Fortra

Fortra's Automate

Composite Score

8.6 /10

CX Score

8.6 /10

145 Reviews Write a Review

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What is Fortra's 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

Fortra's 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

Fortra's Automate Ratings

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

87 Likeliness to Recommend

1
Since last award

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.

+82 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 Fortra's Automate?

4% Negative

10% Neutral

86% Positive

Pros

Respectful
Enables Productivity
Performance Enhancing
Reliable

Feature Ratings

Average 81

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Central Deployment

Concurrent Work

Real-Time Debugging

Optical Character Recognition

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

Fortra's Automate Screenshots

Fortra's 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

Fortra's Automate Videos

Fortra's Automate Reviews

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

Validated Review

Anonymous Reviewer

Submitted Jun 2022

Great product. HelpSystems continues to add value

Likeliness to Recommend

8 /10

Pros

Helps Innovate
Continually Improving Product
Unique Features
Respectful

Christine L.

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

Validated Review

Verified Reviewer

Submitted Jun 2022

Very efficient options, so many ways to do things!

Likeliness to Recommend

10 /10

What differentiates Fortra's Automate from other similar products?

There is so much functionality. Debug problems by stepping through the task, and setup the process to create a log report. If you take the time to set it up, you can easily determine the bugs and solutions. Otherwise, you can also let the software take care of reporting on the problems via email. You can also create functions rather that having a long process of repeated code. There are 3 different levels of variables (global vs. private) that you can use and create depending on where you need to reference them in your process. You can also create a single task to be used in repeat processes - save time and effort - just plug it in.

What is your favorite aspect of this product?

I really appreciate reusability. Having some common tasks built and debugged, so I can plug them into a new process and know they will most likely run successfully saves me so much time! I also really like the flexibility to create my own process log, and my own error emails, so I can debug problems easily and quickly, sometimes without even having to open Automate as the info I need is in an email and my attached log.

What do you dislike most about this product?

I really would like to be able to create my own functions once in a place where I can reference them in all my tasks. This way any changes I do to my functions would be done in only one place, and take effect everywhere. Also, this would allow multiple users to create and share functions.

What recommendations would you give to someone considering this product?

Someone using this product should have programming experience to get the most of it. Also, the best-practices tutorial video that is available from Automate is hugely helpful! Definately recommend!

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Tim K.

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

Validated Review

Verified Reviewer

Submitted Jun 2022

Saves time on repetitive daily tasks

Likeliness to Recommend

10 /10

What differentiates Fortra's Automate from other similar products?

I've never used anything else so I don't know

What is your favorite aspect of this product?

Set it and forget it

What do you dislike most about this product?

If the server gets logged off, some things won't run

What recommendations would you give to someone considering this product?

Buy it, it's a useful product

Pros

Reliable
Enables Productivity
Trustworthy
Efficient Service

Fortra's Automate

What is Fortra's Automate?

Company Details

Need Assistance?

Awards & Recognition

Fortra's Automate Ratings

87 Likeliness to Recommend

1 Since last award

96 Plan to Renew

1 Since last award

78 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+82 Net Emotional Footprint

How much do users love Fortra's 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.

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

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

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.

Fortra's Automate Screenshots

Automate Recorder

new task

task builder

calendar

reports

workflow designer

Fortra's 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

Fortra's Automate Videos

Automated Loan Processing

Automate User Provisioning

Automate Overview

Carter Bank & Trust Achieves High ROI with Automate

Fortra's Automate Reviews

Great product. HelpSystems continues to add value

Likeliness to Recommend

Pros

Christine L.

Very efficient options, so many ways to do things!

Likeliness to Recommend

Pros

Tim K.

Saves time on repetitive daily tasks

Likeliness to Recommend

Pros

Most Popular Fortra's Automate Comparisons

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Pega Platform

1
Since last award

1
Since last award

Feature Ratings

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Central Deployment

Concurrent Work

Real-Time Debugging

Optical Character Recognition

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