AI agents for every team
Browse pre-configured agents by role. Pick what fits your team, customize in plain language, launch in minutes.
All use cases
360 Review Assistant
Manages the full 360 feedback cycle for HRBP in two modes: sends a Google Form link to all active employees via email, or processes collected responses from Google Sheets — generating a structured individual report in Google Docs for each employee and emailing it to their manager with a request to schedule a feedback session.
ATS Talent Re-Engagement Finder
When a new position opens, searches the ATS for previously interviewed or rejected candidates who could be a strong fit for the new role — and prepares a shortlist with re-engagement recommendations for the recruiter.
Budget Burn Alert
Monitors planned vs actual budget spend across department initiatives, flags deviations early, and alerts the ops manager and initiative owners when burn rate is off-plan.
Buying Intent Analyzer
Analyse signals of buying intent for a lead or list of leads — web activity, LinkedIn behaviour, company news, job postings — and score readiness to buy.
Candidate Interview Review Assistant
Reviews screening interviews, records candidate feedback, prepares next-step questions and helps move the hiring process forward.
Candidate Pre-Screening Assistant
Automatically reviews shortlisted candidates, highlights missing information, and prepares personalised screening questions and outreach messages for the recruiter. Find shortlisted candidates in HR system (for example BambooHR)
Candidate Screening & Evaluation
Automates candidate screening: researches applicants, scores them against criteria, updates ATS, and sends a report.
Candidate Sourcing from Job Description
Analyzes a job description to extract role requirements, builds a targeted sourcing strategy, searches the public people database for the most relevant candidates, evaluates each candidate's fit and openness to move, and delivers a structured shortlist with insights — ready for recruiter review. No external integration setup required.
Capacity Planning Assistant
Analyzes current team workload from the task tracker, identifies overloaded and underutilized members, and recommends resource distribution for the upcoming sprint or quarter.
Churn Risk Alert
Monitor existing customer accounts for signals indicating churn risk — declining engagement, support issues, missed renewals, negative sentiment — and alert the account manager with a prioritised risk list and recommended retention actions.
Competitor Customer Targeting
Find customers of competitor companies that match your ICP, enrich their profiles, and add qualified leads to CRM for targeted outreach.
Cross-department Status Digest
Collects initiative and project statuses from multiple teams, consolidates them into a single structured digest, and delivers it to the ops manager for a unified cross-org view.
Cross-team Sync Agenda
Automatically builds a structured agenda for the weekly cross-team operational sync by pulling data from the task tracker and scanning Slack channels for blockers and key discussions from the past week.
Daily Topic Digest
A personalised daily digest agent that monitors news, LinkedIn posts, Reddit threads, Telegram channels, YouTube videos, and newsletters for any topic the user cares about — delivered to their preferred channel at their preferred time.
Demo Preparation Brief
Generate a tailored demo preparation brief for a sales rep before a product demo — including prospect context, key pain points, recommended demo flow, and talking points.
Department Retro Facilitator
Prepares a structured retro Miro board, collects team input, analyzes patterns from the period, and turns insights into documented process improvements and tracked action items.
Discovery Call Agenda
Generate a tailored discovery call agenda from CRM data and prospect context, create it in Google Docs, and attach to the calendar meeting.
Employee Offboarding Assistant
Schedules exit interviews, prepares documents, ensures access is removed and keeps everyone informed about the process
Escalation Router
Automatically detects stuck tasks, overdue items, and unresolved blockers, then escalates them to the right people with full context — so nothing gets lost in the noise.
Hiring Process Audit Agent
Analyses the end-to-end hiring funnel for a specified period, calculates key recruiting metrics (hiring funnel conversion rates, time-to-hire, and optionally cost-per-hire), identifies bottlenecks and slow stages, and delivers an actionable audit report to HR leadership.
ICP-based Lead Search
Search for new leads matching your Ideal Customer Profile using Apollo and LinkedIn, enrich them with company data, and save the shortlist to CRM.
Inbound Lead Qualifier
Score and route new inbound leads based on ICP fit, then notify the assigned sales rep via Slack.
Interview Prep Kit
Automatically generates a tailored interview question kit for a specific candidate and role. Fetches candidate profile and job requirements from the ATS, researches each previous employer online, and produces four question categories — Technical, Behavioral (STAR), Employer Deep-Dive, and Motivation & Fit — delivered as a formatted email to the recruiter.
Job Offer Assistant
Prepares and sends job offers, updates candidate status in ATS, and organises an offer call with the candidate.
KPI Digest
Collects key operational metrics from the task tracker and documentation once a week, compares them with the previous period, highlights trends and anomalies, and sends a structured digest to the team and leadership.
Lead Activity Tracker
Monitor lead activity across CRM touchpoints and email interactions, detect engagement patterns and target actions, and alert the sales rep when a lead shows a spike, hits a target action, or goes silent.
Meeting Scheduler Assistant
Help the sales rep schedule a meeting with a lead — check calendar availability, propose time slots, send an invitation, and log the meeting in the CRM.
Meeting to Tasks
Analyze meeting transcripts from any meeting recorder (Theona, TL;DV, or Fireflies) to capture action items and create or update tasks in Linear/YouTrack.
Monthly Department Report
Prepares a comprehensive monthly report on department performance — completed initiatives, KPI trends, key decisions, and learnings — and shares it with leadership.
