feat: apply template setup values during template workflow creation

CHANGELOG.md

@@ -26,6 +26,7 @@ and this project follows [Semantic Versioning](https://semver.org/spec/v2.0.0.ht
 ### Changed
 - CI now includes browser smoke validation (`Web E2E Smoke`).
 - CI server job now runs an explicit template quality gate (`npm run test:templates`).
+- `POST /api/workflows/from-template` now applies `setupValues` into template placeholders so generated workflows use environment-specific URLs/selectors/integration IDs.
 - Web editor keyboard shortcuts now include undo/redo and selection-aware delete behavior.
 - Web recorder now follows capture -> review -> insert flow instead of immediate node injection.
 - Autopilot now requires explicit confirm-before-create flow and uses richer starter templates for vague prompts.

README.md

@@ -73,6 +73,8 @@ Create from UI:
 3. Complete `Template Setup Wizard` fields and click `Validate Setup`.
 4. Click `Create Workflow`.
 
+Template setup values are injected into the created workflow definition (URLs, selectors, integration IDs, thresholds, etc.), so starters are immediately environment-specific.
+
 ## Contributor Onboarding
 New contributors should start here:
 1. `docs/tutorials/FIRST_AUTOMATION_10_MIN.md` (fast baseline walkthrough)

apps/server/src/index.ts

@@ -35,7 +35,7 @@ import {
   updateSchedule
 } from "./lib/scheduleStore.js";
 import { buildSchedulePreview, buildUpcomingRuns, listSchedulePresets } from "./lib/schedulePreview.js";
-import { getWorkflowTemplate, listWorkflowTemplates } from "./lib/templates.js";
+import { getWorkflowTemplate, listWorkflowTemplates, renderWorkflowTemplateDefinition } from "./lib/templates.js";
 import { listActivities } from "./lib/activities.js";
 import { buildAutopilotPlan } from "./lib/autopilot.js";
 import { understandDocument } from "./lib/documentUnderstanding.js";
@@ -850,7 +850,8 @@ app.post("/api/orchestrator/jobs/:id/sync", canManageOrchestrator, async (req, r
 app.post("/api/workflows/from-template", canWriteWorkflows, async (req, res) => {
   const schema = z.object({
     templateId: z.string(),
-    name: z.string().optional()
+    name: z.string().optional(),
+    setupValues: z.record(z.any()).optional()
   });
   const parsed = schema.safeParse(req.body || {});
   if (!parsed.success) {
@@ -863,7 +864,8 @@ app.post("/api/workflows/from-template", canWriteWorkflows, async (req, res) =>
     return;
   }
 
-  const typedTemplate = asWorkflowDefinition(template.definition);
+  const renderedDefinition = renderWorkflowTemplateDefinition(template, parsed.data.setupValues);
+  const typedTemplate = asWorkflowDefinition(renderedDefinition);
   const workflow = await prisma.workflow.create({
     data: {
       name: parsed.data.name?.trim() || template.name,
@@ -880,7 +882,8 @@ app.post("/api/workflows/from-template", canWriteWorkflows, async (req, res) =>
     resourceId: workflow.id,
     metadata: {
       templateId: template.id,
-      name: workflow.name
+      name: workflow.name,
+      setupKeys: Object.keys(parsed.data.setupValues || {})
     }
   });
   res.json(workflow);

apps/server/src/lib/templateQuality.ts

@@ -1,9 +1,16 @@
-import { listWorkflowTemplateDefinitions, type WorkflowTemplate } from "./templates.js";
+import { listWorkflowTemplateDefinitions, renderWorkflowTemplateDefinition, type WorkflowTemplate } from "./templates.js";
 
 function isNonEmptyString(value: unknown) {
   return typeof value === "string" && value.trim().length > 0;
 }
 
+function hasSetupPlaceholder(value: unknown): boolean {
+  if (typeof value === "string") return /{{\s*setup\.[a-zA-Z0-9_-]+\s*}}/.test(value);
+  if (Array.isArray(value)) return value.some((item) => hasSetupPlaceholder(item));
+  if (value && typeof value === "object") return Object.values(value as Record<string, unknown>).some((nested) => hasSetupPlaceholder(nested));
+  return false;
+}
+
 export function validateWorkflowTemplate(template: WorkflowTemplate & { setup?: any }) {
   const errors: string[] = [];
 
@@ -74,6 +81,13 @@ export function validateWorkflowTemplate(template: WorkflowTemplate & { setup?:
     }
   }
 
