Fortra Automate free trial

Build your first workflow with an Automation Expert.

Get a fully functional 14-day RPA software trial and onboarding help from a specialist who understands your requirements, your systems, and the workflow you want to test first.

  • 14 days Full trial access
  • 15 min requirements call
  • 1 workflow Setup focus

Request your free RPA software trial

What happens next

  1. Speak with an Automation Expert

    We'll setup a 15-minute requirements call.

  2. Tell us what you want to automate

    Share the process, systems, and team involved so we can shape the trial around a real workflow.

  3. Get your license key

    Your trial starts with a practical plan for your first workflow.

What you get

A trial built around a real workflow, not a generic product tour.

You're ready to test Fortra Automate. Here's what you will receive and what we need from you to get the most out of your free trial.

  • Fully functional trial license

    Use Automate in your own evaluation environment for 14 days, with access to the capabilities needed to validate your first workflow.

  • Onboarding from a specialist

    An Automation Expert helps you translate the process you describe into a workflow you can build, test, and evaluate.

  • Technical fit discussion

    Use the call to cover systems, data movement, access requirements, deployment preferences, and any security constraints.

  • First workflow plan

    Leave the call with a clear starting point, including the trigger, systems, inputs, outputs, and success criteria.

Good trial use cases

Pick a process your team already understands.

The best first workflow is specific, repeatable, and connected to work your team handles often. It does not need to be the biggest automation opportunity in the business.

  • Moving data between two or more systems
  • Creating or sending recurring reports
  • Processing files, forms, invoices, claims, or requests
  • Running a task on a schedule or when a file arrives

Before the call

Bring enough detail to make the trial useful.

The 15-minute call is not a sales pitch. It is a requirements check so we can issue the right license key and point your trial at a workflow that can prove whether Automate fits.

  • The process you want to test first
  • The applications, files, or databases involved
  • Who owns the workflow internally
  • Any on-premises, access, or audit requirements

Ready to test your first RPA workflow?

Request a trial and we'll confirm your requirements, deliver your trial license key, and provide onboarding support.

Request free trial