For Equity research / investment analyst · 8 Grok Bots

A research desk that catches every filing and keeps your model tied to the print

8 Grok Bots for a solo equity analyst: watch the filings and earnings calendar on your covered names, draft the model update the morning after a print, prep your management calls, and draft the note for compliance review — 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: Coverage-freshness and print-day model-readiness·Category: Finance
The problem it targets

Holding a coverage list in one head — watching filings and 8-Ks across every name, re-keying reported actuals into models the morning after each print, chasing consensus and estimate revisions, prepping question lists before management and expert calls, and drafting notes from scratch under a compliance clock — so a filing slips past, a model drifts from what was reported, and the note goes out late.

What you get

From day one

1

Every filing, 8-K, and earnings print on your covered names caught before the next session, logged in your watchlist with the next catalyst set — so nothing on your coverage list goes unwatched.

2

A model update drafted the morning after each print, keyed line-by-line to the filing and reconciled against your estimate, plus a management-call question list built from the transcript history.

3

A research note drafted from the model and your thesis, sourced line by line and ready for compliance review, and a weekly coverage summary with every estimate revision traceable to its model line.

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

Coverage Watchlist Organizer

intake
read-only
Watches & prepares — never sends
Logging filings, 8-Ks, and news; keeping each name's next catalyst and estimate status current
Approves: none (nothing leaves; the log is internal)
3

Filings & Earnings Monitor

tracker
read-only
Watches & prepares — never sends
Watching the earnings calendar and filing feed; flagging every print before the next session
Approves: none (nothing leaves; flags are internal)
4

Model Update Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Keying reported actuals into a model copy, reconciled against the estimate, variances flagged
Approves: the analyst ties out before it enters the published model
5

Research Note Drafter

drafter
Drafts for your review — you approve before anything leaves
Drafting the note or initiation from the model and the analyst's thesis, sourced line by line
Approves: every note through compliance and supervisory review before publication
6

Management Call Prep Researcher

researcher
read-only
Watches & prepares — never sends
Call briefs and question lists from transcript history and open debates
Approves: none (nothing leaves; the analyst runs the call)
7

Coverage Report Builder

reporter
read-only
Watches & prepares — never sends
Weekly coverage summary — estimate revisions, model-vs-consensus, catalysts — traced to rows
Approves: none (nothing leaves; internal review)
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→Monitor→Drafter→Drafter→Researcher→Builder
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 publish. Every research note goes through your firm's compliance and supervisory review before it leaves, and you send it — the fleet never publishes or distributes.
  • ×It sets no rating, no estimate, and no price target — those are your judgment, and it proposes nothing as a decision.
  • ×It uses only public filings and your own permissioned sources; anything that could be material non-public information is stopped and handed to you, never recorded or acted on.
  • ×It never moves money, never touches a live setting, and reaches only your own opted-in network.
Coverage-freshness
and print-day model-readiness
How you'll know it's working

One number, measured over time

Share of covered names whose filings and earnings prints are captured before the next trading session, and share of prints whose model update is drafted and tied to the filing the same day, for the analyst to review

Before day one

What you fill in — the bots never guess these

coverage-watchlist
the header contract for the coverage list every bot reads.
model-inputs
the input lines your earnings model expects; reported actuals are keyed only against these labels.
research-note
the layout your published notes follow, so drafts route cleanly into compliance review.
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