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RPA developer at Mv3 Tecnologia
Real User
Top 10
Aug 8, 2026
Automation has transformed daily tasks by reducing errors and saving time across our workflows
Pros and Cons
  • "Fortra's Automate positively impacts my organization by reducing costs, errors, and time because I can create any automation for saving time."
  • "When I compare Fortra's Automate with other software like Power Automate or UiPath, those software are more user-friendly."

What is our primary use case?

My main use case for Fortra's Automate is automation that enters a website, downloads health codes, and integrates with another site where the RPA enters with this code and prints the exam.

Another example is the RPA that performs acquisitions and creation in SAP.

What is most valuable?

With Fortra's Automate, I can work with Excel, Word, PDF, and integrate other technologies including PowerShell, JavaScript, Selenium, and others.

I find myself using Excel the most because every company uses Excel every day.

This impacts my daily work significantly by saving a considerable amount of time for users and reducing errors because with RPA, we cannot make mistakes. Anything that is not designed in this RPA, the robot will not execute.

Fortra's Automate positively impacts my organization by reducing costs, errors, and time because I can create any automation for saving time.

What needs improvement?

When I compare Fortra's Automate with other software like Power Automate or UiPath, those software are more user-friendly. In Fortra's Automate, I cannot use it for everything, so that is something that needs improvement.

For how long have I used the solution?

I have been using Fortra's Automate for three years.

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Fortra's Automate
November 2026
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What do I think about the stability of the solution?

Fortra's Automate is stable.

What do I think about the scalability of the solution?

The scalability of Fortra's Automate is the highest because you can use different servers. You need to configure a main server, and the others will be your agents, so with agents, you can execute the automation on these different servers.

Which solution did I use previously and why did I switch?

I previously used Python and Power Automate, which are good options, but I prefer Fortra's Automate.

What's my experience with pricing, setup cost, and licensing?

The setup cost is free, but I believe it is a little expensive.

Which other solutions did I evaluate?

I evaluated other options before choosing Fortra's Automate, and I believe Python has a great range of options where you can develop your solution.

What other advice do I have?

I believe that Fortra's Automate provides support for correcting errors related to automation, so if any error happens, you can correct it with Fortra's Automate with significant ease.

For governance and security, Fortra's Automate is effective because it is desktop software that you can install in your network, and no separate software can monitor it for automation.

Its accuracy and reliability of output are completely reliable.

I advise others looking into using Fortra's Automate to understand logic programming because with Fortra's Automate and logic programming, you can automate anything. I would rate this product a 10 out of 10.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Aug 8, 2026
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reviewer2723070 - PeerSpot reviewer
System Administrator
Real User
Top 10
Jun 13, 2025
Increases productivity and reduces costs while offering reliable support
Pros and Cons
  • "Automate increases efficiency and eliminates errors during documentation and invoicing processes."
  • "Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."

What is our primary use case?

The main purpose is for automation. That has been the purpose why I have been using it so far.

What is most valuable?

Due to the fact that I play a part in the health sector, banking, and IT services, I provide all the services to those industries. My best features are the automatic desktop and automatic plus, which I have been using during this time. I have also been using the MQL.

Other features I appreciate about Automate include business processing automation, intelligent documentation, and restrictive processes.

It has done significant work because when connecting within the IT system, since it automates the process, all complicated work is solved in less time. Where more time could be needed to complete the process, less time is being used. On our IT side, the creation of tickets and monitoring the system has been easy because this process is automatic, and we call it our core monitor of the system as it monitors the system on behalf of the experts and technicians.

Regarding security, this product has appropriate security because it has intelligence which can easily detect errors and malware. The process is enhanced and security is improved due to the military-grade protection and data encryption. I appreciate this security because documents are validated and verified before being processed.

The detailing and reporting feature enables the system to detect and collect all information and errors in documents. It gives feedback immediately to team members or to the system. This reporting feature helps us identify problems and errors. These errors can be eliminated manually because when the system detects errors, it waits for users to examine where the problem could be. This helps us identify and track critical areas where changes are needed, and changes are completed in less time.

Regarding the invoicing part, since this system is automatic and processes things automatically, invoices are approved and accredited in limited time and submitted where needed. This results in tasks being completed in less time compared to manual processing. It also helps reduce the cost of employing numerous technicians to control the system. There is less cost involved in employing the few technicians who can process payments or monitor with the assistance of this tool.

