The super tool that makes any IT professional a Super hero for their company
HelpSystems Automate is an essential part of our everyday work. It not only the primary tool for EDI and data transfers, but it is also …
Fortra’s AutomateFormerly HelpSystems Automate
Overview
What is Fortra’s Automate?
Fortra's Automate (formerly HelpSystems Automate) is a robotic process automation platform for desktop applications. According to the vendor, it offers the ability to automate almost any business process, and no technical expertise is required—IT and business users alike can understand…
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What is Fortra’s Automate?
Fortra's Automate (formerly HelpSystems Automate) is a robotic process automation platform for desktop applications. According to the vendor, it offers the ability to automate almost any business process, and no technical expertise is required—IT and business users alike can understand the drag-and…
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
HelpSystems Automate v11.4 New Features - API Enhancements
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Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Fortra’s Automate?
Fortra's Automate (formerly HelpSystems Automate) is a robotic process automation platform for desktop applications. According to the vendor, it offers the ability to automate almost any business process, and no technical expertise is required—IT and business users alike can understand the drag-and-drop interface.
Processes commonly streamlined with Automate include:
Processes commonly streamlined with Automate include:
- Automated file transfer
- Report generation
- User provisioning
- Data extraction
- Data entry
- Terminal emulation
- SharePoint processes
- Website interaction
- Data transfer
- Job scheduling
Fortra’s Automate Screenshots
Fortra’s Automate Integrations
Fortra’s Automate Competitors
Fortra’s Automate Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | No |
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Reviews and Ratings
(15)Attribute Ratings
Reviews
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April 03, 2017
Automate - does what it says
[It's] mainly used as a platform for FTP jobs - approximately 30 vendors. It's also used to check completion of processes and to copy files. It has a very flexible job triggering capability...either schedules or files can trigger a job. While programming knowledge is not required, a knowledge of programming principles is recommended (If/then, loops, etc.).
- FTP jobs. Flexible scheduling and file watching options (send a file when added to a folder). Also flexible file naming capabilities - when a vendor wants a file with a different format (or vice-versa) Also the new encryption steps are handy.
- File watching capabilities - If you have files that have to be somewhere by a certain time this is very handy. You can pair this with Automate's email capability (easy to use).
- File Copying - If you have a lot of files that have to be sent on a schedule this is the way to go. You can also filter by date so only recent files are copied.
- File Purging - like copying you can use date filters to purge old files - no more clogged folders!
- Conditional statement functionality - If/Then, Loops, etc. Easy to use and makes the tasks MUCH more useful.
- A reporting capability on tasks: enabled, disabled, by folder, by trigger, etc. Currently there is none.
- An "OR" in their conditional statements - currently there is only "AND".
- Some kind of temporary backup when changing a task - separate from the current back up/restore functionality (which works well).
- Positive: Reliability on FTP jobs - really important on bank files.
- Negative - annual support a little pricey - but not unusual for this level of software.
- Positive: Does not require a dedicated administrator, especially after the jobs are created and tested. I perform other job duties and this rarely interferes with them.
- Positive - Since it is easy to learn and use it makes it easy to have a back up administrator