Companies from segment · Sourcing · Produces companies
Pulls companies from a saved segment of your total addressable market and feeds them into the workflow.
When to use it
Use it when you've already built a segmentation in Ocean and want a workflow to work through that market — for example, source your top segment each week and send new accounts to your CRM.
What it does
The step reads a segment and surfaces the companies in its addressable market. It always enrolls incrementally — whatever you tick under Skip companies below, it skips companies this workflow already completed and companies still in progress, so a weekly schedule works steadily through the market instead of re-processing the same accounts. A run that finds no new companies is normal once the segment is exhausted — it's not an error.
Configure it
Segmentation — the saved segmentation to draw from. The step pins to this specific segmentation, so it keeps working even if your workspace's active segmentation changes later.
Segment — which segment within it. You can also choose Previously found segment to route each incoming record to whichever segment an earlier Segment fit step already assigned it — this only works mid-workflow, after a Segment fit step, not as the first step.
Filters — optional narrowing filters (the same company filters as Company search, minus lookalike) to tighten the pull.
Number of companies — how many companies to bring in per run.
Skip companies: tick the kinds of companies to leave out of the results. All five boxes are ticked by default.
Already in CRM: companies that are already accounts in your connected CRM.
Already in leads: companies already in one of your lead lists.
Already exported: companies you already exported from Ocean.
Under From earlier runs of this workflow: Dropped and Failed skip companies this workflow enrolled on an earlier run that ended that way. Untick Failed to retry failed companies on the next run. These two boxes only show on a step that starts the workflow.
Companies this workflow already completed, and companies still in progress, are always skipped. There is no box for them. See the note above.
If the workflow starts with a Webhook trigger, new steps start with Already in CRM and Completed unticked.
Cost
0.2 credits per company result. See Credits in workflows.
Gotchas
The segmentation must be built and ready, with a lead-scoring model, before this step can run.
See What is Segmentation? and Using Segmentation.Because enrollment is incremental, an empty run just means there's nothing new — check the segment size if you expected more.
Unlike Company search, this step has no Completed box: it never brings back a company this workflow already completed. If you need a company that was dropped or failed to come back, untick Dropped or Failed under Skip companies.