Discord Lead Bot 🤖

AI-powered Discord bot that intelligently extracts lead information from natural language messages, enriches them with LinkedIn data, and automatically creates structured leads in Attio CRM.

Features

• 🤖 Natural Language Processing: Uses Google Gemini AI to extract structured lead data from casual messages
• 🔗 LinkedIn Support: Include LinkedIn URLs in your messages for automatic extraction
• 📊 Attio CRM Integration: Creates fully structured leads in your Attio workspace
• 🔑 Simple API Key Authentication: Easy setup with Google AI Studio API key
• ⚡ Real-time Processing: Instant lead creation with visual feedback in Discord
• 🛡️ Production-Ready: Comprehensive error handling, logging, and security best practices

How It Works

1. Mention the bot in Discord with lead information
2. Google Gemini AI extracts structured data from your natural language message
3. Attio CRM receives a complete, structured lead record
4. Confirmation posted back to Discord with all details

Example Usage

@LeadBot I just met Sarah Johnson, she's the VP of Sales at Acme Corp

The bot will:

• Extract: Name, company, job title
• Create a complete lead in Attio
• Reply with confirmation and all extracted details

Pro tip: Include LinkedIn URLs for richer data:

@LeadBot Met John Doe from TechCorp, linkedin.com/in/johndoe, email: john@techcorp.com

Prerequisites

Before you begin, you'll need:

1. Python 3.10+ installed on your system
2. Discord Bot Token - Create a Discord bot
3. Google AI Studio API Key - Get from Google AI Studio
4. Attio API Key - Get from Attio Settings

Installation

1. Clone the Repository

git clone <your-repo-url>
cd onflow-attio

2. Create Virtual Environment

python3 -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install Dependencies

pip install -r requirements.txt

4. Configure Environment Variables

Copy the example environment file and fill in your credentials:

cp .env.example .env

Edit .env with your credentials:

# Discord Bot Token
DISCORD_BOT_TOKEN=your_discord_bot_token_here

# Google AI Studio API Key
GOOGLE_API_KEY=your_google_api_key_here

# Attio CRM Configuration
ATTIO_API_KEY=your_attio_api_key_here

Getting API Credentials

Discord Bot Token

1. Go to Discord Developer Portal
2. Click "New Application" and give it a name
3. Go to the "Bot" section
4. Click "Add Bot"
5. Under "TOKEN", click "Copy" to get your bot token
6. Under "Privileged Gateway Intents", enable:
   • MESSAGE CONTENT INTENT
   • SERVER MEMBERS INTENT
7. Go to "OAuth2" → "URL Generator"
8. Select scopes: bot
9. Select bot permissions:
   • Read Messages/View Channels
   • Send Messages
   • Add Reactions
   • Read Message History
10. Use the generated URL to invite the bot to your server

Google AI Studio API Key

1. Go to Google AI Studio
2. Sign in with your Google account
3. Click "Get API Key" in the left sidebar
4. Click "Create API Key"
5. Copy your API key and add it to your .env file

Note: Google AI Studio provides a generous free tier for Gemini API usage. Monitor your usage in the Google AI Studio dashboard.

Attio API Key

1. Log in to Attio
2. Go to Settings → API
3. Click "Create API Key" and copy it

Running the Bot

Simply run:

python bot.py

The bot will:

• Validate your environment configuration
• Connect to Discord
• Start listening for mentions

No OAuth flow needed - just set your GOOGLE_API_KEY in the .env file!

