For Wealth manager · 8 Grok Bots

A wealth back office that consolidates the balance sheet and readies every family meeting

8 Grok Bots for a wealth practice: log every family request, consolidate held-away statements against the Investment Policy Statement, prepare tax and trust candidates, and ready each meeting — 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: Statement-current and deadline-met rate·Category: Finance
The problem it targets

Stewarding families between meetings — fielding calls about liquidity events and outside-professional questions while consolidating held-away statements into a net-worth picture by hand, checking each account against the Investment Policy Statement, preparing tax-lot and gifting candidates, drafting family-meeting decks, and tracking every capital call and trust deadline — so requests slip, the balance sheet is stale, and obligations get carried in the manager's head instead of a system.

What you get

From day one

1

Every family request, liquidity event, and note from a household's CPA or estate attorney logged the moment it lands, in the family's own words, with IPS, trust, and deadline items flagged — so nothing about a relationship is lost between meetings.

2

A consolidated net-worth statement drafted across held-away and custodian accounts, checked against each household's Investment Policy Statement bands, with the arithmetic shown, plus tax-lot, gifting, and estate-and-entity candidates prepared for you and the family's CPA and attorney to weigh.

3

Investment Policy Statement updates and a family-meeting deck drafted, review meetings proposed with coordination notes to outside professionals, and a one-page weekly book picture 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

Relationship Desk

intake
read-only
Watches & prepares — never sends
Logging every family request, liquidity event, and outside-professional note; flagging IPS/trust/deadline items
Approves: duplicate flag; deadline escalation
3

Balance Sheet Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Consolidated net-worth statement across held-away accounts; drift against the IPS bands
Approves: every statement; any assumption
4

Tax & Trust Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Tax-lot, gifting, and estate/entity candidates for the family's CPA and attorney
Approves: every candidate; nothing final
5

Proposal Drafter

drafter
Drafts for your review — you approve before anything leaves
Investment Policy Statement updates and family-meeting decks and agendas
Approves: every draft before it is presented
6

Family Meeting Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed review schedule; drafted confirmations and coordination notes to outside professionals
Approves: every message; every booking
7

Book Reporter

reporter
read-only
Watches & prepares — never sends
Weekly book picture: households, assets, drift, deadlines
Approves: none (nothing leaves the practice)
8

Outreach & 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
Desk→Analyst→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 act. Every statement, candidate, document, and message waits for your approval, and no trade, gift, or trust distribution is ever placed.
  • ×It uses only the family's own statements, records, and opted-in families. It does not buy lists, pull data on people, or reach anyone who has not opted in.
  • ×It never files an estate document or moves money, and never books or coordinates a meeting without your decision.
  • ×It never states a recommendation as final or quotes a balance that is not in the family's own statements.
Statement-current
and deadline-met rate
How you'll know it's working

One number, measured over time

Share of upcoming family meetings that have a current consolidated net-worth statement checked against the Investment Policy Statement, and share of capital-call, RMD, and trust deadlines met inside their window

Before day one

What you fill in — the bots never guess these

family-log
the header contract for the family log every bot reads and writes.
holdings
the held-away and custodian positions and the Investment Policy Statement bands. Balances come only from here.
education-templates
your own wording for quarterly family letters and market notes.
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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