CHATBOTS
Nudge Stalled Discord Members Who Skipped Onboarding
On a daily schedule, finds members who joined but never picked a use-case role, and sends a friendly DM nudging them to complete onboarding with a one-click prompt.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery un-roled stale members from PostgresPostgres
- LogicFilter out recently nudged members
- ActionSend onboarding nudge DM on DiscordDiscord
- ActionRecord nudge timestamp in PostgresPostgres
- OutputPost nudge summary to staff channelDiscord
What it does
This workflow catches members who joined your server, got a welcome, but never told you their use-case or picked up a role. Once a day it identifies these stalled arrivals and sends a personalized direct message nudging them to finish onboarding so they unlock the right channels.
When to use it
Use this when a meaningful share of joiners go quiet before completing setup and you want to recover them automatically. It re-engages drop-offs without a moderator manually auditing the member list each morning.
How it works
- 1A daily schedule triggers the flow.
- 2It queries Postgres for members who joined more than 24 hours ago and still have no use-case role logged.
- 3A logic step filters out members already nudged recently to avoid spamming.
- 4For each remaining member, it sends a friendly Discord DM with a short prompt to pick their use-case.
- 5It records the nudge timestamp in Postgres so the same person isn't pinged repeatedly.
- 6A summary of how many were nudged is posted to the staff channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect DiscordCommunity channels + voice + bots.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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