AgentPMT

Appointment Scheduling and Route Planner

Saves ~45 min

Details

Takes a CSV or spreadsheet file with addresses, asks for a starting drive time, time per stop, and starting address, then parses the addresses, optimizes the driving route, calculates estimated arrival and departure times for each location, and generates a CSV with the full schedule. Returns the optimized route map, Google Maps directions link, and the schedule CSV both locally and via notification. Ideal for field sales, service technicians, delivery planning, or any multi-stop appointment scheduling.

Tools In This Workflow

Workflow Steps

  1. 1Parse Uploaded Spreadsheet
  2. 2Extract Addresses and Parameters
  3. 3Optimize Route With Map
  4. 4Get User Timezone
  5. 5Plan Stop Schedule
  6. 6Calculate Time For Each Stop
  7. 7Calculate Arrival and Departure Time
  8. 8Compile Route Schedule Data
  9. 9Convert Schedule to CSV
  10. 10Store CSV File in File Management
  11. 11Send Results to User
Step 1 of 11
Tool1

Parse Uploaded Spreadsheet

Parse the user's uploaded CSV or spreadsheet file containing addresses. Convert the file contents to JSON format so that all rows and columns are accessible as structured data. Accept CSV, XLSX, or ODS formats.

Parse Uploaded Spreadsheet

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 698d4aaca0d2109d78fc9b4c ("Appointment Scheduling and Route Planner").

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