Auto-screen Skool applicants and route to invite, decline, or review
When someone answers your Skool membership questions, Geni judges fit against your criteria, then invites, declines, or pings Slack for review.
Integrations
Skool
Gmail
Slack
Type
Categories
- Operations
- Sales
Build me an agent that acts as the first-pass admissions screener for my Skool community so I am not manually reading every applicant's answers.
Trigger: poll Skool for the Answered Membership Questions event. The workflow should fire once per new applicant submission.
For each new submission, the agent should:
1. Read the applicant's full answers to the membership questions.
2. Judge fit against my stated criteria. Let me supply these criteria in plain English at setup time. Typical examples I want supported: serious about the topic, plausible budget, no obvious spam or freebie hunter, alignment with the community's focus.
3. Take exactly one of three paths based on that judgment.
Path A, clear yes: call Skool Invite Member to invite the applicant to the group, then send a warm, personalized welcome via Gmail Send a Message. The welcome must reference something specific the applicant wrote in their answers so it feels human.
Path B, clear no: send a polite, brand-safe decline via Gmail Send a Message. Do not invite them. The decline should not mention that the decision was automated.
Path C, borderline: post a summary to my review channel via Slack Send a Message. Include the applicant's name, their full answers, the agent's reasoning, and an explicit Invite or Decline recommendation so a human can decide quickly.
Everywhere the agent acts (invite, welcome email, decline email, Slack post), include a one-line rationale explaining why this applicant was treated this way.
Inputs I want to configure at setup time: my fit criteria paragraph, the Slack channel for borderline reviews, the Gmail account that sends welcomes and declines, the welcome and decline email tone and signature, and an optional toggle to force every clear yes through Slack review instead of auto-inviting.
Use these exact operations: Skool Answered Membership Questions as the trigger, Skool Invite Member for invites, Gmail Send a Message for both welcome and decline emails, and Slack Send a Message for the borderline review channel.
What it does
- Watches for new Skool membership question submissions and reads each applicant's answers in full.
- Scores fit against criteria you write in plain English, things like serious about the topic, plausible budget, no spam or freebie hunter.
- Auto-invites strong applicants and sends them a warm, personalized welcome email that references something specific they wrote.
- Politely declines weak applicants by email in your brand voice, without inviting them to the community.
- Posts borderline cases to Slack with the applicant's answers, the agent's reasoning, and an Invite or Decline recommendation so a human can make the call.
What you’ll need
- A Skool group on the Pro plan with the Zapier plugin enabled.
- A Gmail account you want welcome and decline emails to come from.
- A Slack workspace, plus a channel where borderline applicants should be reviewed.
- A short paragraph describing your ideal community member so the agent knows what good looks like.
How to customize it
- Tighten or loosen your fit criteria as you watch the agent's decisions over the first week.
- Change which Slack channel receives borderline applicants, or route different applicant types to different channels.
- Edit the tone, length, and signature of the welcome and decline emails so they match your brand voice.
- Decide whether the agent should auto-invite confident yeses, or send every accept to Slack for a quick human check first.
Use cases
- Onboarding Automation
- Lead Enrichment
- Email Automation
