Fortra's Automate Reviews

I use Fortra's Automate to automate my set end-to-end batch jobs and file transfer system and integrations for my finance and HR teams, with tasks that include scheduled report generation and moving files to secure repositories.

I use SFTP, databases, and REST APIs, but I only use this much part. Eight people in my team use it.

The best features in Fortra's Automate include centralized job orchestration and reliable scheduling, along with role-based security and audit trails, which I value the most about this product.

The intuitive interface is a good website where both beginners and experts can use it with ease, and the visibility and reliability of all the parts are good for this platform.

I assess the error-handling capabilities with complex automation tasks as robust, thanks to the built-in connectors that reduce the need for custom scripting. I use good logging and error handling capability to easily diagnose failures.

The improvements I have seen using this solution are that licensing and scaling cost can be the main consideration as I add more agents and enterprise features, which is a great thing for me. The role-based security and audit trails are useful for compliance, helping me in that area, and the low-code flow designers enable non-developers to build and read flows quickly, assisting in this part.

Areas that have room for improvement in Fortra's Automate include that advanced transformations sometimes require custom scripts, as the pure no-code option is limited. Additionally, some connectors may need configuration work or updates for new product versions.

I have been using the solution for around eighteen months.

It is a very stable platform. Overall, I rate it nine out of ten for stability.

I assess the scalability as around eight.

I rate the technical support a nine out of ten.

I personally did not use the analytics feature.

I did not use any other part and just used Fortra's Automate first, so I do not have any idea about other customers or all the parts.

I can say that approximately forty percent is the return on investment I have seen.

I can say it is cost-efficient.

If I could rate it out of ten, I would rate it an eight.

It does require maintenance, but that maintenance part does not come under my team.

I give it an eight because I can see the updates and overall UI part, and I feel while using it in day-to-day life that it could greatly improve in the future.

I do recommend this to my colleagues and different vendors or customers, because of its automation for end-to-end batch jobs, file transfer, and system integration. Additionally, I consider automating SAP data extracts to help others reduce manual work.

My overall review rating for Fortra's Automate is nine out of ten.

Public Cloud

Amazon Web Services (AWS)

My use case for Automate is for scheduling and automating repetitive business processes such as file transfers, report generating, and data integration between internal applications and external partners.

The best feature of Automate is its drag-and-drop workflow designer, which allows me to build automation tasks without deep coding knowledge. I have no technical skills, but I am easily able to create features and do automation tasks.

Automate also provides strong error handling, logging, and scheduling capabilities, which makes it very reliable for enterprise automation. In terms of error handling capabilities, I would say it segregates out the features that are causing issues, and it uses built-in error triggers as well as task-level error handling. Each task is separated into one major task with sub-tasks, and if there is an issue with a sub-task, an error log is created, and we receive the error. Global error handling is employed, similar to nesting in coding.

My thoughts on the intuitive interface of Automate are that it is good, and in my organization, most people are using it. There is ease of use with minimal scripting required, and it is designed for both technical and non-technical people.

Areas for improvement in Automate would be a more modern web-based workflow designer, an enhanced real-time monitoring dashboard, and built-in API integration tools for REST and SOAP. My major recommendation would be for easier upgrade paths between major versions.

I have been using Automate for a year.

I would rate the stability of Automate as nine.

I would rate the scalability of Automate as nine.

The reason for my rating of eight in technical support is that while they were able to handle issues, there were sometimes access issues, and the SMEs were not always that proficient. They could contribute around fifty to eighty percent, and everyone has ups and downs while learning.

Positive

The return on investment I have seen with Automate is good. On a scale from one to ten, I would rate the ROI as nine.

I am comparing Automate with UIPath, Power Automate, and ActiveBatch.

I think the analytics features of Automate are the best in the market.

For my business, the metrics I appreciate about the analytics are necessary metrics such as usage analysis and breakage of usage. I can see how every service that I have been using is getting consumed and how much, all through the analytics dashboard. This helps me understand my business, where it is lacking behind, and where it is growing.

