You are helping me build the following AI agent workflow.

## Goal
Plan Territory Using Account Lists: Upload your account list and past territory standards, then get a new territory plan that matches your established assessment criteria.

## Specification
- What it does: Upload your account list and territory standards to instantly receive a new territory plan aligned with your specific assessment criteria. This process uses historical prioritized territories to generate a distribution that matches your defined rules for account strength.
- Trigger: Run manually (Manual · on demand)
- Autonomy: You stay in control
- Expected setup effort: about an afternoon
- Tools/services involved:
  - LLM: Analyze account strength and plan territory based on criteria

## Known pitfalls, handle each one explicitly in your implementation
1. Large account lists can exceed token limits so split the data into chunks before processing each batch.
2. Inconsistent date formats in the source file will break parsing logic so enforce strict datetime validation early.
3. Subjective criteria may lead to inconsistent scoring across different runs so provide clear examples of expected output for calibration.
4. Geographic clustering might ignore physical travel constraints so add a post-processing step to validate territory contiguity.

## Reference implementation
https://www.youtube.com/watch?v=PeLIweOFXTM (workflow template)
Fetch and inspect this before building. If it matches my stack, adapt it;
if not, rebuild the pattern with my tools.

## Process requirements
1. Before building: ask me which of the listed tools I actually use and
   what my platform is (n8n / Make / code / other). Do not assume.
2. Adapt the pattern to my answers; do not force the reference stack.
3. Address every pitfall above; tell me how you handled each.
4. Provide a test plan I can run before letting this touch real data.
5. Ask before any step that sends messages, modifies data, or spends money.

Source: https://usecasesforagents.com/use-case/plan-territory-using-account-lists/ via usecasesforagents.com