Automate Customer Reviews 2025

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Fortra

Automate

Composite Score

8.6 /10

CX Score

8.7 /10

149 Reviews

What is Automate?

Boost your productivity with cost-effective, easy-to-use automation software that transforms virtually any business or IT process and brings together the applications that keep your business running. Automate offers scalable automation capabilities whether you need an RPA solution for one department or an enterprise-wide Center of Excellence (CoE) initiative鈥擜utomate is built for the needs of any organization.

Company Details

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Awards & Recognition

Automate won the following awards in the Robotic Process Automation - Enterprise category

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6 Top Rated Capabilities

7 Top Rated Features

2024

4 Top Rated Capabilities

4 Top Rated Features

2023

10 Top Rated Capabilities

10 Top Rated Features

2022

Automate Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Automate.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

88 Likeliness to Recommend

96 Plan to Renew

78 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+83 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Automate?

4% Negative

9% Neutral

87% Positive

Pros

Respectful
Enables Productivity
Performance Enhancing
Trustworthy

Feature Ratings

Average 82

Process Discovery

Automation Orchestration

Cloud Hosting

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Out of the box integration

Central Deployment

Concurrent Work

User Libraries

Vendor Capability Ratings

Average 81

Business Value Created

Ease of IT Administration

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Vendor Support

Quality of Features

Ease of Data Integration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Automate Screenshots

Automate Downloads

[Case Study] Automate Oregon School Association

[Case Study] Automate Carter Bank and Trust

RPA Buyers Guide (English)

What is Robotic Process Automation?

Automate Use Case Guide

Automation Center of Excellence Handbook

Automate Videos

Automate Reviews

Kimberly E.

Role: Information Technology
Industry: Insurance
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2023

Excellent product, easy means of automation.

Likeliness to Recommend

9 /10

What differentiates Automate from other similar products?

Ease of use and relevant features.

What is your favorite aspect of this product?

Great wiki widget for creating documentation

What do you dislike most about this product?

No active dislikes

What recommendations would you give to someone considering this product?

Check it out if you have a lot of manual jobs that require monitoring and/or if your shop lacks documentation of processes and procedures. This tool is great for both.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Margaret T.

Role: Sales Marketing
Industry: Banking
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Mar 2025

Unlocking Automation Potential with Fortra

Likeliness to Recommend

8 /10

What differentiates Automate from other similar products?

Its functionality mainly focuses on secure automation by aligning itself with all types of sectors such as healthcare, finance, government use, and many other departments where compliance and data handling remain at top priority. Its well-design architecture makes it suitable for all levels of enterprises.

What is your favorite aspect of this product?

Talking about its step recorder helps a lot by speeding up the process of bot formation by recording the performance of the users. In this way, we can implement automation without taking out a separate time for writing scripts manually thus saving our precious time. It helps streamline our workflow instantly by simply having a recording of users鈥� actions. Such functioning makes the process of automation quick and intuitive.

What do you dislike most about this product?

There should be more extensive integration choices with external parties. It supports API integration seamlessly but in the case of broader integration, we need extra development efforts. Besides these few areas, I find Fortra鈥檚 automation very viable and advantageous.

What recommendations would you give to someone considering this product?

Before implementing it for your official use, research the use of your organization for its better configuration. Take full understanding of its training resources to ensure the compatibility of your team with this software. By following these considerations, you can successfully implement it.

Pros

Performance Enhancing
Enables Productivity
Trustworthy
Effective Service

Harsh S.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2024

Easy to use, but a bit pricey

Likeliness to Recommend

10 /10

What differentiates Automate from other similar products?

It is different because it is more reliable and user friendly than others.

What is your favorite aspect of this product?

Fortra's Automate provides differentiated or unique product features or vendor capabilities.

What do you dislike most about this product?

It is a bit costly than the other options available.

What recommendations would you give to someone considering this product?

I would surely recommend everyone to use this product atleast once and I will grade it 9 out of 10.

Pros

Performance Enhancing
Enables Productivity
Efficient Service
Inspires Innovation

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Automate

What is Automate?

Company Details

Need Assistance?

Awards & Recognition

Automate Ratings

88 Likeliness to Recommend

96 Plan to Renew

78 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+83 Net Emotional Footprint

How much do users love Automate?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Process Discovery Analysis of user interactions with systems and applications to generate a mapping of the workflow.

Automation Orchestration Manage, monitor and schedule the interactions, tasks and workflows among bots and other automation solutions through a centralized dashboard

Cloud Hosting Deployment of RPA bots in a cloud environment hosted and managed by the vendor.

Code-Free Programming Drag and Drop graphical user interface to setup processes based on recorded user action and library of stock actions.

Role-Based Access Enable different levels of access based on role e.g. administrators can modify and see all data or department managers have access only to their data.

Unsupervised Launch Bots triggered to action based on a schedule or when prescribed conditions are met.

Distributed Work System is able to deploy additional bots to support overloaded bots based on process performance requirements.

Out of the box integration Ready-to-use connectors with 3rd party applications, systems and databases.聽

Central Deployment Bots managed and published from a common location to provide version control, manage the bot's system access rights, and act as repository for future reuse.

Concurrent Work Bots can be synchronized to access resources at the same time and undertake processes in parallel from different machines.

User Libraries Stock of standard actions that are ready to use, as is, or that can be the building blocks of customized actions.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Automate Screenshots

Automate Recorder

new task

task builder

calendar

reports

workflow designer

Automate Downloads

[Case Study] Automate Oregon School Association

[Case Study] Automate Carter Bank and Trust

RPA Buyers Guide (English)

What is Robotic Process Automation?

Automate Use Case Guide

Automation Center of Excellence Handbook

Automate Videos

Automated Loan Processing

Automate User Provisioning

Automate Overview

Carter Bank & Trust Achieves High ROI with Automate

Automate Reviews

Kimberly E.

Excellent product, easy means of automation.

Likeliness to Recommend

Pros

Margaret T.

Unlocking Automation Potential with Fortra

Likeliness to Recommend

Pros

Harsh S.

Easy to use, but a bit pricey

Likeliness to Recommend

Pros

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Title

Feature Ratings

Process Discovery

Automation Orchestration

Cloud Hosting

Code-Free Programming

Role-Based Access

Unsupervised Launch

Distributed Work

Out of the box integration

Central Deployment

Concurrent Work

User Libraries

Vendor Capability Ratings

Business Value Created

Ease of IT Administration

Ease of Implementation

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Vendor Support

Quality of Features

Ease of Data Integration

Product Strategy and Rate of Improvement

Availability and Quality of Training