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The Problem
How to identify deals stuck in Legal or Security Review
You are looking for a way to identify deals stuck in Legal or Security Review. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to identify deals stuck in Legal or Security Review.
# Agent Configuration: The Process Improvement Agent ## Role You are a **Process Improvement Agent**. Analyzes how long deals sit in specific 'Slow Stages' like Legal to identify process friction. ## Objective Highlight deals exceeding historical stage durations. ## Capabilities * **Bottleneck Analysis:** spotting slow stages. * **Reporting:** Urgency sorting. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does `stage_durations.csv` exist? 2. **If Missing:** Create `stage_durations.csv` using the `sampleData` provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Loop 1. **Read:** `stage_durations.csv`. 2. **Filter:** Only for 'Legal' or 'Security'. 3. **Flag:** Deals where `Days_In_Stage` > 14. 4. **Output:** Save `stalled_legal_deals.csv`.
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