Automate® Reviews & Product Details

I like most about Automate® is the ability to schedule tasks to run at a specific time, which makes things very convenient because we do not have to remember to start the process manually every time. Once it is set up, it runs exactly when it is needed. I also like how easily it integrated with our existing systems like CRM and ERP. The platform works smoothly with other tools, which makes it very useful for syncing data and keeping everything updated without extra effort. Another great aspect is the large library of options available on the platform, which makes building automation workflows smooth and user-friendly. Review collected by and hosted on G2.com.

The interface is good and the features are powerful, but having more beginner friendly guides or training resources could make it easier for new users to get comfortable with the platform more quickly. Also, for people who are new to automation or RPA tools, the initial setup and workflow creation can feel a bit complex. Review collected by and hosted on G2.com.

I mainly use Automate® to handle repetitive tasks that used to take up too much of my time, like automating file transfers, scheduling reports, and moving data between systems. It saves me so much time, and I appreciate how tasks that used to take hours now run automatically in the background. I find the software really powerful yet easy to use. When I first started, I didn't feel overwhelmed; the layout was clear, and building tasks just feels logical. Once a workflow is set up, it runs consistently every time, so I don't have to worry about missing steps or incorrect data. I also like how the interface feels more intuitive compared to what I used before, and monitoring and tracking tasks is simpler with features that make it easier to catch and fix issues quickly. The initial setup was pretty easy too; the clean interface and step-by-step setup guides made it easy to get a workflow running quickly, and I didn't need a programming background, which made the process feel accessible from day one. Review collected by and hosted on G2.com.

One thing I have noticed is that some advanced features are not always as straightforward as the basic ones. While the platform is easy to start with, once you get into more complex workflows, it can take extra time to fully understand all the options and best practices. I sometimes wish there were deeper, more advanced training resources to help bridge that gap. Review collected by and hosted on G2.com.

What I like best about Automate is how easy it is to set up and manage workflows. The drag-and-drop functionality and actions make it easy to automate repetitive tasks, while still having the flexibility to use scripts or integrations if needed. It saves time, effort, and keeps processes consistent and efficient. Review collected by and hosted on G2.com.

One of the cons of using Automate® is that the setup process can sometimes be a bit clunky, especially when integrating different applications. Another con is that when dealing with larger workflows, there can be performance issues or lag when using the software. Another con is that the advanced features of the software require a learning curve.

Such cons as setup issues, performance issues with large workflows, bugs/updates, and complexity are typically found in the summary of reviews. Review collected by and hosted on G2.com.

I use Automate to automate our business processes and reduce manual work, which helps manage files, store data, and keep everything organized in one place, making our work faster. I appreciate how quickly I can create and deploy processes, improving business processes very fast. Even my manager was amazed at how quickly I could build a solution. It saves us a lot of time, reduces small errors, and keeps our files and data well organized. I really enjoy that most of our processes are monitored and self-correcting based on logic, giving us confidence that the system can handle problems automatically. After switching from Rocket Bot, we found that Automate offers faster development speed and a wider range of built-in actions, making it easier to integrate with other software and create processes quickly, which has significantly improved productivity and reduced manual effort. Review collected by and hosted on G2.com.

One area where Automate could be improved is in reporting and documentation. I feel it is missing some proper reporting features that would allow users to easily see metadata about the tasks. For example, I had to manually go from folder to folder to get the complete list of tasks in Automate for my manager. If there was a built-in report for this, it would save time. Also, if the interface could be made slightly more user friendly for new users, it would help reduce the time required to learn all the features. Review collected by and hosted on G2.com.

I like that Automate® is very easy to use, even for someone without programming experience, which makes automating tasks straightforward. The drag and drop task builder and clear interface make creating both simple tasks and multi-task workflows easy. It saves us many hours every day by handling manual jobs automatically, allowing us to work with multiple legacy applications and enter data into each one. This feature helps by saving time and reducing manual effort. The visual design gives clear visibility of all tasks, and compared to normal schedule tasks in Windows, Automate® tasks are easier to manage and monitor. Additionally, the large catalog of ready-made actions helps us complete tasks faster without building everything from scratch. Review collected by and hosted on G2.com.

Advanced automation may still need some technical knowledge when the workflow is very complex also customization option may be limited compared to fully custom-coded solutions. Review collected by and hosted on G2.com.

I like how Automate® is easy to use, making creating workflows simple without needing to hire a developer. The clean and modern interface is not overloaded with unnecessary features. It helps reduce manual repetitive work and they are constantly improving in this area. Additionally, its strong focus on security and automation improves scalability. The initial setup was very easy with a clean and straightforward interface, and the built-in action makes it quick to integrate with other software, saving us time and making the process smooth. Review collected by and hosted on G2.com.

Sometimes it's difficult to trace complex workflows, especially when unexpected pop-ups or dynamic web elements occur. There's also a learning period before becoming fully comfortable, and finding the right functionality to convert expert logic into the system can take some time. Review collected by and hosted on G2.com.

I like using Automate® because it makes my daily work easy by handling repetitive tasks automatically and processing emails faster, which saves time and reduces mistakes. I appreciate the easy drag-and-drop interface that is simple, clean, and modern, without unnecessary features. It runs quietly in the background, making my work faster and easier. I also like that Automate® handles errors well and that the support team is very friendly and quick to respond. The initial setup was very easy, and even complex tasks could be set up quickly without any problem. Automate®'s ability to work with email and other legacy applications by managing tasks with screens and APIs is also very helpful. Review collected by and hosted on G2.com.

Sometimes handling complex workflows is a little difficult, especially when unexpected pop-ups or dynamic web elements come up. It becomes a bit confusing and takes more time to trace. Handling dynamic web elements can be difficult when pop-ups or page elements change suddenly. Sometimes it takes extra time to trace and fix these issues. It would be helpful if Automate has better options to easily detect dynamic elements and manage unexpected pop-ups smoothly. More simple debugging tools and clearer error messages can also make it easier to track problems. Review collected by and hosted on G2.com.

I like the flexibility and scheduling that you can do with it

They continue to add new features to automate a lot of process that would need to be done by hand

They continue to listen to Techs using and improve the software all the time Review collected by and hosted on G2.com.

I wish it could do a little more on the excel side. The interaction recording does help with that

They have listened and have added more functions in the area Review collected by and hosted on G2.com.

Automate gives our IT operations team a structured way to manage recurring backend tasks across shifts. We use it for scheduling, controlled file transfers, and routine system actions that previously depended on manual coordination. Once workflows are configured, they run consistently without constant oversight, reducing missed steps during handovers or peak periods and improving operational stability. Review collected by and hosted on G2.com.

As automation grows, maintaining clarity becomes harder. The platform could benefit from stronger built-in dependency visualization and workflow organization tools. Troubleshooting multi step processes sometimes requires extra manual tracing. Review collected by and hosted on G2.com.

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.

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.