CHATBOTS
Personalized onboarding DM for new Discord members
Greets each new Discord member with an AI-personalized welcome DM that pulls the right getting-started steps from your Notion onboarding docs based on their selected role.
How it runs
The automated pipeline, trigger to output.
- TriggerNew member joins Discord serverDiscord
- ActionRead member role and selection from DiscordDiscord
- ActionFetch role-matched steps from Notion onboarding docsNotion
- ActionCompose personalized welcome with OpenAIOpenAI
- LogicBranch on whether member allows DMs
- OutputSend Discord welcome DM or channel mentionDiscord
What it does
When someone joins your server, this workflow sends a tailored direct message that points them to exactly the onboarding steps relevant to them — drawn from your Notion docs and shaped by the role or interest they pick during entry.
When to use it
Use it to make first impressions count and reduce 'where do I start' questions. Best for communities with role-gated onboarding or distinct member types (developers, customers, partners) who each need a different first path.
How it works
- 1A new member joining the Discord server triggers the flow.
- 2The member's assigned role or onboarding selection is read from Discord.
- 3The matching getting-started content is fetched from the Notion onboarding docs.
- 4OpenAI assembles a warm, concise welcome message with the right next steps and links.
- 5A check ensures the member allows DMs.
- 6The personalized welcome is delivered as a Discord direct message, falling back to an onboarding channel mention if DMs are closed.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect NotionPages, databases, comments.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Chatbots workflows
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
Discord FAQ-Gated Role Concierge
Greets each new Discord member in a private onboarding thread, walks them through required FAQ steps one at a time.
Discord FAQ Free-Text Answer Grader
When a member submits a free-text answer in their onboarding thread, an agent grades it against the canonical FAQ knowledge base, replies with targeted feedback.
Discord verify-button onboarding via web form webhook
Receives a completed external verification form by webhook, matches it to the Discord account, grants the verified role, and confirms back to the member in Discord.
Discord intro-gated role granting concierge
Watches your #introductions channel, uses AI to confirm a new member's intro is genuine and complete, then auto-assigns the verified Member role and welcomes them.
Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.