This content is currently locked.

Your current McLean & Company subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative

Or Call Us:
+1-877-281-0480 (US/CAN) or
+1-703-544-9513 (International)

Fortra

Automate

Composite Score

8.3 /10

CX Score

8.3 /10

152 Reviews Write a Review

What is Automate?

Boost your productivity with cost-effective, easy-to-use automation software that transforms virtually any business or IT process and brings together the applications that keep your business running. Automate offers scalable automation capabilities whether you need an RPA solution for one department or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built for the needs of any organization.

Company Details

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Awards & Recognition

Automate won the following awards in the Robotic Process Automation - Enterprise category

Filter By

2025 Data Quadrant Champion

Latest Award, 2025

7 Top Rated Capabilities

7 Top Rated Features

Latest Award, 2025

6 Top Rated Capabilities

7 Top Rated Features

2024

4 Top Rated Capabilities

4 Top Rated Features

2023

10 Top Rated Capabilities

10 Top Rated Features

2022

Automate Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Automate.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

96 Plan to Renew

77 Satisfaction of Cost Relative to Value

1
Since last award

{y}

{name}

Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+84 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Automate?

4% Negative

9% Neutral

87% Positive

Pros

Respectful
Enables Productivity
Performance Enhancing
Trustworthy

Feature Ratings

Average 81

Automation Orchestration

Process Discovery

Code-Free Programming

Unsupervised Launch

Role-Based Access

Central Deployment

Distributed Work

Concurrent Work

Cloud Hosting

User Libraries

Real-Time Debugging

Vendor Capability Ratings

Average 81

Ease of IT Administration

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Ease of Customization

Breadth of Features

Quality of Features

Vendor Support

Ease of Data Integration

Availability and Quality of Training

Product Strategy and Rate of Improvement

Automate Screenshots

Automate Downloads

[Case Study] Automate Oregon School Association Download

Automate Videos

Automate Reviews

Lesli L.

Role: Information Technology
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2023

Affirmative Automation Structure

Likeliness to Recommend

8 /10

What differentiates Automate from other similar products?

Fortra's Automate is professional in establishing relatable automation structures

What is your favorite aspect of this product?

Fortra's Automate has the right organization for smooth automation

What do you dislike most about this product?

Fortra's Automate is ideal in making performance smooth.

What recommendations would you give to someone considering this product?

Fortra's Automate is directional in making the right automation

Pros

Helps Innovate
Reliable
Trustworthy
Efficient Service

Role: Consultant
Industry: Banking
Involvement: IT Development, Integration, and Administration

Validated Review

Anonymous Reviewer

Submitted Jul 2022

Solutions lacked features but great support

Likeliness to Recommend

3 /10

Pros

Caring
Respectful
Efficient Service
Effective Service

Cons

Slower Product Innovation
Less Reliable
Less Performance Enhancing

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

Validated Review

Anonymous Reviewer

Submitted Jun 2022

Easy to use, but a bit pricey. Fantastic product!

Likeliness to Recommend

8 /10

Pros

Helps Innovate
Continually Improving Product
Trustworthy
Efficient Service

How We Deliver

Events

Automate

What is Automate?

Company Details

Need Assistance?

Awards & Recognition

2025 Data Quadrant Champion

Automate Ratings

87 Likeliness to Recommend

96 Plan to Renew

77 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+84 Net Emotional Footprint

How much do users love Automate?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

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

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

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

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

Role-Based Access Enable different levels of access based on role e.g. administrators can modify and see all data or department managers have access only to their data.

Central Deployment Bots managed and published from a common location to provide version control, manage the bot's system access rights, and act as repository for future reuse.

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

Concurrent Work Bots can be synchronized to access resources at the same time and undertake processes in parallel from different machines.

Cloud Hosting Deployment of RPA bots in a cloud environment hosted and managed by the vendor.

User Libraries Stock of standard actions that are ready to use, as is, or that can be the building blocks of customized actions.

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

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Automate Screenshots

Automate Recorder

new task

task builder

calendar

reports

workflow designer

Automate Downloads

[Case Study] Automate Oregon School Association

[Case Study] Automate Carter Bank and Trust

RPA Buyers Guide (English)

What is Robotic Process Automation?

Automate Use Case Guide

Automation Center of Excellence Handbook

Automate Videos

Automated Loan Processing

Automate User Provisioning

Automate Overview

Carter Bank & Trust Achieves High ROI with Automate

Automate Reviews

Lesli L.

Affirmative Automation Structure

Likeliness to Recommend

Pros

Solutions lacked features but great support

Likeliness to Recommend

Pros

Cons

Easy to use, but a bit pricey. Fantastic product!

Likeliness to Recommend

Pros

Most Popular Automate Comparisons

UiPath Business Automation Platform

Automation Anywhere

Microsoft Power Automate

ElectroNeek RPA and AI Platform

SS&C Blue Prism Enterprise

Pega Platform

Schedule Your Call

1
Since last award

Feature Ratings

Automation Orchestration

Process Discovery

Code-Free Programming

Unsupervised Launch

Role-Based Access

Central Deployment

Distributed Work

Concurrent Work

Cloud Hosting

User Libraries

Real-Time Debugging

Vendor Capability Ratings

Ease of IT Administration

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Ease of Customization

Breadth of Features

Quality of Features

Vendor Support

Ease of Data Integration

Availability and Quality of Training

Product Strategy and Rate of Improvement