Case Study
PB Trading — Intelligent Discord Automation
Client: PB Trading (132,000+ members)
Challenge
Massive community with no structured data or lead capture; Discord generated 0 leads.
Solution
- Built a Redis-powered Discord bot for verification, tracking, and booking
- Integrated Calendly API for instant call confirmations
- Automated user journey: join → verify → schedule → access grant
Result
- 70% increase in lead generation
- Automated follow-ups and CRM syncing
- Reduced manual moderation and tracking by 90%
Stack
Python, Redis, Calendly API
🧠 Case Study: How AIdaptics Engineered a 70% Lead Boost
We transformed a 132,000+ member Discord into a measurable, automated lead engine by combining Redis for real-time state, Calendly for conversion checkpoints, and Discord role automation for seamless access control.
📍 Client Overview
Client: PB Trading (through Braeden Barkmeier — Info Scaler & Automation Strategist)
Industry: Trading Education / Community Automation
Services Provided: Discord Lead Automation, Redis Database Architecture, Calendly API Integration, Workflow Optimization
🚀 The Challenge
Despite a huge audience, Discord generated zero measurable leads. No tracking of user intent, bookings, or funnel progress; heavy manual ops and no conversion clarity.
💡 The Objective
Turn the community into a fully automated lead generation and qualification funnel — a mini‑CRM inside Discord with real‑time tracking and bookings.
🧠 Our Approach
- Capture user intent directly from Discord interactions
- Track every action in Redis for millisecond decisions
- Use Calendly webhooks for real‑time booking confirmations
- Automate roles and channel access based on state
- Provide admin slash commands for visibility and exports
⚙️ The Technical Build
1) Redis: Real‑Time State
Tracks clicks, bookings, verification, and access level; powers logic instantly.
2) Calendly API
Webhooks confirm bookings, update Redis, and grant gated channel access.
3) Smart Role Automation
- User joins → Onboarding message
- Books call → Redirect via Calendly
- Confirms → Auto‑tag + private access
- Missed → Follow‑up DM reminders
4) Admin Commands
- /stats — real‑time KPIs
- /export — CSV reports
- /remind — targeted reminders
📊 The Results
| KPI | Before | After |
|---|---|---|
| Lead Conversion (Discord → Booking) | ~0% | 70% increase |
| Average Weekly Call Bookings | <10 | 100+ |
| Manual Admin Time | 4+ hours/day | 20 minutes/day |
🏗️ Tech Stack Summary
Framework: Node.js, Discord.js · Database: Redis · Integrations: Calendly API, Webhooks, Google Sheets · Hosting: AWS Lambda · Admin: Slash Commands, Exports, Reminders
⚡ Key Outcomes
- 70% lead generation increase within 30 days
- 10× more Calendly bookings
- 90% reduction in manual operations
- Repeatable framework deployed for multiple communities
🧭 Conclusion
Audience size means little without intelligent systems. With Redis + Calendly + Discord API, we engineered a self‑optimizing lead engine for PB Trading.
Contact: hi@aidaptics.com
Objectives
- Define clear KPIs and success metrics
- Automate the highest‑leverage workflows first
- Ensure data integrity across integrated systems
Outcomes
- Operational time savings and higher conversion
- Real‑time visibility for teams and stakeholders
- Scalable architecture for future growth