Monthly HR Reporting Assistant
Prepares monthly people reports by pulling key metrics, highlighting trends and sharing a clear summary with leadership.
New Hire Onboarding Assistant
Prepares a smooth start for new employees by organising first-day meetings, probation period goals and access requests.
Objection Handler
Analyse a lead's objection in the context of the deal, generate a structured response with arguments and supporting evidence, and save it to the CRM for the sales rep to use.
OKR Progress Tracker
Tracks department-level OKR progress weekly, flags at-risk and off-track key results, and sends follow-up reminders to owners to keep the team accountable.
Ops Quarterly Retrospective
Conducts an end-of-quarter retrospective for the operations department — reviews OKR outcomes, major incidents, blockers, and team performance — and generates a structured improvement plan for the next quarter.
Overdue Task Escalation
Monitors overdue tasks in the task tracker, groups them by team and urgency, and automatically notifies assignees and managers via Slack with context and a prompt to update or escalate.
PDP Generator
Creates a structured Personal Development Plan for an employee by combining two sources: a 360 review report (Google Doc) and the transcript of a development conversation with the manager (from the meeting recorder). Synthesizes strengths, development goals, action steps, success metrics, and review checkpoints — then saves the PDP as a Google Doc and emails it to the manager.
Personalised Email Outreach
Send personalised outreach emails to a contact list using per-person context from a spreadsheet and a template from Google Docs.
Personalized Follow-Up Email
Generate and send a personalized follow-up email after a sales call or meeting, based on call notes, CRM data, and interaction history.
Pipeline Monitor
Monitors all active candidates across open positions, groups them by pipeline stage, tracks weekly changes, flags candidates stuck at a stage for too long, and delivers a consolidated digest to the recruiting team.
Post-Meeting Action Items
After a sales meeting, automatically extract action items, decisions, and next steps from the call transcript, assign owners, set deadlines, and log everything to CRM and notify the rep via Slack.
Post-Project Summary
Generates a structured final report on a completed initiative — what was delivered, how it went vs plan, key decisions, and lessons learned — and archives it for future reference.
Process Audit Agent
Analyzes operational processes by examining task data, Slack discussions, and documentation to identify bottlenecks, duplicate work, and inefficiencies — then produces a prioritized audit report with improvement recommendations.
Process Documentation from Slack
Scans Slack channels for discussions on a specific process or topic, extracts key decisions, steps, and ownership, and turns them into a structured process document in Notion or Google Docs.
Process Efficiency Analyzer
Analyzes operational process data — cycle times, error rates, rework loops — to identify bottlenecks and optimization opportunities, and delivers a structured analysis report.
Profile Enrichment
Enrich user profiles via Apollo, web research & LinkedIn, then save to CRM.
Proposal Generator
Generate a tailored proposal from CRM data, attach to deal, and send via email.
Quarterly Initiative Planner
Collects proposed initiatives from the team, scores them by effort and impact, assigns owners and timelines, and compiles a structured quarterly operations plan.
Re-engage dormant leads
Identify leads that haven't been contacted in N+ days, generate a personalised re-engagement message based on their history, and send via email.
Recruiter Load Balancer
Analyses workload distribution across the recruiting team based on open positions, active candidates, position urgency, and role complexity. Identifies overloaded and underutilised recruiters and suggests rebalancing to HR leadership.
Resume Screening Assistant
Reviews candidate resumes against role requirements, highlights fit, and helps recruiters decide on the next step.
Sales Call Logger
Transcribe and analyse a sales call recording, extract key insights and deal signals, log a structured summary to CRM, create a call report in Google Docs, and post a recap to the team Slack channel.
Sales Pitch Quality Analyzer
Analyse a recorded sales call or pitch, evaluate quality across key dimensions (structure, objection handling, talk ratio, next steps), and deliver a scored report with actionable coaching recommendations.
Send contract reminders
Track upcoming contract renewal and signature deadlines in CRM, classify by urgency, send personalised reminder emails to clients, alert the assigned sales rep via Slack, and log all activity back to the CRM.
SLA Compliance Monitor
Tracks adherence to internal SLAs and process deadlines across teams, calculates compliance rates, alerts responsible owners on violations, and reports trends to the ops manager.
SOP Generator
Turns a process description, meeting transcript, or Slack discussion into a structured Standard Operating Procedure document with clear steps, owners, and tools.
Stakeholder Status Update
Automatically collects the status of all active department initiatives, compiles a structured update, and sends it to leadership and key stakeholders via Slack and email.
Team Recurring Blocker Review
Aggregates recurring blockers from retrospectives, meeting notes, and blocked tasks, identifies systemic patterns within the team, and suggests concrete fixes with assigned owners.
Team Workload Analysis
Analyzes the distribution of tasks and initiatives across team members, identifies overloaded and underloaded individuals, and recommends rebalancing actions.
Upsell / Expansion Signal Detector
Monitor existing customer accounts in CRM for signals indicating readiness for upsell or expansion — usage growth, new hires, funding, product engagement — and alert the account manager with a prioritised opportunity list.
Weekly Ops Report
Compiles a comprehensive weekly operations report — initiative statuses, key metrics, blockers, and wins — and delivers it to leadership and stakeholders.
Didn't find what you need?
Create your own agent from scratch. Describe what it should do and Theona builds it for you.
Create your own agent