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Fortra

Automate

Composite Score

8.0 /10

CX Score

8.1 /10

154 Reviews Write a Review

Claim Software

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—Automate 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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7 Top Rated Capabilities

2 Top Rated Features

Latest Award, 2026

2025 Data Quadrant Champion

2025

7 Top Rated Capabilities

7 Top Rated Features

2025

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.

87 Likeliness to Recommend

96 Plan to Renew

77 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.

+84 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

8% Neutral

88% Positive

Pros

Respectful
Enables Productivity
Performance Enhancing
Fair

Feature Ratings

Average 81

Code-Free Programming

Unsupervised Launch

Process Discovery

Role-Based Access

Central Deployment

Distributed Work

Concurrent Work

User Libraries

Real-Time Debugging

Action Logging

Automation Orchestration

Vendor Capability Ratings

Average 81

Business Value Created

Ease of IT Administration

Ease of Implementation

Usability and Intuitiveness

Breadth of Features

Quality of Features

Ease of Data Integration

Vendor Support

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement

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

Prateek A.

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

Validated Review

Verified Reviewer

Submitted Apr 2025

Great solution to automate your work!

Likeliness to Recommend

10 /10

What differentiates Automate from other similar products?

Fortra Automate is one of the great automating solutions in the market. It has all the capabilities which can reduce the manual work in an efficient way to reduce human efforts, organization cost, and time.

What is your favorite aspect of this product?

Fortra Automate has an excellent user interface. Any non-technical person with minimum product knowledge can easily work on this solution. The customer support is also very good, and they handle the user queries in a very professional manner.

What do you dislike most about this product?

- Cloud functionality. - Stability. - Increase community base. - Improvements in the documentation. - Accuracy in automated tasks.

What recommendations would you give to someone considering this product?

Any user can go with this solution without a second thought if their requirements are fulfilled.

Pros

Helps Innovate
Reliable
Caring
Saves Time

Derris B.

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

Validated Review

Verified Reviewer

Submitted Mar 2025

One of the better RPA tools on the market.

Likeliness to Recommend

10 /10

What differentiates Automate from other similar products?

Ease of use and deployment for small, medium and larege enterprise organizations.

What is your favorite aspect of this product?

It solves various use cases and has relevant code to download from community\support site.

What do you dislike most about this product?

Some customers complain on the price.

What recommendations would you give to someone considering this product?

Try it for 30 days and see how easy it is to utilize.

Pros

Enables Productivity
Generous Negotitation
Transparent
Appreciates Incumbent Status

Gwen De B.

Role: Consultant
Industry: Consulting
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2026

Boosts Productivity with Easy Automation

Likeliness to Recommend

9 /10

What differentiates Automate from other similar products?

Simple to set up secure flexible and scalable automation.

What is your favorite aspect of this product?

its ability to automate repetitive tasks quickly and reliably. The easy to use interface and pre built automation templates make it simple for both beginners and experienced users to create workflows saving time and reducing human errors.

What do you dislike most about this product?

The main drawback of Fortra Automate is that advanced features can be complex for beginners requiring time and training to use effectively. Additionally, pricing can be high for small businesses especially if multiple bots or enterprise-level features are needed.

What recommendations would you give to someone considering this product?

If you’re considering Fortra Automate start by identifying the repetitive tasks in your business that will benefit most from automation. Take advantage of any available training or tutorials to learn the platform’s features, and begin with small projects before scaling up. This will help you get value quickly and avoid common pitfalls.

Pros

Trustworthy
Continually Improving Product
Unique Features
Inspires Innovation

Automate

What is Automate?

Company Details

Need Assistance?

Awards & Recognition

2025 Data Quadrant Champion

Automate Ratings

87 Likeliness to Recommend

96 Plan to Renew

77 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+84 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

Code-Free Programming Graphical user interface to define processes with a process flow diagram and recorded user actions

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

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

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.

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.

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

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.

Real-Time Debugging Identifying errors in process while bot is working.

Action Logging Executed processes are logged for detailed auditing and compliance regulation.

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

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.

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.

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.

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.

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.

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.

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.

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

Prateek A.

Great solution to automate your work!

Likeliness to Recommend

Pros

Derris B.

One of the better RPA tools on the market.

Likeliness to Recommend

Pros

Gwen De B.

Boosts Productivity with Easy Automation

Likeliness to Recommend

Pros

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Feature Ratings

Code-Free Programming

Unsupervised Launch

Process Discovery

Role-Based Access

Central Deployment

Distributed Work

Concurrent Work

User Libraries

Real-Time Debugging

Action Logging

Automation Orchestration

Vendor Capability Ratings

Business Value Created

Ease of IT Administration

Ease of Implementation

Usability and Intuitiveness

Breadth of Features

Quality of Features

Ease of Data Integration

Vendor Support

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement