--- 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: '2026-07-17' 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. Simplifyig Routine Tasks with easy **Rating:** 5.0/5.0 stars **Reviewed by:** Mayur T. | Technical Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about Automate®?** I really like how structured everything is with Automate®. It's easy to understand what each task is doing, which helps both me and management track progress. I appreciate that processes run automatically and are fully visible, making it easier to identify issues compared to traditional scheduled tasks. The support and training are really valuable, being very helpful whenever guidance is needed. I also like that Automate® keeps adding more integrations, which makes it easier to connect with the tools we already use. The main difference I noticed moving from UiPath to Automate® was ease of use, as it's easier to build workflows using the available actions without getting too deep into coding, making everyday work quicker. **What do you dislike about Automate®?** One area that could be better is that it is not always easy to learn everything on your own. The manual is a bit complex and while there are free resources they do not cover advanced use cases. Another thing is that once automations are already built it is difficult to go back and improve them, especially when it comes to better error handling. **What problems is Automate® solving and how is that benefiting you?** I use Automate® to reduce manual work and simplify repetitive tasks. It helps monitor and track processes, making operations more smooth and reliable with self-correcting capabilities that reduce errors. **Official Response from Katie Wheelock:** > Hi Mayur, thanks for your feedback. We really appreciate it. Love to hear that Automate is making it easier to monitor your workload. ### 2. Efficient Automation with Minor Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Karsh T. | SOC Engineer, Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about Automate®?** I really like Automate® for its 0 to low code approach for automation, which makes it easier for me to handle automation without deep coding knowledge. It offers multiple actions, with hundreds to choose from, allowing me to easily automate tasks like API connections, UI interactions, and file transfers. This is a feature I love because it streamlines my workflow and processes efficiently. **What do you dislike about Automate®?** Automate is full of IT robotic task automator, which means it can automate normal IT tasks that need regular execution, but it is not a SOC native approach like SOAR or XSOAR They could improve in this area. Debugging can be complex with a larger workforce. Also, if the UI of a tool changes, the whole automation breaks because it is a UI-level automator, not a code-level automator. If that can be solved, it would be a better tool. **What problems is Automate® solving and how is that benefiting you?** Automate® simplifies my manual tasks like report generation and data gathering. It automates alert enrichment, reduces stress for SOC analysts, and allows us to focus on critical incidents, improving our workflow efficiency. **Official Response from Morgan Celley:** > Hi Karsh, Thanks so much for your honest feedback. I’m really happy to hear the low-code flexibility and the wide range of actions are making a difference for you. I get the frustration with UI changes breaking automations and the challenges of debugging at scale. We’re working on improving those pain points, and your input is super valuable as we do. ### 3. Effortlessly Automates Workflows for Maximum Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Vikash L. | Design Application Engineer, Design, Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Automate®?** 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. **What do you dislike about Automate®?** 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. **What problems is Automate® solving and how is that benefiting you?** I use Automate® to handle repetitive tasks, which solves time-consuming manual work and reduces human error. It automates syncing data, updates spreadsheets, and schedules emails, allowing my team to focus on important work. The easy integration with CRM and ERP systems improves workflow efficiency. **Official Response from Morgan Celley:** > Hi Vikash, thank you for sharing your experience! I’m glad the scheduling and integration with your systems have been so helpful for you. It’s great to hear that the platform is making your workflows smoother. We appreciate your feedback on guides for beginners, making onboarding easier is definitely something we’re looking to improve. ### 4. Effortlessly Simplifies Repetitive Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Vishal P. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Automate®?** 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. **What do you dislike about Automate®?** 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. **What problems is Automate® solving and how is that benefiting you?** I use Automate® to eliminate repetitive tasks like file transfers and report generation, which saves me a lot of time and effort. It ensures consistency and accuracy in workflows, allowing me to focus on strategic tasks instead. **Official Response from Katie Wheelock:** > We're thrilled to hear that Automate® has been able to simplify your repetitive tasks and save you time. Our goal is to provide a powerful yet user-friendly platform, and we're glad to hear that you find it intuitive and easy to use. We appreciate your feedback about the advanced features, and we're constantly working to improve our resources and support for more complex workflows. Thank you for sharing your experience with us! ### 5. Streamlined Our Automation, Boosted Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Vikesh G. | Business Development Executive **Reviewed Date:** February 17, 2026 **What do you like best about Automate®?** 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. **What do you dislike about Automate®?** 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. **What problems is Automate® solving and how is that benefiting you?