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Automate® Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Automate® Media

Automate® Demo - New Task
New Task
Automate® Demo - Reports
Reports
Automate® Demo - Task Builder
Task Builder
Automate® Demo - Workflow Designer
Workflow Designer
Automate® Demo - Automate Recorder
Step recorder
RPA in Banking: Processing Loan Applications & Other Financial Documents
Play Automate® Video
RPA in Banking: Processing Loan Applications & Other Financial Documents
Web Browser Automation Use Case
Play Automate® Video
Web Browser Automation Use Case
Data Scraping
Play Automate® Video
Data Scraping
Report Generation Automation
Play Automate® Video
Report Generation Automation
Native Actions
Play Automate® Video
Native Actions
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Automate® Reviews (149)

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Reviews

Automate® Reviews (148)

View 1 Video Reviews
4.5
149 reviews

Pros & Cons

Generated from real user reviews
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Matvey O.
MO
Business Systems Manager
Mid-Market (51-1000 emp.)
"Simple and Reliable"
What do you like best about Automate®?

I like how Automate is simple to setup and migrate but also how simple it is to develop automation with it. You can use the built in features/steps but you can also call your own custom stuff (eg. sql jobs, powershell/bat scripts, APIs) and make it integrate seamlessly with your Automate task you are building.

Training portal and help is pretty good. The ability to edit the task file in your editor of choice is pretty powerfull as well and comes in handy for tedious stuff. Haven't had any issues whatsoever! Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I wish there was a visual way to build tasks. Like a flow chart that you can build and within each flowchart item, the actual steps are there. The bigger the task is, the more cumbersome it is to read through in Automate Task builder. Outside of comments, there isn't a good way to put in documentation or notes with each step. Review collected by and hosted on G2.com.

"Effortlessly Automates IT Workflows"
What do you like best about Automate®?

I like the drag-and-drop options and the ability to build complex IT workflows without coding or manual intervention. Automate® makes it easy to automate our day-to-day IT operations quickly and accurately. Its strong third-party integration is a plus, and the visual workflow debugger is an interesting feature that many of our users appreciate as it simplifies troubleshooting. The initial setup was easy, and we didn't have to make any changes to our existing network, allowing for smooth implementation without any disturbance. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

UI performance lags when large workflows are created or run. The UI could be more optimized for complex workflows, and better navigation tools could be added. Review collected by and hosted on G2.com.

Nicholas S.
NS
Conference & Event Manager
Small-Business (50 or fewer emp.)
"Automate: The Quiet Time-Saver You Didn’t Know You Needed"
What do you like best about Automate®?

I’ve been using Automate for a while now and it’s quickly become one of those “how did I live without this?” tools. It’s super intuitive, you don’t need to be a tech wizard to set up workflows, and it actually delivers on its promise to save time. I’ve used it to handle everything from repetitive email tasks to scheduling triggers, and it just works without fuss. The interface feels clean and modern, and I appreciate that it doesn’t bombard me with unnecessary features. It’s not flashy, but that’s what makes it great; it quietly runs in the background making life easier. If your day involves juggling lots of small tasks, Automate is worth checking out. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

Sometimes the setup process can feel a bit clunky, especially when trying to connect different apps because it doesn’t always play nice right away. A few times I’ve had automations randomly stop working for no clear reason, which can be frustrating when you’re relying on them. The support articles help, but I wish the troubleshooting was a little more beginner friendly. Still, once things are running, it’s super convenient. It just takes a little patience to get everything dialed in. Review collected by and hosted on G2.com.

Tarun  S.
TS
Software QA Engineer
Computer Software
Mid-Market (51-1000 emp.)
"Simplifying Complex Tasks with Powerful Workflow Control"
What do you like best about Automate®?

It has lot of amazing features but I like the most is it helping us to streamline repetitive task without writing the code as it drag and drop interface with lot of built in action make it simple to create workflow quickly and saves our lot of time and the automate recorder feature is just amazing as they record user activities like mouse click and keystrokes that is helping us to building the accurate automation. It support both ui and api level automation along with that Its credential vault and audit logs ensure workflows are secure and well-tracked. With built-in triggers and error handling, tasks run smoothly even if something goes wrong. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

It's a well design and secure platform nothing to dislike with using this software. Review collected by and hosted on G2.com.

MT
IT Business Partner
Small-Business (50 or fewer emp.)
"Used Automate for 12 Years"
What do you like best about Automate®?

Automate makes it easy to create scheduled jobs that can pull data from disparate systems. It can do basic programming for you without much understanding of code but also can be used more advanced coding skills to more in depth programming.

