---
title: Automate® Reviews
meta_title: 'Automate® Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 155 reviews by the users' company size, role or industry
  to find out how Automate® works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 155
  scale: '5'
date_modified: '2026-07-22'
parent_category:
  name: Process Automation
  url: https://www.g2.com/categories/process-automation
---

# Automate® Reviews
**Vendor:** Fortra  
**Category:** [Robotic Process Automation (RPA) Software](https://www.g2.com/categories/robotic-process-automation-rpa)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 155
## About Automate®
Automate® is a robotic process automation (RPA) solution designed to help users streamline repetitive manual tasks across various business processes. By utilizing no-code features, Automate® makes RPA accessible to individuals and organizations regardless of their coding experience. This user-friendly approach allows businesses to enhance efficiency and productivity by automating tasks that would otherwise require significant manual effort. The target audience for Automate® includes businesses of all sizes looking to optimize their operations. From small teams focusing on specific tasks to large enterprises aiming for comprehensive automation across multiple departments, Automate® caters to a wide range of use cases. Organizations can start with automating a single task within one department and gradually scale their automation efforts to encompass enterprise-wide workflows. This flexibility enables users to adapt their automation strategies as their needs evolve, ensuring that they can keep pace with the fast-changing business landscape. Key features of Automate® include its intuitive drag-and-drop interface, which allows users to create automation workflows without any programming knowledge. This feature is particularly beneficial for organizations that want to empower their employees to take part in automation initiatives without the need for extensive training. Additionally, Automate® supports integration with various applications and systems, enabling users to automate virtually any IT or business process seamlessly. This capability not only enhances operational efficiency but also reduces the risk of human error, leading to more reliable outcomes. Another significant advantage of Automate® is its ability to scale automation efforts across the organization. As businesses grow and their processes become more complex, Automate® can adapt to meet these challenges. The solution is part of Fortra’s comprehensive portfolio, which aims to simplify the automation landscape by providing integrated products that address various organizational needs. This holistic approach ensures that users have access to a suite of tools designed to streamline and secure their operations throughout their automation journey. In summary, Automate® stands out in the RPA category by offering an accessible, scalable, and flexible solution for automating repetitive tasks. Its no-code features, extensive integration capabilities, and alignment with Fortra’s broader automation strategy make it a valuable asset for organizations looking to enhance their efficiency and adapt to the evolving demands of the business environment.



## Automate® Pros & Cons
**What users like:**

- Users value the **easy drag-and-drop automation** of Automate®, enhancing efficiency in IT operations without coding. (14 reviews)
- Users value the **effortless automation capabilities** of Automate®, streamlining complex tasks and saving valuable time. (11 reviews)
- Users value the **ease of use** of Automate®, making task automation simple and accessible for everyone. (11 reviews)
- Users value the **intuitive ease of use** of Automate®, making task automation accessible for everyone. (7 reviews)
- Users appreciate the **ease of use and efficiency** of Automate®, enabling seamless task automation without programming skills. (7 reviews)
- Drag (6 reviews)
- Users value the **efficiency** of Automate®, simplifying tasks and speeding up workflows with ease. (6 reviews)
- Users appreciate the **efficiency optimization** of Automate®, highlighting quicker workflows and improved task management. (6 reviews)
- Effort Reduction (6 reviews)
- Users value the **responsive and professional customer support** from Automate, enhancing their migration and operational efficiency. (3 reviews)

**What users dislike:**

- Users experience **slow performance** with Automate® during complex workflows, creating delays and requiring careful resource management. (9 reviews)
- Users find the **complexity in tracing workflows** challenging, particularly with dynamic elements and unexpected pop-ups. (7 reviews)
- Users frequently face **software bugs** that hinder workflow accuracy and complicate error resolution in Automate®. (6 reviews)
- Users find the **workflow complexity** of Automate® challenging, facing difficulties in tracing, troubleshooting, and UI performance. (5 reviews)
- Users find the **automation setup process difficult** due to clunky connections and troubleshooting challenges that require patience. (4 reviews)
- Users face **poor reporting** due to insufficient support documentation, complicating troubleshooting and response times during issues. (4 reviews)
- Steep Learning Curve (4 reviews)
- Users experience significant **update issues** with Automate, as new releases often break existing functionality and require extensive troubleshooting. (4 reviews)
- Difficult Setup (3 reviews)
- Poor Usability (3 reviews)

## Automate® Reviews
  ### 1. Automate has saved us thousands of dollars!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** January 16, 2020

**What do you like best about Automate®?**

Automate was able to do the manually job that one person was doing. Now that department can use that person for other functions.

**What do you dislike about Automate®?**

I need more people scripting to keep up with the demand.

**What problems is Automate® solving and how is that benefiting you?**

Automate is Reducing manual repetitive work. We are seeing cost savings and efficiencies.

  ### 2. Good UI Needs more detail

**Rating:** 3.5/5.0 stars

**Reviewed by:** Bethany V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 19, 2023

**What do you like best about Automate®?**

I like how simple it can be to create tasks that can run websites. Especially when solutions currently do not allow automation at all.

**What do you dislike about Automate®?**

I want to be able to set up a switch in a task to check and see if I got to a specific web page in a simplified manner. I want to also be able to ignore issues when a browser updates (this has caused login issues)

**What problems is Automate® solving and how is that benefiting you?**

We have a new solution that currently has no automation for reports. These reports are important to get out but there isn't enough time for a person to slowly go through and download the report for processing.

  ### 3. First dive into RPA and it got me hook to develop more automated processes. Very easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kris T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Automate®?**

Automate is very easy to use. I manage to simplify our very messy automation process structure in no time. This is coming from someone who has not use an RPA tool before. It was just handed down to me to review and see how we can use it. Now our processes are monitored and most are self-correcting base on logic. My manager was amazed at how fast I can create processes that help us improve the business process.