I measure success in reducing manual efforts through manual operations.

Automate helps me reduce manual work by automating tasks such as access keys and security rotations that we were not able to automate before. It reduces our manual processes, diminishing human dependency, and helps minimize errors.

I would compare Automate with other products or solutions and find that it has better stability and error handling, a simpler licensing model, and lower technical overhead for setup.

My thoughts on the pricing for Automate are that it is medium and costs a little, which I would say slightly impacts my budget.

In my team, there are ten people, and all of us are using Automate.

Regarding ease of deployment, when I asked my seniors, they said it is easier and much better than others. On a scale of one to ten, I would rate it an eight.

I would recommend Automate to other users because it reduces manual procedures, automates everything, allows for scaling, has better stability, provides error handling capabilities, and features simpler licensing models. You do not need high technical knowledge to deploy it.

I would rate this product an overall nine out of ten.

Public Cloud

Amazon Web Services (AWS)

Fortra's Automate has two or three use cases in this scenario. The feature I appreciate most is the drag and drop option in the automation builder, which allows us to eliminate heavy coding or code building. We use it for building libraries such as databases, files, and emails. We can also integrate it with the cloud. These are the primary things we use Fortra's Automate for.

The first favorite feature of Fortra's Automate is that we do not have to write all the codes. We simply drag and drop from the automation builder, and that helps us to directly automate our processes. We do not have to write all the codes and then get it deployed. Fortra's Automate helps us with that and solves a significant hassle we were dealing with earlier.

Large action libraries such as database files, emails, and cloud integrations are also valuable features we use. We utilize these on-premises and in the cloud as well.

One thing I dislike about Fortra's Automate is that it does not perform well with OCR software, which is optical character recognition. For example, when we provide any document or policy PDFs to the software, it is not able to recognize the text and give us a draft version to edit. This is something I personally do not like because it is not mature enough to convert documents using OCR.

The second thing I have noticed is that there are other automation tools available, such as Microsoft Power Automate or UiPath. In comparison to those, the user interface is very old. It seems not very modern or unique or visually appealing. It is a very outdated interface for users.

I have been using Fortra's Automate from last November or December of last year. It has been approximately six months now.

I did not see any lagging or hanging issues concerning the stability of the application. Whenever there is an infrastructural issue, the application will crash. However, I did not see any lagging or crashing beyond that. I think this is due to the lower version of the user interface or that it is not particularly modern. This is why it is smaller in file size, and that might be the major advantage as it does not experience lag. I have never seen such issues on the application level.

We use Fortra's Automate in our data center, and we are using it on the cloud as well. I do not think there are any issues with scalability. It is good for scalability.

Contacting their technical support or customer support does not fall under my role. There is a team of nine people under me who performs the daily job.

Fortra's Automate was very easy to learn because I previously used Power Automate, which is by Microsoft. The interface is slightly lower in configuration compared to Power Automate. It was very easy to understand and quite familiar what Fortra's Automate has provided to the clients or for operative engineers like us. It was acceptable and easy to understand. There were no complex things we had to delve into.

There are other automation tools available, such as Microsoft Power Automate or UiPath. In comparison to those, the user interface is very old.

Regarding errors, there is a sixty to sixty-five percent chance that our errors get resolved by Fortra's Automate by default. However, in approximately thirty percent of cases, we have to turn to ChatGPT or Copilot to get the errors solved. In the majority of the cases, Fortra's Automate helps us resolve the error on their end.

Fortra's Automate has integrated very well in our ecosystem. I have been working in this organization for seven or more years, and we recently integrated Fortra's Automate. After three to four months, we were very accustomed to it and became habitual in working on it. It is very good and has become habitual and integrated in our ecosystem. I would rate this review an eight out of ten.

Hybrid Cloud

Other

My use case for Fortra's Automate involves repetitive tasks and streamlining file transfer across multiple systems and multiple team members as it serves as a centralized file-sharing platform.

The best feature of Fortra's Automate is that it allows me to build workflows without heavy coding through an interactive user interface, which saves significant time for automating tasks.

