Automation, even inside Citrix and VDI
2Steps logs in and completes real business workflows on a schedule - generating reports, moving files, running recurring tasks - inside the same Citrix, VDI, and legacy environments where AI agents and RPA bots can't operate.
Repetitive, critical work still depends on a person
In most organisations, the same manual tasks get repeated every day - pulling a report from an ERP system, moving a file between systems, running the same screens on schedule. They stay manual because the application lives inside Citrix, VDI, or a legacy desktop with no API for a bot to call.
A staff member logs in, runs the report, checks the output, and moves the file on - the same steps, over and over, often several times a day. AI copilots and most automation tools can't take this on, because there's no DOM or API inside a Citrix or VDI session for them to read.
2Steps logs in and drives the screen exactly the way that person does - the same clicks, the same screens, the same file at the end - on whatever schedule you set. It sees the screen directly, so it works inside Citrix and VDI sessions without needing an API or a browser DOM to plug into.
The task happens on time, every time - not just when the right person is free to do it. Nothing gets missed because someone was on leave, in a meeting, or moved teams, and every run is recorded on video in case it ever needs to be checked or proven.
Automating a compliance-critical reporting process
One 2Steps customer files a compliance-critical report out of their ERP system, through Citrix, on a fixed schedule - where a missed deadline risks fines, or a contract with a major client.
It used to take a staff member hours a day, logging in by hand to run the report and move the file. 2Steps now does it every 20 minutes, unattended, with a video record of every run.
- Hours of manual work reclaimed for the team, every working day
- Runs unattended - no one has to log in and do it
- A full run takes about 30 minutes, start to finish
- Compliance-critical submissions are now always on time
Where 2Steps fits in
2Steps runs the process on your schedule, proves it happened, and tells your team the moment it doesn't.
Runs inside Citrix, VDI & legacy apps
2Steps sees the screen and clicks the way a person does, so it works inside remote sessions and legacy Windows apps that have no API for a bot to call.
No-code to build
Record the workflow once by clicking through it yourself, and 2Steps repeats it exactly - no developer, no scripting, no handoff to engineering.
Runs on a schedule, unattended
Set it to run every few minutes, hourly, or daily, and it runs without anyone watching - the same way, every time.
Video proof of every run
Every run is recorded end to end - a video record of exactly what happened, useful for troubleshooting and just as useful as audit or compliance evidence.
Alerts the moment something breaks
If a run fails or takes longer than expected, your team is notified immediately via email, Slack, Teams, PagerDuty, or ServiceNow - not the next morning.
Fits your existing stack
Results and video replays can flow into Splunk, ServiceNow, or wherever your team already watches for problems - no new tool to learn.
Common automation use cases
Any repetitive workflow that runs inside a desktop, VDI, or Citrix session is a candidate - not just the ones with an API.
ERP report generation & distribution
Pull reports out of SAP, Oracle, or another ERP system and file them where they need to go, on a schedule that never slips.
File transfers between systems
Move files between applications that don't talk to each other directly, exactly as a person would drag, save, and upload them.
Scheduled data entry & extraction
Enter or pull data from applications that only offer a screen to work with - no import tool, no API, no export button.
Compliance & regulatory submissions
Keep time-critical, compliance-bound submissions on schedule, with a video record of every run as evidence it happened.
Ticket & approval workflows
Push routine tickets, approvals, or status updates through ServiceNow or a legacy workflow tool without a person driving each step.
Legacy app tasks with no API
Automate the old Windows application nobody's replaced yet - the one every other automation tool has always had to skip.
Why not just use an AI agent?
AI copilots and browser-based agents work well inside a browser or against an API they can call. A Citrix or VDI session is neither - it's a remote pixel stream with no DOM and no API. 2Steps was built to operate exactly there.
Sees the screen, not the code
2Steps interacts with pixels and windows, the same way a person does - so it works inside a Citrix or VDI session where there's no DOM or API for an AI agent to read.
No hallucination
Every step is deterministic - the same click, on the same screen, every run. There's no model improvising its way through a workflow it's guessing at.
No token costs
Runs are scheduled and repeatable, not billed per token or per model call - so cost doesn't climb with how often or how long a workflow runs.
Who benefits
Automating work that used to depend on one person changes the day-to-day for every team connected to that process.
Operations & shared services teams
Hours spent on repetitive manual tasks get reclaimed for higher-value work.
Compliance & risk teams
Submissions happen on time, with a video record to prove it, reducing exposure to fines and contract disputes.
IT & automation teams
No RPA license, orchestrator, or bot infrastructure to stand up and maintain - 2Steps runs the process directly.
Client & account teams
Deadlines tied to major client or regulatory relationships get met consistently, protecting trust and contract terms.
Business leaders
Confidence that a critical process keeps running even when the person who used to do it is on leave, moves teams, or leaves the company.
What our customers are saying
We were amazed at getting value from 2Steps so rapidly. The implementation was fast and it was easy to use without any previous expertise in building user transactions.
The 2Steps team are world class professionals. I'm very happy to have them as partners for years to come.
Three letters – OMG! 2Steps is something Splunk absolutely should have as part of our portfolio. I'd LOVE to incorporate this into every one of my client presentations.
We chose to work with 2Steps due to its tight integration with Splunk and flexibility to work with a variety of platforms.
2Steps is a Citrix Ready Partner providing valuable synthetic monitoring capabilities for applications being accessed via Citrix.