Patreon New-Member Welcome · Creators & Studios
Welcome every new patron with the perks of their tier
Each new Patreon member gets a personal welcome with a checklist of their tier's perks and how to claim each one, by Gmail and/or in your Discord.
Free account to start. Buying and running live need a paid plan.
- Starts from an event in a connected app
- 1 AI step
- A person approves before it acts
- About 10 min to set up
Sound familiar?
The job, before and after this agent.
What it feels like today
- “New patrons join and then ask how to get the perks they paid for.”
- “I want to thank everyone personally but can't keep up.”
- “Our Discord never knows when someone new arrives.”
What you get with the agent
- Every new member's tier is read from Patreon, paid or free.
- AI writes a welcome for that tier with a checklist of its perks and how to claim each one, from the perks you list.
- It's emailed from your Gmail and/or posted as a short first-name-only welcome in your Discord channel.
- Welcomes go out at once by default; switch review on to approve each one.
Before
A new Inner Circle patron waits two days for a reply to “where's the sketch stream link?”.
After
Minutes after joining they get an email listing early pages, the Discord channel and the stream link with how to claim each, and the Discord says hello.
How it works
The whole workflow, step by step.
When someone joins your Patreon, the agent reads their tier from Patreon and AI writes a personal welcome for that tier: thanks by first name, then a checklist of the tier's perks with how to claim each one, from the perks you listed. It's emailed from your Gmail and/or posted as a short first-name-only welcome in your Discord channel (connect one or both), and the run reports only what really went out. Review is off by default so welcomes go out at once; switch it on to approve each one. It can't assign Discord roles or post on Patreon, and never mentions pledge amounts.
- TriggerNew Patreon member
- App callLook up their tier
- AI stepWrite the welcome and perks checklist
- LogicCheck the welcome
- LogicReview first?
- Incomplete:Held: not sent
- No review:Ready to send
- Review first:Approve the welcome
- OutputHeld: not sent
- Human approvalApprove the welcome
- Approved:Ready to send
- LogicReady to send
- LogicStill ready?
- Send:Email the welcome from Gmail
- Held:Held after review
- OutputHeld after review
- App callEmail the welcome from Gmail
- App callWelcome them in Discord
- LogicEmailed?
- LogicWhat went out?
- OutputEmailed and welcomed in Discord
- OutputEmailed
- OutputWelcomed in Discord
- OutputNothing sent
This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.
- Step 1New Patreon memberStarts a run when someone joins your campaign, paid or free (Patreon is checked every 15 minutes or so).
- Step 2Look up their tierReads the member from Patreon: name, email, tier and pledge.
- Step 3Write the welcome and perks checklistAI writes a personal welcome for their tier with a checklist of the perks you listed for it and how to claim each one, plus a short Discord welcome.
- Step 4Check the welcomeIn code: one valid email from Patreon, a subject and a body and Discord message with no leftover placeholders.
- Step 5Review first?Incomplete: held. With review off (the default) the welcome goes out at once; switch review on to approve each one.
- Step 6Held: not sentNo email from Patreon, or the welcome was blank or had a placeholder.
- Step 7Approve the welcomeThe welcome waits in Reviews: edit it and approve to send it. Reject to send nothing.
- Step 8Ready to sendIn code, after any edits: the welcome still has no placeholders.
- Step 9Still ready?An edit that left a placeholder holds the welcome.
- Step 10Held after reviewAn edit left a placeholder.
- Step 11Email the welcome from GmailSends the welcome to the member's email from your Gmail. Skipped when Gmail isn't connected.
- Step 12Welcome them in DiscordPosts the short welcome (first name only) in your Discord channel. Skipped when Discord isn't connected.
- Step 13Emailed?In code: did Gmail return a sent message? (No when Gmail isn't connected.)
- Step 14What went out?In code: names only what really went out (a step whose app isn't connected was skipped).
