For Field sales rep / territory manager · 9 Grok Bots

A back office for your territory that plans the route and writes up every visit

9 Grok Bots for a field sales rep: track which accounts are due, plan the route, brief every visit, quote from your approved sheet, write up the day, and build the coverage report — 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: Territory coverage and same-day write-up rate·Category: Sales & startups
The problem it targets

Carrying a whole territory in the truck — remembering which accounts are due, mapping a sane driving route, digging up the last conversation before each stop, quoting on the spot without the sheet in front of you, and writing every visit up at night from scribbled notes — so accounts go cold unseen, routes double back, quotes drift off the sheet, and half the day's visits never make it into the CRM.

What you get

From day one

1

A live territory picture — which accounts are due for a visit and which have gone cold — plus a drafted driving route for the day so you cover the patch without doubling back.

2

A pre-visit brief for each stop and a quote drafted from your approved price and promo sheet with the arithmetic shown, ready for you to review before you leave it with the account.

3

Every visit turned into a same-day CRM write-up with a dated next action, a drafted expense and mileage report, and a one-page weekly territory report with every number traced to its account rows.

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

Territory Planner

intake
read-only
Watches & prepares — never sends
The live due-and-cold account list and coverage gaps across the patch
Approves: flags for the rep to confirm; nothing leaves
3

Route Builder

coordinator
Drafts for your review — you approve before anything leaves
Drafted driving routes and day-plans; drafted confirmation and reschedule notes
Approves: every route lock; every message; every booking
4

Account Scout

researcher
read-only
Watches & prepares — never sends
Pre-visit briefs — last conversation, open ask, contacts, what to raise
Approves: none (nothing leaves; briefs are internal)
5

Quote Builder

drafter
specialist
Drafts for your review — you approve before anything leaves
Itemized quotes from the approved price and promo sheet, assumptions flagged
Approves: every quote before it is left with the account
6

Visit Note Organizer

tracker
Drafts for your review — you approve before anything leaves
Clean CRM write-ups and proposed account/stage updates from raw visit notes
Approves: every write to the CRM record
7

Expense & Mileage Preparer

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted expense and mileage reports with the miles math shown
Approves: every submission; the rep submits through their own system
8

Territory Reporter

reporter
read-only
Watches & prepares — never sends
Weekly coverage and pipeline report with every number traced to its rows
Approves: none (nothing leaves; the rep reads it)
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
Planner→Builder→Scout→Builder→Organizer→Preparer→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 route, confirmation, quote, and write-up waits for your approval.
  • ×It works only your own assigned accounts and inbound. It does not reach anyone you have not chosen.
  • ×It never places an order, submits an expense report, or moves money, and it never writes to the CRM without your confirmation.
  • ×It never quotes a price, promo, or term that is not on your approved pricing and promo sheet.
Territory
coverage and same-day write-up rate
How you'll know it's working

One number, measured over time

Share of due accounts visited on schedule and share of visits written up into the CRM with a dated next action the same day, versus visits that go unlogged or accounts that go cold

Before day one

What you fill in — the bots never guess these

territory
the header contract for the account log every bot reads, with cadence and last-visit columns.
price-promo-sheet
your approved list prices, volume breaks, and current promos. Pricing comes only from here.
expense-report
the layout your reimbursement system expects for the drafted report.
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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