Automation case study

Monday Sub Lookahead

A two-week subcontractor lookahead workflow that prepares personalised Monday notices, routes email or SMS, records delivery and surfaces exceptions for the builder.

Self-initiated portfolio buildConstruction coordinationHuman review stays in control

At a glance

Reads

Jobs, active subcontractors, bookings and the send log are read from the configured sheets.

Prepares

Each active subcontractor gets a personalised two-week view of expected dates and activities.

Routes

The record determines an email or SMS path, with one-sub-at-a-time processing and SMS throttling.

Reports

Sent, failed, zero-delivery, preview and hold-notice states remain visible to the builder.

Audience: Active subcontractors and the builder’s internal coordination view.

The problem

Subcontractors need a written view of when they are expected on site and what activity is coming. Without a shared lookahead, notice can arrive through a late phone call or not at all, while clashes surface only when crews are already committed.

The coordination challenge is sending useful, relevant notice without creating noise for subcontractors who have no activity in the window, and without losing the builder’s visibility into what was communicated.

How the system works

The documented build combines a Monday send path with a Sunday preview and safety-check path. It reads the current schedule, builds each subcontractor’s two-week view, routes the message, records the outcome and summarises delivery to the builder.

Monday Sub Lookahead workflow showing Monday send, Sunday preview, Google Sheets inputs, personalised lookahead, email or SMS routing, logging and builder summary.

Explanatory workflow visual based on the documented portfolio build — not a live n8n canvas screenshot.

Inside the build

The build filters for upcoming activity, personalises the notice, processes one subcontractor at a time and keeps dry-run, preview, throttling and send-log controls visible.

Monday Sub Lookahead build logic showing source tables, activity filtering, two-week view, email or SMS routing, delivery logging and preview safety controls.

Explanatory build-detail visual derived from the documented workflow logic.

Actual build evidence

This is an authentic n8n canvas screenshot from the Monday Sub Lookahead build. It shows scheduled send and preview paths, Google Sheets reads, lookahead construction, email/SMS routing, delivery checks, send logging, builder summaries and safety notices; the SVGs remain the clearer client-readable explanations.

Authentic n8n canvas screenshot of the Monday Sub Lookahead build, showing Monday send, Sunday preview, source sheets, per-sub routing, email and SMS delivery, send log and builder summary.

Actual n8n build screenshot supplied for this portfolio case study. The visible provider note contains configuration guidance only; no secret values are included. Click the image for an in-page larger view.

Controls & exceptions

Preview and dry-run paths

Sunday preview and configuration flags can hold delivery while the lookahead is inspected.

No-activity subs are skipped

Subcontractors without activity in the two-week window are not sent irrelevant notices.

Delivery is throttled and checked

SMS processing is throttled and responses are checked before the send log is updated.

Failures stay visible

Failed sends, zero-delivery runs and safety-check hold notices surface to the builder.

What stays human-controlled

Automation supports lookahead preparation, routine notice and delivery logging. The builder retains schedule changes, subcontractor coordination, exceptions, scope decisions, site decisions and any change to the planned work.

Tools used

n8nGoogle SheetsGmailSMS provider
Portfolio disclosure: This is an independently developed portfolio build, not a paid-client case study. It shows how Anna designs reusable workflow systems around recurring construction coordination problems. Builder approvals, commercial decisions, contractual decisions and site actions remain with the builder and responsible project team.