**What do you dislike about Automate®?**

The only thing is support response is a little delay. Anything else I don't have any issues with.

**Recommendations to others considering Automate®:**

If you are looking for an easy-to-use desktop automation tool. I highly recommend Automate

**What problems is Automate® solving and how is that benefiting you?**

Our initial automated structure is very hard to manage. it also has a lot of dependencies to different objects like batch scripts and SQL commands that are scattered around the network drives. You have to be very familiar with how it was made to support it. With the migration to Automate. It made everything centralized and easily manageable. Development has been faster as well for new requirements.

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! We’re glad our solution is helping you to promptly create processes that help your organization improve many business processes overall. 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! 

  ### 4. Twenty Years of Experience using Automate - Twenty GOOD yYears!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve C. | Enterprise (> 1000 emp.)

**Reviewed Date:** February 15, 2023

**What do you like best about Automate®?**

I’ve been using Automate since around 2003 or so – love it! 
  
Automate is a superlative product.  I’ve tried many other RPA’s and for the types of automation I do none can match it. 
  
My main group of tasks is a small set – a half dozen tasks. My main task has 496 steps.  I started this group of tasks in 2013, and they perform over 2,000 staff hours of work each year.  We value that staff work at $50/hr.  
  
Automate Desktop cost around $2,000 in2013.  So this $2,000 product performs well over $100,000 per year in staff work.  Totaling it up this $2,000 investment has done well over $1,000,000 in staff work since 2013. 
  
It would be very tough indeed to find a product with a better cost/benefit ratio! 

I have about 30 other Automate tasks currently in my setup.

I would not trade Automate for any other RPA product.

**What do you dislike about Automate®?**

The downside of RPA is that few people around my company understand how helpful RPA solutions can be.

**What problems is Automate® solving and how is that benefiting you?**

My main tasks involve having Automate to generate Oracle SQL Code for various projects.  We fill in a spreadsheet with certain parameters and a list of database objects and Automate reads the spreadsheets and generates highly detailed Oracle SQL code to send to the DBA.  The code includes diagnostic messages in case of errors and several other useful features.

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! It’s great to see your business enjoying the cost/benefit ratio of automating mundane tasks. We appreciate your loyal business since 2003 and 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!

  ### 5. Great time saver!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Judy R. | Enterprise (> 1000 emp.)

**Reviewed Date:** February 17, 2023

**What do you like best about Automate®?**

Ability to set up tasks to run either on-demand or on a schedule.  Tasks work with a variety of applications and tools.

**What do you dislike about Automate®?**

Sometimes takes a bit to set up new jobs / tasks.

**What problems is Automate® solving and how is that benefiting you?**

Automate routine tasks and execute on a schedule without interaction.  Great time saver and once set up and tested, accurate and reliable.

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! We’re glad our solution is helping your organization to automate routine tasks on a schedule while also saving your employees time. If there's ever anything that you need from us, don't be shy and feel free to reach out directly to your account representative or Automate support.

  ### 6. A quality RPA tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about Automate®?**

Automate has been a clutch tool for our organization.  At it's peak utilization, our organization has roughly 5-600 RPA processes scheduled and running each day.  The tool is fairly easy to use and reliable.

**What do you dislike about Automate®?**

At times, it is hard to distinguish the RPA processes that failed.  The built-in failure mechanic is non-functional for us with how we authored our RPA jobs.  Now that we have a full suite of RPA processes, it is not feasible for us to return to each and construct them differently to include better failure recordation.

**What problems is Automate® solving and how is that benefiting you?**

The automate tool conducts orchestration for us, conversion of data, business intelligence reporting by way of SQL query and delivery to the general user base, as well as auditing/monitoring of the health and welfare of our other virtual machines and software.

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! We’re happy to see it's helping your organization process roughly 6,000 jobs per day with ease and reliability. Also, thanks for the feedback on the failure mechanic function. I have shared this information with our product 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!

  ### 7. It is a great process automation tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Walter P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2023

**What do you like best about Automate®?**

Ease of use. It does not require programming experience to begin automating repetitive tasks. It allows for saving money since it can be used instead of some expensive SaaS solutions.

**What do you dislike about Automate®?**

I think it is missing some reporting (documentation), which would allow the user to see metadata about the tasks.
For instance,  I had to manually go from folder to folder to get the complete list of tasks in Automate for my manager.
Another example would be to go to central database connections and get the list of tasks that use this connection. Why would it be helpful? It would be helpful during connection string changes to know which tasks would be affected.

**What problems is Automate® solving and how is that benefiting you?**

I automated around 400 repetitive tasks. IT team has more time to focus on other areas,

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! We’re happy to see Automate is helping you to automate repetitive tasks without any programming experience while also saving your organization money. Also, thanks for your feedback on reporting documentation. I have shared this information with our product 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!

  ### 8. Automate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2020

**What do you like best about Automate®?**

Helping people automate their processes and making them realize the power of automation. The ease of automating is great.

**What do you dislike about Automate®?**

Doesn't have all the features that the big competitors have. (Uipath/BluePrism)

**What problems is Automate® solving and how is that benefiting you?**

File transfer, sales administration. Reducing FTE's.

  ### 9. RPA project management on the Fortra Automate platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Thiago N. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Automate®?**

Automate is an RPA platform, which has all the necessary resources for automations, being attended or not, or even running in the background. Easy to understand for the consultant who has knowledge of logic and notion of programming. Evolution is easily measurable by management. Great cost benefit.

**What do you dislike about Automate®?**

The community is not that vast. Some corrections take time to perform. Courses should be deeper. Migration between versions is very costly, even lowering the cost-benefit ratio and opening up room for competition.

