# Appointment Scheduling and Route Planner

> 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.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/appointment-scheduling-and-route-planner
Markdown URL: https://www.agentpmt.com/api/agent/workflows/appointment-scheduling-and-route-planner?format=agent-md
Updated: 2026-03-27T04:01:49.795Z
Author: firef1ie

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Estimated time saved: 45 minutes.

## Tools

- File To JSON Parsing
- Multi-Location Route Optimizer W Map
- Get Users Current Time / Date
- Date and Time Calculator
- Web Data Convertor
- File Management
- AgentPMT Send Human Request

## Workflow Outline

1. 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. Ac...
2. Extract Addresses and Parameters: Goal: Extract all addresses from the parsed spreadsheet data and collect the user's scheduling parameters | Inputs: Parsed JSON data from the spreadsheet. The user should also provide: starting address, starting drive t...
3. Optimize Route With Map: Use the multi-location route optimizer to find the optimal driving route through all destination addresses, starting from the user's specified starting address. Enable round trip...
4. Get User Timezone: Get the user's current date, time, and timezone. This will be used to ensure all calculated arrival and departure times are displayed in the user's local timezone.
5. Plan Stop Schedule: Goal: Using the optimized route order and travel times, prepare a sequential list of stops with the time calculation data needed for each one, including the return trip to the starting address | Inputs: Optimized round-...
6. Calculate Time For Each Stop: Repeat this section for each stop. Iterate over each stop in the planned schedule in route order, including the final return-home entry. For each stop, use the Date and Time...
7. Calculate Arrival and Departure Time: For the current stop, calculate two times: 1) ARRIVAL TIME - Take the previous stop's departure time (or the user's starting drive time if this is the first stop) and add the driv...
8. Compile Route Schedule Data: Goal: Compile all calculated arrival and departure times with the original spreadsheet data into a structured JSON array ready for CSV conversion, including the return-home leg | Inputs: All stop data with calculated ar...
9. Convert Schedule to CSV: Convert the JSON array of route schedule data to CSV format. The JSON contains stop numbers, original spreadsheet fields, arrival times, departure times, and drive times for each...
10. Store CSV File in File Management: Upload the generated CSV file with File Management using action 'upload_standard' and a descriptive filename like 'optimized_route_schedule.csv'. Set expiration to 7 days if suppo...
11. Send Results to User: Send the complete route planning results to the user as a notification (request_type: notification_only). Include: 1) A summary of the optimized round-trip route with the number o...