Fortra's Automation Customer Workshops

Exclusive video content for tips, tricks, and best practices for building stronger automation.

Automate with AI

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Organizations first embraced automation to simplify and streamline repetitive tasks. Now the presence of AI is growing—92% of businesses plan to invest in AI, per Gartner—for the same reasons. So how exactly can you integrate AI into your day-to-day automation tasks? 

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Orchestrate Managed File Transfers within Automation Workflows

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Unlock the untapped automation potential across IT environments by combining Fortra’s workload automation (WLA) and managed file transfer (MFT) solutions. Join our customer-exclusive workshop to discover how to seamlessly orchestrate file transfer projects into automation workflows, enhancing the centralization and security of your IT operations.

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Automate's Superpowers

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Facing increased workloads, fewer resources, and waiting for someone to come save the day? Never fear, Fortra’s Automate is here! Automate takes the power of robotic process automation (RPA) to new heights using four distinct capabilities. These superpowers come together to turn anyone—regardless of coding experience—from a zero to an automation hero.

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JAMS Best Practices

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Orchestrating workloads is what JAMS does best. And armed with the right expert advice, it’s simple to maximize the benefits of workload automation. Our pros are here to share the best tips and tricks for building a solid foundation for stronger automation.

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Automate's Custom Actions

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Feeling limited by the native actions available in your automation software? While native actions are a great building block for user-friendly automation, sometimes you want more flexibility with your integrations. Automate’s custom actions enable you to create your own functionality between your applications and your automation for more control over your workflows.  

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Create Detailed Workload Reports in JAMS

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AMS aims to give users greater insights into the jobs and workflows running in their environment. Our reporting capabilities enable you to create or modify workload reports generated from your jobs or setups. Jeff Wilkins, Sr. Technical Consultant, shares how to create and customize any type of report—from the simple to the complex.c

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Automate's Workflow Designer

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Looking to simplify complex workflows? Whether you’re a power user or a citizen developer, Automate’s Workflow Designer is built to make creating and managing multi-step automated processes a breeze. Through the intuitive drag-and-drop interface, achieve seamless integration of the various tasks and activities in your workflows—even with multiple conditions and extensive processes.

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Maximize Job Visibility

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JAMS gives you greater insights into the jobs and workflows running in your IT environment. But are you seeing the full picture? With the JAMS dashboard, maximize the visibility of your jobs and workflows to ensure your schedule runs smoothly and gain the visibility to troubleshoot issues faster.

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Working with APIs

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Learn how to build more robust automation with Automate’s powerful API integration kit. Whether you’re a power user or a citizen developer, we’ll show you how easy it is to authenticate, access and process the data that is exchanged.

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Supercharge Your Automation Strategy

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Looking for greater visibility and control of the automation running in your organization? With the Automate Execution Method, bring the low-code RPA of Fortra’s Automate to the powerful orchestration of JAMS to simplify job creation and drive front-end automation.  

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Advanced API Automation

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Are you ready to take your Automate API skills to the next level? Whether you’re a power user or a citizen developer, we’ll show you how to automate complex tasks using advanced automation. 

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UI Data Entry and Extraction

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The Automate Recorder is a powerful tool in your RPA arsenal, and this brunch and learn will show you how to use the recorder and Excel actions to achieve UI-driven data entry and extraction. 

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Building Automation with Native Actions

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Learn how to build a solid foundation for your automation with Automate’s easy-to-use native actions. Whether you’re a power user or a citizen developer, we’ll show you how to use our drag-and-drop, form-based development to automate common applications like Microsoft Office, SQL Databases, and more. 

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OCR and Intelligent Automation

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Automate’s powerful OCR capabilities can effectively process your organization’s structured data, helping you eliminate data entry and reduce errors. OCR can read, extract, and convert images such as jpeg, png, pdf, bitmap, tiff file, and more, into text for electronic automation and importation. 

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Injecting JavaScript into Web Browser Actions

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JavaScript injection is a very powerful action for web browser automations. This allows users to interact with a website exactly as the website is expecting. Adding JavaScript to Automate’s web browser actions takes your automation a step further, allowing users to build automation that controls the site as a human would when needed. 

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Project Backlog for Continued Automation Success

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You’ve seen the power of Automate in streamlining your tedious processes. But is your organization embracing an automation first culture and using Automate to solve other problems within your business? Join us to become an automation champion at your organization. We’ll walk you through how to create an automation backlog of projects so you can accelerate your wins and add to your ROI. 

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