For Medical receptionist / scheduler · 8 Grok Bots

A front desk that never drops a thing and ends every shift clean

8 Grok Bots for a medical receptionist: log every call and message, check coverage before each visit, draft the reminders and confirmations, propose slots and waitlist fills, keep new-patient intake complete, and hand off a clean shift — 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·2 domain specialists·Success metric: Nothing-dropped rate and schedule fill·Category: Healthcare
The problem it targets

Running the front desk across a shift — answering the phone, message, and fax lines and holding it all in your head, booking and rebooking over phone tag, checking insurance before each visit, chasing missing registration forms and consents, working no-shows and the waitlist, and writing the same reminders and callbacks by hand — so calls get dropped, slots sit empty, visits are surprised by coverage at check-in, charts arrive incomplete, and there is never a clean handoff at the end.

What you get

From day one

1

One running shift log that captures every call, message, fax, and walk-in, with each task's status and next action, so nothing is dropped across a busy shift.

2

A per-visit eligibility checklist that lays out the coverage fields to verify before check-in, plus reminders, confirmations, and callbacks drafted in your voice and proposed booking and waitlist slots ready for you to approve.

3

A new-patient intake completeness check that flags every missing consent or form, and an end-of-shift handoff with a weekly activity record of the desk you run — every number traced to its 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

Shift Desk Log

intake
read-only
Watches & prepares — never sends
One running log of every call, message, fax, and walk-in, with each task's status and next action
Approves: status/next-action changes for the receptionist to confirm
3

Eligibility Prep Researcher

researcher
read-only
Watches & prepares — never sends
Per-visit verification checklists — plan, member fields, gaps flagged
Approves: none (nothing leaves; the receptionist runs the verification)
4

Patient Message Drafter

drafter
Drafts for your review — you approve before anything leaves
Reminders, confirmations, callbacks, and no-show follow-ups in the practice's voice
Approves: every message before it is sent
5

Appointment Schedule Organizer

coordinator
Drafts for your review — you approve before anything leaves
Proposed booking, rebooking, and waitlist-fill options with drafted confirmations
Approves: every booking; every message
6

Intake Packet Organizer

specialist
specialist
Drafts for your review — you approve before anything leaves
New-patient completeness checklists and drafted requests for outstanding documents
Approves: every request; every filing stays with the receptionist
7

Front-Desk Reporter

reporter
read-only
Watches & prepares — never sends
End-of-shift handoff and a weekly activity record, every number traced to its rows
Approves: none (nothing leaves; the receptionist keeps or shares it)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party, disclosed posts and notes to the receptionist's own opted-in professional network
Approves: every post before it is shared
The handoff — one shared chat
Log→Researcher→Drafter→Organizer→Organizer→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 message, booking, and document request waits for your approval.
  • ×It prepares coverage questions; it does not confirm insurance or log into a payer portal — you run the verification and record the result.
  • ×It never files a form into the chart, marks a consent complete, or answers a clinical question — those stay with you and the provider.
  • ×It never touches patient information outside the practice's own records, and it reaches no one on your professional network you have not chosen.
Nothing-dropped
rate and schedule fill
How you'll know it's working

One number, measured over time

Share of front-desk tasks that carry a dated next action and get worked before they go stale, and share of open or no-show slots refilled from the waitlist within the target window

Before day one

What you fill in — the bots never guess these

shift-log
the header contract for the shift log every bot reads and writes.
scheduling-rules
provider hours, visit lengths, and booking rules. The scheduler proposes only within these.
intake-checklist
the practice's required registration and consent set the completeness check runs against.
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