My Home Automation Rules After 10 Years

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Scissors cutting an ethernet cable under the words No Internet, No Problem.
Scissors cutting an ethernet cable under the words No Internet, No Problem.

TLDR; If a light switch in my house needs someone else’s server to work, it doesn’t go in. That has been rule one for ten years of home automation, and the other rules I follow grew out of it. Below are the rules and why I keep them, followed by both talks I’ve given on this, slide by slide.

Hardware you pay for once shouldn’t stop working because a company changed its plans. It happens anyway. My Nest integration worked until Google broke the API. A Samsung fridge shows a TLS certificate error on its own screen. A Camp Chef grill controller needs Wi-Fi to tell you the temperature.

I still use cloud services where they help, including Alexa and a handful of AWS services. They’re add-ons, though. The logic that runs the house lives on hardware I own: Tasmota firmware on ESP boards, an MQTT broker, and Node-RED on a Raspberry Pi. When the internet goes out, the house keeps working.

The rules

These came out of the first talk and got restated in the second:

  1. No internet, no problem. Anything core to the house has to work with the internet unplugged.
  2. Don’t remove the old way while introducing the new one. A wall switch taped in the on position so a smart bulb keeps power is what happens when you skip this.
  3. Be agile. Rooms get used differently and people move in and out, so everything has to be cheap to change.
  4. Check your automations. I once had four scheduled triggers all pointing at the same garden pump.
  5. Exceptions must be exceptional. I can break a rule, but only for a reason I’d still defend six months later.

These came after year five, once more people lived in the house:

  1. A cloud device needs an API with logs, or it doesn’t get installed. I won’t run a black box in my house.
  2. Configuration lives in one place instead of five vendor apps.
  3. People get more than one way in: an app, Alexa, a QR code, or an NFC tag.
  4. Any sequence of actions that keeps repeating becomes a routine.
  5. Devices talk pub/sub over MQTT instead of point to point.
  6. No batteries unless the device can go a year or more between changes. A dead battery on a door sensor at 2am is how you end up outside in the cold.

The build I get asked about most is the Tasmota sprinkler controller. It runs on these rules and shows up in both talks, along with the garage door automation that has been running just as long.

Talk One: Home Automation

Home Automation, for fun and convenience

Nobody needs any of this. I do it because I like building things that work in the background, and every automation is a small puzzle with a real payoff when it’s solved.

Connected Everything collage of icons

This is the backdrop for the whole talk. Phones, laptops, tablets, thermostats, and locks all talk to clouds that may or may not be up when you need them. Connectivity is fine. Just know what you’re opting into before you plug it in.

Nest thermostat, Amazon smart plug, and Yale smart lock keypad

Most people start here with a thermostat, a plug, and a lock, and that’s a fine place to start. Each one ships with its own app and its own account.

Privacy, Integration/Flexibility, and Cost triangle

Every device you add lands somewhere on this triangle. A cloud camera is cheap and convenient, and you pay for it with privacy. A switch I flash myself takes more setup time, and in return I can integrate it with anything. I figure out where a device lands before it goes in the cart.

A light switch taped on with a note reading Leave Switch On, This is BAD

Someone (often me) automates a light and then has to tape the wall switch on so the smart bulb always has power. If you’ve ever walked into a room and the switch did nothing, this is why.

Wemo Wi-Fi Light Switch retail box

The better fix for the taped switch is an in-wall Wi-Fi switch like this one. The wall switch keeps working the normal way and I still get a hook to automate. It takes more work to install than a smart plug, but nobody has to retrain their hand.

No Internet, No Problem: scissors cutting an ethernet cable

Rule one, and the one I don’t bend on. If the internet goes down, my lights still turn on.

Must Be Agile: sticky notes on a planning board

Home automation is never done. Rooms get used differently, people move in and out, and new devices show up. Whatever you build has to be cheap to change.

Node-RED flow for Garage Cool Off logic

The garage cooling flow starts from a manual trigger and checks whether the door is closed. From there it opens the door, waits, flips the fan on, or sends a notification if cooling is already running. It’s a small flow and it has kept the garage from baking more than once.

Node-RED garage sensor flow feeding Grafana, plus an Opens counter and On Status chart

The door sensor and reed switch both report into a transform step that sets a global garage-closed flag and logs to Grafana. Below that is the chart from a few real days: 21 opens, with spikes showing when each one happened. Most people skip this part, and it’s the part that tells me whether I left the garage open without opening an app.

Node-RED scheduled injects feeding a Garden Water Pump node

Four scheduled triggers all point at the same pump node. It’s easy to end up with five automations fighting over one device. Every so often I look at the flow and ask whether they still make sense together.