Automate increases efficiency and eliminates errors during documentation and invoicing processes. When collecting and exchanging data manually, there can be numerous errors. However, when using this automatic tool, there are limited errors compared to manual work. The reduction in processing delays has led to higher productivity in the organization.

The system is transparent in that it can store and manage a large number of documents while giving full control to users. It handles a large capacity of work that can be accessed in multiple areas. This is excellent for us because we have experts and workers in different locations who can access all documentation and monitor tasks being processed by the system. It functions as an unlimited process, handling a large number of tasks per minute. I appreciate its transparency, and regarding cost, our organization has achieved much using this tool.

What needs improvement?

I do not think there is much that should improve because this system has been working effectively during the year I have used it.

Regarding complex implementation, though the implementation might be complex, it is the best way of implementing it as all tools function properly. I would not suggest improvements because altering features might make it harder for users to locate and function properly. Though it is somewhat complex, this is the best way for the tool to run smoothly and deliver optimal productivity.

The reason for not giving it 10 out of 10 is that we have some minor problems that do not require technical team intervention. Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed. These issues are resolved easily, but these minor challenges prevent a perfect rating. As an organization and system, we do excellent work but cannot achieve perfection due to these small challenges. I rate it nine out of 10 because there are minor challenges that limit the solution from reaching perfection.

For how long have I used the solution?

I have been using this solution for a year.

What was my experience with deployment of the solution?

During the process of implementation, invoicing, and other sections, we did not encounter any challenges. I would suggest that it is perfect.

How are customer service and support?

I rate the technical support 10 out of 10 because it provided excellent service during implementation and when we were connecting with different services. It is always friendly and unique.

How would you rate customer service and support?

Positive

What was our ROI?

Regarding business benefits, first I will discuss reduced costs. This system operates automatically and reduces the number of technicians required for particular tasks. It has reduced our expenditures in terms of purchasing more products and employing more technicians. The system is effortless, reducing both labor requirements and costs.

Secondly, our productivity has increased compared to when we were doing this work manually or using other tools. Our improvement has been approximately 30% in productivity since implementing this tool.

What's my experience with pricing, setup cost, and licensing?

Regarding pricing, it is very friendly. I would not say that it is really cheap or very expensive, but it fits within our budget.

What other advice do I have?

Automate is straightforward, friendly, and has a unique dashboard which can be managed by anyone. It is easy to learn as we took only a period of two days to teach our team members how to use and control it. Being easy to learn and user-friendly, it has been one of the extremely good tools we have ever used in our business. Everyone in our business appreciates this product and its friendliness.

I rate it nine out of 10 because there are some minor challenges that prevent it from achieving a perfect score. It is the best tool, but these minor challenges prevent a perfect rating.

I would recommend it.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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Fortra's Automate
November 2026
Learn what your peers think about Fortra's Automate. Get advice and tips from experienced pros sharing their opinions. Updated: November 2026.
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DevOps Engineer at a media company with 201-500 employees
MSP
Top 5Leaderboard
Apr 28, 2026
Automation has reduced manual tasks for cloud workflows but still needs better error handling
Pros and Cons
  • "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."
  • "I have encountered challenges with error handling and alerting, as some jobs fail and require retries."

What is our primary use case?

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 is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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

What about the implementation team?

The deployment requires almost five to six people.

What was our ROI?

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

What other advice do I have?

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.

Which deployment model are you using for this solution?

Hybrid Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Last updated: Apr 28, 2026
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Chetan Yelve - PeerSpot reviewer
Software Engineer at Cateina Technologies
Real User
Top 5
Jan 4, 2026
Automation has transformed daily operations and provides reliable error handling for IT tasks
Pros and Cons
  • "Fortra's Automate has a user-friendly interface that is quite easy to understand for new use cases."
  • "Fortra's Automate is good overall, but the advanced logic is somewhat challenging."

What is our primary use case?

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 most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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

How are customer service and support?

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.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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

What about the implementation team?

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

What was our ROI?

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.

What's my experience with pricing, setup cost, and licensing?

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 other advice do I have?

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.

Which deployment model are you using for this solution?

Hybrid Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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Director of Operations & HR at lascentstore
Real User
Top 20
Jun 20, 2025
Efficient file management and time-saving through automation
Pros and Cons
  • "I would recommend Automate because it has made my work much easier."
  • "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."

What is our primary use case?

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

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

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

What about the implementation team?

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.

What was our ROI?

