CHATBOTS
Conversational Discord onboarding concierge agent
Runs an AI agent that holds a short back-and-forth DM conversation with each new member, collects the required intro details.
How it runs
The automated pipeline, trigger to output.
- TriggerNew member joins the serverDiscord
- ActionAgent runs multi-turn onboarding DMOpenAI
- LogicLoop until all required details collected
- ActionAssign verified Member roleDiscord
- ActionPost member summary to mod channelDiscord
- OutputWrite completed profile to AirtableAirtable
What it does
Instead of waiting for members to post a perfect intro, this concierge runs an actual conversation. An AI agent DMs each joiner, asks for their name and what brings them in, follows up on vague answers, and only marks them verified once it has gathered everything the community requires. It handles the messy reality of multi-turn replies rather than scoring a single message.
When to use it
Use it when you want onboarding to feel like a friendly host walking someone in, and your intro requirements are nuanced enough that a one-shot AI check isn't enough.
How it works
- 1A new member joins, firing the trigger.
- 2The Paperclip agent opens a DM and asks the onboarding questions, reading the member's replies turn by turn.
- 3The agent decides when it has collected every required field, looping with follow-ups until satisfied.
- 4Once complete, the agent calls Discord to assign the verified Member role.
- 5The agent posts a clean summary of the member to the moderator channel for visibility.
- 6The completed profile is written to Airtable as the member record.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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.
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