Usage

Creating Leads

Mention the bot in any Discord channel with lead information:

@LeadBot I just met Sarah Johnson, VP of Sales at Acme Corp
@LeadBot Met John Smith from TechCo, email: john@techco.com, phone: 555-1234
@LeadBot Talked to Mary Williams, CTO at StartupXYZ, located in San Francisco
@LeadBot Contact: Jane Doe, linkedin.com/in/janedoe, works at StartupXYZ as CEO

The bot will:

1. Show reaction emojis to indicate progress:
   • 🤖 Processing with Gemini
   • 💾 Saving to Attio
   • ✅ Success!
2. Reply with a formatted summary of the created lead

Bot Commands

• !help - Display help information
• !status - Check bot and API connection status

Architecture

Project Structure

onflow-attio/
├── bot.py                    # Main Discord bot entry point
├── gemini_processor.py       # Google Gemini AI integration
├── attio_client.py          # Attio CRM API client
├── config.py                 # Configuration management
├── requirements.txt          # Python dependencies
├── .env.example             # Environment variables template
└── README.md                # This file

Data Flow

Discord Message
    ↓
Google Gemini AI (Extract structured data including LinkedIn URLs)
    ↓
Attio CRM (Create lead record)
    ↓
Discord Confirmation

Components

gemini_processor.py

• Google Gemini API integration
• Natural language → structured JSON extraction
• LinkedIn URL extraction from messages
• Pydantic validation for data integrity
• Error handling and retry logic

attio_client.py

• Attio API client
• Lead creation with attribute mapping
• Multi-object type support (person, company, deal, user)
• Error handling and validation

bot.py

• Discord bot main loop
• Message handling
• Command processing
• Workflow orchestration

Troubleshooting

Bot won't start

Error: Configuration validation failed

Solution: Check your .env file has all required variables set

---

Error: Failed to login to Discord

Solution: Verify your DISCORD_BOT_TOKEN is correct

---

Error: Google Gemini API: Not configured

Solution: Verify your GOOGLE_API_KEY is set correctly in .env file

Bot not responding

Check:

1. Bot has proper permissions in Discord server
2. Message Content Intent is enabled in Discord Developer Portal
3. Bot is actually online (check Discord server member list)

Lead creation fails

Error: Failed to create lead in Attio

Solution:

1. Verify ATTIO_API_KEY is valid
2. Ensure ATTIO_LIST_ID is correct
3. Check you have permission to create records in that list
4. Review Attio API attribute names match your list configuration

LinkedIn enrichment not working

Check:

1. PROXYCURL_API_KEY is set and valid
2. You have remaining API credits in Proxycurl
3. Check logs for specific error messages

Note: LinkedIn enrichment is optional - leads will still be created without it

Configuration

Logging

Set log level in .env:

LOG_LEVEL=INFO  # Options: DEBUG, INFO, WARNING, ERROR

Gemini Model

Default model is gemini-2.0-flash-exp (fast and capable). To change, edit config.py:

GOOGLE_MODEL = "gemini-1.5-pro"  # Or another model

Security Best Practices

• ✅ .env file in .gitignore (never commit secrets)
• ✅ API keys never logged or exposed
• ✅ Input validation with Pydantic
• ✅ Error messages don't leak sensitive data

Development

Running Tests

Test individual components:

# Test Gemini processor
python gemini_processor.py

# Test Attio client
python attio_client.py

Adding Custom Fields

To add custom fields to leads:

1. Update LeadData model in gemini_processor.py
2. Update SYSTEM_PROMPT to extract the new field
3. Update _build_attio_payload() in attio_client.py

Costs

Google Gemini API

• Free tier: 15 requests per minute, 1,500 requests per day
• Paid tier: Available for higher usage
• Typical lead extraction: ~200-500 tokens
• Monitor usage in Google AI Studio dashboard

Discord Bot

• Free to host and run
• No Discord API costs

Support

For issues, questions, or contributions:

• 🐛 Report bugs: GitHub Issues
• 💬 Discussions: GitHub Discussions
• 📧 Email: [your-email@example.com]

License

[Your chosen license - MIT, Apache 2.0, etc.]

Acknowledgments

• Google AI Studio - Gemini AI
• Attio - CRM platform
• discord.py - Discord API wrapper

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Built with ❤️ using Google Gemini AI