Summarize run · Activation
Rolls up the records that reach this step into a summary — counts, sums, and lists — instead of acting on each one individually.
When to use it
Use it to summarize a run: how many companies matched, the total of a value across them, or a list of names to drop into a notification.
What it does
It waits for the run's records to arrive, then computes the roll-ups you configure and produces them as fields. A following step — often Notify — can report the summary.
Configure it
Roll-ups — choose what to compute: a count of records, a sum or average of a field, or a list of a field's values.
Cost
No credit cost. See Credits in workflows.
Gotchas
This step summarizes a whole run, so it produces its result once the run's records have arrived — not per record.
This step doesn't deliver anything on its own. It computes a summary that sits on the step until another step sends it somewhere. Ocean warns you at publish time if this step ends the workflow with nothing after it ("No one sees these results") — always follow it with Notify or another delivery step. See Publish, drafts, and versions.