+  if (template.setup) {
+    const rendered = renderWorkflowTemplateDefinition(template as WorkflowTemplate & { setup: any });
+    if (hasSetupPlaceholder(rendered)) {
+      errors.push("Rendered definition still contains unresolved setup placeholders");
+    }
+  }
+
   return errors;
 }
 

apps/server/src/lib/templates.test.ts

@@ -1,6 +1,6 @@
 import test from "node:test";
 import assert from "node:assert/strict";
-import { getWorkflowTemplate, listWorkflowTemplates } from "./templates.js";
+import { getWorkflowTemplate, listWorkflowTemplates, renderWorkflowTemplateDefinition } from "./templates.js";
 
 test("listWorkflowTemplates exposes curated templates", () => {
   const templates = listWorkflowTemplates();
@@ -29,3 +29,31 @@ test("getWorkflowTemplate returns full definition for known template", () => {
   assert.equal(Array.isArray((template?.definition as any).nodes), true);
   assert.equal(typeof (template as any)?.setup?.sampleInput, "object");
 });
+
+test("renderWorkflowTemplateDefinition injects setup values into definition placeholders", () => {
+  const template = getWorkflowTemplate("web-scrape-api-sync");
+  assert.ok(template);
+  const definition = renderWorkflowTemplateDefinition(template!, {
+    source_url: "https://portal.example.internal/orders",
+    table_selector: "#orders-table tbody",
+    target_api_url: "https://api.example.internal/sync"
+  });
+  const nodes = Array.isArray((definition as any).nodes) ? ((definition as any).nodes as any[]) : [];
+  const navigate = nodes.find((node) => node.id === "navigate");
+  const extract = nodes.find((node) => node.id === "extract");
+  const sync = nodes.find((node) => node.id === "sync");
+  assert.equal(navigate?.data?.url, "https://portal.example.internal/orders");
+  assert.equal(extract?.data?.selector, "#orders-table tbody");
+  assert.equal(sync?.data?.url, "https://api.example.internal/sync");
+});
+
+test("renderWorkflowTemplateDefinition keeps setup defaults when overrides are missing", () => {
+  const template = getWorkflowTemplate("invoice-intake-approval");
+  assert.ok(template);
+  const definition = renderWorkflowTemplateDefinition(template!, {});
+  const nodes = Array.isArray((definition as any).nodes) ? ((definition as any).nodes as any[]) : [];
+  const branch = nodes.find((node) => node.id === "branch");
+  const sync = nodes.find((node) => node.id === "sync");
+  assert.equal(branch?.data?.right, "10000");
+  assert.equal(sync?.data?.integrationId, "finance_api");
+});

apps/server/src/lib/templates.ts

@@ -164,10 +164,10 @@ const templates: WorkflowTemplate[] = [
           position: { x: 1580, y: 80 },
           data: {
             type: "conditional_branch",
-            label: "Amount > 10000?",
+            label: "Amount > {{setup.approval_threshold}}?",
             inputKey: "invoiceAmount",
             operator: "gt",
-            right: 10000,
+            right: "{{setup.approval_threshold}}",
             trueTarget: "approval",
             falseTarget: "sync"
           }
@@ -189,7 +189,7 @@ const templates: WorkflowTemplate[] = [
           data: {
             type: "integration_request",
             label: "Sync to Finance System",
-            integrationId: "finance_api",
+            integrationId: "{{setup.finance_api}}",
             method: "POST",
             path: "/invoices",
             body: {
@@ -263,7 +263,7 @@ const templates: WorkflowTemplate[] = [
           id: "navigate",
           type: "action",
           position: { x: 330, y: 80 },
-          data: { type: "playwright_navigate", label: "Open Source Portal", url: "https://example.com/reports/orders" }
+          data: { type: "playwright_navigate", label: "Open Source Portal", url: "{{setup.source_url}}" }
         },
         {
           id: "extract",
@@ -272,7 +272,7 @@ const templates: WorkflowTemplate[] = [
           data: {
             type: "playwright_extract",
             label: "Extract Table Data",
-            selector: "table tbody",
+            selector: "{{setup.table_selector}}",
             saveAs: "rawRows"
           }
         },
@@ -310,7 +310,7 @@ const templates: WorkflowTemplate[] = [
             type: "http_request",
             label: "POST Rows",
             method: "POST",
-            url: "https://example.com/api/order-sync",
+            url: "{{setup.target_api_url}}",
             body: { rows: "{{cleanRows}}" },
             saveAs: "syncResult"
           }
@@ -409,7 +409,7 @@ const templates: WorkflowTemplate[] = [
             type: "http_request",
             label: "Send to Import API",
             method: "POST",
-            url: "https://example.com/api/csv-import",
+            url: "{{setup.import_api_url}}",
             body: { rows: "{{normalizedRows}}" },
             saveAs: "importResult"
           }
@@ -534,7 +534,7 @@ const templates: WorkflowTemplate[] = [
           data: {
             type: "integration_request",
             label: "Create Ticket",
-            integrationId: "helpdesk_api",
+            integrationId: "{{setup.helpdesk_api}}",
             method: "POST",
             path: "/tickets",
             body: {
@@ -604,7 +604,7 @@ const templates: WorkflowTemplate[] = [
             type: "http_request",
             label: "Call Health Endpoint",
             method: "GET",
-            url: "https://example.com/health",
+            url: "{{setup.health_url}}",
             saveAs: "healthPayload"
           }
         },
@@ -643,7 +643,7 @@ const templates: WorkflowTemplate[] = [
             type: "http_request",
             label: "Send Alert",
             method: "POST",
-            url: "https://example.com/webhooks/alerts",
+            url: "{{setup.alert_webhook}}",
             body: {
               service: "forgeflow",
               status: "{{healthState}}",
@@ -1250,6 +1250,51 @@ function withResolvedSetup(template: WorkflowTemplate): WorkflowTemplate & { set
   };
 }
 
