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Fortra’s Automate

Fortra’s Automate
Formerly 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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Pricing

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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…

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  • Setup fee optional

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

HelpSystems Automate v11.4 New Features - API Enhancements

YouTube
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Product 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:
  • 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.

Fortra’s Automate Screenshots

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Fortra’s Automate Integrations

Fortra’s Automate Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(15)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Kwame H. Baptiste | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • It has removed many redundant tasks from everyone at the company.
  • It provides alerts and reminders and helps maintain stability company-wide.
  • It dramatically increases our bandwidth of tools and services we provide to our customers.
It has similar usage cases and functions. However, many tools are stuck behind paywalls and always try to upsell you to the next version. It's very upsetting. Even if it's cheaper, whenever I try to replicate the functionality, I get that annoying message, "not available in this version." As an IT professional who needs approval for every purchase, I can't keep asking for upgrades to existing tools.
Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.
It's just very easy to use, extremely versatile, and very reliable. It's hard to find use cases where it won't work.
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