**What problems is Automate® solving and how is that benefiting you?**

Automation of repetitive processes and with defined rules. Integration between systems. Working with legacy systems. Scheduling routines, and maintenance. 
This reduces time and personnel in the processes, prevents and identifies errors. Allows resiliency and reprocessing after system outages automatically.

**Official Response from Katie Thompson:**

> Thank you for taking the time to review Automate! It’s great to see you are enjoying the easy-to-use platform for repetitive process tasks with defined rules. We love to hear how the tool helps reduce time in the processes as well as prevents and identifies errors. Sorry to hear you’re having issues with our Automate community, training courses, and version update costs. I have shared this information with our product/support team. If there's ever anything that you need from us, don't be shy and feel free to reach out directly to your account representative or Automate support. Thank you!

  ### 10. Automate desktop - Automate your tasks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan P. | IT Helpdesk Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2023

**What do you like best about Automate®?**

Automate is great for automating your mundane or repetitive tasks. It has so much to offer and so easy to use.

**What do you dislike about Automate®?**

Cannot think of anything at the moment.  It works as intended.

**What problems is Automate® solving and how is that benefiting you?**

Transferring files via SFTP with PGP encryption with other companies.  Manipulating (Copy, move, delete) files.  Automating these simple tasks and others allows me and employees to concentrate on more important job duties.

  ### 11. An amazing tool with unlimited possiblities.

**Rating:** 5.0/5.0 stars

**Reviewed by:** William C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Automate®?**

Automate RPA is a potent tool. It's incredibly versatile and easy to use, with the only limit being your imagination. The best thing about RPA would have to be all the prebuilt actions you can choose from.

**What do you dislike about Automate®?**

I don't have many complaints when it comes to Automate RPA. It's a feature-rich solution that helps make my daily job more manageable.  I would love to see some more customization options down the line to allow for more code level development using the tool.

**What problems is Automate® solving and how is that benefiting you?**

I use Automate RPA to handle many file transfers, modifications, and connections to external servers. This saves a ton of time throughout my day and lets me focus on more critical tasks.

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! We’re glad our solution is helping you to handle many file transfers, modifications, and connections to external servers. We're happy to hear it saves you valuable time throughout your day and allows you to focus on more critical tasks. Also, thanks for your feedback on customization options for more code-level development. I have shared this information with our product team.  If there's ever anything that you need from us, don't be shy and feel free to reach out directly to your account representative or Automate support. Thanks again!

  ### 12. In the near future, everyone should have Automate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andre Q. | Partner, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Automate®?**

Automate is highly flexible and easy to use in the vast majority of contexts. If necessary, with more expert knowledge, it can do almost every task in nomral daily BAU activities.

**What do you dislike about Automate®?**

Some of the more recent features could have been there earlier, but rather later than never. Unfortunately, upgrading from previous versions is not as atrightforward as it could be, so it takes more time than idealy could.

**What problems is Automate® solving and how is that benefiting you?**

Automating routine activities, from daily BAU tasks to more complex "client serving" activities that used to be performed manually, improving both employee and customer satisfaction (less time, risk and cost).

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! It’s great to see you're enjoying the high flexibility and easy-of-use when automating most tasks. Also, thanks for your feedback on upgrading from a previous version. I have shared this information with our product team.  If there's ever anything that you need from us, don't be shy and feel free to reach out directly to your account representative or Automate support! 

  ### 13. A tool to grow with

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2023

**What do you like best about Automate®?**

A like Automate's adaptability. It's like a swiss army knife - there's a tool for most things, and if it doesn't work for some reason, there's always another way.

**What do you dislike about Automate®?**

I will have to say some of the feature's lack of usability has been bothersome. Some actions only work within a particular construct, and it's not immediately apparent.  I also think that Automate's sales and technical team aren't on the same page. Also some of the features and interface look dated compared to other tools.

**What problems is Automate® solving and how is that benefiting you?**

We have some processes that are quite antiquated. This offers a really good bridge to some of our dates systems/processes.  We can create solutions that are really specific to us and then re-use them. It saves time and resources. We've also really opened the door to what we can potentially accomplish.

**Official Response from Katie Thompson:**

> Thanks for the awesome review! We appreciate your feedback. It’s great to see you're enjoying Automate's adaptability when processing manual tasks. Sorry to hear you're having issues with usability. I have shared this information with our product 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! 

  ### 14. Fast and convenient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 20, 2023

**What do you like best about Automate®?**

I love the drag and drop code segments.   I can develop fast pre-processors and file flow solutions in minutes!

**What do you dislike about Automate®?**

the only downside i've come across is the lack of multi-threading

**What problems is Automate® solving and how is that benefiting you?**

quick programming solutions
quick file flow automation

  ### 15. Automate streamlines repetitive tasks so our staff can focus on more important work

**Rating:** 5.0/5.0 stars

**Reviewed by:** Darin S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 16, 2023

**What do you like best about Automate®?**

The most helpful feature of Automate for us is being able to automate download spreadsheets from SaaS providers to our systems on a recurring timeline without any staff resource interaction.

**What do you dislike about Automate®?**

There are few downsides of Automate. Once you get through the training and understanding of how to create scripts and your workflows the product becomes very intuitive.

**What problems is Automate® solving and how is that benefiting you?**

Downloading new applicant demographic data from one system and helping us automatically import it into another system.

  ### 16. One of the best solutions for its excellent value for money

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anabel M. | Directora de cuentas - Especializada en Automatización de Tareas #RPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Automate®?**

User-friendly for implementers and also users. Easy to have the ROI.
Good in functionalities competing with the TOP3 and much more favorable in the economic scenario.
Software house FORTRA service and support has a user level satisfaction of 4'6/5

**What do you dislike about Automate®?**

They are working on improving the process of updating releases.
Also, they are improving image recognition techniques and adding new technologies.

