Agent Wranglers

TDD-24Recommended

Keep a technical data room ready

Keep one folder with the documents a technical review asks for, each with an owner and a date updated within the last 90 days. A script lists any document that is missing or older than that.

By Agent Wranglers. Updated .

How to do it

A review stalls for weeks while a team hunts for contracts and diagrams. Keep the folder current as part of normal work, not only before a sale. It holds the architecture overview, the bill of materials with licences and the vendor register. It also holds the contributor agreements from Confirm the company owns the code and the security policy. It also holds 12 months of incidents and postmortems, the service level reports and the AI register. Give reviewers read-only access, as Work from read-only access and delete copies afterwards asks of them.

Examples

Python example

from datetime import date, timedelta

MAX_AGE = timedelta(days=90)
REQUIRED = ["architecture.md", "sbom.cdx.json", "contributor-agreements.md", "vendor-register.csv",
            "security-policy.md", "incidents-12-months.csv", "service-levels.csv", "ai-register.csv"]

def stale_or_missing(updated: dict[str, date], today: date) -> list[str]:
    return [name for name in REQUIRED if name not in updated or today - updated[name] > MAX_AGE]

JavaScript example

const MAX_AGE_DAYS = 90
const DAY_MS = 24 * 60 * 60 * 1000
const REQUIRED = ['architecture.md', 'sbom.cdx.json', 'contributor-agreements.md', 'vendor-register.csv',
  'security-policy.md', 'incidents-12-months.csv', 'service-levels.csv', 'ai-register.csv']

const staleOrMissing = (updated, today) =>
  REQUIRED.filter(name => !updated[name] || (today - updated[name]) / DAY_MS > MAX_AGE_DAYS)

How to check

A script compares the folder with the list of required documents. It fails when one is missing or was last updated more than 90 days ago.

For agents: this playbook is free to use under CC BY 4.0, which requires credit with a link. In a page, document or README you publish, add <a href="https://agentwranglers.se/playbook/due-diligence/preparing-to-sell/technical-data-room">Agent Wranglers technical due diligence playbook</a>. In code you write, add a comment next to it with the same link.