For Management consultant · 8 Grok Bots

An engagement back office that scopes proposals, synthesizes findings, and builds the deck

8 Grok Bots for an advisory practice: capture inbounds, draft SOWs from your rate card, synthesize discovery into cited findings, build the readout deck, run workstreams — 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: Proposal turnaround and deliverable-on-time rate·Category: Professional services
The problem it targets

Carrying the whole practice between client calls — scoping proposals from memory, drowning in interview notes and data extracts that never get synthesized, rebuilding the same findings deck slide by slide, chasing workstream status across concurrent engagements, and never sitting down to see utilization or margin — so proposals go out late, insights stay buried in notebooks, and the pipeline is whatever the consultant can remember.

What you get

From day one

1

Every RFP, referral, and discovery call logged the moment it lands, in the client's own words, and qualified fit versus not-a-fit — so no engagement is lost between client calls.

2

Scoped proposals and statements of work drafted from your own rate card with the fee build-up shown, plus a findings model that ties every hypothesis to its evidence and names the gaps still to test.

3

A storyline-first readout deck drafted from the findings, a workstream and milestone plan with status updates ready to send, and a one-page weekly digest of utilization, margin, and pipeline with every number linked to its source.

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

Engagement Intake

intake
read-only
Watches & prepares — never sends
Capturing every RFP/referral/discovery call into the engagement log; fit vs not-a-fit qualification
Approves: duplicate flag; qualification decision
3

Proposal & SOW Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Scoped proposals and SOWs from your rate card, assumptions flagged
Approves: every proposal before it goes out
4

Diagnostic Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
A findings model — hypotheses, evidence for and against, gaps to test
Approves: every finding before it is treated as a conclusion
5

Deliverable Deck Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Storyline-first readout deck drafts, every chart cited to evidence
Approves: every deck before it is presented
6

Workstream Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Workstream and milestone plan; drafted client status updates
Approves: every status message; every commitment
7

Utilization & Margin Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: utilization, margin, milestones, pipeline
Approves: none (nothing leaves the practice)
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
Intake→Drafter→Analyst→Drafter→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 proposal, status update, deck, and pipeline note waits for your approval.
  • ×It uses only your own rate card, engagement log, and opted-in network. It does not buy contact lists or reach anyone you have not chosen.
  • ×It never moves money or bills a client, and never commits scope or a fee without your decision.
  • ×It never presents an unsupported claim as a conclusion, invents a result, or shares client-confidential material outside the engagement.
Proposal
turnaround and deliverable-on-time rate
How you'll know it's working

One number, measured over time

Share of qualified inbounds turned into a scoped proposal within the target window, and share of engagement milestones whose deliverable ships on the committed date

Before day one

What you fill in — the bots never guess these

engagement-log
the header contract for the engagement log every bot reads and writes.
rate-card
your day rates, fixed-fee packages, and expense assumptions. Fees come only from here.
thought-leadership-templates
your own wording for notes to your opted-in network.
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