Discord onboarding flow

[zuuring]

join_discord.mp4

Notes

This PR adds the ability to collect user information on initial server join such as work email, first & last name. Once the form is completed, this data is sent to n8n to run workflow to store discord user data such as ID and attach it to the user's workplace email. This can further be used to collect onboarding data and assign roles based on email.

How it works

When a new user first joins the discord, this verification process is enabled. In order to work, there must be a #verify channel along with user permission role verified. By default on the discord server, @everyone group should be only allowed to see this #verify channel.

The first time user will be prompted by a modal to enter their name and work email address. Once this modal is sent, their discord user information is sent to n8n and their discord account becomes verified.

Why collect the email address?

This helps us in automatically connecting a work email address to a discord UUID / nickname the first time the user connects to the server vs having to manual verify and enter this data .

To do

• Create modal event in discord scripts
• Setup n8n workflow to store user data
• Confirm flow collects and stores data correctly end-to-end
• Refactor to remove interaction from /debug command and use on guildMemberAdd event.

Additional features

This is a very minimalist implementation of this but we can collect additional on-boarding information if needed and also assign user roles on Discord automatically.

Furthermore, we can also add an additional verification step such as sending a conformation email with a UUID that must be entered on discord before gaining access. It really depends how deep we want the initial onboarding of discord users to go.