**What problems is Automate® solving and how is that benefiting you?**

We implement many processes that users do repetitively, mainly in departments, HR and finance.
Improve times, reducing errors and improving employee motivation are three main benefits

**Official Response from Katie Thompson:**

> Thanks for the awesome review! We appreciate your feedback. We’re happy to see Automate is helping you automate repetitive tasks while reducing human error and improving employee motivation. Also, thanks for your feedback on product updates and image recognition techniques. I have shared this information with our product 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!

  ### 17. The solution tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ivan F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Automate®?**

It allows delegating repetitive tasks to a robot and dedicating staff to more complex tasks. It is an aid in processing information for subsequent analysis and simplifying tasks by staff.

**What do you dislike about Automate®?**

Learning period until the solution is productive. The challenge of finding the functionality that suits the needs and being able to translate an expert's logic.

**What problems is Automate® solving and how is that benefiting you?**

Intake of information from different sources to prepare reports and security alerts. Sending automated emails with information of interest by internal business network

**Official Response from Katie Thompson:**

> Thanks for the awesome review! We appreciate your feedback. We’re happy to see Automate is helping you to delegate repetitive tasks allowing your staff to dedicate their time to more complex tasks. 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!

  ### 18. Best automate tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 16, 2023

**What do you like best about Automate®?**

Automate RPA is a tool/platform that allows us to automate the business flow in our company. We can build seamless integrations from several sources, including third-party applications.

**What do you dislike about Automate®?**

So far, I can complain. All we have automated it works perfectly.

**What problems is Automate® solving and how is that benefiting you?**

We can create ETL process for integrations.
Moving files following a logic.
Programming automation to be executed without user intervention.

  ### 19. Automate your repetitive work in hours. Integrates very easily within your application landscape

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 26, 2023

**What do you like best about Automate®?**

The hundreds of actions that automate offers by default make it quick and easy to integrate with ANY other software. Development speed is exceptionally high compared to write code in any other language.

**What do you dislike about Automate®?**

Automate could be better at high-volume- transaction-based processing. I will still perform well, but it depends on the RPA developer. SFTP cyphers could also be updated more often.

**What problems is Automate® solving and how is that benefiting you?**

Automate also offers numerous possibilities and integrations to create interfaces and keep data in sync. We mainly use web services and database connections. We are also delighted with how easy it is to generate reports in Excel. Other tasks include report generation and image conversion.

**Official Response from Katie Thompson:**

> Thank you for taking the time to review Automate! We’re glad our solution is helping your organization to quickly and easily integrate with any other software at an exceptionally high development speed. Also, thanks for your feedback on transaction-based processing. I have shared this information with our product team. If there's ever anything that you need from us, don't be shy, and feel free to reach out directly to your account representative or Automate support.

  ### 20. Efficiency and Resilience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lucas C. | Enterprise (> 1000 emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Automate®?**

The degree of efficiency and resilience we can achieve, achieving huge improvements in the process, time gain, savings with resources, and enable analysts to focus on demands that are not

**What do you dislike about Automate®?**

limitations that most tools offer, and the orchestrators, not friendly and the worst integration with some applications

**What problems is Automate® solving and how is that benefiting you?**

Almost 100% of the cases of repetitive tasks, with mature and structured processes.

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! We’re happy to see Automate is helping you improve efficiencies within your processes saving you valuable time and resources. 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! 

  ### 21. amazing tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Valéria A. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 10, 2023

**What do you like best about Automate®?**

I like its intuitive interface.
And it is an easy learning tool, with free courses and certifications.

**What do you dislike about Automate®?**

Problems with connections.
And the course for the tool is only in English.

**What problems is Automate® solving and how is that benefiting you?**

It automates very repetitive processes, and with that it saves me time

**Official Response from Katie Thompson:**

> Thanks for the 5-star review of Automate! It’s great to see your enjoying the intuitive interface and free course/certification classes we offer. Sorry to hear you’re having issues with connections. I have shared this information with our product/support team. If there's ever anything that you need from us, don't be shy and feel free to reach out directly to your account representative or Automate support. Thank you!

  ### 22. Automate Saves Time

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about Automate®?**

Automate has helped our organization save hundreds of man hours

**What do you dislike about Automate®?**

It's slow when processing many complex tasks

**What problems is Automate® solving and how is that benefiting you?**

Automate has help our organization save hundreds of man hours

  ### 23. Automate is a good product

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.)

**Reviewed Date:** August 23, 2022

**What do you like best about Automate®?**

I prefer the visibility of our Automate tasks versus scheduled tasks in Windows. We like the ease of programming a task with the Automate Task Builder; drag and drop a step and edit its properties.

**What do you dislike about Automate®?**

It seems we need to keep the Automate Task Manager closed, but the Windows/network user logged in on the server.  Doing otherwise causes the tasks to not trigger correctly or to kick out errors about being logged in.  If I opened a case with HelpSystems, they could probably fix this for me.  I find their support team to be good.

**What problems is Automate® solving and how is that benefiting you?**

We find making secure FTP connections to other systems to be very easy with Automate.  We have used passwords and SSL connections, and we have used PGP encryption of files, too; it all works well and is easy to set up.
We also have the need for database information to be available to our Windows OS, many times in a report like format.  Using Automate to connect to the database, run the query, capture the data is very helpful.

  ### 24. Long Time User

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marco T. | IT Systems Administrator, Enterprise (> 1000 emp.)

**Reviewed Date:** August 14, 2022

**What do you like best about Automate®?**

The interface is simple even someone with basic knowledge of the product is able to understand how to use and best leverage the product. There are so many functions available to connect to and perform 100's of tasks.

