now available

BPA Server 10

orchestrate, integrate, automate

AutoMate BPA Server, by HelpSystems, is the ultimate in organizational automation. From small mid-market companies to the largest global enterprise, AutoMate BPA Server allows organizations to deliver ground-breaking automation fast (in hours, not days or weeks).

Enhance or replace your current production Job Scheduler, and combine all your processing assets, physical, virtual or cloud-based, into integrated, cohesive and managed executable workflows — all without writing a single line of code or script. AutoMate BPA Server 10 delivers the power of “No Code, No Limits” to your entire organization.

Server Ops Console

The AutoMate BPA Server Ops Console gives you the ability to monitor and manage everything that’s happening across your organization from wherever you are. By providing a simple way to see detailed operational analytics and control your processes from any device, the Server Ops Console helps you make better and faster strategic decisions.

  • Web-based Interface Responsive design lets you monitor from any device, anywhere there’s an internet connection.
  • Activity Display Central view of upcoming, active, and completed items, with the ability to drill down to get specifics.
  • Agent Management Sort and filter agent list, view agent metrics, and monitor agent activity down to the step level.
  • Dashboard Graphs User-defined dashboards give you deeper insights into operations across your organization.
  • Workflow Management View your processes and run, stop, pause, resume, enable, or disable any action.
  • Server Metrics Current and lifetime metrics for workflows, tasks, and processes, including CPU and memory usage.


Graphical workflows are the cornerstone of AutoMate BPA Server. A workflow (or flow diagram) is a high-level graphical representation of an IT or business process, which might involve processing on multiple servers across the network.


Conditions can be used to initiate workflows or to evaluate or wait for a condition to occur before proceeding. Conditions add intelligence to workflows by providing awareness of network-wide system events and states.

Flow Control

Branch your workflow based on the success, failure, or value returned by the previous object.

AutoMate Tasks

Tasks, created with the drag-and-drop AutoMate Task Builder, contain the instructions for executing a series of processing steps.


Workflows can even initiate the execution of other workflows.

Workflow Designer

Graphical workflows are created via intuitive drag-and-drop tools in Workflow Designer, an application included with AutoMate BPA Server. Workflows are not just pretty looking diagrams - they contain all the information (i.e., initiation, execution, error-handling, conditional logic, notification, etc.) needed to automate complex IT and business processes.

AutoMate BPA Server Workflow Designer

Event Driven Task Triggering

Not everything happens on a schedule; Triggers are AutoMate's responsive solution for automation. Triggers watch for system or network events and, in response, launch a task.

  • Schedule
  • SharePoint
  • Database
  • Event Log
  • File System
  • Idle
  • Keyboard
  • Performance
  • Process
  • Service
  • SNMP
  • Startup
  • Window
  • WMI

Schedule Trigger

Launches a task at a specified date, time, or interval. This trigger is often used to schedule tasks to run at the end of each work day, or during other periods of down time. Additionally, this trigger includes an intuitive rescheduling feature to determine how to reschedule itself if it’s late, and intelligently observes holiday schedules.

SharePoint Trigger

Monitors the SharePoint server for List item additions, modifications, or deletions.

Database Trigger

Launches a task in response to specified events on a table or view in a database. For example, a task might be launched to react to a record being added to, deleted from, or updated in a table.

Event Log Trigger

Launches a task in response to system or application generated entries added to the Windows Event Log. For example, this trigger can automatically launch a task that emails an administrator if Windows generates a log entry stating that the DNS server could not be contacted.

File System Trigger

Launches a task when one or more files are added, modified or deleted in a folder specified. Can also launch a task when a number of files exceed a specified threshold, when one file size exceeds a specified threshold, or when the total size of a monitored folder exceeds a specified threshold.

Idle Trigger

Launches a task when no keyboard or mouse input occurs for a specified period of time (i.e. the system is idle). Occasionally, tasks are better run when the machine is not in use. The Idle trigger can be configured for such a scenario.

Keyboard Trigger

Launches a task when a hot-key combination is pressed or sequence keys are pressed on the keyboard. Additionally, the trigger can be configured to only react when a specific application is active and/or has focus. Often used for creating hot-key shortcuts for repetitive multi-step processes.

Performance Trigger

Launches a task when a system or process threshold (such as CPU utilization and memory usage) is met. The Performance trigger is ideal for monitoring servers; for example, if available memory is too low, a task can be launched diagnose and remedy the situation.

Process Trigger

Launches a task when a specified process starts, ends or stops responding. This trigger is often used to monitor external applications for unexpected crashes—if a certain process unexpectedly stops, a task can automatically be launched to respond accordingly.

Service Trigger

Similar to the Process Trigger, the Service Trigger launches a task when a specified service starts, stops, pauses, resumes or stops responding.

SNMP Trigger

Launches a task when a SNMP (Simple Network Management Protocol) trap is received. This trigger accepts filters which can be specified to monitor for specific traps.

Startup Trigger

Launches a task when the AutoMate task service starts or when a user logs onto the system.

Window Trigger

Launches a task when a specified window opens, closes, is focused or loses focus. Window inspection affords a deep level of granularity, e.g. you can specify particular Window content. Often used to monitor the system for application windows and/or error dialogs.

