ECHO™ Role Libraryby ECHO Consulting

Workflow · RL-WF-14 · v1.0

Errand with a checkout stop

From "find me options" to a checked receipt. The rule: nothing is paid until you approve the exact total.

The ECHO line

Your OK covers one exact total. If the price, the date or the seller changes, the rule is to stop and ask again.

The errand loop for owners using a personal agent: research, your pick, a filled cart that stops at checkout, your OK on the exact total, then a receipt check against the seller's own record. Its rules: research touches no cart, and no checkout happens without you.

TO BE TESTED — RESULTS WILL BE SHAREDNew in the librarySetup: about 30 minAdvanced5 of 5 free opens left

At a glance

  • Research never touches a cart; you pick the option.
  • The rule: nothing is paid until you approve the exact total, seller, date and card.
  • The receipt is checked against the seller's record and your card.

Where the lines fall

AI may prepare

  • Options with prices, fees and terms; a cart or booking filled up to checkout; the checkout summary.

Only after a person says yes

  • Paying the exact total.
  • Accepting cancellation terms.
  • Any charge over your errand limit.

Human reserved

  • Picking the option.
  • Opening an account with the seller, and anything that needs your ID, your signature or a card number.
Stops when

The total changes after your OK, a new fee or auto-renewal appears, the site blocks assistants, or no one can tell whether the payment went through.

Takes over

The owner

Tags
  • Money
  • Access

Steps

  1. The Tap

    Researches options and hands you a short list with prices, fees and terms. Touches no cart.

    AI
  2. You

    Pick one option, or none.

    You
  3. Errand Runner

    Fills the cart or booking and stops at checkout with the full summary.

    AI
  4. You

    Approve the exact total, seller, date and card.

    Your OK
  5. Errand Runner

    Completes that exact checkout with the errand card, or hands it to you to pay yourself, then saves the seller's confirmation.

    Your OK
  6. Record Auditor

    Checks the seller's receipt and your card record against what you approved.

    AI

Model fit

Best fit
  • Personal agent (acts for you)
Also fits
  • Deep reasoning
  • Everyday assistant
Avoid
  • Fast and low-cost

Run the research and the cart on a personal agent, with the research step read-only. For the receipt check, use an everyday assistant or a deep-reasoning model from a different company than the agent that paid, reading the seller's email and your card record directly.

Where it runs
  • Web browser
  • Email
Risk
  • Money
  • Access

Errand with a checkout stop · RL-WF-14

5 of 5 free opens left
  1. ① Orientation
  2. ② Permission
  3. ③ Constraint ★
  4. ④ Invitation

These are samples. Fill in the [INSERT] blanks and adapt each one to your business.

A pasted role guides the agent. Your tool's settings are what stop an action.

Settings that enforce it

  • Set the research agent to read-only, and the cart agent to ask before every purchase or booking (often called "Always ask").
  • Pay with a single-use card number or a card with a hard limit at or below your errand limit.
  • Grant each errand one-time or task-scoped access. Skip "Always allow".
  • Send confirmations to the agent's own email account, so the receipt check doesn't need your personal inbox.
  • Start with you paying by hand from the checkout summary. Let the agent pay only after [INSERT] weeks of clean errands, one permission at a time.
  • If your tool can't do one of these, leave that part of the job with a person.

One check before you trust it

Ask for an errand where the only option costs more than your errand limit. The run should stop at gate 1 with the options, flag the limit, and fill no cart.

© 2026 Restrained Depth AI LLC. ECHO™ and ECHO Role Library™ are trademarks of Restrained Depth AI LLC.

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