+function mergeTemplateSetupValues(setup: TemplateSetupGuide, overrides?: Record<string, unknown>) {
+  const merged: Record<string, unknown> = {};
+  for (const field of setup.requiredInputs || []) {
+    if (field.defaultValue !== undefined) {
+      merged[field.id] = field.defaultValue;
+    }
+  }
+  for (const [key, value] of Object.entries(overrides || {})) {
+    if (value === undefined || value === null) continue;
+    if (typeof value === "string" && value.trim().length === 0) continue;
+    merged[key] = value;
+  }
+  return merged;
+}
+
+function applySetupPlaceholders(value: unknown, setupValues: Record<string, unknown>): unknown {
+  if (typeof value === "string") {
+    const fullMatch = value.match(/^{{\s*setup\.([a-zA-Z0-9_-]+)\s*}}$/);
+    if (fullMatch?.[1]) {
+      const resolved = setupValues[fullMatch[1]];
+      return resolved !== undefined ? resolved : value;
+    }
+    return value.replace(/{{\s*setup\.([a-zA-Z0-9_-]+)\s*}}/g, (_all, key: string) => {
+      const resolved = setupValues[key];
+      return resolved === undefined ? "" : String(resolved);
+    });
+  }
+  if (Array.isArray(value)) {
+    return value.map((item) => applySetupPlaceholders(item, setupValues));
+  }
+  if (value && typeof value === "object") {
+    const next: Record<string, unknown> = {};
+    for (const [key, nested] of Object.entries(value as Record<string, unknown>)) {
+      next[key] = applySetupPlaceholders(nested, setupValues);
+    }
+    return next;
+  }
+  return value;
+}
+
+export function renderWorkflowTemplateDefinition(template: WorkflowTemplate & { setup: TemplateSetupGuide }, setupValues?: Record<string, unknown>) {
+  const mergedSetupValues = mergeTemplateSetupValues(template.setup, setupValues);
+  return applySetupPlaceholders(template.definition, mergedSetupValues) as Record<string, unknown>;
+}
+
 export function listWorkflowTemplateDefinitions() {
   return templates.map((template) => withResolvedSetup(template));
 }

