Templates are ready-made starting points for common go-to-market plays, grouped into four categories. Picking one fills in a request for the Assistant, so you start from a described workflow instead of a blank canvas or a from-scratch build.
Use a template
On the New workflow page, under the box that asks What do you want to automate?, pick a category to see its templates. Hover over a template to preview its text in the box. Click one and its text fills the box. Edit it if you like, then press Enter. The Assistant builds a new workflow from it. Open it and adjust the settings to fit your data.
Available templates
The four categories are Find accounts, Research, Prioritise, and Start outreach. A few templates work with your segmentation. They only appear if your workspace has Segmentation, and they are marked "Needs Segmentation" below.
Find accounts sources new companies into your pipeline.
Clone the account we just won: when a deal is won in your CRM, find companies that look like that account and save them to leads.
Find lookalikes that also pitch like my customer: every week, find companies that look like a customer you name, compare each one's website against theirs, and save only the ones whose positioning matches.
Find more companies like the ones I picked: take the companies you select in Ocean, find more companies like each one, and save the new ones to leads.
Turn a saved segment into a working list: take the companies in one of your saved segments and save the new ones to leads. Needs Segmentation.
Research enriches and summarizes accounts you already have.
Give me a why-now on every new account: when an account arrives in your CRM, judge whether it is worth watching, then search the web for recent news on the ones that pass and write a why-now note on the record.
Ask anything about a company: you give a company domain and a question, and the workflow answers it from the company's website, recent news, and relevant data Ocean has. Run it again whenever you ask.
Explain what a new account actually does: when an account arrives in your CRM, read its website, summarize what the company does, and write it back to the record.
Find reachable contacts at every new account: when an account arrives in your CRM, find the relevant people there, reveal their contact details, and add the ones with an email or phone as contacts.
Vet the companies I select before I work them: take the companies you select in Ocean, read each website, and post a one-line fit verdict to Slack.
Get a full brief on every new account in one file: when an account arrives in your CRM, summarize its website and find the people there at the same time, then export both into one CSV and send you the download link.
Prioritise scores and surfaces the accounts worth attention.
Send good new accounts to reps and drop the rest: when an account arrives in your CRM, score it against your segmentation and route it: flag the high-priority ones, save the medium ones quietly, and drop the low ones. Needs Segmentation.
Tell me when a strong account shows up: when an account arrives in your CRM, score it against your segmentation and post the strong ones to Slack. Needs Segmentation.
Score a shortlist before I save it: take the companies you select in Ocean, score them against your segmentation, and save only the strong ones to your leads. Needs Segmentation.
Don't pay to reveal people I'd never contact: take the people you send from a search, judge whether their role is worth contacting before revealing their details, and save the ones that pass to your leads.
Only save the companies that fit: every week, run a company search and only save the companies that match your criteria to your leads.
Score every account the same way, wherever it came from: whether a company comes from your CRM, from Leads, or from Ocean, score it against your segmentation and route it by priority. Needs Segmentation.
Start outreach puts people into a sequence.
Win back a deal we lost: when a deal is lost, wait 90 days, then search the web for what changed and judge if it is worth another try. If so, find the people, sequence them, and tell you why.
Only work the accounts worth working: when an account arrives in your leads, score it against your segmentation, and for the highest-scoring accounts only, find the decision makers and add them to a sequence. Needs Segmentation.
Start outreach the moment an account lands: when a company is added to your leads, find the people there, reveal their contact details, and add them to a sequence.
Turn the accounts I picked into contacts: take the companies you select in Ocean, find the decision makers at each, reveal their contact details, and add them to a sequence.
Sequence a list I picked myself: take the people you select in Ocean, reveal their email and phone, and add them to a sequence.
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. Publishing makes the workflow Live straight away. See Publish, drafts, and versions.