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Question

Build a flow with templates

  • May 6, 2026
  • 0 replies
  • 18 views

Problem

When having extensive flows I can’t easily connect multiple templates together in one use case/flow.

What I would like.

User ask question (case)

  • Template A - Authorize user and create temporary access token for that user.
  • Template B - API call - show list of entities and select entity (`/api/v1/entities/`)
  • Template C - API call - show list of entities and select entity (`/api/v1/entities/id/items`)
  • Template D - API call - present solution for entity item
     

What happens now;

Case; I have problem with item.

  • Set `destination` parameter (D)
  • Link to template A:
    • On success → destination === D→ link to template B
  • Template B:
    • On success → destination === D → link to template C
  • Template C;
    • On success → destination === D → link to template C
  • Template D;
    • Answer question for user.

This creates dependencies between templates instead of a flexible flow you can plug between flows the D is now tied to B and can’t be use in a different case where I need to swap D with another case.

What I would prefer is a flow:

  • Template A - Verify user
    • Success: next flow step
    • Fail: previous flow step
  • Template B - API call - show list of entities and select entity (`/api/v1/entities/`)
    • Success: next flow step
    • Fail: previous flow step
  • Template C - API call - show list of entities and select entity (`/api/v1/entities/id/items`)
    • Success: nothing
    • Fail: previous flow step
  • Template D - API call - Analyze problem 

I’ve currently built a OTP flow to authorize my users, since I don’t want to provide 1 api connection that can access my entire user base through the AI agent which can potentially access my entire dataset.

Instead I decided to build a custom oauth grant, but this is a major pain in the *** because I can’t use the default authorization for API integrations. So my way of trying to circumvent this

Template “authorization”

  • Call API for sending OTP over email
  • Call API with custom oauth grant containing OTP
  • Trying to go to a next step for the actual API Integration with a stored accessToken

With the current system, this is a major pain to setup.
Another way to solve this is to not have a custom API integration for another API integration (auth only flow) but to have a template that serves as a auth flow to provide the ApiToken and ExpiresIn and asks the user the questions before calling the API Integration and stores tokens between integrations so active session can be re-used.