Automating Workflows with Energy Point Rules

Automating Workflows with Energy Point Rules

Overview

iVendNext’s Energy Point System automates workflows by rewarding key tasks. With smart rule setup, it boosts adoption, ensures completion, and builds self-sustaining processes. This article shows how to optimize automation through point-based incentives.




Understanding Workflow Automation Potential

Key Benefits of Automated Point Allocation

  • Process Enforcement: Points incentivize completing workflows properly

  • Progress Tracking: Point accumulation visualizes process completion

  • Priority Highlighting: Higher point values emphasize critical tasks

  • Behavior Shaping: Encourages adoption of preferred work methods


Creating Advanced Energy Point Rules

1. Multi-Stage Workflow Automation

Example: Sales Pipeline Management


  1. Opportunity Created (5 points)

  2. Proposal Sent (10 points)

  3. Negotiation Started (15 points)

  4. Deal Closed (30 points + multiplier for deal size)



2. Conditional Point Allocation

# Example advanced condition:

if doc.priority == "High":

    points = 20

elif doc.due_date < frappe.utils.nowdate():

    points = 15

else:

    points = 10

3. Team-Based Rewards

  • Configure rules to award points to:

    • Assigned users (individual contributors)

    • Team leaders (for group completions)

    • Support staff (cross-functional collaboration)


Integration with Other Systems

1. Combining with Document Sharing

  • Award bonus points when users:

    • Share completed work with stakeholders

    • Collaborate across departments

    • Document best practices


2. Email Notification Triggers

  • Configure automatic emails when:

    • Users reach point thresholds

    • Teams achieve milestones

    • Critical tasks are completed


Best Practices for Workflow Automation

  1. Map Points to Business Value


  • Higher points for revenue-impacting activities

  • Tiered rewards for process completeness


  1. Balance Automation and Flexibility


  • Automate routine task tracking

  • Allow manual awards for exceptional work


  1. Implement Progressive Rewards


graph LR

A[Basic Completion] -->|10 pts| B[Quality Check]

B -->|20 pts| C[Process Improvement]

C -->|30 pts| D[Expert Status]


  1. Regularly Review Rule Effectiveness


  • Analyze which rules drive most engagement

  • Adjust point values quarterly

  • Retire unused rules


Troubleshooting Automated Workflows

Symptom

Solution

Points not awarded

Check document transitions match rule triggers

Duplicate awards

Enable "Apply Only Once" where appropriate

Unexpected recipients

Verify User Field mappings

Point inflation

Implement monthly decay or caps


Advanced Configuration Options

1. API Integration

  • Connect to external systems using Energy Point webhooks

  • Award points for CRM activities, support tickets, etc.


2. Custom Multipliers

  • Create dynamic point calculations based on:

    • Time sensitivity

    • Customer value

    • Task complexity


3. Seasonal Campaigns

  • Temporary point boosts for:

    • Quarterly pushes

    • Product launches

    • Process improvement sprints



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