CHATBOTS
Discord Concierge with Web Search Fallback
Answers Discord questions from your Coda doc first, and when the doc has no match, falls back to a Brave web search before replying so members are never left without an answer.
How it runs
The automated pipeline, trigger to output.
- TriggerNew question posted in DiscordDiscord
- ActionSearch Coda FAQ table for a matchCoda
- LogicBranch: confident doc match vs. miss
- ActionFallback Brave web search on missBrave Search
- ActionSynthesize answer with OpenAIOpenAI
- OutputReply with source-labeled answerDiscord
What it does
A two-tier answer engine for your Discord community. It always tries your Coda knowledge doc first for an authoritative, on-brand answer. If nothing relevant is found, it runs a Brave web search, synthesizes a cautious answer with OpenAI, and clearly labels the reply as sourced from the web rather than your docs.
When to use it
Use it when your Coda doc covers most but not all questions and you want graceful coverage for the long tail without sending members away. The web-sourced label keeps trust intact by separating official answers from best-effort ones.
How it works
- 1A new question in the Discord channel triggers the run.
- 2The workflow searches the Coda FAQ table for a matching entry.
- 3A branch checks whether a confident Coda match exists.
- 4If yes, OpenAI answers from the doc; if no, Brave Search retrieves relevant web results that OpenAI then summarizes.
- 5The bot replies in Discord, tagging the answer as either Verified from docs or Web result so the member knows the source.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect CodaDocs, packs, automations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Brave SearchWeb, news, image, video search.
- 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.
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.
