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Automate® Reviews & Product Details - Page 2

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).

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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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BV
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Automate®?

Automate handles our workload with ease. It is loaded with features, and what it does it does well. It is able to meet the majority of our automation needs. The learning curve for the task builder is not so steep that new users are intimated by the automation process. That being said, there are enough features that it will take a considerable amount of time for an experienced user to master the application. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

The issues that I have with Automate are mostly with the UI. The workflow designer can be buggy. For example, if you have multiple displays and any one of them is set to scale differently than the others then the designer doesn't work (where an object icon appears on your screen and where you have to click to select it are not the same). Not being able to manually adjust the elbows in the arrows is super frustrating.

Other features don't work as you might intuitively expect them too (e.g. if a task in a workflow is set to end and mark as aborted when a certain condition is not met the workflow treats that as the task completing successfully, which fires the next task in the workflow). You learn the quirks, and you can — for the most part — make adjustments to account for them.

The most impactful issues are few and far between, but can have big consequences when they don't work properly. The big one that comes to mind is when the file monitor gets hung up and doesn't recognize when a trigger file is created. This can throw off a number of processes, and is more difficult to implement error handling in the tasks and workflows to account for it. Review collected by and hosted on G2.com.

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

We have over 300 tasks running with Automate. Most of what we use it for is file management. Files that are generated by our core system are processed instantly, throughout the day, every day. This saves thousands of employee hours every year. Review collected by and hosted on G2.com.

PR
Enterprise Solutions Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Automate®?

HelpSystems provides great support and great training to ensure you can hit the ground running and meet all of your RPA goals. Automate is a very easy to use, low-code/no-code solution for RPA. The user interface is laid out very well and in such a way that finding the actions that you need, in order to complete an automation, is a very easy process. Automate also provides you with a large catalog of actions. The actions are the tools you need in order to get a job done. Having a large selection of actions (tools) makes getting the job done that much easier and efficient. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

HelpSystems is constantly working to better their products, specifically Automate. Being said, there are a few instances where you may find yourself automating a process in 100 steps that could have really been accomplished in 50 steps. The fluidity, maturity, and integrations of some of the "actions", within Automate, are a bit lacking. Within an action, you can configure mutiple settings, manipulate data, etc. Within a lot of these actions, HelpSystems uses names, terms, and phrases that are specific to the product. Finding information on these settings, within an action, can sometimes be difficult. In most cases, you may end up having to test out each setting to truly figure out what it does and how it works. Review collected by and hosted on G2.com.

Recommendations to others considering Automate®:

As with any product you or your company are looking to purchase, demoing the product is critical. I definitely reccomend downloadind the demo version of Automate and getting your hands dirty, before you purchase. Doing so will ensure Automate is going to meet all of your needs and that you are going to be comfortable with the product. Additionally, I highly suggesting purchasing one of the training packages, through HelpSystems. You are able to purchase a set of hours, specifically dedicated to one-on-one training with a certified HelpSystems Automate expert. The training hours we purchased have proven to be incredibly valuable and have helped us to ensure a successful rollout of Automate RPA. The training hours have also been useful for any questions and/or issues we've had while building RPA workflows. Review collected by and hosted on G2.com.

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

In our industry, we have end-users performing repetative tasks 9-5, Monday through Friday. RPA, specifically Automate, has allowed us to be able to automate many of these repetative tasks. This has allowed our end users to place their focus elsewhere and accomplish more in the day-to-day. Our time to delivery has also greatly decreased. Where a process may have taken one week to accomplish manually, Automate is able to accomplish the same task in a matter of minutes. Review collected by and hosted on G2.com.

Response from Ravi Dirckze of Automate®

Hi Paul,

Just a quick note to thank you for the detailed review of Automate.

I would appreciate the opportunity to discuss your dislikes and share ideas on improving the product. Let me know if you are open to having a discussion and I will reach out to you over email.

Thank you.

Ravi Dirckze - Technical Product Manager for Automate.

Verified User in Information Technology and Services
AI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Incentivized Review
(Original )Information
What do you like best about Automate®?

Very user friendly; using it for a long time, never or very little tweaks to the earlier tasks to maintain. Automation makes their product also automatically compatible with the new updates and fixes. What more we can ask. Once the templates are created, they can be used for similar tasks at ease. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

Very hard to dislike, if you see what I like the best, as most of the software fails because of so many external factors, but this product nailed it. Review collected by and hosted on G2.com.

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

Currently we are using cloud and on-premises applications ; in a hybrid world we need to transfer data both ways. This tools covers both secured and un-secured processes seamlessly. File transfer between our remote offices and internal servers are a big plus. Emails for process validation is very vital and helping us for the manual actions if needed. Review collected by and hosted on G2.com.

