Templates are prebuilt workflows for common go-to-market plays. Starting from one gives you a working structure you can adapt, instead of a blank canvas or a from-scratch build.
Use a template
On the Workflows browse page, pick one from the Start from a template grid. Ocean creates a new workflow with the steps already in place; open it and adjust the settings to fit your data.
Available templates
Account research — enrich and research a set of accounts, then summarize what matters about each.
Win back closed accounts — re-engage accounts after a deal closes, on a delay.
Qualify inbound leads — score new leads against your ICP and route the strong ones.
Outbound prospecting — source lookalike companies, find contacts, and start outreach.
After you pick one
A template is a starting point, not a finished workflow. Before you publish:
Point sourcing steps at your own segment, domains, or search.
Fill in workspace-specific choices — CRM provider, Slack channel, sequence.
Adjust filters and conditions to match how you qualify.
Check the trigger runs when you want it to.
Then publish and turn it Live. See Publish, drafts, and versions.