Customer service is excellent and they will always try to assist in whatever goal you are working towards. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

When you query a data source it creates a data set in the job. I would like to be able to create multiple datasets from different sources and being to query against both data sets in the system. Instead I need to loop through the first data set and query the second source to get all the information. Review collected by and hosted on G2.com.

JT
Senior Director of Data Processing.
Mid-Market (51-1000 emp.)
"Automate has been incredibly useful to my organization."
What do you like best about Automate®?

I haven't found a process I couldn't improve. It has the ability to run scripts, so if I do not have an automate action to use, I can just implement a script. I appreciate that I can standardize my processes through workflow, so my people do not have to look up the details....the workflow can handle it. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I wish the Microsoft functionality was expanded to Word and PowerPoint. I have a lot of reports and mail merges....That we execute and I had to write scripts. It is easier for my staff to understand the automate actions, versus scripts. Review collected by and hosted on G2.com.

Response from Katie Thompson of Automate®

Thanks for the awesome review! We appreciate your feedback. We’re glad our solution is helping your organization to better improve your automation needs. Sorry to hear you’re having issues with creating folders and ODBC connections. I have shared this information with our product/support team. If you ever find you need any assistance, please do not hesitate to reach out to Support as they are always at your disposal. Thank you again!

Pradyumn G.
PG
Project Engineer
Enterprise (> 1000 emp.)
"Automated Interface with Quick Workflow"
What do you like best about Automate®?

I liked the Automate application because it simplifies my day-to-day routine tasks. It offers me an easy drag-and-drop interface which speeds-up the workflows and making the automation quick and efficient for its user. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

Some tools of this software run slower than expected which leads to decrease in the workflow. I face difficulty for setting-up the customized option. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Enterprise (> 1000 emp.)
"Automate v9 & v10 experience"
What do you like best about Automate®?

-The interface and ease of use instructions and help documentation is the best and easier to understand comparing with any other RPA team. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

- Some of the modules in Automate like FTP doesn't get security updates which are essential for developers to keep using these features in older versions of Automate.

- Ignoring backward compatibility of the product when AUtoamte vendor developed new versions, this force us to stuck in the sane version and not able to upgrade without significant man hours.

- Even after paying for product and support for older versions, the only support we get is customer support answering and suggesting us to follow work arounds, as this is not significant enough for their dev team to provide a fix on investigate for.

- Inconsistency of auto login between versions of windows always puzzled us. Review collected by and hosted on G2.com.

RM
Site reliability engineer
Industrial Automation
Small-Business (50 or fewer emp.)
"Automate RPA really saved us hours by handling all those mind-numbing data entries"
What do you like best about Automate®?

I also like the ease of usage of the drag and drop interface of Automate Robotic Process Automation. It enabled us to develop elaborate workflows that are much easier even to our non technical employees. As an example, in a matter of seconds, we could extract data out of the legacy systems, without any coding. Another huge plus on our part is its ability to handle errors. Our bots could now graciously handle an undesirable pop up or slowness of systems. This implies less manual operation and this is excellent. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

The first thing that can be improved is the steep learning curve of more advanced functionality. Some time is required to learn all the complex settings. In some cases, it can be also a bit difficult to fix difficult problems. Good documentation but the debugger would use a bit of interaction. Small organizations that need to expand rapidly in terms of prices, may also meet some form of a challenge. Review collected by and hosted on G2.com.

JC
Business Transformation Specialist
Information Technology and Services
Small-Business (50 or fewer emp.)
"Data entry automated, big relief"
What do you like best about Automate®?

What I personally like about Automate is that, despite being basically a drag-and-drop graphical program in which you write automation flows, somehow, it is extremely developer-friendly, non-developer-friendly, as well. It means that any person within my team will be able to create a new bot and release it within a jiffy without possessing much expertise in coding. In addition, the library of actions (ready-made modules) is very voluminous and it will be possible to reduce the problem of automation of complex Excel report generation or data search on web pages to the process of assemblies of those that are. The fact that it does not need monitoring of activities to carry out the duties and activities that have been assigned on time is also an added advantage. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

I will be honest and say that the only thing that I dislike about it is that even though simple automation is easy to do, a little more complex and unique application integrations do still require some learning process to be posed to blend well. Tracing complex workflows can be more taxing than many may expect especially when the unexpected pop-ups or web dynamic elements are involved. Review collected by and hosted on G2.com.

Pricing Insights

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

11 months

Average Discount

8%

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Automate® Features
Visual Editor
Workflow Recording
Pre-Built Templates
Bot Scheduling
Attended Automation
Unattended Automation
OCR
Machine Learning
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Automate®