For Financial advisor · 8 Grok Bots

A back office that preps reviews, tracks deadlines, and keeps your calendar full

8 Grok Bots for a financial advisory practice: log every client request, draft review packets and plan updates, schedule reviews, track every compliance and RMD deadline, and report the book — 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·2 domain specialists·Success metric: Review-ready and deadline-met rate·Category: Finance
The problem it targets

Running the practice between client meetings — fielding calls and emails about life events while prepping the next review, pulling custodian statements together into a review packet by hand, drafting plan updates and agendas, chasing the calendar, and tracking every compliance and account deadline — so requests slip, reviews are prepped at the last minute, and obligations get tracked from memory instead of a system.

What you get

From day one

1

Every client call, email, and life event logged the moment it lands, in the client's own words, and flagged when it is time-sensitive or touches a compliance item — so nothing slips between meetings.

2

A portfolio review packet drafted from your own custodian statements with allocation, drift, and rebalancing candidates shown, plus a plan update and meeting agenda ready for you to finalize.

3

A proposed meeting schedule with confirmations ready to send, a tracker of every compliance, RMD, and beneficiary deadline, and a one-page weekly digest of the book with every number linked to its source.

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

Client Intake

intake
read-only
Watches & prepares — never sends
Capturing every call/email/form request and life event into the client log; time-sensitive and compliance flags
Approves: duplicate flag; urgency escalation
3

Portfolio Review

specialist
specialist
Drafts for your review — you approve before anything leaves
Review packets from your custodian statements: allocation, drift, rebalancing candidates
Approves: every packet; every trade decision stays yours
4

Plan Drafter

drafter
Drafts for your review — you approve before anything leaves
Plan updates, meeting agendas, recommendation memos with assumptions flagged
Approves: every draft before it goes out
5

Meeting Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed meeting schedule; drafted confirmations and reminders
Approves: every message; every booking
6

Compliance Tracker

specialist
read-only
Watches & prepares — never sends
Compliance reviews, RMDs, contribution limits, beneficiary items — surfaced, never filed
Approves: none (nothing leaves the practice)
7

Practice Reporter

reporter
read-only
Watches & prepares — never sends
Weekly one-page digest: households, assets, upcoming reviews, deadlines, revenue
Approves: none (nothing leaves the practice)
8

Outreach & 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
Intake→Review→Drafter→Coordinator→Tracker→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 message, plan update, and review packet waits for your approval.
  • ×It never places a trade, rebalances an account, or moves money, and never presents a recommendation as final — every recommendation is yours to decide.
  • ×It uses only your own client records and custodian statements, and only clients you already have. It does not buy lists or contact anyone you have not chosen.
  • ×It never files a compliance form or a return; it surfaces the deadline and drafts, and you file.
Review-ready
and deadline-met rate
How you'll know it's working

One number, measured over time

Share of upcoming client meetings that have a prepared review packet in advance, and share of compliance, RMD, and account deadlines met inside their window

Before day one

What you fill in — the bots never guess these

client-log
the header contract for the client log every bot reads and writes.
deadlines
your compliance, RMD, and beneficiary items and their due dates. Deadlines come only from here.
outreach-templates
your own newsletter and note wording.
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