GB|Maintenance Route Automation - Progress

Maintenance Route Automation Core Functionality This workflow automates the process of creating daily maintenance routes for a pool service company. It runs on a daily schedule, fetches customer and employee data from an Airtable base, and then intelligently assigns customers (pools) to employees based on a set of complex business rules. The rules include matching customer pool types to employee skill levels and assigning customers based on geographical groups. The final, optimized daily worklists are then created or updated back in Airtable. Technologies Used - n8n: The core automation platform used to coordinate the entire process. - Airtable: Acts as the database, storing customer information (address, pool type, visit day, group) and employee details (name, knowledge level, group). - JavaScript (Code Node): Custom JavaScript is used extensively to implement the core business logic for assigning customers to employees. This includes sorting, filtering, and distributing tasks based on skill levels and workload balancing. Automation Value The primary value of this workflow is the complete automation of a complex and time-consuming daily scheduling task. It eliminates the need for a manager to manually create worklists each day. The workflow ensures that assignments are not only distributed but are also optimized according to two key business logics: 1. Skill-Based Assignment: It matches the complexity of a pool (Expert, Experienced, Basic) with the skill level of the technician, ensuring that high-skill jobs are handled by qualified personnel. 2. Geographic & Workload Balancing: It assigns customers based on pre-defined geographical groups and uses a round-robin distribution method to evenly balance the workload among eligible employees. This leads to more efficient routes and fairer task allocation. By automating this process, the company saves significant administrative time, reduces the potential for human error in scheduling, and improves operational efficiency. Node-by-Node Analysis Main Workflow Path (Active) This is the primary, active logic that runs on a schedule.