Fortra's Automate's intuitive interface is easy to use, user-friendly, and minimalistic, making the learning curve straightforward without any special skills required to handle or create workflows.

Fortra's Automate's compatibility with existing IT infrastructure has impacted my business operations significantly by saving us considerable time. Since we have not integrated Automate with other systems, it functions as a standalone application primarily for automating workflows, file sharing, and Excel operations.

The areas that have room for improvement in Fortra's Automate include the reporting and analytics functionality, where the analytics could be more detailed. Currently, it is difficult to get deep insights without exporting data first to feed it into another system.

I have been using Fortra's Automate since last year, for around one and a half years.

Fortra's Automate has a stability rating of nine.

Fortra's Automate has a scalability rating of nine.

I would rate the technical support for Fortra's Automate an eight or eight point five.

Positive

We have not utilized Fortra's Automate's analytics features extensively because we found room for improvement, and the analytics are not at the level we are currently expecting. We are using different tools for data analytics rather than Automate.

I compare Fortra's Automate with other solutions and vendors such as SAP, which we have used. While we have integrated Fortra's Automate with SAP for standard integration, we have not deeply integrated this solution with others because we are still exploring this tool.

My advice for others looking to implement Fortra's Automate is that if you want a solution that is easy to implement and you do not come from a major coding background, this solution is the best fit. Creating automations does not require heavy coding, making it ideal for non-coding professionals.

The return on investment I have seen with Fortra's Automate is greater than sixty percent, as it significantly improves our workflow and our team's capabilities.

The metrics I use to measure success in reducing manual efforts is the final output. When I create automation for a particular workflow, I expect the output to match my expectations and for the test cases to be satisfied. Fortra's Automate's success metrics are primarily based on these test cases.

My assessment of the pricing for Fortra's Automate is that it is moderately priced—not expensive, yet not inexpensive either.

By using the documentation, we have realized that there is no precise count for how much it has reduced errors, but it saves our efforts. I estimate that approximately seventy to eighty percent of error handling is accomplished through the documentation base.

Our relationship with the vendor is that we have implemented this solution in our infrastructure, positioning us as customers.

Fortra's Automate's error-handling capabilities in complex automation tasks can be assessed by noting that currently we have not encountered errors. Our technical teams handle error management by reviewing the documentation to manage bugs and errors in automations.

I rate this review a nine.

Hybrid Cloud

Amazon Web Services (AWS)

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.

Fortra's Automate has a user-friendly interface that is quite easy to understand for new use cases.

Regarding error handling capabilities in more complex automation tasks, I find it excellent for automating scripts. The error handling allows me to get manually involved when minor errors occur. I make a script, use the product, and I am ready to go. I can handle more parts of those errors in less time, making the error handling superior.

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 I got it right.

I have been using Fortra's Automate for around nine months in my career.

I have never experienced any lagging or crashing in Fortra's Automate. However, in the error handling part, I might find one or two instances of digging required.

Fortra's Automate is highly scalable, and I can deploy it on multiple infrastructures such as cloud, on-premises, or in a hybrid model.

I contacted the technical support for Fortra's Automate once, and they are very knowledgeable about their product and helpful as well. They handle customers like me to get to the exact issue, detailing where that issue originates from a technical point of view, the resolution, and the summary they provided. They are on point. I would give them a rating of 10 out of 10 for the support.

Positive

I have never used any other product exactly like Fortra's Automate. However, I did use AWS Lambda to code and automate a few things at an AWS level.

The initial deployment of Fortra's Automate is easy, as we had three to four people deploying the same thing.

It took around five days for the first time to deploy Fortra's Automate.

Fortra's Automate does require maintenance on my end, but the maintenance part does not fall under my team's responsibility. Therefore, I am not fully aware of how frequent maintenance is or how long it takes.

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.

I am a customer of Fortra's Automate and do not have any partnerships with them. My overall review rating for this product is 9 out of 10.

