Workflow automation

Automate the routine. Guide the complex.

Triggers, conditions and actions for the work that repeats — structured stages for the work that doesn't.

Free for 14 days · No credit card required

Avikto case analytics dashboard
Avikto dashboard
Business workflows — guide every case from start to finish

Every stage has a purpose. Every case has a path.

Design structured case journeys with the people, decisions, approvals, and deadlines needed at every stage.

Avikto case workflow showing Intake, Screening, Investigation, Legal Review, Resolution and Closed stages

Key Workflow Capabilities

Configure assignments, approvals, SLAs, and visibility rules to ensure every case follows the right process from start to finish.

Route work to users, teams, roles, or based on workload

Define targets, warnings, and escalation actions.

Set reviewers, approval requirements, and rejection paths.

Show, hide, or require information based on the current stage.

From manual coordination to predictable processes

Keep work moving without the follow-ups.

Before
With Avikto
Manually assign cases
Automatically route work
Track deadlines manually
Built-in SLAs & escalation
Chase approvals
Structured approval stages
Decide what to show
Stage-based visibility
Search for what happened
Complete activity history
Every action, assignment, approval, and stage transition stays traceable.
Automations

Handle the actions that happen automatically.

Set a trigger, define conditions, and let Avikto take action—like assigning a case, changing its priority, updating a status, or notifying your team.

An Avikto automation rule: a trigger, two conditions joined by OR, and a notify action
Business Workflows

Manage the entire journey of a case.

Build multi-stage processes with assignments, decisions, approvals, SLAs, and escalations—so everyone knows what happens next.

An Avikto case workflow from Intake through Screening, Investigation and Legal Review to Closed

Still wondering which one you need?

For individual actions triggered by changes in a case

For complete, multi-stage case processes.

Build workflows that work the way your team works.

Automate the routine. Guide the complex. Keep every case moving.