For Pharma sales rep · 8 Grok Bots

A field back office that keeps your detailing on-label and your samples audit-ready

8 Grok Bots for a pharma rep: plan the territory, brief every call, keep every message tied to an approved piece, log calls same-day, reconcile samples, and build the territory 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: Compliant-reach and sample-reconciliation rate·Category: Sales & startups
The problem it targets

Holding a whole territory in your head between calls — routing across tiers of HCPs, re-reading approved pieces so nothing drifts off-label, tracking sample counts and signatures for PDMA, writing up call notes and next steps at night from memory, and rebuilding the territory picture before every business review — so a good message drifts, a sample count goes unreconciled, a follow-up slips, and the territory review is a guess.

What you get

From day one

1

A current HCP target list and a proposed route for the day, so no priority prescriber goes untouched and you drive a plan instead of a guess.

2

A pre-call plan for each visit and a call message drafted only from your current MLR-approved piece, with anything off-label or off-piece flagged for medical affairs before you walk in.

3

A drafted same-day call note and follow-up, a sample reconciliation that matches counts to signed receipts for PDMA, and a weekly territory review with every number traced to its records.

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

Territory Planner

intake
read-only
Watches & prepares — never sends
HCP target list, tiering, and a proposed daily route
Approves: target-list and route changes for the rep to confirm
3

Pre-Call Planner

researcher
read-only
Watches & prepares — never sends
Per-HCP pre-call plans — last visit, open question, access status
Approves: none (nothing leaves; plans are internal)
4

Message Reviewer

drafter
specialist
Drafts for your review — you approve before anything leaves
On-label call messages drafted only from the current MLR-approved piece, off-piece flagged
Approves: every message; anything off-label or off-piece goes to medical affairs
5

Call Notes Clerk

coordinator
Drafts for your review — you approve before anything leaves
Same-day call-note drafts and compliant follow-up emails
Approves: every send; every final log
6

Sample Accountability Tracker

tracker
specialist
Drafts for your review — you approve before anything leaves
Sample reconciliation to signed receipts for PDMA, discrepancies flagged
Approves: every filing; any count adjustment
7

Territory Reporter

reporter
read-only
Watches & prepares — never sends
Weekly territory review — reach, frequency, access by tier, sample status
Approves: none (nothing leaves; the rep decides)
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
Planner→Planner→Reviewer→Clerk→Tracker→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 or file. Every message, note, and sample record waits for your approval.
  • ×It never writes a product claim of its own — messages come only from your current approved library, and anything off-label or off-piece is flagged for medical affairs.
  • ×It never files a PDMA record, adjusts a sample count, or logs a call final on your behalf, and it reaches only the HCPs already on your assigned target list.
Compliant-reach
and sample-reconciliation rate
How you'll know it's working

One number, measured over time

Share of planned calls that went in with an on-label, approved-piece message and a same-day logged next step, and share of sample transactions reconciled to a signed receipt before period close

Before day one

What you fill in — the bots never guess these

target-list
the header contract for the HCP target list every bot reads.
approved-content
the index of your current MLR-approved pieces and their expiry. Messages come only from here.
sample-log
the sample inventory and disbursement record, with the signature column PDMA requires.
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