Discord Integration
The Discord integration is Flokan's most comprehensive external integration. It lets you connect your Discord server to your workspace for role synchronization, automated messaging, channel management, user mapping, and full server administration — all controllable through Flokan's UI and automation workflows.
If your YouTube team communicates and collaborates through Discord (as many production teams do), this integration bridges the gap between your production pipeline in Flokan and your communication hub in Discord.
What You Can Do
With the Discord integration connected, you can:
- Send automated messages to Discord channels or DMs when events happen in Flokan (card moved, thumbnail uploaded, member joined, etc.)
- Manage channels — create, delete, and configure Discord channels directly from Flokan automations
- Manage roles — create, delete, assign, and remove Discord roles automatically
- Sync membership — when someone joins or leaves your Flokan workspace, automatically update their Discord access
- Map users — link Flokan workspace members to their Discord accounts for cross-platform automation
Setup
Connect Your Server
- Navigate to Settings → Discord in Flokan
- Click Connect Discord
- You'll be redirected to Discord's OAuth authorization page
- Select which server you want to connect
- Authorize Flokan to manage your server
You need the Manage Server permission on the Discord server to connect it to Flokan. If you don't have this permission, ask your server owner to either grant it or perform the connection themselves.
Map Users
After connecting, you need to map your Discord server members to your Flokan workspace members. This mapping tells Flokan which Discord user corresponds to which Flokan member, enabling actions like "Send a DM to the card assignee."
- Go to Settings → Discord → User Mapping
- Flokan displays your Discord server members alongside your workspace members
- Match each Discord user to their corresponding Flokan account
- Save the mappings
Mappings are stored permanently and can be updated at any time. New team members need to be mapped when they join.
Configure Automations
With the connection and mappings in place, you can now use Discord actions in your automation workflows. Navigate to Automations and create workflows that use any of the 17 Discord actions.
Available Actions
The Discord integration provides 17 actions for use in automation workflows:
Messaging Actions
Send Channel Message — Post a message to any text channel in your connected Discord server. Messages support:
- Rich text formatting (bold, italic, code blocks)
- Variable interpolation (e.g., include the card title, assignee name, or any trigger data)
- Embed formatting for structured messages
Send DM — Send a direct message to a specific Discord user. The recipient is identified through the user mapping — Flokan looks up the Discord user ID for the specified Flokan member and sends the DM through your bot connection.
Channel Management Actions
Create Channel — Create a new Discord text or voice channel. You can specify the channel name, parent category, topic, and permission overwrites. Useful for automatically creating project-specific channels.
Delete Channel — Remove a channel from your Discord server. Use with caution in automations — consider adding a Condition node to verify before deleting.
Create Category — Create a new channel category for organizing channels into groups.
Add Member to Channel — Grant a specific user access to a private channel. This modifies the channel's permission overwrites to allow the specified user to view and interact with the channel.
Remove Member from Channel — Revoke a user's access to a private channel by removing their permission overwrite.
Remove User from Multiple Channels — Bulk-remove a user from several channels at once. Especially useful for offboarding workflows — when someone leaves the team, remove them from all project channels in one action.
List Channels — Retrieve a list of all channels in the server. The output can be used by subsequent actions in the workflow.
Role Management Actions
Create Role — Create a new Discord role with a specified name, color, and permissions. Useful for automatically creating project-specific roles.
Delete Role — Remove a role from the server.
Assign Role to User — Give a specific Discord role to a user. Commonly used in onboarding workflows — when a member joins the workspace and is assigned a Flokan role, automatically give them the corresponding Discord role.
Remove Role from User — Remove a role from a user. Used in offboarding or role-change workflows.
Sync Operations
Sync Channel to Users — Grant multiple users access to a specific channel in one operation. Instead of adding members one by one, sync an entire team to a channel at once.
Sync User to Channels — Grant a single user access to multiple channels at once. Ideal for onboarding — give a new team member access to all the channels they need in one step.
Data Operations
Get User Mapping — Look up the Discord ↔ Flokan user mapping for a specific user. Returns the Discord user ID for a given Flokan member, or vice versa.
Get Workspace Mapping — Get the workspace ↔ Discord server mapping details, including the connected server ID and configuration.
Save Mapping — Store a new user mapping between a Flokan member and a Discord user. Useful in onboarding automations where you want to automatically create the mapping.
Common Automation Patterns
New Member Onboarding
Trigger: Workspace Member Added Actions:
- Get/create Discord user mapping
- Assign the appropriate Discord role
- Sync the user to all relevant channels
- Send a welcome DM with onboarding information
Video Published Announcement
Trigger: Card Moved (to "Published" list) Actions:
- Send a channel message to #announcements with the video title and link
Role Change Sync
Trigger: Member Role Changed (Workspace) Actions:
- Remove the old Discord role
- Assign the new corresponding Discord role
- Update channel access based on the new role
Member Offboarding
Trigger: Workspace Member Removed Actions:
- Remove all Discord roles
- Remove user from all project channels
- Send a notification to #admin-log
Access
Contact your workspace admin if you need access to the Discord integration settings or automation workflows.