Ocean.io

Workflow builder

Understand what workflows are and how they're structured.

Overview of workflows

Build, publish, and run a workflow end to end.

Build your first workflow

Begin with a prebuilt workflow and adapt it.

Start from a template

Getting started

Navigate the canvas and assemble a workflow by hand.

The workflow builder

Describe a goal in plain language and let the Assistant build the draft.

Build with the Assistant

Triggers

Pull an earlier step's output into a prompt, condition, or message.

Reference earlier steps with @-mentions

Building

The building blocks that power workflows.

Steps library overview

Pull companies from a saved segment of your total addressable market.

Segment TAM

Companies search

People search

Extract people from companies

Research each record with an AI prompt and save the result.

AI research

Attribute each company to your segmentation and score it.

Segment & score

Reveal a person's email and phone number.

Enrich

Get each company's page content as markdown.

Fetch website

Google search

Compare two domains and write a similarity label.

Website similarity

Send each record to the first branch whose condition matches.

Route

Branch

Keep only records that match your conditions.

Filter

Pause for a set time before the next step.

Wait

Write the conditions used by Route, Branch, and Filter.

Build conditions

Send companies to your CRM, with optional contacts and deals.

Send companies to CRM

Send people to CRM

Send to sequencer

Export to CSV

Roll up matching records into counts, sums, and lists.

Aggregate

Notify your team in Slack or in-platform when records reach this step.

Notify

Send each record to any URL — a webhook, internal API, or vendor.

HTTP request

Find companies that look like a seed domain.

Company lookalike

Find people who look like a seed person or company.

People lookalike

Steps library

How editing, publishing, and versions work.

Publish, drafts, and versions

Control whether and how often a workflow runs.

Activate, pause, and run limits

See every record and which step it reached.

Monitor with Activity

Organize, duplicate, and archive workflows.

Manage your workflows

See each time a workflow ran, and drill into one run's records.

View runs

Managing

Credits in workflows

How record types flow, and why some steps are greyed out.

Companies vs people in a workflow

Connect the CRM, Slack, and sequencer that activation steps use.

Connect your tools

Troubleshooting workflows

The key terms you'll see across workflows.

Workflows glossary

Reference

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.