HelpSystems Automate Desktop Reviews

9 Ratings
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Score 8.6 out of 100

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Reviews (1-3 of 3)

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August 17, 2019
Kwame H. Baptiste | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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 great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.
Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.
Read Kwame H. Baptiste's full review
April 03, 2017
David Croney | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
[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).
  • A medium to large sized company where there are a lot of similar tasks (FTP, purging, etc.) that have to be done on a regular as needed basis.
  • Also good where you don't have a dedicated programmer or they are too busy to dedicate time to these types of jobs. Creating the tasks is almost an object-oriented scenario. i.e.: drag what you need to where you need it.
Read David Croney's full review
April 08, 2016
Farjad Habib | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
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
AutoMate is well suited to automate daily manual labor.
Read Farjad Habib's full review

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:
  • Automated file transfer
  • Report generation
  • User provisioning
  • Data extraction
  • Data entry
  • Terminal emulation
  • SharePoint processes
  • Website interaction
  • Data transfer
  • Job scheduling
The software's robotic process automation capabilities allow it to manipulate applications and web interfaces at the presentation level, meaning it can also be used to automate homegrown applications and highly customized processes. This solution provides the functionality and flexibility needed to run automated processes on a single machine, while the Automate Plus (formerly BPA Server) allows for the administration of workflows across multiple servers.

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 VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

HelpSystems Automate Desktop Technical Details

Deployment Types:On-premise
Operating Systems: Windows
Mobile Application:No