one best-in-class portfolio, creating a stronger line of defense from a single provider. But we know cybersecurity is always changing, and we should never get too comfortable. It's why our team of expert problem solvers is dedicated to building leading solutions and adapting to stay ahead of the ever-evolving threat landscape. We also understand that we're more powerful together, so we prioritize collaboration with customers throughout every step of their unique cybersecurity journeys. We take the time to listen to each organization's concerns, and provide integrated, scalable solutions to help put any worries to rest. Because ultimately, we know that the road to creating a stronger, simpler future for cybersecurity begins with the daily commitment of finding better ways to provide peace of mind to our customers.We are your cybersecurity ally.We are Fortra.


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Overview Provided by:

Recent Automate® Reviews

Edward C.
EC
Edward C.Mid-Market (51-1000 emp.)
1.0 out of 5
"Fortra Automate - I like the concept, but each new release brings new problems"
It is easy to learn and begin to use. However with the later updates, it becomes increasingly more difficult to use because you have to work around...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"3 years with Automate"
low onboarding level to start automation
AS
Andrius S.Small-Business (50 or fewer emp.)
4.5 out of 5
"Flexible and Reliable"
We been running our server automations with Automate solution for more than 10 years and it's been very stable all this time. Easy to use and build...
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Automate® Media

Automate® Demo - New Task
New Task
Automate® Demo - Reports
Reports
Automate® Demo - Task Builder
Task Builder
Automate® Demo - Workflow Designer
Workflow Designer
Automate® Demo - Automate Recorder
Step recorder
RPA in Banking: Processing Loan Applications & Other Financial Documents
Play Automate® Video
RPA in Banking: Processing Loan Applications & Other Financial Documents
Web Browser Automation Use Case
Play Automate® Video
Web Browser Automation Use Case
Data Scraping
Play Automate® Video
Data Scraping
Report Generation Automation
Play Automate® Video
Report Generation Automation
Native Actions
Play Automate® Video
Native Actions

Official Interactive Demo

Automate® demo available

Try an interactive demo created by the software seller (right here on G2).

Official Downloads

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Video Reviews

125 Automate® Reviews

4.5 out of 5
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125 Automate® Reviews
4.5 out of 5
125 Automate® Reviews
4.5 out of 5

Automate® Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Automate®Question

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Edward C.
EC
RPA (Robotic Process Automation) Developer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Automate®?

It is easy to learn and begin to use. However with the later updates, it becomes increasingly more difficult to use because you have to work around issues with the web browser actions. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I do not like that it does not have a cloud hosting option. It would be fantastic to give people that option if they were to want that. Also, cloud hosting makes it really easy to test out all the features. Having self-service trials on a cloud hosted version would be a lot easier for people to try it out and see how it works.

The big thing lately for us is that Automate is constantly breaking current functionality when it comes to the web browser actions. If you are not using these, you will likely love the product.. But web browser actions doing what you tell them to do is critical for our business use case

Support seemed great at first, but that was due to working with some bad vendors in the past. Now that I have taken a deep dive into support, I've learned that the customer facing support team is fantastic, but nothing seems to happen once things get escalated in terms of the bugs I'm finding. They'll make a hotfix that fixes the one singular issue that I point out, however it may or may not make it into the next release. At one point they made a hotfix and said that it was just for our company's use with the way we use Automate, even though this was in fact was a change they made that broke existing functionality of the web browser actions..

I've also accidentally been tagged in email threads for similar escalated support issues with other companies by senior staff.

Again, first line support has been great, but once a ticket gets escalated and deep in the weeds, there's not been much help other than hotfixes that do not resolve the root issue of releasing changes without properly testing that they do not break existing functionality.

Because of these issues, we have attempted to upgrade from 11.6 to 11.7 (which horribly failed and 11.7 subsequently got pulled and re-released). Then we were testing 22.1 which also got re-released as 22.1.1. Initially we could not upgrade to 22.1.1, but after rebuilding one of our big processes entirely, we were able to get it to work with 22.1.1 and work around the issues that this update has with performance on the execution server.

23.1 was a dumpster fire of broken web browser actions that I very quickly identified bugs on using public-facing websites. 24.1 fixed a few of those, but left some bugs still standing, and broke some new things with web browser actions.

In short, I've been working with Autoamte on escalated tickets for a couple years now. Half of our environment is on 22.1.1 and the other half is on 11.6 Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

Automate is cheap and allows us to build automation pretty quick. However long-term we are seeing massive issues with scalability as our execution server can not handle the amount of automation we need to run. Review collected by and hosted on G2.com.

Edson O.
EO
Development Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Automate®?

I had been develop RPA bots using Automate for the last 17 years (since 2007). I developed literally more than 1k RPA Bots with Automate for banks companies (dozens), pharma companies, etc.I started using Automate6 and with the time I migrated to BPA 7, 8.. and now is Automate 2023.

