For RevOps · 8 Grok Bots

A revenue back office that keeps your CRM clean and your roll-up honest

Grok Bots for a RevOps owner: audit CRM data, read the funnel by segment, diff routing changes in staging, document the process, build the weekly roll-up, and reconcile attainment — all as drafts and diffs 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: Data-trust and roll-up traceability·Category: Corporate roles
The problem it targets

Keeping the revenue engine honest — auditing CRM data for duplicates, blanks, and broken stages; rebuilding the conversion funnel by segment every week; drafting and testing lead routing and scoring changes; writing and updating the sales process docs; and reconciling quota attainment against the comp plan by hand — so reports get argued over, leads land on the wrong rep, routing changes break silently, and the attainment numbers are a fire drill every close.

What you get

From day one

1

A daily CRM hygiene audit of duplicate, blank, and mis-staged records against your field-completeness rules, with a prioritized fix list — no record is edited for you.

2

A weekly conversion funnel by segment and a routing rule change drafted as a before-and-after diff in staging, so you see where leads leak and exactly which leads a rule would move before it goes live.

3

A one-page weekly revenue roll-up with every number traced to its query, plus an attainment reconciliation of commission drafts against your approved comp plan with the arithmetic shown.

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

Data Hygiene Analyst

intake
read-only
Watches & prepares — never sends
Daily CRM audit for duplicate, blank, and mis-staged records; a prioritized fix list
Approves: none (nothing leaves; fixes are the owner's to apply)
3

Funnel Analyst

researcher
read-only
Watches & prepares — never sends
Weekly conversion funnel and stage-velocity by segment, every number sourced
Approves: none (nothing leaves; read-only)
4

Lead Routing Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Routing and scoring changes as before-and-after diffs in staging, affected leads listed
Approves: every diff before it is applied to production
5

RevOps Playbook Writer

drafter
Drafts for your review — you approve before anything leaves
Process and stage-definition SOPs from the current configuration, each definition sourced
Approves: the owner reviews and publishes every doc
6

Forecast Roll-Up Reporter

reporter
read-only
Watches & prepares — never sends
Weekly revenue roll-up with every number traced to its rows; discrepancies flagged
Approves: none (nothing leaves; the owner commits)
7

Commission Reconciliation Reviewer

specialist
specialist
Drafts for your review — you approve before anything leaves
Attainment and commission drafts reconciled against the comp plan, variances flagged
Approves: every figure; any approval, payment, or commit
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
Analyst→Analyst→Drafter→Writer→Reporter→Reviewer
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 and diffs; it does not apply. Every routing change, edit, and message waits for your approval.
  • ×It never flips a rule to production, edits or deletes a CRM record, or commits the roll-up on its own.
  • ×It never approves, pays, or commits a commission or attainment figure — that stays with you, finance, and payroll.
  • ×It works only your own opted-in network for any enablement message and never quotes an attainment figure that is not traced to the approved comp plan.
Data-trust
and roll-up traceability
How you'll know it's working

One number, measured over time

Share of open opportunities and leads that pass the field-completeness and routing checks, and the share of numbers in the weekly roll-up that trace to a named query or export

Before day one

What you fill in — the bots never guess these

hygiene-rules
the field-completeness and duplicate-key rules every audit runs against.
comp-plan
your approved comp plan and quota targets. Attainment comes only from here and the CRM of record.
routing-rules
your current routing and scoring rules, so every diff is against the real starting state.
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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