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Smarter Trainer Placement with monday.com & AI Automation

Client Overview

  • Industry: EdTech
  • Location: United States.
  • Company Size: 150+ Employees.

The Challenge

Our client, a fast-growing EdTech company, faced inefficiencies in managing trainer assignments across multiple locations. Key challenges included:

  • Manual trainer matching based on availability and skillsets.
  • No real-time view of distance or travel feasibility.
  • Uneven distribution of trainer workloads.
  • Time-consuming evaluations and decision-making.
  • High admin effort due to lack of automation.

These bottlenecks were affecting both turnaround times and team satisfaction.

✅ Our Solution

At Appsavio, We designed and implemented a smart trainer placement system using.

Tools Implemented:

  • monday.com for workflow and assignment management
  • Zapier for integrations and task automation
  • Google Maps API to calculate real-time travel distance
  • OpenAI API for AI-driven matching and contextual analysis
  • Custom Python & JavaScript scripts for advanced logic and filtering

Key Features Delivered:

  • Auto-selection of top 3 most suitable trainers based on skills, language, availability & past feedback.
  • Distance-based prioritization to reduce travel time and cost.
  • AI scoring engine to evaluate contextual fit for training needs.
  • Balanced distribution by tracking current assignments.
  • Clean interface for the team to review and finalize assignments.

Project Duration:

6 Weeks from discovery to go-live with continuous feedback loops

Results & Impact

Metric Improvement
Trainer Assignment Speed 60% Faster
Workload Balance 30% Improved
Admin Effort Significantly Reduced
Trainer Match Accuracy Greatly Enhanced
Travel Costs Reduced
Bonus Outcome: Training centre representatives reported increased satisfaction due to better trainer recommendations and faster assignment workflows.

Conclusion

By combining workflow automation, AI intelligence, and real-time data, we helped the client move from a fragmented, manual system to a highly optimized and intelligent trainer placement process.

We’ve helped teams solve big challenges and scale faster. Begin your journey with appsavio and let us tell your story next. [Contact Us]