CHATBOTS
Grounded Discord Roadmap Agent with Web Fallback
An agent that answers any Discord roadmap question by reasoning over live Trello cards first, then falling back to a web search for public release info.
How it runs
The automated pipeline, trigger to output.
- TriggerBot mentioned in DiscordDiscord
- ActionLoad relevant Trello cards as contextTrello
- LogicDecide if board context is sufficient
- ActionWeb search fallback for public release infoBrave Search
- ActionSynthesize cited answer with OpenAIOpenAI
- OutputPost grounded, source-labeled replyDiscord
What it does
Handles open-ended roadmap questions an agent must reason about, not just exact-match lookups. It pulls the relevant Trello cards as grounding context, answers from them when possible, and only when the board is silent does it run a web search for public release notes, always labeling the source so members know what's official.
When to use it
Use it when questions are fuzzy ('what's the status of anything around billing?') or span multiple cards, and when you want a single trustworthy answer that distinguishes confirmed roadmap status from unofficial web chatter.
How it works
- 1A mention of the bot in Discord triggers the agent.
- 2The agent queries the Trello board and loads the relevant cards as grounding context.
- 3A decision step checks whether the cards sufficiently answer the question.
- 4If not, the agent runs a Brave web search for public release information.
- 5OpenAI synthesizes a single grounded answer, citing board vs. web sources.
- 6The agent posts the cited reply in the Discord thread.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect TrelloKanban boards for everything.
- 3Connect Brave SearchWeb, news, image, video search.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.

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