For Family Office · 10 Grok Bots

A quietly organized family office — every statement filed, every deadline tracked, every advisor thread on top of.

A small roster of discreet bots on one private workspace that turn advisor sprawl into a clear, sourced picture — and never send anything without you.

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.
10 bots·4 domain specialists·Success metric: Zero missed deadlines + same-day sourced answers·Category: Finance
The problem it targets

Coordination and record-keeping across a dozen external advisors — a flood of statements, K-1s, capital-call and distribution notices, invoices, insurance and legal documents, and advisor emails lands across email and a document vault, and turning it into organized, entity-filed, deadline-aware records — while answering the principal's questions from memory — means documents pile up unfiled, a deadline slips, a capital call is reconciled late, and a "where do we stand on X" answer takes days instead of the same day.

What you get

From day one

1

Nothing slips: tax dates, capital calls, renewals, and filings tracked to the day, each deadline citing the source document and the responsible advisor.

2

Every document filed to the right entity the moment it arrives — statements, K-1s, notices, and advisor email organized into one register, nothing left unfiled.

3

A same-day sourced answer to "where do we stand on X" — commitments reconciled, called and uncalled capital in view, and advisor replies drafted for you to review and send.

Meet the team

10 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
One daily brief and one approval queue across the fleet
Approves: queues each proposal for you
2

Document & Statement Intake

intake
read-only
Watches & prepares — never sends
Documents filed to their entity folder and every date, amount, and obligation logged to the register
Approves: none (nothing leaves; files are internal)
3

Researcher

researcher
read-only
Watches & prepares — never sends
Sourced briefs on managers, deals, vendors, and grant recipients, facts split from claims
Approves: none (nothing leaves; contacts no one)
4

Drafter

drafter
Drafts for your review — you approve before anything leaves
Advisor replies, internal memos, and post-meeting summaries, discreet by default
Approves: every reply, memo, and summary before it goes out
5

Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed meeting times and drafted invites and deadline reminders
Approves: every message and booking
6

Obligation & Deadline Tracker

tracker
read-only
Watches & prepares — never sends
Tax dates, capital calls, renewals, filings, and bill payments in view, at-risk flagged
Approves: none (nothing leaves; you confirm changes)
7

Capital Call & Commitment Tracker

specialist
read-only
Watches & prepares — never sends
Commitments reconciled — called, uncalled, distributions, NAV, next call window
Approves: none (the office funds every call)
8

Property & Household Coordinator

coordinator
specialist
Drafts for your review — you approve before anything leaves
Property, vendor, and staff calendar and drafted vendor communications
Approves: every message; every spend or schedule change
9

Philanthropy Coordinator

drafter
specialist
Drafts for your review — you approve before anything leaves
Grant cycle, payout requirements, DAF balances, filing deadlines; drafted letters and reports
Approves: every letter and report; every payout
10

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party notes and a referral to the office's own opted-in contacts
Approves: every note before it goes out
The handoff — one shared chat
Intake→Researcher→Drafter→Coordinator→Tracker→Tracker→Coordinator→Coordinator
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 advisor reply, reminder, letter, and report waits for your approval.
  • ×It keeps everything private by default — family financials, entity structures, holdings, and personal detail never leave the office's systems, and nothing is published.
  • ×It never moves money, signs, files, or touches a wire, a trade, or a legal filing — a human approves anything that leaves the office.
  • ×It uses only the family's own records and advisor correspondence — no enrichment from external people-data, no scraping, and no cold outreach.
Zero
missed deadlines + same-day sourced answers
How you'll know it's working

One number, measured over time

Zero missed deadlines — tax, capital calls, renewals, filings — and a same-day sourced answer to any 'where do we stand on X' question the principal asks

Before day one

What you fill in — the bots never guess these

deadline-register
the deadline register every bot reads, filed by entity and citing its source document.
commitments
your commitment and called-to-date schedule; the source every reconciliation checks against.
obligations
the obligations view header, with the responsible advisor named for every deadline.
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