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Question

Build a flow with templates

  • May 6, 2026
  • 1 reply
  • 67 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.

 

1 reply

Hello, 

A more scalable approach would be a step-based workflow model where each template only handles its own success and failure states. For example, on success, the system automatically proceeds to the next configured step, while on failure it can return to the previous step or a designated error handler. This would allow authorization, entity selection, item selection, and analysis templates to be reused across multiple workflows without hardcoded destination logic. This is especially important for custom authentication flows such as OTP-based authorization and custom OAuth grants. Currently, implementing secure user-specific access tokens requires significant workarounds.