Hybrid Cloud

Amazon Web Services (AWS)

My use case is mainly to manage my files in the HR department. Most cases involve managing files, web browsers, and many other tasks.

The solution has improved my organization significantly over the year and a half. It has helped save a lot of time, especially with the email automation feature, as I don't need to follow up on each email per client. It allows me to multitask effectively, managing files, emails, and attending to other activities.

In regards to Automate, I appreciate that it simplifies my file management. I'm able to arrange my files for reading, editing, scanning PDFs and images, and extracting data. It also helps me when transferring files from one system to another, and I love the email automation part, as I can program it to deliver and get feedback from whoever sent it to clients, fellow employees, and so on.

I've utilized the drag and drop interface feature, which helps me especially when I have limited time. It functions similarly to copying and pasting, which makes my work much easier. I just need to go in with my laptop and use the mouse to copy from one point, and when using it, it displays properly.

In terms of improvement for Automate, I have no major challenges. Everything I use, such as email automation and file management, is satisfactory. The only aspect that needs improvement is the availability of customer support.

The stability is good and consistent, with no fluctuations in functioning. I would give it 8 out of 10 based on my experience.

The scalability options are satisfactory, and I have no significant comments about it. All my needs are catered for with no limitations given the size of my organization.

I would rate scalability overall as 8 out of 10.

Regarding customer support, I face challenges sometimes. They're not always available, and you may need to wait for assistance, but overall their support is acceptable. I would rate them 6 out of 10.

Neutral

In my previous organization, I used some software, but I can't recall the name exactly. It might have been UIPath.

From my perspective, the deployment process is easy because the IT team integrates it and teaches usage. I have no major complaints regarding implementation.

The deployment took minimal time, although I can't recall the exact duration since the IT team comes in at different times.

I've seen a good return on investment with Automate, as it streamlines processes and improves my productivity. Although I cannot currently access a specific report, I believe our business gains from efficient client management and communication ultimately reflect a high return.

Regarding Automate's pricing, based on reports from the IT team, it is fair for the features it offers, rating it as mid-range—not too high or too low.

Comparing Automate with UIPath, I find Automate much more comfortable. The navigation is easy, while UIPath had a hard-to-navigate interface.

Automate stands out from UIPath because it remains consistent, has no system downgrades, and offers a vast range of features for file management, email automation, transfers, and much more.

Comparing Automate to other similar solutions on the market, I find it relatively inexpensive, and I have not faced any major challenges such as system downgrades. It is consistent and continually introduces new features, making it easy to navigate without needing IT knowledge.

I would assess the security features as very good. I really appreciate them as I've never experienced any data loss threats or threats from hackers. It is secure based on my experience.

The detailed logging and reporting features are good. The reporting features, especially feedback and analytics, provide a good experience so far.

I am not quite familiar with metrics for process optimization. I rarely use it and wouldn't want to give any input about it currently.

I would recommend Automate because it has made my work much easier. The automation and many features help me multitask effectively.

Overall, I rate Automate 8 out of 10.

Hybrid Cloud

Amazon Web Services (AWS)

My use cases for Fortra's Automate mainly involve automation tasks. As a cloud provider, we give cloud solutions including GCP, AWS, and different tools, and we are mainly using this tool for RPA plus IT automations in a hybrid manner for automation.

I have been using Fortra's Automate on a daily basis for scheduling events, email, and system events.

What I appreciate most about Fortra's Automate is that it replaces repetitive and manual tasks which require human intervention, such as copying from an Excel sheet to the web or generating reports. It provides an easy-to-use automation tool that integrates well with our systems and databases, including a good dashboard for UI automation.

I find that Fortra's Automate is very scalable in its design.

I have encountered challenges with error handling and alerting, as some jobs fail and require retries. While we can check logs, they are not always accurate and need to be improved.

I believe that error handling needs to be more accurate and include more features for complex automation tasks.

I have been working with Fortra's Automate for three years.

For everything, I give Fortra's Automate a score of seven out of ten because there are areas that need consideration and improvement.