** I use Automate® to automate business processes, reducing manual work and minimizing errors. It speeds up tasks like downloading spreadsheets, improves accuracy, and keeps our data organized efficiently. **Official Response from Katie Wheelock:** > Awesome to hear that Automate has saved you time and improved productivity. Your feedback about reporting will be taken back to our team and considered as we work on enhancing the platform. We strive to provide a solution that meets the needs of our users, and we appreciate your input. ### 6. Effortless Automation with Intuitive Design **Rating:** 5.0/5.0 stars **Reviewed by:** Pushkar D. | MIS Analysis , Consumer Electronics, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2026 **What do you like best about Automate®?** 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. **What do you dislike about Automate®?** 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. **What problems is Automate® solving and how is that benefiting you?** I use Automate® for automating manual jobs, which saves us hours daily. It handles emails and data processing across legacy applications. It’s easy to use with a drag-and-drop builder, requiring no programming knowledge, allowing us to quickly create workflows, improving efficiency and task visibility. **Official Response from Katie Wheelock:** > Great feedback Pushkar, thank you! Our drag-and-drop task builder and clear interface are designed to make automation straightforward for users without programming experience. We appreciate your feedback about the need for technical knowledge in complex workflows and the limitations in customization options. We're constantly working to improve our platform, and your input is valuable in that process. Thank you for choosing Automate®! ### 7. Simplifies Automation with Intuitive Usability **Rating:** 4.5/5.0 stars **Reviewed by:** Lohith kumar V. | Senior Technical Support Engineer **Reviewed Date:** February 13, 2026 **What do you like best about Automate®?** 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. **What do you dislike about Automate®?** 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. **What problems is Automate® solving and how is that benefiting you?** I use Automate to reduce manual repetitive tasks, improve consistency, and enhance efficiency. It helps me save time and manage workflows better while reducing human errors and enhancing scalability with strong focus on security. **Official Response from Katie Wheelock:** > Thank you for your positive feedback on Automate®'s usability and its ability to simplify workflow creation. We understand the challenges you mentioned with tracing complex workflows and the learning period. We are committed to enhancing the UX and making the platform more intuitive. Your input is valuable to us, and we appreciate your support! ### 8. Effortless Automation with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** vijay t. | IT Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2026 **What do you like best about Automate®?** 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. **What do you dislike about Automate®?** 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. **What problems is Automate® solving and how is that benefiting you?** I use Automate® to automate repetitive tasks, process emails faster, save time, reduce mistakes, and manage tasks smoothly. It improves efficiency by handling unexpected pop-ups and system slowness, cutting costs and avoiding delays. **Official Response from Katie Wheelock:** > We're delighted to hear that Automate® has been able to improve your efficiency and help you manage tasks smoothly. Your feedback on handling unexpected pop-ups and system slowness is important to us, and we're committed to enhancing our platform to provide a better experience. Thank you for sharing your experience with Automate®. ### 9. This is my goto software to help reduce repetive key strokes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2019 **What do you like best about Automate®?** 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 **What do you dislike about Automate®?** 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 **Recommendations to others considering Automate®:** I would try it out and you will be amazed at how much time it will save you!!!! **What problems is Automate® solving and how is that benefiting you?** we automated running reports extracting excel data for importing to SQL database automated repetitive excel functions Auto move of files from SFTP servers We automate the execution of programs on a schedule Auto reboot of servers on a schedule **Official Response from Morgan Celley:** > Hi, thank you for your thoughtful feedback! I’m glad you’re finding the ease of setup, drag-and-drop features, and automation capabilities so helpful in saving time and maintaining consistency. I appreciate you pointing out the setup and performance challenges with larger workflows, these are areas we’re continually working to improve. ### 10. Simple and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Matvey O. | Business Systems Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2025 **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! **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. **What problems is Automate® solving and how is that benefiting you?** Mainly getting data from A to B, calling various tasks mid process, verifying everything happened as it should've via logging and flags within the data. The main benefit of is reliability of what you built will run forever as long as the infrastructure side of things is up! ## 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'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/automate-review-4140395?section=pricing&secure%5Bexpires_at%5D=2026-07-17+09%3A33%3A14+-0500&secure%5Bsession_id%5D=c0c15c57-d80f-4522-b61b-280210cd7b41&secure%5Btoken%5D=00fd33ca53f901ab83a8d84cdc45308ff25a024bd1008293821275abec3d6c3d&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 (6,137 reviews) - [Automation Anywhere Agentic Process Automation](https://www.g2.com/products/automation-anywhere-agentic-process-automation/reviews) - 4.5/5.0 (4,053 reviews) - [SS&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)