For Account manager (post-sale) · 8 Grok Bots

A back office for your book of accounts that catches drift before a renewal is at risk

8 Grok Bots for a post-sale account manager: keep every account current, read each one's health, prep every business review, draft renewal and expansion quotes, and see the book's risk — 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: Renewal coverage and at-risk lead time·Category: Sales & startups
The problem it targets

Holding a whole book of live accounts in one head — chasing usage and support signals account by account, remembering which renewals are near and which are quietly slipping, prepping every business review from scratch, drafting renewal and expansion quotes, and reconstructing the book's health before every manager check-in — so an account churns unnoticed, a review is under-prepared, an expansion is left on the table, and the retention number is a guess.

What you get

From day one

1

Every account kept current — contacts, renewal date, and open commitments — with a health read per account from usage and support signals, so no account drifts unseen between touches.

2

A business-review one-pager and a proposed check-in schedule with agendas and recaps drafted for each account, ready for you to review and send.

3

A renewal and expansion quote drafted from your approved pricing sheet with the arithmetic shown, and a weekly book-health report with every read traceable to its account 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

Account Book Organizer

intake
read-only
Watches & prepares — never sends
Keeping each account's contacts, renewal date, and commitments current; surfacing accounts with no next touch
Approves: flags for the manager to confirm
3

Health Signal Analyst

researcher
read-only
Watches & prepares — never sends
Per-account health reads from usage, tickets, and notes
Approves: none (nothing leaves; reads are internal)
4

Business Review Builder

drafter
specialist
Drafts for your review — you approve before anything leaves
EBR/QBR one-pagers and deck outlines from account data, sources cited
Approves: every review before it goes out
5

Touchpoint Coordinator

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

Expansion & Renewal Desk

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted renewal and expansion quotes, out-of-band discounts flagged
Approves: every send; any discount, signing, or money movement
7

Retention Risk Reporter

reporter
read-only
Watches & prepares — never sends
Weekly book-health report with every read traced to its account rows
Approves: none (nothing leaves; the manager decides)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party check-ins and referral notes to the manager's own opted-in accounts
Approves: every message before it is sent
The handoff — one shared chat
Organizer→Analyst→Builder→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 quote, message, and business review waits for your approval.
  • ×It works only your own book of opted-in accounts. It does not buy lists or reach anyone you have not chosen.
  • ×It never signs a renewal, moves money, or approves a discount, and it never commits the retention number — that call is yours.
  • ×It never quotes a price, discount, or term that is not on your approved pricing sheet.
Renewal
coverage and at-risk lead time
How you'll know it's working

One number, measured over time

Share of the book carrying a current health read and a dated next touch, and how far ahead a renewal risk is flagged before the renewal date arrives

Before day one

What you fill in — the bots never guess these

account-book
the header contract for the account log every bot reads and writes.
pricing-sheet
your approved list prices, packages, and discount bands. Pricing comes only from here.
business-review
the layout of the EBR/QBR one-pager the manager reviews before it goes out.
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