Fortra's Automate's compatibility with existing IT infrastructure has introduced some complexity in our automation processes, but we are integrating it with our systems, so I would rate it about seven out of ten.

I can say that we received good support from the team for the implementation of Fortra's Automate, and even for migration from other tools, it was very helpful.

I have had to contact technical support, and they have been very good, providing a good solution and response from the team.

I currently give them a score of eight out of ten for support.

I have used alternatives to Fortra's Automate such as UIPath and Microsoft Power Automate, but we recently moved to Fortra's Automate for its strong focus on cloud-first automation and enterprise workflows around two to two and a half years ago.

It took us around three months to fully deploy Fortra's Automate and stabilize the workflow due to some migrations.

The deployment requires almost five to six people.

I find the pricing for Fortra's Automate to be good. It is mid-range, not too much and not low, but also affordable.

Fortra's Automate is sophisticated and very good. We are currently customers of Fortra, although we are planning to move towards a partnership in the future. I give Fortra's Automate an overall rating of seven out of ten.

Hybrid Cloud

Other

We use Fortra's Automate to handle a variety of tasks, such as moving files for FTP and pulling files from AWS S3 storage. The solution is also utilized for web scraping. It provides multiple functionalities that we need for efficient operations.

By implementing Fortra's Automate, we wanted to automate so that there are fewer manual processes. The more manual processes there are, the higher the chance of failures or errors. By automating something, we make it more consistent.

It enhances my workflow by allowing both static scheduling and dynamic job execution. It allows us to schedule things based on a static schedule, but we also use the feature where it watches for files to be available or delivered. That makes it more dynamic. If we cannot predict a schedule to run, it allows us to dynamically run automation jobs when files become available.

We run it in a Windows environment, and it integrates with everything we need it to, whether it is an API call or Python code. If there are certain things that we cannot do with Fortra's Automate, we call it a secondary piece of Python code. It gives us the ability to communicate with the entire environment.

The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities. We also use it for decompression and encryption.

I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking. I know they are working on improving this with Amazon S3, which would greatly benefit my use case since I rely heavily on it. Improving these aspects would make the solution more seamless.

I have been using Fortra's Automate for around five years.

The stability of Fortra's Automate is excellent. I would rate it a nine out of ten. It is very reliable.

We have not done any scaling with it. 

We are currently using it in one place. Its users include myself.

Their support definitely has your back in getting things sorted out. They are very responsive and have been able to resolve any issues I have encountered. I would rate them a nine out of ten. 

Positive

Before switching to Fortra's Automate, we used more code-based solutions like WinBatch. It was older and required a strong knowledge of coding, which took too long to develop. Fortra's Automate is easier to use, allowing new users to pick it up quickly.

We just migrated to AWS. We had it on-premises in our data center, and now we are using it in AWS on an EC2 instance.

The initial setup of Fortra's Automate was very straightforward and easy. Migration was also very easy. We just needed to purchase a second license. We were able to back up all of our jobs and import them into the new environment. It took less than a day.

In terms of maintenance, it only requires updates. We have to update occasionally. The updates are fine. It would be nice to do in-place updates, but we have to uninstall and reinstall the application to apply an update.

Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money.

It has gone up in price. The price of Fortra's Automate has increased since we first started using it. It does a lot but also costs a lot. It was a lot more affordable before Fortra owned the software.

The standard fee includes a yearly license with support. Although its cost has risen, it remains an essential application for us.

Fortra's Automate is very easy to use, and the robust support makes it a reliable solution. I would definitely recommend it to others.

I would rate Fortra's Automate a ten out of ten.

Public Cloud

Amazon Web Services (AWS)

I work as a cybersecurity analyst with multiple AWS accounts containing servers. In our basic use case, we have servers in the AWS account that do not need to be active at night from 11:00 PM to 6:00 AM, so we use Fortra's Automate to keep those servers shut down during that specific time. The second, more advanced use case involves GuardDuty, which detects alerts for malicious traffic coming to servers. We utilize Fortra's Automate to pull the details from GuardDuty, such as IPs and instance information, and we have automated it to check the IP in VirusTotal to determine if it is malicious or not. Based on the findings, we shut down or quarantine the affected servers.

