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

Ernie N.

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

Validated Review

Verified Reviewer

Submitted Sep 2021

Excellent, our team would perform well without it

Likeliness to Recommend

10 /10

What differentiates Fortra's Automate from other similar products?

Ease of use

What is your favorite aspect of this product?

Intuitive, no training required

What do you dislike most about this product?

Does not apply

What recommendations would you give to someone considering this product?

Pick one manual and repeatable operation that drains your human resources (ex: entering data from a source document (Excel workbook) into your application), download a trial version of Automate, and start to develop a task to perform that work. The ease of use and versatility of the tool will be evident quickly.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Jeffrey T.

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

Validated Review

Verified Reviewer

Submitted Sep 2021

Pays for itself after short time

Likeliness to Recommend

9 /10

What differentiates Fortra's Automate from other similar products?

Desktop version price and portability

What is your favorite aspect of this product?

Easy to get up and running.

What do you dislike most about this product?

Some of the times it can be buggy with website automation

What recommendations would you give to someone considering this product?

Talk to sales and support before purchase to help set up one automation.

Pros

Trustworthy
Helps Innovate
Performance Enhancing
Efficient Service

Ethan H.

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

Validated Review

Verified Reviewer

Submitted Sep 2021

Phenomenal software.

Likeliness to Recommend

10 /10

What differentiates Fortra's Automate from other similar products?

Automate provides numerous abilities and have been used as both a code/no-code platform. The ability to drag-and-drop steps to build tasks makes the software accessible even to those with limited coding experience. While some knowledge of programming concepts is helpful, creating tasks is extremely intuitive.

What is your favorite aspect of this product?

The no-code ability. Having the option to build automation without the need for an individual with specialized programming knowledge provides incredible flexibility.

What do you dislike most about this product?

Some of the logging/monitoring capabilities need to be enabled by hand or take some time to load. Looking through logs to determine the cause of an unhandled task failure can be challenging at times.

What recommendations would you give to someone considering this product?

Automate can handle nearly any repetitive task you throw at it, which can allow individuals to spend time on tasks that can't otherwise be automated. Personally I have saved hours each month by using Automate to complete the more mundane tasks. This also all but eliminates the possibility of user error, which is a huge plus with automation of any kind.

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

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

Ernie N.

Excellent, our team would perform well without it

Likeliness to Recommend

Pros

Jeffrey T.

Pays for itself after short time

Likeliness to Recommend

Pros

Ethan H.

Phenomenal software.

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