What is Automate.io?
Automate.io is a no-code integration software that enables businesses to connect their suite of software tools. The tool works by connecting to multiple software applications and automating the processes that occur across these applications.
Automate.io is not as big as some larger competitors, but it’s reasonably priced and has integrations with more than 200 of the most popular software tools.
Table of Contents
- What is Automate.io?
- Automate.io Review Summary
- Automate.io Pricing & Cost
- How Does Automate.io Work?
- Automate.io Key Features
- Automate.io Customer Support
- Automate.io vs. Competitors
- Is Automate.io Right For You?
Automate.io Review Summary
Automate.io was founded in 2015 by Ashok Reddy Gudibandla. The company is currently headquartered in San Francisco and is used by more than 40,000 organizations.
Automate.io says the goal of using the software is to “put your business on autopilot” by automating common workflows that your business uses. The tool works by syncing applications in order to move data between applications and automate the tasks that occur across those apps. Automate.io currently has integrations with some of the most popular software tools for small businesses, including QuickBooks Online, Slack, and Mailchimp.
Automate.io is not the most powerful or advanced automation software product on the market, but we recommend it to most businesses because it is reliable, user-friendly, and significantly cheaper than alternatives like Zapier.
If you have a relatively common suite of business software tools, Automate.io will likely have the connections you need. If you have a large company, use niche software products, or have a much higher budget, consider using Zapier instead.
Automate.io Pricing & Cost
Automate.io pricing begins at $9.99 per month, and the most expensive plan is $199 per month. There’s a limited free plan that may benefit freelancers or those who are just looking to automate two applications. If you prepay for the year, you’ll receive a 20% discount on the monthly pricing.
|Personal Plan||$9.99 per month|
|Professional Plan||$29 per month|
|Startup Plan||$49 per month|
|Growth Plan||$99 per month|
|Business Plan||$199 per month|
How Does Automate.io Work?
Automate.io uses some specific terminology when referring to their processes and workflows. Before diving into the full review of Automate.io’s individual features, it’s helpful to learn how Automate.io works. To describe their process, we’ll use the example of connecting your Slack account to your Asana account.
There are a few terms that you should know to understand Automate.io:
- Bots are the automated workflows that you create in Automate.io
- Actions are the individual tasks that the Bots complete
- Trigger is what starts the Bot, or the occurrence that starts the Bot
Automate.io creates one-way workflows across applications. These workflows, called “Bots,” complete tasks that you would otherwise have to complete manually.
Each Bot has a trigger and one or more outcomes—these outcomes are called “Actions.”
How Automate.io Works: Connecting Slack and Asana
To help you understand how Automate.io works, we’ll give you a real-life example. Say you’d like to connect your Slack and Asana accounts to automatically send update messages in Slack when a new task is created in Asana.
The Bot, in this example, is the full workflow of automatically sending the message when a new task is created. The trigger is the task being created—this is the signal to Automate.io that the Bot should be activated.
Each Slack message that is sent out counts as one Action. If 10 people need to be notified that something has been created, then 10 Slack messages will be sent, and therefore, 10 Actions were completed with one Bot workflow.
Automate.io Key Features
Throughout this review, we’ll discuss the main features offered by Automate.io. We’ll make note of how user-friendly the tool is and how available their customer service team is. We’ll also include some images of the software to give you a sense of what it’s like to use Automate.io.
To learn more about how we research and rate software tools, read about SoftwarePundit’s review methodology.
The Automate.io dashboard shows your selected applications, recommended Bot workflows, and your current number of actions, Bots, and members against your plan’s limits. This dashboard is relatively basic but correspondingly quite easy to use.
Applications That Automate.io Integrates With
With more than 200 popular applications available to connect with Automate.io, there are too many to list in this review. However, here are some extremely popular tools for small businesses that are important to know.
Other than these top software tools for small businesses, Automate.io’s library of applications spans the following categories:
- Project Management
- File Management
- Social Media
Automate.io’s Bots are created using a workflow builder. Within the dashboard, you’ll see a blue button that says, “Create Bot.” Once you select that button, you’ll link your first application, dictate the trigger, and then link the application that will complete the action.
As you can see in the image below, you can specify the details regarding both the trigger and the action.
Some plans will let you create multi-step Bots, where the trigger will set multiple actions in motion at once. Advanced Bot controls, found within higher-tier plans, include time delay, logic rules, and auto-retry, which will automatically attempt to run workflows if the process gets interrupted.
Creating and Testing Bots
We found that creating and testing Bots was the easiest in Automate.io, proving to be much easier than Integrately and Integromat. This tool, the simplest and cheapest, is correspondingly the easiest to use.
There’s a list of your Bot history, where you can see when Bots were turned on, modified, successful, or stalled.
Pre-Built Bot Workflows
As soon as you indicate your preferred applications, Automate.io loads a series of pre-built recommended Bot workflows into your dashboard. This makes it even easier to use the tool, as you can just select workflows that have already been established.
Automate.io Customer Support
Automate.io’s customer support team is available 24 hours a day, five days a week. They have Intercom live chat on their website and customers can book a live call with support directly through the chat. Automate.io’s customer support is more available than other automation tools.
|Customer Support Channels||Live chat, Calls|
|Other Support Resources||Blog, Help Center, Learning Videos, Social Media|
|Application Status Page||No|
Automate.io Alternatives & Competitors
Automate.io works the same as other automation solutions, which are listed below.
To understand how these tools stack up against Automate.io, read our head-to-head comparisons:
Is Automate.io Right For You?
If you spend a significant amount of time every day completing manual tasks between applications, Automate.io is a reliable choice. Compared with similar software tools, it’s significantly cheaper, but still has integrations with the major apps that most small businesses will need access to.
If you need integrations with more niche software tools or have a higher budget, Zapier is a more powerful option.
If you are interested in trying Automate.io, sign up here.