Captain Jack Sparrow meme: The Rules, more of what you'd call guidelines than actual rules

I’ve broken every one of these rules plenty of times. They’re guidelines.

Node-RED logo, a Phillips Hue IFTTT-style applet, and an Alexa routine editor

Here are three ways to say “event in, action out.” Node-RED is my main tool. Alexa routines and IFTTT-style community applets cover the cases where I don’t want to build something from scratch.

MQTT publish/subscribe diagram with a temperature sensor, broker, and two subscribers

MQTT is what keeps the pieces decoupled. The temperature sensor publishes and doesn’t care who’s listening. A phone and a backend system can both subscribe to the same topic, and the sensor needs no extra logic. The sprinkler controller in the Tasmota post is built on the same pattern.

Sonoff Mini Wi-Fi DIY smart switch and a Node-RED fireplace flow

The Sonoff Mini is small enough to hide inside the fireplace’s existing wiring. The flow lets either the dashboard or Alexa flip it. It makes the “memorable automations” list later because a fake fire you can turn on by voice makes a good party trick.

Sprinkler controller wiring, a 3D PCB render, the Tasmota web UI, scheduled nodes, and a bare PCB layout

The whole sprinkler build fits on one slide: the relay and ESP module in the enclosure, the 3D board render, the Tasmota UI with BME280 sensor readings, the Node-RED schedule feeding the pump, and the finished PCB layout. The sprinkler post has the full writeup, including why I picked Tasmota over custom firmware.

The Rules Guidelines Recap bullet list

The recap slide is the whole talk in five lines. I break the first one (don’t introduce a new way while removing the old way) carelessly more often than the others, and I regret it every time. The last one keeps the other four honest. “I was in a hurry” doesn’t count as exceptional.

Memorable Home Automations bullet list

The highlight reel: lights that blink when my heart rate is too low, sprinklers that skip watering if rain is coming, a garage that opens when my phone shows up but the car doesn’t, light and water for an indoor garden, an air quality sensor that kicks on a fan, backyard landscaping lighting, living room LED strips that shift between warm and cool, washer and dryer notifications based on power usage instead of a vendor app, 3D printer status lights, AC and heating monitoring, and a pile of AWS services (Alexa, Polly, S3, IoT, Cognito) stitched together along the way. The Nest integration gets a eulogy: “until Google broke the API.” Every home automation person writes that sentence eventually.

Questions? Feedback!

That was talk one. Almost everything on the “memorable automations” slide later picked up a new failure mode or got replaced, which is why there’s a sequel.

Talk Two: Home Automation, The Sequel

Home Automation, The Sequel

Enough time passed between the two talks that I had a different list of problems to talk about.

Meme: When robots take over the world, Marvin the android saying he could calculate your chance of survival but you won't like it

More devices means more decisions made without me in the loop. That’s a little unsettling, though mostly harmless.

Recap section divider

First, a quick pass back through what talk one covered.

Connected Everything collage, reused from talk one

Same slide as before, with more icons on it now.

A printer-pickup note taped to a pole, a Samsung fridge showing a certificate warning, and a Camp Chef grill WiFi controller

Everyone else is living this too. A fridge’s smart display throws a TLS certificate error. A grill controller needs Wi-Fi to tell you the temperature. Someone taped a note to a pole about an internet-connected printer they forgot to log out of. These are real devices.

The Rules bullet list recap

These are the must and should rules from talk one with slightly tighter wording. I restated them because part of the audience hadn’t seen the first talk.

What has changed? That's why I'm here today

The rules stayed the same. The conditions they had to survive got harder.

Einstein quote: We cannot solve our problems with the same thinking we used when we created them

A lot of my original setup assumed one person lived in the house. When that stopped being true, I had to patch a single-user system into a multi-user one, and the next few slides are what that looked like.

Some of those problems: more foot traffic, more keys needed, longer absences, water flooding

More people means more foot traffic and more physical keys to manage. Longer trips away raised the stakes on anything that could fail without anyone noticing. A water flooding scare is what finally got me to take leak and presence detection seriously.

Captain Jack Sparrow meme again: The Extended Rules, still guidelines

Same joke with a new rule set. The first rules came after year one. These came after year five.

The Extended Rules bullet list

These are rules 6 through 11 at the top of this post. I wrote them after the house went from one person to several.

Examples section divider

Next up are the concrete builds, which is my favorite part of any talk.

