Workflows: Enrich and Activate High-Fit Accounts

Overview:

Workflows is your operating table for company-level action. After surfacing high-fit accounts in Discover, you move them into Workflows to enrich them with the data you need—like headcount, owner , email, phone number, and more—by running signals directly within the platform.

This is where sourced accounts become sales-ready. Once enriched, accounts can be exported or pushed into your CRM the your team already uses—so every lead moves forward with clarity and context

What You Can Do in Workflows

• Move net-new accounts from Discover into Workflows for enrichment

• Import your own account lists via CSV to enrich existing leads or target accounts

• Run enrichment signals to get key details like headcount, ownership, email, phone number, and more

• Review and prioritize enriched accounts based on your go-to-market strategy

• Export or push enriched accounts directly into your CRM or other connected tools

How to Use Workflows

Exporting Accounts from Discover to Workflow

Once you’ve run a search in Discover and identified the accounts you want to work with, follow these steps to export them into Workflow for enrichment:

1. Here you’ll see all the companies that match your search criteria and are ready to be transferred to Workflow

   

2. Use the filter option in Workflow to select and move only the companies that matter most

   

3. Click "Export"

   

4. Click "Export to Workflow"

   

5. Click “New Table” to create a new list, or select an existing table to add companies to

   

6. Enter a name for your new table

   

7. Click "Auto-match"

   

8. Click "Export"

   

🎥 Exporting Accounts from Discover to Workflow

Watch this quick video to see how you can import companies via CSV into Workflow step-by-step

Importing Accounts from CSV to Workflow

This guide provides a straightforward process for importing companies using CSV files, making it easier to enrich your data in Orbital

1. Navigate to the 'Workflows' tab, then either create a new table or select an existing one where you would like to move and enrich the data

   

2. Click on 'Import / Export' and Select 'Import from CSV' from the dropdown

   

3. Click on 'Browse' to upload your company CSV file, then hit 'Import'

   

4. You’ll be taken to the mapping page, where you can map the data to existing columns

   

5. If a column doesn’t exist, you can create a new one directly from this page

   

6. Once you've mapped the fields, click 'Import' - your data will be added to the Orbital workflow table

   

🎥 Importing Companies in Workflows via CSV Video Walkthrough