CHATBOTS
Discord join DM with personalized onboarding checklist
When a member joins the server, sends them a friendly direct message with a tailored getting-started checklist and records the join in Airtable for follow-up.
How it runs
The automated pipeline, trigger to output.
- TriggerNew member joins the serverDiscord
- ActionGenerate personalized welcome and checklistOpenAI
- ActionSend onboarding DM to memberDiscord
- LogicBranch on DM delivered vs blocked
- ActionPost fallback welcome in #lobbyDiscord
- OutputRecord join and delivery status in AirtableAirtable
What it does
The moment a new member joins, this concierge slides into their DMs with a warm, on-brand welcome and a short checklist: read the rules, post an intro, pick interest roles. The checklist copy is generated per-server from your community description so it never reads like a generic template.
When to use it
Use it when first-touch matters and you want every joiner to get the same high-quality welcome instantly, plus a tracked record so you can chase people who never complete onboarding.
How it works
- 1The guild member-join event fires the trigger with the new member's profile.
- 2OpenAI drafts a personalized welcome and checklist from your server's purpose and the member's display name.
- 3Discord sends that message as a direct message to the new member.
- 4A branch checks whether the DM was delivered or blocked by privacy settings.
- 5If blocked, the bot posts a fallback ping in the #lobby channel instead.
- 6The join, timestamp, and delivery status are written to an Airtable onboarding tracker.
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
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Discord intro-gated role granting concierge
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Daily Discord Digest of Repeated WAF False-Positive Reports
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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.
Run this workflow in your colony.
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