- Step 15Emailed and welcomed in DiscordThe run history keeps the welcome.
- Step 16EmailedThe run history keeps the welcome.
- Step 17Welcomed in DiscordThe run history keeps the welcome.
- Step 18Nothing sentThe run history keeps the welcome.
Example run
What goes in, and what comes out.
Example with fictional data
Comes in
Ada Lovelace joins the Supporter tier.
The agent produces
AI writes a welcome with “☐ Early access pages every Friday” and “☐ Link Patreon in Discord for the Supporters channel”. It's emailed from Gmail and Discord posts “Welcome Ada, who just joined as a Supporter!”.
What you need
Everything it takes to run it.
About 10 minutes from purchase to live. A checklist above the canvas takes you through each step.
Plan
Included in Enterprise; on other paid plans it's $49 once. Agents run live on paid plans, from Basic ($39/mo).
Your AI key
Connect any of 15 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.
Checklist
- A paid plan (agents run live on paid plans).
- An AI provider key (Settings → AI Providers).
- Patreon, plus Gmail, Discord or both, connected in Settings → Integrations.
- Each tier's perks and how members claim them.
Setup, about 10 minutes
- Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
- Connect Patreon. Connect your Patreon creator account (Settings → Integrations → Patreon) and allow access to members and their emails.
- Connect Gmail, Discord or both. Connect Gmail to email the welcome, and/or your Discord bot to welcome members in a channel (Settings → Integrations). One is enough; the step for an app you don't connect is skipped.
- Pick your campaign. Open the trigger and “Look up their tier” and pick your Patreon account and campaign.
- List your perks. Open “Write the welcome and perks checklist” and replace the placeholder with your tiers, perks and review switch.
- Gmail and/or Discord. Open “Email the welcome from Gmail” and “Welcome them in Discord” and pick what you use (one is enough).
- Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
- Switch the trigger on. Open the trigger and press “Activate app trigger”. New members are picked up on Patreon's next check (about every 15 minutes).
Is it a fit?
Who it's for, and what it won't do.
Built for
- Creators on Patreon with several tiers
- Communities that live in Discord
- Podcasters, artists and writers with member perks
What it doesn't do
- It can't assign Discord roles or post on Patreon (the APIs don't allow it).
- It never mentions pledge amounts and never invents perks.
- Members Patreon gives no email for are held (an email is checked before anything is sent).
We list the limits up front so you can decide before you buy.
Price
$49 one-time
Per workspace. It never renews.
- Included at no extra cost on Enterprise.
- Buying and running it live need a paid plan, from Basic ($39/mo).
- Dry Run costs nothing: simulated AI and app calls, nothing sent.
- AI usage is billed by your own provider, at cost. No AI credits to buy from us.
One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy
FAQ
Questions about Patreon New-Member Welcome.
Can it give members their Discord role?
No. Our Discord connection posts messages but can't assign roles; Patreon's own Discord integration does that, and the checklist tells members how to link it.
Will it share members' details publicly?
No. The Discord welcome uses the first name and tier only, never an email or pledge amount.
Which apps do I need?
Patreon, plus Gmail, Discord or both, and your own AI provider key. The agent's page shows whether each app is ready to connect.
Is it worth it?
It's a one-time purchase that never renews and makes every new member feel seen. Running it live needs a paid plan; Dry Run is free.
Does every welcome wait for me?
Not by default: new members expect a quick hello. Write “REVIEW BEFORE SENDING: yes” in your creator details to approve each one; members of a tier you didn't describe always wait.
What does the Discord welcome show?
Their first name and tier only, never their email or pledge.
Is this a subscription?
No. Patreon New-Member Welcome is a one-time purchase of $49 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.
Can I test it before it touches real data?
Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.
Put Patreon New-Member Welcome to work.
Free account, no credit card. Your Agents page opens with Patreon New-Member Welcome ready to buy and set up, then Dry Run it before it goes live.