Resources

Guide

Fortra's Automate Services Guide

With Automate Services, you can rapidly achieve ROI for your RPA project and increase confidence in your investment. We offer a variety of services, including automation assessments, implementation support, implementation templates, upgrade services, migration services, and good morning reports. View the Automate Services Guide to learn how you can get up and running quickly and ensuring ongoing RPA success.
Article

The 2020 Automate Customer Survey

In today’s business climate, when a pandemic has rapidly changed the way we work, automation has never been more important. In order to better understand just how important an automation solution is, we went straight to the source – our customers! Learn how Automate customers are strategically using robotic process automation (RPA) to impact their organization. Maybe you’ll get some inspiration to...
Article

2020 Robotic Process Automation Data Quadrant Report

Fortra Automate Plus was ranked by our customers as a top-rated RPA solution in the market based on the recently released Software Reviews 2020 Robotic Process Automation Data Quadrant Report. See where Automate Plus ranked first across multiple categories within vendor capability satisfaction and product feature satisfaction.
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RPA Use Case: Automated Invoice Processing

Text Manual invoice processing can be a hassle for Accounts Payable departments even for the simplest of processes. Routing invoices for approval and connecting all the systems involved takes valuable time from multiple people, every time an invoice needs to be paid...
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RPA Use Case: Automating CRM Reports

Text Reporting is a vital part of any business. Without data pulled from critical business systems, people can’t make informed decisions that help grow their business. RPA plays a key role in helping businesses retrieve time lost to pulling and parsing data. There...
Guide

6 Simple Ways to Get Moving with RPA

Businesses across every industry and sector are growing increasingly reliant upon automation processes to improve organizational efficiency, boost customer satisfaction levels, and reduce operational costs. The most innovative and forward-thinking companies are consistently hearing that Robotic Process Automation (RPA) is systematically transforming the business world. However, they are also...
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How to Automate Excel Reports

Set up an Excel automation task using Automate, robotic process automation (RPA) software from Fortra. Download a free trial of automation software and automate Excel reports today.
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Getting Started with Website Automation

Set up a website automation task using Automate, robotic process automation (RPA) software from Fortra. Download a free trial of automation software and set up a web automation task today.
Article

How to Do CRM Automation

Use robotic process automation (RPA) to easily integrate your CRM system with your most critical business applications to streamline your business processes. Learn how with Automate.