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Filter 9 vetted HelpSystems Automate Desktop reviews and ratings
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August 17, 2019
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 our primary automated reporting tool. IT does both running of custom SQL reports directly and sends automated reports generated by other systems. It lifted the burden of manual reports run by our customer service team, it sends exception alerts to our management team from everything from inventory changes, time and attendance, and system stability reports when machines crash. It even does reminders when certain data criteria are met and things need to get done based on a schedule. It's just amazing. It's also refreshing that it's a fully-featured tool that doesn't limit the tools behind a paywall. The next level up is due to management and complexity. It's just amazing.
- SQL queries.
- FTP communications.
- Email/SMTP communications.
- File transfers and augmentation.
- Office to SQL conversions.
- Office file management.
- Scheduling and timing/exceptions and triggers.
- Logic-based tools.
- There should be more tools around system stability and recovery.
- Better ways to manage resources to prevent OS crashes.
- Automate backups internally without tasks.
- System failure alerts if the machine crashes or reboots.
[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).
April 08, 2016
We have a customer who is using AutoMate. They wanted us to see the functionality provided by AutoMate. They were using it for wiki pages and blogs etc. They were using it to automate the publication and approval process. They were also using the triggers component of AutoMate. Overall they were using the minimal components.
- Wiki pages
- Blogs
- Articles
- Triggers
- Building crons
- Automating daily tasks
- Calendars
- Tasks scheduling
HelpSystems Automate Desktop Scorecard Summary
What is HelpSystems Automate Desktop?
HelpSystems Automate Desktop 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 managers and accountants alike can understand the drag-and-drop interface.
Processes commonly streamlined with Automate Desktop include:
Processes commonly streamlined with Automate Desktop include:
- Automated file transfer
- Report generation
- User provisioning
- Data extraction
- Data entry
- Terminal emulation
- SharePoint processes
- Website interaction
- Data transfer
- Job scheduling
HelpSystems Automate Desktop Screenshots
HelpSystems Automate Desktop Integrations
HelpSystems Automate Desktop Competitors
HelpSystems Automate Desktop Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Optional
HelpSystems Automate Desktop Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| Forum/Community | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar |
HelpSystems Automate Desktop Technical Details
| Deployment Types: | On-premise |
|---|---|
| Operating Systems: | Windows |
| Mobile Application: | No |