Agents can do real work now. Most still learn what a team wants from its documents, and the documents are often older than the last decision.
So an agent drafts the follow-up and hands the rest back. After a sales call, someone still updates the CRM, fixes the quote, checks with onboarding and sends the email. None of it is hard, and all of it comes out of the time people need for focused work.
Why agents stall
Most agents have plenty of information. What they can't tell is which of it matters, or whose decision to trust.
On the weekly sales call, the CEO decides to offer a customer a better price. The quote still has the old one. Anything that searches your documents will give you the old price.
Oct 8
Nov 12
Today Someone asks: what are we offering Larkspur?
Conversations hold what a team decided, who decided it, and whether that overrides what came before. So agents have to be in the conversations.
Theoma puts them there
In Theoma, agents are members of the workspace. You add one to a channel or a thread the way you add a person, and it reads what is said there and who said it. When something is missing, it asks the person who knows, by name, in the thread.
Calls work the same way, and this part is still early. Add an agent to a call and it follows the live transcript. The transcript stays in the channel as the call's thread, each line under the person who said it.
When the work is ready, the agent brings anything that would send, publish, pay or delete to a person first.
sales
Dana created this channel on Mar 3. Pipeline, deals and customer conversations.
GMAIL_SEND_EMAILPriya · LarkspurYour renewal: 80 seats at $34Larkspur quote.pdfNov 13, 9:00 AMsales
Dana created this channel on Mar 3. Pipeline, deals and customer conversations.
GMAIL_SEND_EMAILPriya · LarkspurYour renewal: 80 seats at $34Larkspur quote.pdfNov 13, 9:00 AMWhat we hold to
- The conversation is the record. What was decided last, and by whom, outranks what was written down first.
- Agents ask, people decide. An agent doesn't send, publish, pay or delete on its own. A person approves the exact action. For sends and posts, they can instead allow one action for a set time, up to 30 days. Every approval ends.
- Agents take whole jobs. An agent carries the work from the ask to the approval, and chases what it needs on the way.
We built Theoma to give people their focus time back, while agents do the updates and follow-ups each decision sets off.
What we left out
- An assistant in a side panel.
- A search box over your documents.
- One set of agents for every team. Use the ones we ship, or build your own for the jobs only your team has.
Where Theoma fits today
Theoma fits teams that run on follow-through, like sales and operations, and already hand agents real jobs: renewals, follow-ups, onboarding. If you mainly want answers from your documents, a search tool will do.
How to get in
Theoma is invite-only for now. Ask @piyushsingariya on X for a code, or join the waitlist and we'll send you one. Have a code? Claim it at theoma.ai/invited. Then start with one team, and the chore that takes most of its week.