For Investor relations manager · 9 Grok Bots

An IR back office that keeps every inquiry answered and every draft disclosure-clean

9 Grok Bots for a team-of-one investor relations manager: log every inquiry, track the Street's consensus, draft earnings materials, build the Q&A briefing, and check every draft against the disclosure rules — 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.
9 bots·3 domain specialists·Success metric: Inquiry-response and disclosure-clean rate·Category: Marketing
The problem it targets

Running IR around each earnings cycle — triaging analyst and shareholder inquiries, rebuilding the sell-side consensus and ownership picture from filings and notes, drafting the release, script, and slides from the approved numbers, assembling the Q&A briefing book from prior calls, and scheduling roadshows and conference slots over email — so a shareholder inquiry sits unanswered, the consensus is a week old, materials get drafted the night before the call, and the disclosure check happens last instead of first.

What you get

From day one

1

Every analyst, investor, and shareholder inquiry logged and routed, and the sell-side consensus and ownership picture kept current against your approved numbers so the CFO's question never catches you flat.

2

The earnings release, script, and slides drafted from the approved financials with every number sourced, plus a Q&A briefing book of the questions the Street is likely to ask and a draft answer for each.

3

A disclosure review on every outbound draft, a proposed IR calendar with roadshow and conference confirmations ready to send, and a weekly shareholder and ownership digest for the CFO and board.

Meet the team

9 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

IR Inbox Organizer

intake
read-only
Watches & prepares — never sends
Logging and routing every analyst, investor, and shareholder inquiry
Approves: routing calls the manager confirms
3

Street Coverage & Consensus Analyst

researcher
read-only
Watches & prepares — never sends
Sourced sell-side coverage, consensus, and ownership picture
Approves: none (nothing leaves; view is internal)
4

Earnings Materials Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Release, script, and slide drafts from the approved financials
Approves: every material before it is filed or released
5

Earnings Q&A Briefing Builder

specialist
read-only
Watches & prepares — never sends
Anticipated questions and sourced draft answers
Approves: none (nothing leaves; briefing is internal)
6

Disclosure & Reg-FD Reviewer

tracker
Drafts for your review — you approve before anything leaves
A disclosure and Reg-FD check on every outbound draft
Approves: release and legal decisions stay with manager and counsel
7

IR Calendar & Roadshow Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed earnings, roadshow, and conference dates and drafted confirmations
Approves: every message; every booking
8

Shareholder & Ownership Reporter

reporter
read-only
Watches & prepares — never sends
Weekly IR, ownership, and consensus digest, every number sourced
Approves: none (nothing leaves; the CFO decides)
9

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→Analyst→Drafter→Builder→Reviewer→Coordinator→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 release, reply, and confirmation waits for your approval.
  • ×It never speaks to an analyst, investor, or reporter, and never says anything material that is not already public — nothing is disclosed selectively.
  • ×It never files with a regulator or exchange, moves money, or sets guidance, and it never invents, extrapolates, or pre-releases a number.
  • ×It reaches only your company's own opted-in shareholders and IR-alert subscribers, never a bought or harvested contact.
Inquiry-response
and disclosure-clean rate
How you'll know it's working

One number, measured over time

Share of analyst, investor, and shareholder inquiries answered or routed within the target window, and share of outbound IR drafts that clear the disclosure check before any review

Before day one

What you fill in — the bots never guess these

ir-inquiries
the header contract for the inquiry log every bot reads and writes.
earnings-release
your release layout; numbers come only from your approved financials.
consensus
the coverage and consensus sheet, one row per analyst, every figure linked to its source.
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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