G2

Wade F.

Senior Vice President IT

Mid-Market (51-1000 emp.)

11/3/2026

"Seamless Workflow Automation That Saves Hundreds of Man-Hours"

5/5

What do you like best about Automate®?

The workflow designer allows us to hook different software applications together into seamless workflows enabling us to fully automate things that were only semi-automated before. Automate also makes website interaction a breeze enabling us to remove another manual human dependency from multiple processes. The OCR function allowed us to read through hundreds of PDF files and put that data into datasets we could then analyze and use in our database operations saving hundreds of man-hours. Review collected by and hosted on G2.com.

What do you dislike about Automate®?

There aren’t many downsides, but there is a learning curve if you really want to tap into its full potential. It’s close to plug-and-play, but you still need to invest time in redesigning your processes to get the most out of what it can offer. Review collected by and hosted on G2.com.

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

We’ve made intensive use of the OCR functions to extract data from PDFs. We process literally millions of PDF files, and we can now turn that unstructured content into structured data that’s actually usable for our data and analytics work. When it’s applied properly, the man-hour savings are staggering. I also want to mention that Customer Support from the Automate Team is world class. We were faced with an API integration for a new software that wasn’t part of the available Automate software selections. The team at Automate got their engineers involved and helped us build the API integration we needed. We couldn’t ask for a better support team. Review collected by and hosted on G2.com.

Response from Morgan Celley of Automate®

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Thank you, Wade, for sharing your experience with Automate®! We’re thrilled to hear that the workflow designer and website automation capabilities have helped your team eliminate manual dependencies and save hundreds of man-hours.

It’s especially rewarding to learn how you’re using OCR to transform millions of PDF files into structured, usable data for analytics and database operations. We’re also glad our support and engineering teams could help develop the API integration your organization needed.

We appreciate your feedback about the learning curve. Redesigning processes is an important part of maximizing automation’s value, and we’re committed to helping customers get the most from the platform. Thank you for recognizing the Automate team!