**What do you dislike about Automate®?**

The only thing i dislike is looking at the scheduled calendar as when you have many jobs that fire off at short periods it can be hard to see this in the calendar view.

**What problems is Automate® solving and how is that benefiting you?**

It has automated many repetitive tasks such as moving files from one server to external services (s3 buckets and SFTP sites). It has allowed scheduling of powershell scripts and running software processes at specific times. Folder watching has been a god send also.

  ### 25. User-friendly and outstanding assistance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about Automate®?**

Automate is a user-friendly RPA tool; it is simple to use and learn. I was able to construct workflows and leverage the automation platform quickly. It offers a variety of actions, and it is easy to find what you need to build automation. HelpSystems offers outstanding assistance and training, they continue adding more integrations to help with workflows and bot creation

**What do you dislike about Automate®?**

Lack of a stronger community for seeking guidance and help. In other automation platforms, there are strong community areas where I can ask questions and search for information. Also, the user interface could use a bit of an improvement.

**What problems is Automate® solving and how is that benefiting you?**

Extracting data, running SQL queries and creating reports, managing emails and files, and sending notifications. In general, Automate helps us reduce the amount of time we spend on human tasks in our business operations.

  ### 26. Strong Competent platform

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2022

**What do you like best about Automate®?**

Automate is easy to deploy and manage. Configuring or designing the flows is also comparatively easy.

In addition, On-time Support on technical issues and client need management is key which Automate team does well.

**What do you dislike about Automate®?**

Never encountered anything on Technical aspects, however, Automate needs to be flexible on Enterprise and Non-Enterprise Pricing; 1 size doesn't fit all. Need to have an understanding on localization.

**What problems is Automate® solving and how is that benefiting you?**

Every client needs process automation these days and Automate seems to be the right fit to meet the Process Automation requirements; be it client onboarding, application processing or ar customer servicing. We see Automate can be utilized in all.

**Official Response from Ravi Dirckze:**

> Hi
I am the Technical Product Manager for Automate. Thank you for your review – we appreciate you taking the time to review the product.
I’d like to get a better understanding of the pricing issue you mention in your comments. Would you be open to a meeting to discuss this in more detail? If so, could you send me your contact information and I will reach out to you directly to setup the meeting. (We could also have the discussion over email, if you prefer.)
Thank you.


  ### 27. Enables you to think of a solution for any repetitive process and build it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 04, 2022

**What do you like best about Automate®?**

The drag and drop solutions are so easy to use. Connecting as many applications that would not usually communicate is a dream come true. The straightforward layout allows you to explore things you might not initially understand!

**What do you dislike about Automate®?**

Getting used to the syntax and learning from the manual alone is tricky. The free online resources cover a good breadth of topics. They barely scratch the surface of how much is possible. A few more guides on how we can use the system as the designers intend could make a difference.

**What problems is Automate® solving and how is that benefiting you?**

Connecting Web portal services for Invoicing
Sorting through Emails and Inboxes
Extracting data from pdf forms
Building and sending daily reports
File Management
Data Entry

The time savings are:
Allowing various teams within our operations team to concentrate on making critical decisions sooner.
Increasing communication between departments. 
Enabling work on solutions that bridge the gaps from where one team finishes work to the next starting.
Making processes scalable and ready for growth.

  ### 28. Long Time AutoMate User

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2022

**What do you like best about Automate®?**

AutoMate has allowed us to automate over a hundred of our daily functions for reporting, FTP, data processing, etc.  We utilize workflows across all departments in our company.  The user interface is simple to use but provides powerful automation and allows us to manage it all centrally from a great console.

**What do you dislike about Automate®?**

The cost to implement for a small company such as ours is a bit high.

**What problems is Automate® solving and how is that benefiting you?**

We rely on a lot of reporting through the generation of spreadsheets which was manual in the past but now is entirely handled by AutoMate.  We have yet to find any processes that AutoMate cannot handle.

  ### 29. Helps termendously in automating processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 22, 2022

**What do you like best about Automate®?**

The scheduling feature is very helpful. It is very customizable.

**What do you dislike about Automate®?**

The interface can be a little bit clunky.  But as you learn it, it becomes simpler to use.

**Recommendations to others considering Automate®:**

It is an excellent product for automating processes.  I recommend it.  It saves time and prevents errors!

**What problems is Automate® solving and how is that benefiting you?**

We have automated several batch processes.  This alleviates the demand on staff to perform the processes.

  ### 30. Reasonably priced for a basic, intuitive RPA

**Rating:** 4.0/5.0 stars

**Reviewed by:** Betty (Yushiu) L. | Business Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 18, 2021

**What do you like best about Automate®?**

As a business Analyst with education on Info Tech but more hands-on on Business processes. I found Helpsystems is relatively more intuitive for an end-user compares to some other Platforms I have evaluated.

I also like the price model as it can get you in for a full-function test drive for a reasonable price.

**What do you dislike about Automate®?**

As most of our current task is just scripting of the current workflow, copy-paste data from PDF/web to an Excel file, so it worked pretty well for us. in some cases, it reduced the processing time from a couple of hours to less than one plus no one need to stand there and wait for it to process to the time saved is compounded.

We do have some hiccup here there reading PDF but we are able to find an alternative to make it work so far.

It, however, has trouble recognizing our in-house desktop application so we have not been able to do anything meaningful about getting data from there.

They recently improved the screen recording which I think it would make thing even easier for end-user to create their own bots but unfortunately, it only come with enterprise version which you need to pay more and I don't think my organization is ready to spend that money.

**What problems is Automate® solving and how is that benefiting you?**

As mentioned our current task is just scripting the current workflow, copy-paste data from PDF/web to an Excel file. 
Such as compiling a shipping list for the delivery company every day before the lunchtime cut-off, collecting data for monthly claims.