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.

What's my experience with pricing, setup cost, and licensing?

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.

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Which deployment model are you using for this solution?

Hybrid Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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Ibukun Shweta - PeerSpot reviewer
DevOps Engineer at Teksphere Global Services Limited
Real User
Top 5
Sep 1, 2025
Automation optimizes scheduling, but improvements needed in error reporting and script execution
Pros and Cons
  • "The peace of mind I have using Automate for scheduling tasks allows me to focus on other responsibilities without worrying about operational issues."
  • "Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully."

What is our primary use case?

My main use case for Automate is to deliver enterprise-scale script execution jobs, which means we are using Automate to connect to over 200 servers and running script jobs on schedule. I am building the workflow from scratch, having enhanced logging capabilities, and enhanced session persistence to give the best output possible and also be able to relate outputs to customers.

I find that Automate handles connecting to many servers at once pretty seamlessly. One thing I appreciate about Automate is the fact that the scheduling is sharp. I feel like we haven't really scratched the surface for what it can really do. In my particular use case, for session management, it would be better if I could get a more granular view into connectivity issues to servers.

What is most valuable?

One thing I appreciate about Automate is the fact that the scheduling is sharp. I feel like we haven't really scratched the surface for what it can really do. In my opinion, the best feature Automate offers is the scheduling. You could build flows anywhere, but when it comes to enterprise-scale and critical workloads, accurate scheduling is very important. If I schedule something for 10:00 AM, it better be done at 10:00 AM. I love looking at my logs to see them align perfectly without missing a beat.

The savings in time by using Automate are significant because it allows me to build one effective flow that serves multiple workloads. Automate positively impacts my organization by delivering great value, especially with critical script execution workflows in telecommunications where there can't be downtime. It's having tremendous value when we are not receiving many escalation calls from customers. The peace of mind I have using Automate for scheduling tasks allows me to focus on other responsibilities without worrying about operational issues.

What needs improvement?

In my particular use case, for session management, it would be better if I could get a more granular view into connectivity issues to servers. Sometimes, although your flows or tasks are running as scheduled, connecting to the servers can hit a snag without alerts or error logs to check. Some servers might need patching or could be affected by network issues or latency. The workflow sometimes gets stuck without clarity on the errors.

An explicit error report would be helpful, especially when the connection fails unexpectedly. It's complex to analyze problems that might arise from firewall issues or other anomalies that could hinder the flow from executing as expected. The depth of these connection challenges would benefit from better debugging capabilities.

As for improvements, if Automate wasn't designed primarily for script execution, that's understandable. However, for Linux, I would prefer to see less complexity in workflows to achieve a natural completion of scripts. There are features, such as 'wait for terminal output,' that should more intuitively detect completion based on the shell prompt. Improving those aspects would make Automate more efficient for my needs.

Regarding error reporting, I think Automate should offer better error reporting when connecting to servers. Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully. This is a significant concern, especially with critical workloads where visibility into errors is essential.

For how long have I used the solution?

I have been using Automate for about five to six months now.

What do I think about the scalability of the solution?

Automate is stable for my needs and is highly scalable, allowing the same workflow to serve numerous tasks effectively.

How are customer service and support?

In terms of customer support, I find them responsive and helpful. I would rate the customer support an 8 out of 10 for being quick and attentive to queries.

How would you rate customer service and support?

Which solution did I use previously and why did I switch?

Before Automate, our organization was using Control-M for workload management, which I found more simplified and less technical. While I didn't interact with Control-M directly, I appreciate the depth of control Automate provides, allowing for more customized and precise workflows to fulfill operational demands.

What was our ROI?

I report an overall 85% success rate for my script execution workflows across 200 servers, which is quite impressive given the previous challenges faced with other solutions.

What's my experience with pricing, setup cost, and licensing?

Until now, I have not specified any other tech products except Microsoft Power Automate, N8N, and Make.com that I've had prior experiences with in automation.

What other advice do I have?

It's worth mentioning a smaller feature such as the FTP action, which is practical for easily uploading and downloading files. I appreciate the simplicity and efficiency of that feature, as well as the drag-and-drop capability that reduces intimidation when using Automate.

Automate still has much to offer as we continue to explore its potential. Our company has no formal business relationship with the vendor beyond being a customer, nor was I offered any incentive for this review.

Automate is becoming more accessible, but it is complex and tailored for specialists, making it less approachable for new users. While I appreciate the challenges, I understand that this complexity can deter others.

