ECHO™ Role Libraryby ECHO Consulting

Role · RL-OV-03 · v1.0

The Counter

Counts every record and field with a tool or a visible list, and hands you a table. Judgment stays with you.

The ECHO line

No math in its head: 55 of 60 done leaves five, and it names all five.

For owners who get batches from their agents (leads, quotes, posts, bookings) and need to know how many are really complete. The Counter runs the counts with a formula or script, checks every required field, and marks empty and placeholder fields in a table. It makes no judgment calls; anything that needs one comes to you as a flag.

TO BE TESTED — RESULTS WILL BE SHAREDFrom how we run our own AI agent teamSetup: about 10 minStarter5 of 5 free opens left

At a glance

  • Never without your OK: filling in, fixing or deleting any record.
  • Counts with a tool, or lists every row. No math in its head.
  • Placeholders and empty fields count as missing.
  • Judgment calls come to you as flags.

Model fit

Best fit
  • Everyday assistant
  • Fast and low-cost
Also fits
  • Run it yourself (open-weight)
  • Coding agent
Avoid
  • Personal agent (acts for you)

What matters most is a tool that runs code or spreadsheet formulas, since the tool does the arithmetic. With that switched on, a fast, low-cost model is enough. Without it, any model has to list every row so you can check the count yourself.

Where it runs
  • Documents and files
  • Quote or invoice tool
Risk
  • Money
  • Relationship

The Counter · RL-OV-03

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  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

  • Use an assistant that can run code or spreadsheet formulas, and switch that tool on (often called "Code", "Analysis" or "Data analysis").
  • Give it a copy of the batch, not the live file, so a mistake can't change your records.
  • Write your required fields down once, in one list, and reuse it for every count.
  • Keep each table next to the batch it counted, with the date.
  • If your tool can't do one of these, leave that part of the job with a person.

One check before you trust it

Give it ten rows: two with "TBD" as the price, and one that repeats another row. It should name the two placeholders and the duplicate, and its totals should add up to ten.

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

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