JC
RPA Engineer
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®?

I love that you can build complex RPA tasks without having to have coding experience. We've built simple email processing tasks to more complex interactive tasks that use multiple legacy applications and input data into each saving us Hours per day. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

Forums have gotten a lot better in the last couple of years but could still use some better search funcionality. Search bar covers every product then you choose yours. Review collected by and hosted on G2.com.

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

We're doing quite a bit with Automate...

-Email Processing for AP Invoices

-Editing data files received and updating SQL match and merge tables

-Uploading, downloading files to SFTP sites.

-Generating reports for in house use and external customer use

-General IT functions monitorning machines, reading error logs and emailing appropriate persons, cleaning old files/folders from servers.

-Scraping data from websites and emailing appropriate people.

-Decoding JSon Files

We're saving Hundreds of hours per day by having Automate do these things instead of several employees Review collected by and hosted on G2.com.

Larry M.
LM
Network Administrator
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Automate®?

Simply the BEST automated process software on the market, The absolute ease in creatine automated processes; from Email lists to complicated project steps it's all easy to do. The Support team is phenomenal, and friendly, and takes ownership of any issues you may have. Response time is virtually instant. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I wish I knew about Automate sooner, it certainly would have saved me hundreds of hours of time. I use to do complex processes manually before I learned how to Automate them. Review collected by and hosted on G2.com.

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

We have an extremely complicated Pricing Matrix that utilizes steps in Excel, Access, and SQL plus uploading the final pricing results for each customer to our Epicor ERP system. These steps use to take about two hours with the aid of many macros. Now the process runs in a seamless process that requires a minimum of manual inputs and completes the process in around 15 minutes, including sending the customer emails. Review collected by and hosted on G2.com.

Response from Katie Thompson of Automate®

Thanks for the 5-star review of Automate! It’s great to see you're enjoying the ease of creating automated processes. We're also ecstatic to hear you've had a lovely experience with our support team thus far. If you ever need additional assistance you know where to find us!

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

Short learning curve with a great GUI - still robust enough to execute custom code when needed Review collected by and hosted on G2.com.

What do you dislike about Automate®?

the record tool could be more versatile and easier to use Review collected by and hosted on G2.com.

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

Automation of user acceptance testing - allows the QA testers to focus on other things while the standard testing runs - also servers as a great training tool for new QA folks

Replaced one person on an evening shift for processes that were running on an AS400 - also automated serveral back end desktop process that ran after the Main Frame work Review collected by and hosted on G2.com.

Herminio P.
HP
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Automate®?

Automate's design offers a visual method of development that is very intuitive.

You can create simple tasks but also create multi-task workflows.

It offers a comprehensive set of actions that range from simple activities (such as copying files, typing simulation, interacting with spreadsheets, sending and receiving emails, and manipulating desktop and Web applications) and complex activities (such as consumption of REST APIs, integration with SQL, FTP, Powershell, Amazon Services, VMWare).

It has error-handling functionalities, from the activity level to the tasks and workflows level.

Unlimited creation of tasks and workflows.

It has a set of APIs that allow communication with third-party applications.

The trial version is complete. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

The reporting and dashboard functionalities are aimed only at the IT areas; nothing is aimed at the business areas.

There is no option for native repository integration with other solutions like Git.

To install a new release it is necessary to uninstall the current one.

The trial version is only for 30 days. Review collected by and hosted on G2.com.

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

Decreased human error problems.

Increased productivity, given the increased demands met.

Perform tasks outside of business hours without requiring human intervention. Review collected by and hosted on G2.com.

Verified User in Banking
AB
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®?

Automate was able to do the manually job that one person was doing. Now that department can use that person for other functions. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I need more people scripting to keep up with the demand. Review collected by and hosted on G2.com.

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

Automate is Reducing manual repetitive work. We are seeing cost savings and efficiencies. Review collected by and hosted on G2.com.

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

I like Automate for it's ease of use and number of features. I use this to automate file moves for our reports and get them indexed into OnBase. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

Some bugs here and there where scripts don't do what I want them to do and have to find work arounds. Review collected by and hosted on G2.com.

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

Helps automate file downloads, moves and manipulating files prior to being uploaded/indexed into OnBase. Review collected by and hosted on G2.com.

Bethany V.
BV
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Automate®?

I like how simple it can be to create tasks that can run websites. Especially when solutions currently do not allow automation at all. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I want to be able to set up a switch in a task to check and see if I got to a specific web page in a simplified manner. I want to also be able to ignore issues when a browser updates (this has caused login issues) Review collected by and hosted on G2.com.

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

We have a new solution that currently has no automation for reports. These reports are important to get out but there isn't enough time for a person to slowly go through and download the report for processing. Review collected by and hosted on G2.com.