For Credit analyst · 8 Grok Bots

A credit back office that spreads the file and drafts the memo — you decide

Grok Bots for a credit analyst: log the borrower file, spread the financials, draft the memo, track every covenant, and build the watchlist — all as sourced drafts you review before anything is concluded or sent.

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·2 domain specialists·Success metric: File-complete and deadline-met rate·Category: Finance
The problem it targets

Turning a pile of borrower documents into a defensible credit decision — keying tax returns and financials into a spreading template by hand, recomputing the same ratios each cycle, writing the credit memo from scratch, chasing covenant tests and reporting dates across a portfolio, and rebuilding the watchlist before every portfolio review — so files sit incomplete, memos run late to committee, covenant breaches surface after the fact, and risk is tracked from memory.

What you get

From day one

1

Every incoming borrower document logged into the credit file and each financial statement spread into your template with the ratio set computed and every figure tied to its source page.

2

A credit memo drafted from the completed spread — repayment analysis, risks, and covenant tests — with the rating and recommendation left blank for you, plus a committee package assembled and a slot proposed.

3

A live covenant and reporting-date tracker that flags what is due or near a breach, and a portfolio risk view and watchlist with every number traceable to its borrower row.

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

Credit File Organizer

intake
read-only
Watches & prepares — never sends
Logging incoming borrower documents and flagging what is missing for the spread
Approves: none (nothing leaves; the file is internal)
3

Financial Spreader

specialist
read-only
Watches & prepares — never sends
Keying statements into the spreading template and computing the ratio set, every figure sourced
Approves: none (nothing leaves; the analyst reviews the spread)
4

Credit Memo Drafter

drafter
Drafts for your review — you approve before anything leaves
The credit memo — summary, repayment analysis, risks, covenant tests — with rating and recommendation left blank
Approves: every memo before it goes to committee
5

Covenant Monitor

tracker
read-only
Watches & prepares — never sends
Covenant tests, reporting dates, and annual reviews, flagging what is due, overdue, or near a breach
Approves: none (nothing leaves; the analyst acts on flags)
6

Portfolio Risk Reporter

reporter
read-only
Watches & prepares — never sends
The portfolio risk view and watchlist, every number traced to its borrower row
Approves: none (nothing leaves; the analyst takes it to review)
7

Committee Prep Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Committee packages, proposed slots, and drafted request-for-information notes
Approves: every message; every booking
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party, disclosed methodology notes and recaps to the analyst's own opted-in contacts
Approves: every message before it is sent
The handoff — one shared chat
Organizer→Spreader→Drafter→Monitor→Reporter→Coordinator
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 and flags; it does not conclude. The rating, the recommendation, and the credit decision are yours and the committee's.
  • ×It drafts; it does not send. Every message and every committee booking waits for your approval.
  • ×It works only from the borrower's own documents and your records. It never invents, rounds, or estimates a balance, a ratio, or a cash flow.
  • ×It never files with an agency, moves money, or mentions borrower or portfolio detail to anyone outside your systems.
File-complete
and deadline-met rate
How you'll know it's working

One number, measured over time

Share of upcoming credit reviews that have a complete spread and a drafted memo in advance, and share of covenant tests and reporting dates met inside their window

Before day one

What you fill in — the bots never guess these

spread
the line-and-ratio contract for the spreading template every bot reads and writes.
covenants
your covenant tests, reporting dates, and annual-review dates. Deadlines come only from here.
credit-memo
your institution's memo layout, with the rating and recommendation lines the analyst and committee fill.
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

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

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