The feature I prefer most about Fortra's Automate is that it offers no-code or low-code automation, which is essential for me as a cybersecurity analyst because we do not have time to code and automate everything. Additionally, the drag-and-drop workflow feature allows us to simply drag and drop actions to complete our tasks, making it one of my favorite aspects.

The interface of Fortra's Automate is easy for any newcomer to handle. I did not find anything complex; I did not need to refer to documentation or seek guidance, so the user interface is perfect and easy to use.

The unified dashboard is extremely easy to use because I have employed the drag-and-drop functionality, which makes it straightforward and actually saves a lot of time, as it is not complex compared to other tools.

There are newer AWS services such as Lambda or Security Hub that security analysts use to detect malicious traffic or alerts, but the integration is not available for these, so we still rely on custom scripting because there are no options for drag-and-drop with these newer services.

When performing larger workflows to get all details of alerts from multiple AWS services, I occasionally find the interface becomes slow, which could be improved; however, this does not significantly impact our productivity.

I have been using Fortra's Automate for the past three months.

I have never encountered maintenance requirements because, in my tasks, the basic and advanced use cases do not require maintenance.

Fortra's Automate is highly scalable, as it can be used by smaller teams to larger enterprises, allowing everyone to automate repetitive daily tasks rather than repeating them manually.

I have not had a reason to contact technical support, so I cannot comment on that aspect.

Neutral

I previously used UiPath, which was a similar kind of RPA tool, and in comparison, while there were things in UiPath that were not as good as Fortra's Automate, we ultimately moved to Automate.

The initial deployment of Fortra's Automate was straightforward because there is a feature that allows us to create a direct connection with the AWS account by providing basic details such as the AWS access key and secret key, creating one role, and giving necessary permissions, which can all be done in a few minutes.

I was not responsible for the deployment, but from what I understand, it involves basic steps such as creating an account in Fortra's Automate and linking it to the AWS account using an access key and secret key, creating roles, and giving permissions. These steps do not take much time; roughly one hour is sufficient for this setup.

I do not have much detailed information about the pricing, but I understand that it is favorable from a pricing perspective for smaller or basic tasks. It is priced per bot. Smaller enterprises may not utilize it much due to the cost. However, compared to UiPath, which has more cost and complexity, Fortra's Automate is definitely better from a cost perspective.

I give this review a rating of nine out of ten.

Public Cloud

Amazon Web Services (AWS)

I use it for OCR, grabbing text from PDFs, grabbing data from CSVs and Excel spreadsheets to populate other spreadsheets. I use mail merge, utilizing PowerShell for the mail merge, and RPA to handle the mail merge process. I also use APIs to update and import data.

I find the ease of use from a programming perspective very valuable. The ability to walk through and find issues if needed is a great feature. I really like the API functionality; it's a slick aspect of the solution when I'm using it. Overall, the whole product is really nice and provides significant benefits.

I currently have three bugs open with them that I don't know if they are addressed in the new release. I have not seen the documentation, which could also be improved.

Additionally, I would prefer not having to log in to update a ticket but being able to respond via email would be beneficial.

I have been using Automate for one and a half years.

There is really no instability. The processes sometimes run slow when debugging on the server, even though resources seem fine. I'm not sure what causes the slowness.

I haven't had a chance to really evaluate scalability yet. We only have one server and one agent, so everything runs from one location.

In terms of quickness, they are pretty responsive. However, I'm unable to respond to support emails to update tickets, which requires me to manually log in. It's manageable but slightly inconvenient.

Explaining to support what I'm trying to do can be challenging. They don't always understand the processes I'm trying to implement. This affects the customer service rating.

Neutral

I have not used any alternatives.

The initial setup was easy.

The deployment was handled by me. It works well with Automate without needing a team.

Pricing was one of the reasons we chose Automate. It offered what we wanted at a good, competitive price.

Overall, I would rate the solution nine out of ten. 

On-premises