Theona

One brain for how your team works

Theona turns the way your team already works into agents that run it

Problem01

Your AI team has a queue, and your process is next quarter

Problem02

Every tool holds a piece, none holds the whole thing

Problem03

AI is already here, one person at a time

The outcome

18 hours a week became 3

SlackGmailCRMMeetingsTrackerTheonaSalesHiringSupportTheona reads how you workA map of your processesA Space per area of workEvery run sharpens the map
How we work

Here is how we set it up

1

Process discovery

· 2 to 3 weeks

The Architect reads your conversations, meetings and tracker, then builds a map of how the work actually gets done.

2

Build and deploy

· 3 to 4 weeks

We build the agents into your existing tools, and each one stays in draft until your team trusts it.

3

Evolve

· ongoing

The agents change as your process changes, and your team takes ownership as we step back.

Curious what your map would look like?

Get an example map
Where it lives

No new app to learn

# sales12 members
M

Maria Keller

@Theona did anything new come in from the landing page this morning?

Theona APP

Yes, 3 new leads overnight. Drafted outreach for the two that match your ICP:

Northwind Robotics · VP Ops · scored 87/100

Draft reply ready for review.

Message #sales

Agents live in Slack and Teams

Your CRM, tracker and inbox stay connected

300+ integrations out of the box

Nothing to install, share a Space and the team is in

Spaces keep agents organized by team

Run history shows what ran and what it did

See what is running right now

Describe the outcome, Theona builds the agent

Run history
All agentsLast 7 days

Lead processor

Qualified lead from landing form, added to CRM

10:24

Personal outreach agent

Drafted a reply for a new lead

10:22

Personal outreach agent

Draft waiting for review before sending

10:22

Booking notifier

Posted a new call booking to #sales

09:41

Call assessment agent

Compiled call summary, updated deal notes

09:12

Always the best model for the job

Heavy models for hard calls, light ones for the rest

Reasoning where it matters, code where it counts

AI judgment for the exceptions, code for the volume

Trigger on events or run on a schedule

A new lead, a finished meeting, a Monday morning

In practice

Recruitment, rebuilt in six weeks

AI Engineer role. 150 to 200 applications a week, 40 to 60 reviewed by hand

Weekly time, before vs after

Resume screening
5h
0h
CRM & docs work
6h
2h
Interview processing
7h
1h
BeforeAfter

Results

  • Every application gets reviewed and prioritized.
  • Interview feedback in 1 hour instead of 2 to 3 days.
  • Funnel to offer: 10 days instead of 25.

18h3h

Total weekly operational workload

Freed-up hours go into sourcing

Works when

  • Companies 1000+ with processes that already exist
  • Ops heavy functions: sales ops, HR, support, marketing ops
  • Companies already paying for scattered AI subscriptions

Not yet

  • Solo founders and teams still forming their processes
  • One off creative work with no repeatable shape
  • Companies looking for a chatbot over their documents
How we compare

Personal AI tools are Word. Theona is Google Docs

Personal AI ToolsBuild It YourselfTheona Pilot
How do you know what to automate?You identify obvious tasks yourselfRequirements from stakeholdersThe Architect reads your conversations, meetings and tracker to find the real bottleneck
How long until it works?5 min, but incomplete4-6 months of engineering5-9 weeks: discovery (2-3w) + build & deploy (3-4w)
Who can actually use it?One personTeam, if you build that inWhole team, from day one (Slack, Teams, CRM, etc.)
What happens when the process changes?BreaksMore engineeringAgents adapt with you; team ownership means you evolve it
Who's responsible for it working?You aloneYour engineering teamWe are, until your team is ready
Real win: what you're tradingYour timeMonths + your best engineers5-9 weeks + Theona's expert diagnosis
Trust

Security and control

Your data stays yours and is never used to train models. Enterprise can deploy inside its own VPC

GDPR compliant, SOC 2 Type II · Audit in progress

Permissions per agent, never more than the person who connected it

On-premise deployment

Deploy inside your own infrastructure with your own model providers. Nothing leaves your environment.

Full documentation at trust.theona.ai

See the full security overview

We already have an internal AI team. Why you?

They have a roadmap and a queue, and your process is competing with everyone else's for a slot. We work on your process only, starting now. What we build runs on your infrastructure rules and your team owns it afterwards.

Our processes are not documented anywhere. Do we need to write them down first?

No. That is what the Architect does. It reads your conversations, meetings and tracker and builds the map from how the work actually happens, not from how a document says it should.

How much of my team's time does this take?

One or two sessions during discovery, then a weekly 30 to 45 minute demo call. Everything else runs async.

What if an agent does something wrong?

Every agent starts in draft mode, so your team sees what it would do before anything is sent. Before anything sensitive or irreversible, the agent asks for confirmation. Every run is logged.

What access do you need to start?

Conversations, meeting recordings and your task tracker to build the map. Each agent is scoped to exactly what it needs, and never gets more access than the person who connected it.

Do we need engineers on our side?

No. Process owners adjust the agents themselves after the pilot: change the logic, connect a new tool, extend to a new workflow.

Ready when you are

Start with one agent, or the whole pilot

Either way, your team works differently in a few weeks.