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Fortra's Automate vs Microsoft Copilot Studio comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Fortra's Automate
Ranking in Business Orchestration and Automation Technologies
5th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
Robotic Process Automation (RPA) (4th)
Microsoft Copilot Studio
Ranking in Business Orchestration and Automation Technologies
18th
Average Rating
7.8
Number of Reviews
5
Ranking in other categories
Chatbot Development Platforms (4th), AI-Agent Builders (4th)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
IT Project Manager at Labo des histoires
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.
Shrikant Pillay. - PeerSpot reviewer
Architect at kyndryl
Has helped automate repetitive tasks and streamline content summarization across teams
For analytics, I prefer using the Power BI platform instead of Microsoft Copilot Studio. When it comes to analytics, though it gives the right insight, the visuals are not of great quality, or sometimes they don't appear at all. For instance, when creating charts of sales on a quarter-on-quarter basis or month-on-month basis in a bar graph or pie chart, Microsoft Copilot Studio doesn't perform adequately. Anything requiring image creation or graphs and plots is not optimal. The graphing features are missing in Microsoft Copilot Studio. Although image creation is available, it lags at times, similar to any other LLM module. When creating content based on graphs or CIO presentations, these features are not developed to a great extent.
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
6%
Performing Arts
6%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business25
Midsize Enterprise10
Large Enterprise9
By reviewers
Company SizeCount
Small Business1
Large Enterprise6
 

Questions from the Community

What is your primary use case for HelpSystems AutoMate?
I use Fortra's Automate for IT operations as an automated repetitive workflow task, handling tasks like file transfer, job scheduling, SAP data pools, and system notifications.
What is your experience regarding pricing and costs for Fortra Automate?
I am somewhat aware of Fortra's Automate's pricing, and I can say it is budget-friendly—not too cheap or too high. The pricing is on point.
What needs improvement with Fortra Automate?
Fortra's Automate is good overall, but the advanced logic is somewhat challenging. Some of the more complex branching and error handling require digging into documentation or trial and error before...
What needs improvement with Microsoft Copilot Studio?
While Microsoft Copilot Studio can create documents and add information, it does not do so accurately, and this is an area that needs improvement. The complexity of the licensing is another concern...
What is your primary use case for Microsoft Copilot Studio?
Microsoft Copilot Studio is implemented for different scenarios, including straightforward and common scenarios. However, in cases where there is a need to work with RAG scenarios, high accuracy, a...
What advice do you have for others considering Microsoft Copilot Studio?
The predictive analytics features in Microsoft Copilot Studio are rated at the highest level because there is the ability to rely on its own functionality and many connectors. Before the introducti...
 

Also Known As

HelpSystems Automate, Automate
No data available
 

Overview

 

Sample Customers

Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories
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Find out what your peers are saying about Fortra's Automate vs. Microsoft Copilot Studio and other solutions. Updated: December 2025.
881,114 professionals have used our research since 2012.