I rate this solution 7 out of 10.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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reviewer2773707 - PeerSpot reviewer
Cloud Engineer - ll at a tech vendor with 11-50 employees
Real User
Top 5
Nov 6, 2025
Have automated cross-cloud security workflows and streamlined credential management without writing code
Pros and Cons
  • "Automate's best feature is that we do not need to write any code; we can create our jobs using the drag and drop option available, and any technical member without coding expertise can use this tool."
  • "Automate could simplify the UI for creating a workflow for automation. As a technical person, I can understand it easily. However, there are few activities in the software that our HR department cannot understand."

What is our primary use case?

We have been using Automate for approximately one to one and a half years for the automation component.

For complex automation tasks, I have created User Access Review and Security Group Audit implementations. Since I come from a security background, I am using Automate to automate security tasks and repetitive tasks that require fast interaction. When we receive a security alert, there are several playbooks that we must run on the particular activity. We integrated Automate for this automation purpose.

For integration, I am using Automate for cloud automation. The cloud vendor provides access keys and secret keys that we can easily integrate with this application. There is a credential section where we can add passwords and secret keys. Automate provides a credential vault that we use to run AWS CLI and any API calls using those credentials. The integration is very smooth.

What is most valuable?

Automate's best feature is that we do not need to write any code. We can create our jobs using the drag and drop option available. We only need to provide a command that will run on the servers we have on the cloud platform. Any technical member without coding expertise can use this tool.

Automate's intuitive interface is very smooth. We can easily create jobs for automation. I would suggest it is a good interface that Automate is offering us.

Automate is typically used for RPA, Robotics Process Automation. However, we do not use this tool for RPA because we do not have any IoT project. We integrated Automate with AWS, our cloud provider, for automation tasks. We also have other cloud providers such as GCP and Azure so that we can centralize and manage automation for all cloud providers.

Automate supports cross-cloud platform functionality from AWS to Azure to GCP. It is a very scalable product. We can automate every task across the cloud providers. It is very scalable and versatile software.

What needs improvement?

Automate could simplify the UI for creating a workflow for automation. As a technical person, I can understand it easily. However, there are few activities in the software that our HR department cannot understand. We integrated the user onboarding process in our environment. When new employees join our company, we created automation so they receive AWS credentials and all their AWS access and cloud access. The automation triggers and creates credentials for the user and sends them via email to the particular user. For that task, HR is not very familiar with the software. However, we can say that this is not part of the HR job because it is a pure technical tool.

For scalability on a scale from one to ten, I would say eight out of ten. We had a few issues with some integrations, possibly due to our lack of knowledge about that, but I would rate it eight out of ten.

For how long have I used the solution?

We have been using Automate for approximately one to one and a half years.

What do I think about the stability of the solution?

For the automation tasks we perform with Automate, it is very stable. It is stable even on the AWS load. As we use Automate for cross-platform specific tasks, we schedule the activity to perform the specific task at a specific time. We can say it is very stable.

For stability on a scale from one to ten, I would give it a solid nine.

What do I think about the scalability of the solution?

Automate supports cross-cloud platform functionality from AWS to Azure to GCP. It is a very scalable product. We can automate every task across the cloud providers. It is very scalable and versatile software.

How are customer service and support?

I did not engage with the technical support of Automate because we use it for day-to-day small automation tasks. I did not have a chance to meet the technical team.

There were a few issues in the past, but I believe my senior team member engaged with the support team. I am not aware of the details.

I myself did not use any support.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

Before using Automate, we had internal scripting tools such as our CMDB and other tools. These tools are not cross-platform and do not work on Azure, GCP, and AWS simultaneously. We needed to configure AWS Lambda functions and many functions in GCP for their own cloud platform to perform any automation. Using Automate allows us to centralize all automation and manage it in the same tool so that everyone and all team members have visibility into all automation. It is very easy to access that automation and change it.

How was the initial setup?

Creating one job with Automate is pure technical work. You should have knowledge about AWS. If you have solid knowledge about AWS, you can easily automate the task using Automate. It will take approximately thirty minutes to one hour, including testing and successful deployment of the automation task. Thirty to one hour is typical for normal jobs such as security group auditing.

What about the implementation team?

There are twelve members in our company who work with Automate. Other teams have also used this product, but I do not know the numbers for those other teams. Approximately twelve members from my team work with Automate.

