A recurring report
A task retrieves data, assembles a report and sends the result at the agreed time.
RPA and process automation
Fortra Automate
Let recurring digital tasks run automatically.
Retrieving reports, transferring data or carrying out fixed steps in an application: Fortra Automate can automate this work using RPA and visually built tasks. RPA is software that carries out actions in existing applications.
Free of charge and without obligation. Around 30 minutes, through Microsoft Bookings. Privacy information.
The same steps, again and again
Someone opens a system, retrieves information, processes it in a file and sends the result on. When the steps are predictable, Fortra Automate can take on some of this recurring work.
What this could look like in practice
Three working situations where this solution could play a part.
Transferring data
Standard data moves from a file into the next application. Unusual input follows a separate path for checking.
Processing IT requests
Recurring account tasks can follow predefined steps, with the required permissions and checks.
How could this help your organisation?
Less repeated data entry
Run agreed actions between digital steps so employees spend less time transferring data.
Build tasks visually
Tasks are built from actions, making their sequence visible and allowing recurring steps to be reused.
Central management when needed
Plus and Ultimate offer central management features across multiple execution environments. Availability depends on the chosen edition and licence.
Which organisations could this suit?
Consider recurring work in finance, HR and IT. Fortra also describes applications in banking and healthcare. These are potential areas of use; predictable process steps and the required checks determine whether a particular task is suitable.
A single task
Automate Desktop focuses on execution on an individual machine. It can be a starting point for a clearly defined recurring task.
Several processes or machines
With more execution environments, scheduling, central management and ownership become more important. The appropriate edition needs to be selected.
What does setting it up involve?
Start with the process steps, sample files and exceptions. Establish which applications can be accessed and who manages changes.
Screens and integrations
A task can use application screens or available integrations. Changes to an application can require maintenance when tasks depend on screen interactions.
Choose the right edition
Establish whether execution on one machine is sufficient or central management is needed. We consider the current licence scope during the technical assessment.
Data, access and control
Automation needs access to the systems where the work takes place. Limit that access and establish who may change tasks.
Permissions and audit records
Fortra's comparison lists group permissions and workflow auditing for Plus and Ultimate. These should not be assumed to be standard Desktop features.
Manage credentials
A credential vault for managing login details is also edition-dependent. The required edition and access arrangements are determined during setup.
Your process first, then the solution
I am Joshua Boermans, an Automation Consultant at Korper. I assess what could be automated and where it would add value. I then work with technical colleagues to shape a suitable approach. Korper is a partner of the supplier described here.
Understand the work
We discuss the current steps, manual work and exceptions. You do not need to choose a tool beforehand.
Assess the options
We consider the expected value, existing systems and the ongoing management required.
Agree a suitable next step
If automation is a good fit, we identify the technical work needed. We coordinate implementation with the technical team at Korper.
Questions before you choose
Can this work without AI?
Yes. Many applications follow fixed rules, such as producing a report or transferring data. AI is not a prerequisite.
Could this suit a small company?
A defined task can be a starting point. Recurring work, exceptions and the setup required matter more than employee count alone.
Is an integration better than a screen robot?
That depends on the access available and the process. We compare integrations and screen interactions, including their maintenance and controls.
What does an application cost?
The edition, setup, applications and management determine the investment required. A conversation helps define the process and scope first.
Discuss the process you want to improve
Tell me where the work gets held up. We can explore whether this solution fits and what a useful next step would be.
Free of charge and without obligation. Around 30 minutes, through Microsoft Bookings. Privacy information.