These are straightforward and will take us few hours to create the bot for each process and each task takes from few hours a day to few days a month. So we are able to see immediate results in a short time.

So the immediate benefits we can see is increased production and team morale. the indirect benefit I believe is reduced total cost ownership of hiring more people to process these repetitive tasks.

  ### 31. AutoMate for Jeppesen

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.)

**Reviewed Date:** August 15, 2022

**What do you like best about Automate®?**

Ease of use of the automate is very much appreciated

**What do you dislike about Automate®?**

Documentation for cloud is lacking or we are unable to obtain it

**What problems is Automate® solving and how is that benefiting you?**

Automating the business process of sending data to customers

  ### 32. Hospital Use Case

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2022

**What do you like best about Automate®?**

Automate is an intuitive tool. Phone support is immediate, personal, and focused.

**What do you dislike about Automate®?**

Automate tasks occasionally require small adjustments such as: lengthening pause times between steps; or requiring multi-key actions to be broken out into individual steps. For example, "Alt+F" becomes "Hold Alt", "Type F", "Release Alt".

**What problems is Automate® solving and how is that benefiting you?**

We have automated several data-entry and -extraction tasks, Managed File Transfer tasks, and report-distribution tasks, to name a few, saving personnel hours and minimizing the risk for error.

  ### 33. Great Automation Application

**Rating:** 5.0/5.0 stars

**Reviewed by:** Clarence M. | Systems Operation Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 02, 2021

**What do you like best about Automate®?**

Helpsystems Automate is an easy to use automation system and is quick to implement into your environment.  Whether it is moving, uploading, and creating various types of files, Automate does it with ease.

**What do you dislike about Automate®?**

There isn't anything I dislike about Automate.  With so many ways to use each module, the possibilities are endless.

**What problems is Automate® solving and how is that benefiting you?**

With so many requests to pull data from our data warehouse for reporting and sending off to vendors, Automate has made it a breeze to run SQL scripts, create various formatted text files, and FTP to vendors.

  ### 34. Automate Robotic Process Automation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Amita N. | Team Lead, Quality Assurance, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2021

**What do you like best about Automate®?**

Web-UI(Frontend), API, DB and Desktop Automation in one Platform adds E2E Automation a greater flexibility.

**What do you dislike about Automate®?**

Pricing and BOTs(Ready library) unavailability.

**What problems is Automate® solving and how is that benefiting you?**

Automation of Regression

  ### 35. HelpSystems Automate Product Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2021

**What do you like best about Automate®?**

The best thing I like is its easiness of creating workflows without hiring a developer. Another point is the scalability, where we can start with a basic pack of 5 agents and upgrade whenever the requirements come. The product is really worth the money and has a fast ROI.

**What do you dislike about Automate®?**

Upgrading the product to the latest version is a pain. It is still not straight forward we have to backup, uninstall, re-install, and sometimes the Agent doesn’t connect, and we have to reinstall the Agent module again. The upgrade problem should be sorted out. Another thing is regarding the forms, Still to have the forms developed better to incorporate for the user interface.

**What problems is Automate® solving and how is that benefiting you?**

Automate really saved time and was free of human errors. ROI is excellent. We can reduce a lot of repeated and manual jobs and save time and money.

Few are following use cases.

Copy data from SAP to Website. 
Copy info from website and email IT. T
Copy from pdf bills to excel and email for exceptions

  ### 36. Helped us to get Best RPA Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bramhanand K. | Associate Process Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** January 18, 2022

**What do you like best about Automate®?**

Its UI is just fantastic in terms of accessibility and effortless drag and drop facility

**What do you dislike about Automate®?**

As of now, I don't have anything to share on the downside. It will be appreciated if we get trail version for few months to explore it

**What problems is Automate® solving and how is that benefiting you?**

There are multiple problems we were having but after using RPA we have resolved multiple solutions like 24*7 BOT, cost cutting etc

  ### 37. Good but need more features

**Rating:** 3.5/5.0 stars

**Reviewed by:** Britter J. Q. | Data Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2022

**What do you like best about Automate®?**

Schedule is easy for developer and easy to work with the tool

**What do you dislike about Automate®?**

The time take to step process  I mean for understand what is the error the description is not to easy to read

**What problems is Automate® solving and how is that benefiting you?**

Read and launch external process

  ### 38. Great product, continuous updates, helpful customer support!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Richard S. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 25, 2021

**What do you like best about Automate®?**

Helpsystem's automate 11 is a reliable, easy-to-use, robotic software that my company relies on. I like the organizational structure that allows me to maintain and schedule over 10 bots. The error handling, prioritization of bots, ques, and failure notifications are great!

**What do you dislike about Automate®?**

In order to update the desktop automation software, you must save a backup of your bots, uninstall automate 11, then reinstall.

**What problems is Automate® solving and how is that benefiting you?**

My company manages multiple businesses that use different point of sale softwares. My bots are able to connect to each software and produce streamlined reports in one single format.

  ### 39. Easy to Code

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** July 30, 2020

**What do you like best about Automate®?**

Love this product. Easy to code everything from automating on making a coffee purchase to building big systems

**What do you dislike about Automate®?**

Version Upgrades is always a challenge. There should be an easy way to upgrade from current version and not from scratch (uninstall current, install latest, import tasks). This is a studious task.

**What problems is Automate® solving and how is that benefiting you?**

Automating transfers for all protocols, 
File based encryption
Dynamic folder file transfers 
Adding sequence to the files per day
Excel formats
etc....

