Find people at company · Sourcing · Accepts companies · Produces people
Finds people at each incoming company and continues the workflow with those people. This is the step that turns a company workflow into a people workflow.
When to use it
Use it after a company sourcing step when you need contacts — for example, source lookalike companies, then find a decision-maker at each.
What it does
For each incoming company, it looks up matching people and replaces that company with the people it finds. One company can produce several people. If it finds no one at a company, that company drops out of the workflow.
Configure it
Filters — narrow who to find at each company (seniority, department, sub-department, job title). Sub-department is a level narrower than department — for example, splitting Engineering into software development or technical support — and is grouped under its parent department in the picker.
People per company: cap how many contacts to pull from each (1 to 5, default 5).
Skip people: tick the kinds of people to leave out. All three boxes are ticked by default.
Already in CRM: people who work at a company that is already an account in your connected CRM.
Already in leads: people already in one of your lead lists, and people at companies already in a lead list.
Already exported: people you already exported from Ocean, and people at companies you already exported.
Cost
0.2 credits per result. See Credits in workflows.
Gotchas
Everything after this step works on people, not companies. The builder enforces this — company-only steps won't be offered downstream.
Companies where no one matches drop out silently. Widen your filters if too many companies fall away, and check the Skip people boxes: people already in your CRM, leads, or exports are left out too.