For Funeral home director · 8 Grok Bots

A quiet back office that carries every case so you can be with the family

8 Grok Bots for a funeral director: log every first call, prepare the certificate and permits, plan the service, draft the obituary and the itemized statement, and track aftercare — all as drafts you review, sign, and send. You stay the signer on every form and price.

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: Case readiness and aftercare follow-through·Category: Professional services
The problem it targets

Carrying each at-need case by hand — re-keying the decedent and family details from the first call into every form, filling out the death-certificate worksheet and permit paperwork from scratch, coordinating chapel, clergy, cemetery, and transport over phone tag, writing the obituary and the itemized statement one deal at a time, and tracking aftercare in your head — so a permit stalls a disposition, a service detail gets missed, a statement goes out inconsistent, and a grieving family waits on a callback that never comes.

What you get

From day one

1

Every first call logged and every open case kept current, and the death-certificate worksheet and permits prepared from that one record — so nothing is re-keyed and no permit stalls a disposition.

2

A proposed service plan with drafted confirmations, and an obituary drafted from the family's own words — ready for you and the family to review before anything is booked or sent to the paper.

3

An itemized statement built only from your General Price List with third-party costs as cash advances, and a weekly aftercare report of every pending permit, thank-you note, and estate task.

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

Case Intake Organizer

intake
read-only
Watches & prepares — never sends
Logging every first call; keeping each open case's details current
Approves: field-change flags for the director to confirm
3

Vital Records Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Death-certificate worksheet, permits, vital-records forms prepared from the case record
Approves: every filing and signature; every FIELD NEEDED
4

Service Logistics Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed service plan; drafted confirmations and detail sheets
Approves: every message; every booking
5

Obituary Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Obituary and memorial-folder text from the family's own words
Approves: every obituary before it goes to the paper
6

Price List Estimator

specialist
specialist
Drafts for your review — you approve before anything leaves
Itemized statement of goods and services from the General Price List
Approves: every statement; any discount or cash-advance amount
7

Aftercare Tracker

tracker
read-only
Watches & prepares — never sends
Weekly aftercare and case-status report, every task traced to its case row
Approves: none (nothing leaves; the director acts)
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→Drafter→Coordinator→Drafter→Estimator→Tracker
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 prepares; it does not file or send. Every certificate, permit, statement, message, and obituary waits for you to review, sign, and send.
  • ×It never enters a cause of death or medical finding a physician has not provided, and never files a form on its own — you are the signer.
  • ×It never quotes a price that is not on your General Price List, and never marks up a cash advance.
  • ×It reaches only the families and community who have opted in, and never markets at the point of loss.
Case
readiness and aftercare follow-through
How you'll know it's working

One number, measured over time

Share of open at-need cases whose paperwork, service plan, statement, and obituary are drafted and ready for the director to review before the arrangement conference, and the share of aftercare tasks closed on time

Before day one

What you fill in — the bots never guess these

case-log
the header contract for the case log every bot reads.
general-price-list
your General Price List. Pricing comes only from here.
death-certificate-worksheet
your jurisdiction's worksheet fields, which the director reviews, signs, and files.
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.

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