Many things have changed and believe me a lot for better since Automate6. It´s awesome RPA tool and I'm grate of the work that I made with our customers with this software and my customers are happy with what we did and the capacities of Automate. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

But, it´s sad to say that have some critical points that affect negatively the presentation of Automate.It´s practically impossible for potential customers get a trial version of this tool, and because that other tools (and believe me I needed to test a lot of RPA tools UiPath, AutomationAnywhere, Britty, Kofax, Power Automate, Blue Prism, Python, etc)  are more  accessible for tests and for consequence it´s eligible as main choice of the customers.Everybody in this market that I talk have the impression that Fortra keep all the focus on their Security Tools and Automate is only one more accessory to make volume to show for the companies. Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

Problem: Create bots for the customers.

Benefit: The learning curve it´s nice (ease to use), have a lot of actions and it´s ease to reuse code. Review collected by and hosted on G2.com.

Jerry A.
JA
Owner, Independent Contractor
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Automate®?

I read a lot about the "big three" in the RPA space. I just want everyone one to know, that there is actually the "big four" - and Automate by Fortra is in that category.

Automate is extremely easy to use. The interface is very intuitive and the software has so many actions. It really is: drag, drop, configure, automate! It also provide the ability to use custom code if needed.

The support is by far, the best I have dealt with and the price point beats its competition by a lot.

I've used Automate in 2 different hospitals now. In both cases, it handled all of our automation needs.

I highly recommend Automate by Fortra for enterprise RPA. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I have no dislikes. Any issues are resolved. Review collected by and hosted on G2.com.

Recommendations to others considering Automate®:

I recommend giving this product a good look and compare pricing and features. If support is important to you, then Automate is the right choice. Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

We do all of our ELT (extract, load, transform) work and file delivery through Automate now. We also do a fair share of interacting with our financial system in the way of posting charges, etc. We also use it to send SMS messages based on specific database values/scenarios. We currently have close to 300 automated processes in production.

The ability to acquire data, wherever it is and however it is stored, allows us to leverage data for strategic initiatives and actionable, secure browser-based reporting tools, dashboards and workflows. Review collected by and hosted on G2.com.

AS
IT Processes and IT Support specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Automate®?

We been running our server automations with Automate solution for more than 10 years and it's been very stable all this time. Easy to use and build simple scheduled tasks, automations of much higher complexity are possible to set up but there is a learning curve. Very responsive and helpful Customer support. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

Not much to dislike, maybe just a learning curve for building more elaborate setups. Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

Stable scheduled tasks that requires higher degree of functionality than is offered by MS Task Scheduler. Review collected by and hosted on G2.com.

LV
Nutrition System Support Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Automate®?

We are able to run printing processes 24/7 without the need of staff to be present, which is a huge advantage and edge for us and production. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

Nothing. We find it a great solution for us. Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

Ability to print and run reports without the need of staff to do so. Saves lots of time. Review collected by and hosted on G2.com.

Verified User in Banking
UB
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Automate®?

We have been using Automate for many years and it was time to upgrade due to server upgrade. It was a simple process to migrate from Automate BPA10 to Automate Plus 2023. We got very good help from Fortra's technical consultant. I would certainly recommend drawing up an agreement on technical support when doing a migration of this magnitude. It will make migration faster and significantly easier. After migration, Automate 2023 has behaved both better and more stable than the previous version. We have significantly fewer incidents after upgrading, which means less monitoring and more efficiency in the organization. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

We have not experienced anything particularly negative about Automate Plus Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

Automate is used to orchestrate data processes. it involves everything from simple data transfer tasks to large programs Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Automate®?

low onboarding level to start automation Review collected by and hosted on G2.com.

What do you dislike about Automate®?

slow implementaion of patches for new updates, a lot of bugs almost in every action Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

automation of genereating reports, integration between systems, saving haman resources Review collected by and hosted on G2.com.

AG
IT consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Automate®?

You can copy to other new tasks

Create and save sql and ftp sessions and use in multiple tasks

Our cases are resolved quickly and the support is very professional Review collected by and hosted on G2.com.

What do you dislike about Automate®?

% sign variable means you have to be carful when copying sql Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

Integration with other scheduling systems Review collected by and hosted on G2.com.

LM
System Admin
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Automate®?

The ability to automate a redundant task creates major efficiencies. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

The only dislike I have encountered is having to wait on support to respond to an incident. Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

Automate repetive task freeing up resources to work on more productive matters. Review collected by and hosted on G2.com.

Verified User in Banking
EB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Automate®?

The Fotra Automate product is very easy to use, with plenty of low code configuration options available. If you can document the task, you can build the automation within Automate. Straightforward implementation. We have developed 100's of automations within Fortra Automate within the first few years of usage. Very cost effective for the value you can gain from the automatiosn. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

The upgrade process is klunky and basically requires you to uninstall and reinstall - could be improved Review collected by and hosted on G2.com.

What problems is Automate® solving and how is that benefiting you?

It is replacing or augmenting tasks within IT, Loan Operations, Deposit Operations, Reporting & Analytics. Review collected by and hosted on G2.com.