A DIY motorized outdoor rig, a UV grow light over plant leaves, and a purple UV strip under cabinets

A motor-and-PVC-pipe rig for outdoor lighting, a UV grow light clipped onto a houseplant, and a UV strip under the cabinets for passive sanitizing. Each one solves a small, specific problem, and that’s where home automation earns its keep.

Sprinkler build collage, reused from talk one

Same sprinkler slide as talk one. It’s back because it’s one of the few builds that never needed a rewrite.

A wall-mounted presence sensor, a robot vacuum on carpet, and an AirGradient air quality sensor kit with dashboard

A sensor that sits on a credenza, a robot vacuum that does the floors without anyone asking, and an AirGradient kit I assembled from a CO2 sensor, a particulate sensor, and a microcontroller, with its own small dashboard. The air quality kit has given me the most peace of mind of anything here.

Wall-mounted tablet dashboard next to a Nest thermostat set to 80

This dashboard has replaced more apps in the house than anything else. It has a garage door toggle, a side door unlock, a front lock toggle, all lights on or off, brightness sliders, a coffee bar color picker, and a warm-to-cool slider for the living room. It all runs on one cheap tablet mounted next to the thermostat, so nobody has to dig through five apps.

A large wall-mounted TV with warm backlighting glowing against the wall

The ambient lighting behind the TV is tied into the same automation system instead of having its own remote. It’s a small change with a big quality-of-life payoff.

A Schlage deadbolt with a physical key and a black touchscreen smart lock with multiple unlock methods

Smart locks came out of the “more people, more keys” problem from a few slides back. The newer lock takes a password, the app, a keycard, or a mechanical key, so everyone in the house can use whatever they’re comfortable with.

Hardware section divider

The next few slides are the parts bin, for anyone who wants to build this themselves.

ESP32 D1 mini board, a dual-outlet smart plug, and a Raspberry Pi 4

The ESP32 D1 mini handles anything custom. The smart plug is the off-the-shelf shortcut when I don’t need custom. The Pi 4 runs Node-RED and Grafana.

A 100ft RGB LED strip kit, a tray of TO-220 power transistors, and relay modules with header pins

LED strips for ambient lighting, power transistors for higher-current loads, and small relay modules so a microcontroller can switch mains voltage safely.

A resistor kit, a DIY wire and cable color kit, and an electrolytic capacitor kit

The rest of the bin: a resistor assortment, color-coded wire so I can trace a circuit later, and a capacitor kit for smoothing and timing.

Software bullet list: NodeRed, Grafana, Tasmota, Telegram, Python, Javascript, Vendor specific Apps

Node-RED handles flow logic and Grafana gives me visibility. Tasmota is the firmware on anything I flash myself, Telegram sends notifications, and Python or JavaScript fills in the glue code that doesn’t fit cleanly into a flow.

Node-RED flow for the Garage tab with sensors, Tasmota topics, Telegram notifications, and light counters

Here’s the garage flow today. The door sensor and reed switch feed a transform into Grafana and a global closed state. Toggle nodes publish straight to Tasmota command topics. Notifications fork to a Telegram sender and an audio chime, and a light-on counter resets at midnight. The editor tabs across the top (Lights, Sensors, Garage, Sprinkler, NFC Tags, Door Lock Security) show how much has grown since the single garage cooling flow in talk one.

Grafana dashboard grid with humidity, temp, dew point, pressure, gas, air quality, energy, opens, and on-status panels

I check this dashboard when I want to know if everything is okay. Humidity, temperature, dew point, pressure, and gas readings are on one side, and energy usage, door opens, and on-status history are on the other. I built it because I got tired of guessing.

UX section divider

Dashboards and Grafana panels work for me. Everyone else in the house just wants the light on.

Close-up of the wall dashboard status screen, a sheet of NFC tags with a QR code, and an Echo Dot

Here’s the “multiple ways to interact” rule in hardware. The wall tablet is for whoever is standing near it. NFC tags and a QR code give a tap-to-trigger shortcut, and the Echo Dot is for anyone who would rather talk to the house.

Tools section divider

Last section: the tools I use to build and debug all of the above.

A soldering iron and stand, a 3D printer mid-print, a digital multimeter, and a precision screwdriver kit

A soldering iron for permanent connections, a 3D printer for enclosures and brackets you can’t buy, a multimeter for when something isn’t working, and a precision screwdriver kit for devices the manufacturer didn’t want opened.

Questions? Feedback!

That’s both talks, ten-plus years apart. The rules barely changed between them, while the list of problems they had to handle kept growing.

A third talk is coming, and this one is built around agentic use cases. The same rules still apply when an AI agent is the one flipping the switches, and I expect a few new ones once it is.