CHATBOTS
Personalized Welcome DM with Setup Checklist
When a member joins the Discord server, the bot sends a personalized welcome DM with a setup checklist assembled from your Notion onboarding pages and the right starter links.
How it runs
The automated pipeline, trigger to output.
- TriggerMember joins Discord serverDiscord
- ActionPull onboarding pages from NotionNotion
- ActionAssemble personalized setup checklist
- LogicSkip bots and rejoining members
- OutputSend welcome DM in DiscordDiscord
What it does
Greets every new Discord member the moment they join with a warm, personalized direct message containing a step-by-step setup checklist. The checklist is built from your Notion onboarding pages so it always reflects the current product, and it points members at the exact docs they need first.
When to use it
Run this to make first impressions consistent and reduce day-one confusion. Best for communities where new members repeatedly ask the same "where do I start?" question right after joining.
How it works
- 1The member-join event fires the trigger with the new member's profile.
- 2The agent pulls the current onboarding and quick-start pages from Notion.
- 3The agent assembles a short, ordered setup checklist tailored to a brand-new user, including direct doc links.
- 4A logic step skips bots and rejoining members to avoid duplicate messages.
- 5The welcome message is delivered as a Discord direct message to the new member.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect NotionPages, databases, comments.
- 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
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Discord verify-button onboarding via web form webhook
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Discord intro-gated role granting concierge
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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.