Fortra

Automate

Composite Score

8.6 /10

CX Score

8.7 /10

149 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

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

78 Satisfaction of Cost Relative to Value

Product Experience

Negotiation and Contract

Conflict Resolution

Strategy & Innovation

Service Experience

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Emotional Footprint Overview

Product Experience:: 88%
Negotiation and Contract:: 76%
Conflict Resolution:: 86%
Strategy & Innovation:: 81%
Service Experience:: 86%

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

9% Neutral

87% Positive

Pros

Respectful
Enables Productivity
Performance Enhancing
Trustworthy

Feature Ratings

Average 82

Process Discovery

Automation Orchestration

Cloud Hosting

Code-Free Programming

Unsupervised Launch

Role-Based Access

Out of the box integration

Distributed Work

Central Deployment

Concurrent Work

User Libraries

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

Quality of Features

Ease of Data Integration

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

Matt S.

Role: Information Technology
Industry: Banking
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Dec 2023

Great product to use!

Likeliness to Recommend

9 /10

What differentiates Automate from other similar products?

The code free programming makes it easy to use when building tasks.

What is your favorite aspect of this product?

Trigger setup, error logging, and exception handling.

What do you dislike most about this product?

Some Features can be difficult to find and use depending on the automation you are setting up. I also would like the application to be allow saved customized formatting of the task lists.

What recommendations would you give to someone considering this product?

It is great for simple file transfers and small data manipulation but is difficult to use when a file needs major data manipulation.

Pros

Respectful
Fair
Helps Innovate
Continually Improving Product

Matias D.

Role: Information Technology
Industry: Finance
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Dec 2023

Fantastic product! very flexible.

Likeliness to Recommend

9 /10

What differentiates Automate from other similar products?

Its flexibility and its great vendor support.

What is your favorite aspect of this product?

Its flexibility.

What do you dislike most about this product?

When scaling up y can become a bit pricy, but when you need it, it eventually pays off.

What recommendations would you give to someone considering this product?

Give it a try, ask for a demo.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

David P.

Role: Information Technology
Industry: Engineering
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Nov 2023

Easy to use

Likeliness to Recommend

7 /10

What differentiates Automate from other similar products?

Easy to use, no coding required

What is your favorite aspect of this product?

Drag and drop options

What do you dislike most about this product?

Upgrades job

What recommendations would you give to someone considering this product?

Buy Fortra Automate

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Automate

What is Automate?

Company Details

Need Assistance?

Awards & Recognition

Automate Ratings

88 Likeliness to Recommend

96 Plan to Renew

78 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

Emotional Footprint Overview

+83 Net Emotional Footprint

How much do users love Automate?

Chart

Pros

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

Process Discovery Analysis of user interactions with systems and applications to generate a mapping of the workflow.

Automation Orchestration Manage, monitor and schedule the interactions, tasks and workflows among bots and other automation solutions through a centralized dashboard

Cloud Hosting Deployment of RPA bots in a cloud environment hosted and managed by the vendor.

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

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

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.

Out of the box integration Ready-to-use connectors with 3rd party applications, systems and databases.

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.

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

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.

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.

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

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

Matt S.

Great product to use!

Likeliness to Recommend

Pros

Matias D.

Fantastic product! very flexible.

Likeliness to Recommend

Pros

David P.

Easy to use

Likeliness to Recommend

Pros

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Feature Ratings

Process Discovery

Automation Orchestration

Cloud Hosting

Code-Free Programming

Unsupervised Launch

Role-Based Access

Out of the box integration

Distributed Work

Central Deployment

Concurrent Work

User Libraries

Vendor Capability Ratings

Business Value Created

Ease of IT Administration

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Vendor Support

Quality of Features

Ease of Data Integration

Product Strategy and Rate of Improvement

Availability and Quality of Training