Templates are prebuilt workflows for common go-to-market plays, grouped into four categories. 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 New workflow page, browse the template chips grouped by category, or open a category to see all four of its templates before picking one. Ocean creates a new workflow with the steps already in place; open it and adjust the settings to fit your data.
Available templates
Find accounts sources new companies into your pipeline.
Lookalikes of your best customers — every week, find companies that look like your best customers and save the new ones to leads.
Pull a saved segment into leads — take the companies in a saved segment of your market and save the new ones to leads.
Weekly search for matching companies — every week, run a company search and save any companies you haven't seen before to leads.
Find more companies like a won deal — when a deal is won, find companies that look like that account and save them to leads.
Research enriches and summarizes accounts you already have.
Include company AI summary in CRM export — when an account arrives in your CRM, read its website, summarize what the company does, and write it back to the record.
Get a quick read before I act on companies I send — take the companies you select in Ocean, read each website, and post a one-line fit verdict to Slack before you act.
Find the decision makers at an account — when an account arrives in your CRM, find the relevant people there, reveal their contact details, and add them as contacts.
Prioritise scores and surfaces the accounts worth attention.
Alert me when an account is worth a look — when an account arrives in your CRM, check it against your criteria and post the ones that match to Slack.
Score new accounts against your segment — when an account arrives in your CRM, score it against your segmentation and post the strong ones to Slack.
Weekly digest of your segment — every Monday, post a summary of the companies in a saved segment to Slack.
Start outreach puts people into a sequence.
Sequence people at new accounts — when a company is added to leads, find the people there, reveal their contact details, and add them to a sequence.
Re-engage a deal we lost — when a deal is lost, wait 90 days, then find the people at that account and put them back into a sequence.
Sequence the people I select in Ocean — take the people you select in Ocean, reveal their email and phone, and add them to a sequence.
Weekly outbound from a company search — every week, run a company search, find people at the new companies, 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 and turn it Live. See Publish, drafts, and versions.