WMI Trigger

Launches a task when the result of a WQL (WMI Query Language) query evaluates to true. Often used to monitor for common issues that occur on systems and network devices and launch a task to intelligently respond.

Server Management Console

AutoMate BPA Server provides the installable Server Management Console (SMC), as well as a web-based interface. Automation assets can now viewed and managed using any mobile or desktop device with browser access.

  • Reports Graphs, charts and tables display the status and properties of workflows.
  • Dashboard Real-time monitoring of automation-related processes.
  • System Options Management of all BPA Server system properties and defaults.
  • Agents Manage agents across your automation footprint.
  • User Management Centralized, role-based, user management.
  • Repository Condition and task objects are saved for reuse across multiple workflows.

Task Builder

no code task development

AutoMate provides an incredibly easy-to-use, drag-and-drop, intuitive interface for developing automation applications. Over 529 basic plain-English, drag-and-drop, fill-in-the-blank building blocks are used to build AutoMate Tasks.

AutoMate Task Builder AutoMate Task Builder

The new Task Builder supports a customizable Available Actions list, multiple document support, find and replace, stack viewer and improved action search with filtering for quickly finding a desired action.

Multi-Machine & Scalability

While a workflow itself is always managed by the BPA Server component, the objects contained inside the workflow (such as tasks, events, and conditions) can be allocated to evalate or run on different systems. This permits a single workflow the capability to watch and react to events on machines in different physical locations, while all being a part of the same, high-level, automation process.

Criteria Met
Intense Task
(Other Server)
Criteria Failed
Intense Task
(Server One)
CPU Utilization Below 50%
(Server One)

AutoMate BPA Server's multi-machine execution capability is made possible in part by BPA Agents that are deployed or installed on remote machines and their facility to interact with the server component. Once installed or deployed on a machine, whether that machine is local or situated remotely, the server component can connect with the Agent via TCP/IP and notify it of what system or network events to monitor along with what tasks to execute as a result of such conditions or events occurring.

Standard vs Enterprise Editions + click to view - click to hide

AutoMate BPA Server offers two editions: Standard and Enterprise. The Enterprise Edition offers all the features found in the Standard Edition along with the following:

Screenshot of Product Logos

Cross Platform Automation

Direct execution across multi-platforms. The Process Agent is written in Java, which makes it compatible to the most common desktop operating systems, including Linux, Unix, Mac OS X, Solaris, and Microsoft Windows.

Screenshot of BPA Server Management Console, Agents Pane

Unlimited Number of Agents

AutoMate BPA Server allows for the centralized management of tasks and workflows over your network. Enterprise Edition places no limit on Agent registrations to a server, while Standard Edition has a limit of 10.
Please note: Agents sold separately

Screenshot of Adding Users to Groups and setting security settings

User Accounts and Groups

For any organization with multiple people involved in the automation lifecycle, Enterprise Edition can create an account for each user and assign a role to restrict what changes the user can make to the system. Users can be put into role-based groups, and authentication can be done via Microsoft Exchange.

Screenshot of Setting User Roles

User Roles and Object Promotion

User accounts and roles enable tight control automation projects throughout the automation lifecycle- from initial development, to testing, to full scale production. Workflows and a tasks can have a completion state (In Development, Testing, Production or Archive) assigned to them.

Workflow and Task Auditing

Enterprise Edition enables tracking of activities in BPA Server, such as user connection, workflow/task creation, and deletion. Monitoring activities helps enforce internal compliance, and otherwise prevents tampering of mission-critical tasks and workflows.

Screenshot of an Workflow and Task Audit Table

These features are designed to offer greater security, organization, reporting, and deployment options to the businesses that require them. While not every company will need the robustness of the Enterprise Edition, it will prove invaluable to those with larger or more demanding implementations of AutoMate BPA Server.

New in BPA Server 10 + click to view - click to hide

The following features are exclusive to version 10 of AutoMate BPA Server

  • New Actions

    Skybot Scheduler

    integrate with cross-platform job scheduler, Skybot


    create, sign, stamp, encrypt, decrypt, extract, search


    update status, upload photos, search posts, execute FQL


    flip, join, crop, rotate, resize, overlay, convert, filter, etc


    execute queries on local and remote resources


    run scripts on local or remote computers

  • New Amazon Web Services Actions

    Simple Email Service

    Effortlessly integrate SES with other AWS products - Automate the creation and transmission of emails and retrieve and verify identities.


    Harness Amazon’s NoSQL DB. Use AutoMate to query, create, update, delete, list, and describe tables; scan, create, delete, and get items.

  • Database Trigger

    Database Trigger Logo

    Monitor MS SQL Server and Oracle Databases

    Fire off task execution when a specific command is performed on a SQL or Oracle database, such as data insertions, deletions or updates.

  • General Updates and Enhancements

    • Workflow Resume on Error
    • Improved Reports and Charts
    • Improved Agent Deployment and Upgrades
    • Improved WFD Search and Filter Capabilities
    • SMC Drag-and-Drop Importing
    • 64 bit application
    • Java App Window Dissection
    • Modernized UI
    • Improved Expression Builder
    • Improved Action Regions
    • Custom Dialog / Easy Input Forms
    • File System Trigger Prerequisites
    • …and a lot more!