Send new Skool members a personal welcome DM

1. On the Pro plan, an admin writes one AutoDM under Settings > Plugins > AutoDM, using #NAME# and #GROUPNAME# as the only variables, and toggles it on.
2. For a personal note, the admin opens the Members tab, finds this week's new members and reads each profile to guess what they came for.
3. The admin then opens a Skool Chat with each member and writes the message by hand, copying lesson links from the Classroom one at a time.
4. In a busy week the personal notes are the first thing to slip, and AutoDM is no backup for people the admin already chatted with, because Skool skips them.

For everyone who joined yourgroup this week, send a short welcome DM in Skool Chat that links the first open lesson matching their goal. Skip anyone I already chat with.

1. 01

   Find who is new

   list_members runs with joined_since set to the start of the window and role set to member, so new moderators and admins are not welcomed like customers.

2. 02

   Skip existing chats

   list_conversations shows who you already talk to; anyone with an open conversation is skipped, because a second greeting after your own message reads like a bot.

3. 03

   Pick the lesson

   list_courses gives the Classroom with each course's access rule. The agent links only open courses, not level-locked or paid ones the member cannot open yet, and matches the lesson to what you told it about each goal.

4. 04

   Write one message each

   send_message goes out once per member, under your name, with their first name and the lesson link. Each DM waits for your OK until you switch confirmation off for send_message.

5. 05

   Handle the replies

   On the next run, the agent lists welcome replies that still have no answer from you, so the DM starts a conversation instead of ending one.

New members this week: 12
Welcomed 9, e.g. Ana Lopez: "Start with Welcome in Start Here"
Skipped 2 (you already chat with them)
Skipped 1 (Skool Chat is off for this member)
Replies waiting for you from last week: 3

• Skool's AutoDM only supports the #NAME# and #GROUPNAME# variables, and only a group admin can be set as its sender.
• Skool skips the AutoDM when a conversation with the new member already exists, so people you talked to before they joined never get the template at all.
• Skool lets each member turn Skool Chat off for a group under Settings > Chat, so some new members are out of reach by DM and the agent lists them instead.
• Skool shows admins every course as open, so a level-locked course link that works for you can still be closed to a new level 1 member.
• Skool's Drip setting opens a lesson a set number of days after joining, so the first lesson in a welcome DM has to be one that is not dripped.

send_message asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: Skool Help: How to set up AutoDM · Skool Help: How to turn off my Skool Chat · Skool Help: How do level-locked courses work · Skool Help: How to drip the content

curl https://cotlet.dev/api/v1/skool/send_message \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"member_id":"m_8c41d2","body":"Welcome, Ana! You mentioned your first client launch. Start with the Welcome lesson here: https://www.skool.com/yourgroup/classroom/co_12?md=1"}'

{
  "conversation_id": "cv_93f1",
  "message_id": "msg_4410",
  "status": "sent",
  "sent_at": "2026-10-03T09:05:00+02:00"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is skool_send_message. Example data.

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