Automat

Automat is an AI process automation platform for teams automating workflows across web apps, desktop software, and legacy systems with agents, document extraction, and API actions.

AI Agent Development AI Document Extraction Workflow & SOP Management

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Overview

Automat is an AI process automation platform that uses agents to operate software through the screen, extract data from documents, and orchestrate API actions in the same workflow. The product is positioned as an alternative to legacy RPA tools that depend on brittle selectors and specialized developer maintenance.

The platform is meant for teams that want to automate operational work across web apps, desktop software, and legacy systems without building every integration manually. Automat says it can be used for workflows such as document handling, case processing, account administration, and other processes that involve both structured and unstructured inputs.

Capabilities

UI-based agents

Agents interact with software through the screen rather than relying only on APIs or selectors. The capabilities page says they can work with web apps, desktop apps, SAP, Salesforce, Excel, and legacy portals.

Document extraction

The platform reads, classifies, and extracts data from PDFs, scanned images, handwritten forms, and mixed document packages. It is positioned for invoices, claims, mortgage documents, tax returns, and medical records.

API-based automations

API calls, webhook triggers, and scheduled runs can be combined with UI steps and document processing in one workflow. This lets teams connect systems that have APIs with systems that do not.

Managed reliability

The company says the system adapts to UI changes, handles edge cases, and supports human review when needed. The enterprise page also describes forward-deployed engineering support for building and maintaining automations.

Testing and observability

Workflows can be tested and validated against real data before production use, with observability and analytics available during operation. The homepage highlights visibility into progress, performance, and detailed automation insights.

Enterprise deployment and governance

Enterprise deployment options include hosted cloud and on-premise runs, with custom API endpoints or UI triggers for each workflow. The enterprise page also mentions role-based access, audit trails, and version control as governance patterns.

Use Cases

Mortgage and lending operations
Automate loan application intake, document verification, underwriting support, and related mortgage operations where data moves between forms, portals, and review steps.
Insurance workflows
Handle claims processing, policy administration, KYC verification, and carrier-portal work in insurance workflows that involve documents and legacy systems.
Banking and finance back office
Automate account administration, credit disputes, card issuing or reissuing, and servicing tasks for banking and financial services teams.
Operations and shared services
Support operations work such as form filling, data entry, data conversion, and web research when the workflow is open-ended or spans multiple systems.
Healthcare data operations
Process EHR data entry and migration, billing and insurance verification, and lab or pharmacy data handling in healthcare and life sciences settings.

Pros and Cons

Pros

Combines screen automation, document extraction, and API orchestration in one platform.
Supports a wide range of target systems, including web apps, desktop apps, SAP, Salesforce, Excel, and legacy portals.
Offers managed deployment support, including building, testing, validation, and ongoing engineering help.
Provides enterprise deployment options such as hosted cloud and on-premise runs.
Includes observability, analytics, audit trails, and human review for edge cases and quality control.

Cons

The pricing page is currently unavailable, so pricing and packaging are not clearly published on the site.
The source does not list a complete integration catalog, so supported connectors beyond the examples on the capabilities page are unclear.

FAQ

How do you start an automation with Automat?

Automat is designed to be set up from process materials such as screen recordings, process documentation, example files, or a workflow description. The company says its team and AI agents then build, test, and validate the automation before production use.

What kinds of workflows can Automat run?

The source material describes workflows that combine UI automation, document extraction, and API actions in a single platform. It also says automations can be deployed into a workflow or product through custom API endpoints or UI triggers.

What systems can Automat work with?

Automat says its agents can work with web apps, desktop apps, SAP, Salesforce, Excel, legacy portals, and other browser-based or on-screen systems. The capabilities page also notes support for CAPTCHAs, 2FA, bot detection, and session management.

Is Automat available for enterprise deployment?

The enterprise page states that Automat offers on-premise deployment for organizations with strict security requirements. The homepage also describes enterprise-grade security and compliance with audit trails, granular permissions, and real-time monitoring.

Does Automat publish pricing online?

The source does not publish pricing on the pricing page, which currently returns a not found page. The homepage and capabilities page instead point visitors to contact sales for plans and deployment details.

Quick Facts

Category: AI process automation
Primary users: Operations teams, enterprise COEs, and engineering teams
Deployment: Hosted cloud or on-premise
Pricing: Not published on the site; contact sales
Source domain: runautomat.com
Notable workflow style: Upload a process, then have Automat build and run the automation