Overview

Virto Workflow Automation is a comprehensive on-premises solution that consolidates three core workflow tools—no-code workflow activities, status monitoring, and scheduling—into one unified installer and management console for SharePoint Server environments (2016, 2019, and Subscription Edition). It empowers administrators and business users to build, manage, monitor, and schedule SharePoint workflows without custom coding, providing deep visibility, control, and flexibility across enterprise automation scenarios.

Features and Capabilities

• **Core Automation Components: **Virto Workflow Automation integrates multiple workflow enhancement tools into a single platform, allowing organizations to create, manage, monitor, and schedule automated processes within SharePoint. The solution simplifies workflow orchestration and provides centralized control over automation activities across sites, libraries, and lists.
• **Workflow Activities: **Provides a no-code workflow creation environment using intuitive drag-and-drop functionality that extends SharePoint Designer capabilities. The solution includes more than 270 prebuilt custom workflow actions that support notifications, data manipulation, permission management, messaging, and integration tasks. It enables connections with external systems such as SQL databases and SMS services while supporting custom code integration when advanced customization is required. Additional activities support document management, metadata processing, array handling, list operations, and governance automation to ensure compliance and operational consistency.
• **Status Monitoring: **Offers a centralized monitoring dashboard that provides a consolidated view of workflow execution across multiple SharePoint sites and lists. The system delivers real-time visibility into workflow status, including running, completed, or failed processes. Advanced filtering and error detection tools allow administrators to quickly identify and resolve workflow issues. Users can manually control workflows by starting, pausing, stopping, or restarting automation processes directly from the monitoring interface.
• **Workflow Scheduling: **Supports flexible scheduling options that allow workflows to run automatically based on predefined time intervals or recurring schedules. Users can configure workflows to execute once or on recurring patterns such as daily, weekly, monthly, or fully customized intervals. The scheduler enables targeting of specific SharePoint list items, filtered views, or query-based selections. Workflows can be executed under designated user credentials, allowing automation of administrative tasks, periodic maintenance operations, compliance checks, and recurring business procedures.
• **Compatibility & Deployment: **The solution is designed specifically for on-premises SharePoint Server deployments and supports multiple SharePoint versions. It is compatible with both classic and modern SharePoint user interfaces, ensuring flexibility during platform transitions or hybrid interface environments. All components are deployed through a unified installer, simplifying installation, updates, and long-term system maintenance.
• **Use Cases: **Supports automation across multiple business departments and operational scenarios. Common use cases include employee onboarding workflows that automate task assignments, notifications, and permission provisioning. The solution enables document lifecycle automation through version control, metadata updates, and approval routing. It also supports automated compliance monitoring, scheduled reporting, data validation routines, reminder notifications, and recurring administrative workflow tasks.