ECHORefund Prep
Prepares every refund decision for you. You approve the exact amount and issue it.
Back Office Pack
Back-office prep for refunds, invoices, new hires and official mail. The money and people decisions stay with you.
Four back-office roles for the admin work that touches money and people (refund decisions, invoices from job records, a new hire's first week, the letters that land on your desk), plus The Counter for totals and counts. Two workflows run the refund and new-hire loops. The AI prepares and flags; the decisions are yours.
TO BE TESTED — RESULTS WILL BE SHAREDFrom how we run our own AI agent teamFree with the unlocked library11 entries
What's inside
Roles
Invoice Prep
Drafts invoices from your approved job records and flags what doesn't match. You send them and handle the money.
New-Hire Onboarding Helper
Prepares a new hire's first week and the welcome message. Schedules nothing until you say yes.
Letter & Notice Explainer
Explains the letter in front of you in plain words. Decisions and any contact stay with you.
The Counter
Counts every record and field with a tool or a visible list, and hands you a table. Judgment stays with you.
Workflows
Process a refund
From a refund request to exactly the refund you approved. The AI prepares; you decide and issue.
Onboard a new hire
From the hiring decision to a ready first week. The AI drafts; you approve every message and invite.
Limits
One Approval, One Exact Thing
Ties each OK to the exact text, recipient, amount and time you saw.
Unknown Means Check, Not Retry
When it can't tell whether a send, charge or booking went through, the rule is to check before trying again.
Two Keys for What Can't Be Undone
Payments, deletions, publishing and anything else you can't take back need your explicit OK, every time.
Checks
Promised vs Delivered
List what you asked for, then find each item before anyone calls the job done.
Copy every paste in this pack
Some pastes didn't load, so nothing was copied.
A pasted role guides the agent. Your tool's settings are what stop an action.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.