We use HelpSystems Automate primarily for file manipulation, such as moving files from folder to folder and tasks that other tools can't do without some programming.
When files come in, we want to send them to specific locations based on their names and based on the results of IF statements. The solution makes this kind of work more straightforward and more drag and drop.
We also use the product to move Excel spreadsheets or PDF files and to convert PDF files; it's a powerful tool for transferring information. It has a playback feature, but we don't use that in our current environment.
We have two servers running the solution; one for development and one for production. Going from development to production is as simple as dragging the object over and putting it into production with little to no change, which makes promotion straightforward.
We get a data file comprised of multiple reports, and it's a text file. We use the solution to split the text file into individual reports, and then we can drop them into a folder, and they get picked up by another tool, OnBase. That is an essential task for us.
We also use the tool for retrieving data files and sending them out via AWS or Google Cloud, as it has cloud-based capabilities.
The tool works behind the scenes; we created a process that reads many data files, matches them to a SQL database and moves them to the correct folder while collecting information required for other processes further down the road. That's mainly what we use it for, and I'm responsible for maintaining it. Automate makes my job easier because I don't have to keep rewriting scripts or changing file names; we can quickly change a database file, and the solution picks that information up and processes it.
For example, we get a file that has ten reports in it. We take that file and run it through Automate, which reads the data file line by line and breaks it up. Line one through 1000 is one report, and 1001 may be a second report. Automate handles that repeatedly very well. It then reads the database to determine what the report is and where it is supposed to go. If a report doesn't match any database parameters, it's simple to go into the report in Automate and add the condition.