For Account executive · 8 Grok Bots

A sales back office that keeps your pipeline moving and your forecast honest

8 Grok Bots for a quota-carrying AE: keep every opportunity moving, brief every call, draft proposals and order forms, book demos, and build the forecast — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Next-step coverage and forecast-to-close accuracy·Category: Sales & startups
The problem it targets

Running the pipeline between calls — chasing next steps across a book of open deals, updating CRM stages, researching accounts before every meeting, writing proposals and order forms from scratch, scheduling demos over email tag, and rebuilding the forecast by hand every week — so deals stall in the CRM, calls happen unprepared, proposals go out late, and the number is a guess.

What you get

From day one

1

Every new lead logged in the CRM and every open opportunity kept current — stage, next step, and close date — so no deal stalls unseen between calls.

2

A pre-call brief for each meeting and a proposal drafted from your approved pricing sheet with the arithmetic shown, plus proposed demo times with confirmations and agendas ready for you to send.

3

An order form and contract-redline summary drafted for a closing deal, and a one-page weekly forecast and pipeline review with every number traceable to its opportunity rows.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Pipeline Organizer

intake
read-only
Watches & prepares — never sends
Logging new leads; keeping every opportunity's stage, next step, and close date current
Approves: stage-change flags for the rep to confirm
3

Discovery Researcher

researcher
read-only
Watches & prepares — never sends
Pre-call briefs — account, stakeholders, use cases, open questions
Approves: none (nothing leaves; briefs are internal)
4

Proposal Writer

drafter
specialist
Drafts for your review — you approve before anything leaves
Itemized proposals and quotes from the approved pricing sheet, assumptions flagged
Approves: every proposal before it goes out
5

Meeting Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed demo times; drafted confirmations, agendas, and recap-and-next-step notes
Approves: every message; every booking
6

Deal Desk

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted order forms and contract-redline summaries, non-standard clauses flagged
Approves: every send; any discount, signing, or money movement
7

Forecast Reporter

reporter
read-only
Watches & prepares — never sends
Weekly pipeline and forecast review with every number traced to its rows
Approves: none (nothing leaves; the rep commits)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Organizer→Researcher→Writer→Coordinator→Desk→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every proposal, message, and order form waits for your approval.
  • ×It works only your own opted-in accounts and inbound. It does not buy lists or reach anyone you have not chosen.
  • ×It never signs a contract, moves money, or approves a discount, and it never commits the forecast — the commit is your call.
  • ×It never quotes a price, discount, or term that is not on your approved pricing sheet.
Next-step
coverage and forecast-to-close accuracy
How you'll know it's working

One number, measured over time

Share of open opportunities that carry a dated next step and a current CRM stage, and how closely the committed forecast tracks what actually closes in the window

Before day one

What you fill in — the bots never guess these

pipeline
the header contract for the opportunity log every bot reads and writes.
pricing-sheet
your approved list prices, packages, and discount bands. Pricing comes only from here.
outreach-templates
your own wording for check-ins, the account newsletter, and renewal nudges to your opted-in accounts.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training