  ### 40. Codeless Coding is very helpfull

**Rating:** 5.0/5.0 stars

**Reviewed by:** Okan D. | Senior Product Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 17, 2021

**What do you like best about Automate®?**

Automate has an outstanding interface. It is easily configurable and adaptable. There are many connection point and you can create your process, tasks, workflows very easily. You can also improve yourself with community of HelpSystems. Additionally, you can find many free bots on https://botstore.helpsystems.com website. You can also import them to your environment for editing or improving for new bots.
OCR and the ability to imitate user mouse movements, they are very impressive. Especially with the ability to imitate user mouse movements, you can entegrate and manage as you wish any browsers, desktop application and more. So it is easy to establish dialog among of anything on your environment. The ability to drag and drop, codeless coding are most striking features. Many triggers types are available. For example: A quicker and more efficient way to get the same fitbit price information is to use web services to go directly to the data without having to go through the browser. This eliminates any errors caused by changes to the browser page. The task also runs much quicker. Any time Automate can get directly to the data without having to go through a user interface, the task will run quicker, more efficiently and without errors.

**What do you dislike about Automate®?**

I haven't had a negative experience so far. Because it is really very easy for implementation and configuration. First of all, you need to identify the point for RPA. Then you can start to configration. OCR has currently has limited language options. For example: Turkish is not available but in roadmap. HelpSystems helps their customers build a better IT, they focus on two key areas: Security & Automation. RPA is KEY to their automation suite on HelpSystems. So they are constantly improving themselves in this area.

**Recommendations to others considering Automate®:**

A corporate organizations definitely have an RPA solution. Because that kind of organizations has complicated systems and business routine. RPA fixes their business routine and provides cost saving end of the day. Service quality, process improvements in a business routine, ROI, new opportunities (because workload balancing will be occured and people will figure out the tasks in a confort and become a time to think about for new ideas); all similar things are benefit for the companies and people with RPA that is surely. HelpSystems Automate provides freedom for creation of new or existing workflows and business routine. If we look at the side of security; It avoids data breach and leakage. Because, user are in a business routine; they can easily make mistakes. Simply, they can send price analyst list to a partner :) You can also comply security and privacy regulations ;)

**What problems is Automate® solving and how is that benefiting you?**

Listing the vehicles with transition violations on the toll highway and sending an e-mail to the related unit as a list. Typically, a person would have to check violated transitions on the website by comparing their vehicle plates. Inaccuracies and delays could occur in this flow and even it penalized payments could be made. They fixed their business routine and fault tolerans. With this automation, we provided service quality and better ROI.

  ### 41. Data File processing and automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 18, 2021

**What do you like best about Automate®?**

We are able to easily automate the push and pull of data including encryption and decryption, post to logs, read instructions from SQL to execute on said data files.

**What do you dislike about Automate®?**

The user interface to update the scripts works really well and is intuitive, but sometimes slow

**What problems is Automate® solving and how is that benefiting you?**

we are able to quickly setup new files to be sent by updating data in a custom SQL database and use the scripts written to automatically post data accordingly

  ### 42. Great Automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2022

**What do you like best about Automate®?**

AUtomate takes advantage of a beautiful and efficient user interface.

**What do you dislike about Automate®?**

Sometimes agents lose connectivity, but that may not be a fault of Automate.

**Recommendations to others considering Automate®:**

This is a wonderful solution that will save you time and money.

**What problems is Automate® solving and how is that benefiting you?**

Automate provides us with hands-free processing for production purposes.

  ### 43. 3-years with Automate

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 10, 2021

**What do you like best about Automate®?**

Low entry level. You need not to know programming to use it.

**What do you dislike about Automate®?**

A lot of bugs. There is a bug almost at every action. Support is fixing it but very slowly (a year or more)

**What problems is Automate® solving and how is that benefiting you?**

We integrate with some api's, work with databases.

**Official Response from Ravi Dirckze:**

> Hi
I am the Technical Product Manager for Automate. Thank you for your review and am sorry to hear of your less than stellar experience.
At HelpSystems, we pride ourselves on the high customer satisfaction standards we maintain. I would like to have a call to discuss your experience and see how we can resolve your issues. If you are open to it, please let me know how I could get in touch with you.

Thanks you.


  ### 44. A key tool in our BI department.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Clinton J. | VP of Data & Analytics, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 11, 2021

**What do you like best about Automate®?**

Automate has an intuitive user interface that helps you get going quickly and efficiently to automate various tasks.  It's a real time saver for many different repetitive tasks.  The built-in task modules are drag/drop and almost self-commenting on why tasks are created.  Easy to follow and understand.

**What do you dislike about Automate®?**

No real downsides to Automate.  When bugs are encountered, support is responsive to add fixes in later releases.

**What problems is Automate® solving and how is that benefiting you?**

We use automate for many FTP jobs, Excel reports, Alerts, file transformation and ETL into SQL databases.

**Official Response from Ravi Dirckze:**

> Hi Clinton,

Just a quick note to thank you for taking the time to review Automate. 
Always feel free to reach out and let us know how we can better support your automation initiatives. 

Ravi Dirckze - Technical Product Manager for Automate.


  ### 45. Constantly Saving Time and Money using Automate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2020

**What do you like best about Automate®?**

The ease of creating a workflow. A majority of the tools are self-explanatory to setup. We use this to monitor data in our ERP system as well as in Sharepoint, monitor services on servers, restart services and servers on off hours, update missing data in our ERP system. Send reminders for missing processes, files, data, etc. We also use it to initiate the FTP of our EDI files to and from our VAN. Without Automate our business would not run!

**What do you dislike about Automate®?**

The exclusion time periods on a scheduled condition used to be per task within the condition itself, however now, you have to remember that it is in a different location within the management console and can be done by workflow, condition or task. Not as intuitive as every other feature.

**Recommendations to others considering Automate®:**

Be prepared for some lengthy setup and testing; however, once set up is complete and working to your needs, it works like a charm with rare, if ever, downtime.