apps/web/src/App.tsx

@@ -99,7 +99,8 @@ import { STARTER_WALKTHROUGH_STEPS, clampWalkthroughIndex } from "./lib/starterW
 import {
   buildTemplateReadiness,
   buildTemplateSetupInitialValues,
-  integrationExists
+  integrationExists,
+  resolveIntegrationCheckId
 } from "./lib/templateSetup";
 import { buildPersistedDefinition, hashDefinition } from "./lib/workflowDraft";
 import type {
@@ -1391,9 +1392,26 @@ export default function App() {
       setFeedback("Template setup checks are not ready yet (run preflight/check integrations)", "error");
       return;
     }
+    const setupValues = Object.entries(templateSetupValues).reduce<Record<string, unknown>>((acc, [key, value]) => {
+      const trimmed = String(value || "").trim();
+      if (!trimmed) return acc;
+      const field = selectedTemplateSetup?.requiredInputs?.find((item) => item.id === key);
+      if (field?.kind === "json") {
+        try {
+          acc[key] = JSON.parse(trimmed);
+          return acc;
+        } catch {
+          acc[key] = trimmed;
+          return acc;
+        }
+      }
+      acc[key] = trimmed;
+      return acc;
+    }, {});
     const created = await createWorkflowFromTemplate({
       templateId: selectedTemplateId,
-      name: templateWorkflowName.trim() || undefined
+      name: templateWorkflowName.trim() || undefined,
+      setupValues
     });
     setTemplateWorkflowName("");
     setWorkflowList((list) => [created, ...list]);
@@ -3157,7 +3175,12 @@ export default function App() {
             ))}
             {(selectedTemplateSetup.connectionChecks || []).length ? <small>Connection checks</small> : null}
             {(selectedTemplateSetup.connectionChecks || []).map((check) => {
-              const ok = check.type === "preflight" ? templatePreflight.status === "pass" : integrationExists(check.integrationId, integrations);
+              const integrationTarget = resolveIntegrationCheckId({
+                setup: selectedTemplateSetup,
+                values: templateSetupValues,
+                integrationId: check.integrationId
+              });
+              const ok = check.type === "preflight" ? templatePreflight.status === "pass" : integrationExists(integrationTarget, integrations);
               return (
                 <small key={check.id}>
                   {ok ? "PASS" : "PENDING"} - {check.label}

apps/web/src/api.ts

@@ -234,7 +234,7 @@ export function getMiningSummary(days = 14) {
   return request<MiningSummary>(`/api/mining/summary?${q.toString()}`);
 }
 
-export function createWorkflowFromTemplate(payload: { templateId: string; name?: string }) {
+export function createWorkflowFromTemplate(payload: { templateId: string; name?: string; setupValues?: Record<string, unknown> }) {
   return request<WorkflowRecord>("/api/workflows/from-template", {
     method: "POST",
     body: JSON.stringify(payload)

apps/web/src/lib/templateSetup.test.ts

@@ -3,7 +3,8 @@ import {
   buildTemplateReadiness,
   buildTemplateSetupInitialValues,
   buildTemplateSetupProgress,
-  integrationExists
+  integrationExists,
+  resolveIntegrationCheckId
 } from "./templateSetup";
 
 describe("template setup helpers", () => {
@@ -49,4 +50,18 @@ describe("template setup helpers", () => {
     expect(readiness.ready).toBe(true);
     expect(readiness.checksReady).toBe(true);
   });
+
+  test("resolveIntegrationCheckId uses integration field override", () => {
+    const mapped = resolveIntegrationCheckId({
+      setup: {
+        ...setup,
+        requiredInputs: [
+          { id: "finance_api", label: "Finance API", kind: "integration", required: true, defaultValue: "finance_api" }
+        ]
+      },
+      values: { finance_api: "finance_prod" },
+      integrationId: "finance_api"
+    });
+    expect(mapped).toBe("finance_prod");
+  });
 });

apps/web/src/lib/templateSetup.ts

@@ -35,6 +35,23 @@ export function integrationExists(
   });
 }
 
+export function resolveIntegrationCheckId(args: {
+  setup?: TemplateSetupGuide | null;
+  values?: Record<string, string>;
+  integrationId?: string;
+}) {
+  const integrationId = String(args.integrationId || "").trim();
+  if (!integrationId) return "";
+  const setup = args.setup;
+  const values = args.values || {};
+  const mappedField = (setup?.requiredInputs || []).find(
+    (field) => field.kind === "integration" && (field.defaultValue === integrationId || field.id === integrationId)
+  );
+  if (!mappedField) return integrationId;
+  const override = String(values[mappedField.id] || "").trim();
+  return override || mappedField.defaultValue || integrationId;
+}
+
 export function buildTemplateReadiness(args: {
   setup?: TemplateSetupGuide | null;
   values?: Record<string, string>;
@@ -50,9 +67,14 @@ export function buildTemplateReadiness(args: {
     if (check.type === "preflight") {
       return { id: check.id, ok: preflightReady };
     }
+    const integrationTarget = resolveIntegrationCheckId({
+      setup,
+      values,
+      integrationId: check.integrationId
+    });
     return {
       id: check.id,
-      ok: integrationExists(check.integrationId, args.integrations)
+      ok: integrationExists(integrationTarget, args.integrations)
     };
   });