What was our ROI?

Time saved is the key point that provides the most savings with Automate. We do not need to perform tasks repeatedly and do not need to waste any resources on that particular task. Time and resources are the most significant saving components.

Automate saves approximately fifty percent of effort. We do not need to monitor that automation.

What's my experience with pricing, setup cost, and licensing?

The pricing aspect is covered by my senior, but Automate is a centralized tool, so we do not need to buy different tools for different automation scenarios. We are using this as a centralized tool, so I would say it is very affordable.

Which other solutions did I evaluate?

We did not use any other vendors. For the previous use case, we had our own scripts that were deployed on the particular cloud providers. I do not have much knowledge about any other vendors or software for similar use cases.

What other advice do I have?

For analytics purposes, we use our own tools for log analysis. That is a different component. For automation analysis and the analytics part, Automate is a good tool to blueprint all the automation.

In my AWS work, we use AWS CLIs and other functions that Automate provides to run commands on the endpoint server. These are the metrics that we use.

There is no improvement needed in the integration part with Automate. There is a very easy way to integrate the credentials and other components. There is no improvement or scope of improvement in the integration part.

Automate provides patches for the software regularly.

The patching part is mainly handled by the IT team. We did not face any issues in the past about patches and updates. We can say it is easy for them.

For automation tasks, it is very easy to manage. For the patching part, it is kind of mid-level.

We have created many automations. Some are on-premises, but mostly we have hybrid setups, not pure on-premises because we do not have any pure on-premises setup. We have hybrid and cloud setups that use Automate to automate the tasks.

For automation, it is very easy to deploy the automation task from Automate.

I would recommend Automate to other users because it is a centralized tool for cloud automations and security orchestration. We have a small tool that performs specific tasks such as data collection, auditing, scheduling start and stop operations, and similar functions. In a centralized manner, we can use it across the cloud providers we have. In my organization, we have several cloud providers including GCP accounts, Azure accounts, and AWS, which we use most frequently. We use Automate to automate tasks across all these providers. My overall rating for Automate is nine out of ten.

Which deployment model are you using for this solution?

Hybrid Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Chief Technology Officer at DOB Systems LLC
Real User
Top 20
Feb 20, 2025
Efficiently manages workflows and improves operational efficiency with automation
Pros and Cons
  • "The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."
  • "Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."
  • "I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

We have not done any scaling with it. 

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

How are customer service and support?

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. 

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What was our ROI?

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

What's my experience with pricing, setup cost, and licensing?

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.

What other advice do I have?

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.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Peter Hegland - PeerSpot reviewer
Peter HeglandManaging Director, Automation at a tech vendor with 201-500 employees
Top 20MSP

Hi Robert! Thank you so much for taking the time to leave us a review and for being a loyal Automate customer! I'm glad you have gotten value out of Automate. Also, I agree that we need to improve our AWS actions and also do over-the-top upgrades. More to come! If you would ever like to chat please don't hesitate to reach out to me at peter.hegland@fortra.com. I am the General Manager for Automate. Thanks again!Best, Peter Hegland

Project Manager - DevOps Engineer at ACC
Real User
Top 5
Nov 3, 2025
Has automated repetitive business workflows and reduced manual effort through intuitive workflow design
Pros and Cons
  • "Automate helps me reduce manual work by automating tasks such as access keys and security rotations that we were not able to automate before, diminishing human dependency, and helps minimize errors."
  • "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."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I have been using Automate for a year.

What do I think about the stability of the solution?

I would rate the stability of Automate as nine.

What do I think about the scalability of the solution?

I would rate the scalability of Automate as nine.

How are customer service and support?

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.

How would you rate customer service and support?

Positive

What was our ROI?

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.

Which other solutions did I evaluate?

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

What other advice do I have?

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.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
reviewer2774202 - PeerSpot reviewer
Cloud Engineer II at a tech vendor with 11-50 employees
Real User
Top 5
Dec 15, 2025
Automation has streamlined nightly server shutdowns and accelerated malicious traffic response
Pros and Cons
  • "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."
  • "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."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What about the implementation team?

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.

Which other solutions did I evaluate?

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.

What other advice do I have?

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

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Buyer's Guide
Download our free Fortra's Automate Report and get advice and tips from experienced pros sharing their opinions.
Updated: November 2026
Buyer's Guide
Download our free Fortra's Automate Report and get advice and tips from experienced pros sharing their opinions.