Automate Desktop

Spec sheet

Purpose

Automate Desktop helps individual users automate repetitive desktop tasks, web interactions, data extraction, reporting, and file transfers from a single machine.Read 8 Oct 2026 · automate.fortra.com

Intended users

Fortra describes Desktop as single-machine automation for individual users and identifies finance, operations, IT, and back-office teams as use areas.Read 8 Oct 2026 · automate.fortra.com

Integrations

Listed integrations include AWS, Azure, VMware, SharePoint, Microsoft Exchange, Active Directory, Dynamics CRM, Excel, Chrome, Firefox, Oracle, MySQL, XML, JSON, PDF, and PowerShell.Read 8 Oct 2026 · automate.fortra.com

Support

Fortra's Automate Desktop page lists phone, email, and support request contact options and describes Automate Care as providing a dedicated Technical Account Manager.Read 8 Oct 2026 · automate.fortra.com

Headquarters

Eden Prairie, Minnesota, United StatesRead 28 Sep 2026 · automate.fortra.com

Founded

1982Read 28 Sep 2026 · automate.fortra.com

Data extraction

It can extract, transform, and transport data from browsers, email, databases, Excel, PDF, CSV, and OCR files.Read 8 Oct 2026 · automate.fortra.com

Desktop and browser automation

It can interact with websites and desktop applications, including clicking links, selecting menus, and entering text, and supports recording desktop and browser automation.Read 8 Oct 2026 · automate.fortra.com

File transfer

It supports scheduled or event-triggered file operations, including SFTP, FTP over SSL, server-to-server FXP transfers, PGP encryption, and compression.Read 8 Oct 2026 · automate.fortra.com

Operating system requirements

The overview lists Windows 10 and Windows Server 2008 R2 SP1, 2012, 2012 R2, 2016, and 2019 as compatible operating systems.Read 8 Oct 2026 · automate.fortra.com

Product limits

The comparison page marks centralized multi-machine execution, a centralized repository, workflow auditing, enhanced security and audit features, and an API as unavailable in Automate Desktop.Read 8 Oct 2026 · automate.fortra.com

Recorder availability

Fortra says the Automate Recorder may or may not be included for Automate Desktop users and advises contacting a sales manager for details.Read 8 Oct 2026 · automate.fortra.com

Security and control

Fortra describes Automate Desktop as on-prem software that supports machine-based execution and local control of sensitive data and systems.Read 8 Oct 2026 · automate.fortra.com

Trial and onboarding

Fortra offers a fully functional 14-day trial with onboarding from a specialist, a 15-minute requirements call, and a setup focus on one workflow.Read 8 Oct 2026 · automate.fortra.com

Triggers and recovery

Features include event-based triggers and conditions, execution logging, and error handling and recovery.Read 8 Oct 2026 · automate.fortra.com

Workflow building

Its Task Builder uses no-code, form-based development and drag-and-drop actions, with more than 600 prebuilt automation building blocks.Read 8 Oct 2026 · automate.fortra.com

Plans and prices

Every Automate Desktop plan and price →

Where Specifiction places it

• Task Automation Software#19 of 357.8