Triage Typeform applications and invite the right fits to Skool

By General Input

Every new application gets scored against your fit criteria. Good fits get a Skool invite and a personalized welcome. Others get a polite decline.

Integrations

  • Typeform
  • Skool
  • Gmail

Type

Agentic Task

Categories

  • Operations
  • Marketing

Build an agent workflow that triages applications to my paid Skool community end to end. I run a separate Typeform as my real application (more detailed than Skool's built-in membership questions), and I want this agent to decide who gets in.

Trigger: webhook from Typeform on a new response to my application form. If the webhook payload does not include the full set of answers I need, the agent should call Typeform Retrieve Responses for that response ID to get the complete payload.

Then the agent evaluates the applicant against my fit criteria. I want the prompt to include a clearly labeled FIT CRITERIA block I can edit (for example: must be actively running a business in X niche, must have realistic expectations, must be coachable, must not be a competitor or service provider farming for clients). The agent makes a single decision: ACCEPT or DECLINE. If I have configured any escalation rules (e.g. founders, referrals, edge cases), the agent should hold those for my manual review instead of auto-deciding.

If ACCEPT: call Skool Invite Member with the applicant's email. Allow me to optionally configure a starter course ID to unlock on join. Then send a personalized welcome email via Gmail Send a Message from my connected Gmail account. The welcome must quote one specific answer from their application verbatim (or near-verbatim) so it feels written by a human, not templated. Include a one-line explanation of what to do first inside the community.

If DECLINE: do NOT invite them to Skool. Send a polite, encouraging decline via Gmail Send a Message that thanks them for applying, gives a brief honest reason consistent with the fit criteria, and leaves the door open (e.g. "reapply once X is true"). Never reveal internal scoring details.

Voice: include a FOUNDER VOICE block in the prompt I can fill in with a short description of how I write (e.g. "warm, direct, lowercase, short sentences, no exclamation points, occasional dry humor, sign off with just my first name"). Both the welcome and decline emails must follow that voice. Subject lines should be short and human, not marketing-style.

Inputs to expose at the top of the prompt so the user can edit them without touching logic: Typeform form ID, Skool group identifier, optional starter course ID to unlock on accept, fit criteria block, escalation rules (optional), founder voice block, sender Gmail address.

Guardrails: never send more than one welcome or decline per applicant. If the Typeform response is missing an email address, do nothing and log the skip. If Skool Invite Member fails (e.g. email already a member), skip the invite step but still send the welcome email referencing that they are already in the group.

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