**What problems is Automate® solving and how is that benefiting you?**

Overnight processes are all being handled in one location instead of on multiple different servers. Easier to setup, troubleshoot and monitor. We have also automated a number of tedious processes that users had to do in the past which makes sure they are completed timely and without user keying errors. We have just started leveraging the ability to run Powershell and interact with Sharepoint within Automate tasks which has also increased its usefulness. All of these items end up being a time and money save for our company.

  ### 46. Use Automate to Import Data

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 29, 2021

**What do you like best about Automate®?**

Create individual tasks, and link them together in a workflow.

Active Directory actions that you use to create, update or delete users into Active Directory for w.g. onboarding.  Also can be used to perform regular audits and export the data to Excel spreadsheet or other reporting output types or into a database.

These activities can help automate report generation and distribution, run DTS packages, or other similar database maintenance processes automatically, and also allow expansion of tasks to do even more using

**What do you dislike about Automate®?**

I disliked the fact that the user has to write all the scripts.

**What problems is Automate® solving and how is that benefiting you?**

I am using Automate to import files to the Document Management application.

The benefit is I can import a file with multiple employees documents once without scanning each letter into the Document Management application.

  ### 47. Excellent, easy to use, RPA tool for routine tasks

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 11, 2021

**What do you like best about Automate®?**

Automate has an easy to use, robust coding format to be able to automate routine tasks.  With a basic level of training, any user who can apply logic and think through error correction can create a repeatable workflow task.  It does not require special coding skills, but having a programming background is helpful.

**What do you dislike about Automate®?**

In my opinion, Helpsystems Automate is a cost-effective, lower-complexity tool.  If you are looking for robust OCR data extraction and native machine learning capabilities, I recommend you look at a different tool.

**What problems is Automate® solving and how is that benefiting you?**

We had a number of routine tasks of extracting data from one source and then entering it into another system.  There was significant cost savings with being able to automate these process, achieving a full payback within the first 3 months and a 300% ROI over 3 years.

  ### 48. Saves Time and Money

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alex G. | GM, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 05, 2020

**What do you like best about Automate®?**

Makes the mundane tasks easy with robotics

**What do you dislike about Automate®?**

Time to implement and developer costs incurred.

**Recommendations to others considering Automate®:**

If you have a desire to streamline your business process and boost efficiency then ARP is the way to go!

**What problems is Automate® solving and how is that benefiting you?**

Less manpower used for data entry. Saves time and lets my employees focus on meaningful work.

  ### 49. Automate for Data manipulation

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 18, 2021

**What do you like best about Automate®?**

capability of moving data to iseries servers

**What do you dislike about Automate®?**

need to amalgamate with two products including GoAnywhere

**What problems is Automate® solving and how is that benefiting you?**

moving invoices data to validate with purchase order details

  ### 50. Makes IT Life simple

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 11, 2021

**What do you like best about Automate®?**

Different processes built in to choose from; for example - download from FTP or rename a file.

**What do you dislike about Automate®?**

No Dashboard to see what processes ran the successfully the night before.

**Recommendations to others considering Automate®:**

A Dashboard to see the processes that ran the night before.
Better KB and support site.

**What problems is Automate® solving and how is that benefiting you?**

We are moving data from different sources around our environment, and we are modifying some of the data and data formats along the way.  Automate has given me an application to help centralize and modernize this data movement.


## Automate® Discussions
  - [What can be automated using RPA?](https://www.g2.com/discussions/what-can-be-automated-using-rpa) - 1 comment, 1 upvote
  - [Why don&#39;t you talk about security side of RPA?](https://www.g2.com/discussions/51650-why-don-t-you-talk-about-security-side-of-rpa) - 1 comment, 1 upvote
  - [Why are you now pushing this survey to your users? Are you deciding to sell or cut-back?](https://www.g2.com/discussions/why-are-you-now-pushing-this-survey-to-your-users-are-you-deciding-to-sell-or-cut-back) - 1 comment, 1 upvote
  - [How can I learn more about the Automate Platform?](https://www.g2.com/discussions/learn-more) - 1 comment, 1 upvote
  - [What is the difference between Automate and Automate Enterprise?](https://www.g2.com/discussions/3775-automate-vs-automate-enterprise) - 1 comment, 1 upvote

- [View Automate® pricing details and edition comparison](https://www.g2.com/products/automate/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-01+23%3A43%3A53+-0500&secure%5Bsession_id%5D=2dd6a6d9-4bd9-455a-a66f-3633be981994&secure%5Btoken%5D=8463c19df018de8183ff72a2596e3741af89fca163e681251dd11d105278ecee&format=llm_user)
## Automate® Integrations
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews)
  - [Scrut Automation](https://www.g2.com/products/scrut-automation/reviews)
  - [SQL Developer](https://www.g2.com/products/sql-developer/reviews)

## Automate® Features
**Automation Building**
- Visual Editor
- Workflow Recording
- Pre-Built Templates
- Custom Automation
- Collaboration
- Ease of Bot Creation

**Bot Management & Execution**
- Bot Scheduling
- Attended Automation
- Unattended Automation
- Bot Performance Analytics
- Data and Product Security
- Scalability

**Intelligent Automation**
- OCR
- Machine Learning

**Agentic AI - Robotic Process Automation (RPA)**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top Automate® Alternatives
  - [UiPath Agentic Automation](https://www.g2.com/products/uipath-agentic-automation/reviews) - 4.6/5.0 (6,136 reviews)
  - [Automation Anywhere Agentic Process Automation](https://www.g2.com/products/automation-anywhere-agentic-process-automation/reviews) - 4.5/5.0 (4,054 reviews)
  - [SS&amp;C Blue Prism Intelligent Automation Platform](https://www.g2.com/products/ss-c-blue-prism-intelligent-automation-platform/reviews) - 4.5/5.0 (347 reviews)

