Product Overview: HelpSystems Automate
HelpSystems Automate, now part of Fortra, is a robust and scalable automation software designed to streamline and optimize business and IT processes across various industries. This platform is built to democratize automation, making it accessible to users of all skill levels, including those without technical expertise.
Key Features
No-Code Automation
Automate offers a user-friendly, no-code environment that allows users to build automation workflows and tasks using a drag-and-drop interface. This eliminates the need for programming code, batch files, or scripts, making automation more inclusive and efficient.
API Integration Kit
The API integration kit simplifies connecting to various applications by masking the complexities of API interactions, such as authentication and token management. It uses a form-based, no-code methodology and provides a visual reorientation of JSON outputs, making data handling easier for non-technical users.
UI Automation
Automate includes a best-in-class step recorder that enables the creation of automation that mimics user interactions on web browsers and desktop applications. Users can start, stop, replay, edit, and update recordings to tailor their automation. This feature also supports inserting non-UI actions and programming logic for more complex automation.
Native Actions and Activities
The platform comes with over 70 out-of-the-box native actions and 700 sub-actions, supporting a wide range of applications and services such as Microsoft, VMWare, AWS, FTP, database operations, and more. These drag-and-drop building blocks allow users to create tasks and processes quickly without coding.
Centralized Management
Automate operates on a client-server architecture, providing centralized administration and reporting. The Server Management Console offers an intuitive interface for managing workflows, tasks, agents, and other repository objects. It also includes features for real-time execution status, history, and settings management, ensuring comprehensive control over automation processes.
Multi-Machine Execution
The platform supports multi-machine execution through agents deployed on remote workstations. These agents interact with the server component via TCP/IP, allowing for the monitoring of system conditions and the execution of tasks based on specific events or conditions.
Error Reduction and Cost Savings
Automate reduces errors introduced by manual processes and executes repetitive tasks efficiently. By automating these tasks, organizations can optimize resources, reduce errors, and save valuable time. The platform also provides cost savings throughout the automation project lifecycle, from development and deployment to management.
Comprehensive Job Scheduling and Event-Based Conditions
Automate allows for the scheduling of jobs and the execution of workflows based on specific times, events, or conditions. This flexibility enables organizations to automate complex operations efficiently.
Functionality
- IT Automation: Automate common IT requests like password resets, streamline ticket creation and routing, monitor systems, and build, manage, and distribute reports.
- Industry-Specific Automation: Automate processes in various industries such as banking (compliance reporting, account closures), healthcare (claims processing, patient record transfers), and accounts payable (invoice processing, account reconciliation).
- Cross-Platform Automation: Automate cross-platform batch processes in distributed networks, manage Microsoft Exchange server operations, and perform automated VM and AWS operations.
- Real-Time Monitoring and Reporting: The platform provides real-time execution status and history, along with centralized workflow performance reporting, enabling administrators to monitor operations and react quickly to exceptions.
Additional Benefits
- Community and Support: Automate users have access to a community forum, a bot store with free downloadable bots, RPA learning resources, and a support portal for technical documentation and support tickets.
- Security and Compliance: The centralized data storage and client-server architecture ensure higher security controls and easier administration of updates and access permissions.
In summary, HelpSystems Automate is a powerful automation tool that simplifies the automation of complex business and IT processes, making it an invaluable asset for organizations seeking to optimize their operations, reduce errors, and save resources.