# Automation : Workflow Rules

Workflow rules allow you to perform certain automatic actions on specific records based on filter criteria. Using Workflow Automation, you can automate reward sending based on your rules.

#### **STEP 1: NAVIGATE TO AUTOMATION WORKFLOW RULES**

Visit Setup > Automation > Workflow Rules for setting workflows

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#### **STEP 2: CREATING A REWARD WORKFLOW RULE**

Click on Create Rules button

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Set the Module for which you want to automate rewards. Add a name to your rule indicating the purpose of reward via name and description.

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#### **STEP 3: SET RULES FOR REWARDING**

This rules rewards sales representative for winning a deal within a closing date.

<figure><img src="/files/LMWQfKAOLVNAe58siqiO" alt=""><figcaption></figcaption></figure>

#### **STEP 4: SET PLUM REWARDS AS ACTION**

Select Instant Actions > Choose Plum Rewards (PlumrewardsbyXoxoday)

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Select the reward Automation that you created in Xoxoxday Plum.

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After selecting the automation, Name your custom action.

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Click on ‘Save’ to save the rule

<figure><img src="/files/cAOsB2abQKAsdwKkXjAl" alt=""><figcaption></figcaption></figure>

By default, the rules are not active. Click on ‘Activate’ to start your rewarding workflow rules.

<figure><img src="/files/KmFh3mn5DhU8bGtu04qq" alt=""><figcaption></figcaption></figure>


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