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How does Search work?

Cloverleaf’s search helps uncover early signals from government meetings—well before RFPs or legislation are introduced. Whether identifying policy shifts, pain points, or stakeholders, an efficient search workflow ensures you're first to engage.

Search Meetings or Documents

At the top of the search page, click the drop down (🔽) to choose to search Meetings or Documents. The search process works the same for either Meetings or Documents.

Start from a Campaign

If your organization has created Campaigns (pre-saved selection of key words and search criteria), use the drop down box to select a campaign to start your search with. If you haven't created a campaign, click here to learn how. 

Once you’ve built a useful search, click Save Search at the bottom of the page to turn it into a Campaign. This allows you to:

  • Get Signals email alerts when new matches occur

  • Re-run your search with a single click

  • Share it with teammates in your organization

Add Search and Anchor Terms

You can (and should) enter multiple keywords—each one representing a topic you want to monitor.

  • Keywords use OR logic by default. This means meetings will return if any of your keywords are found.
  • Anchor Terms – These are your “must include” keywords. Think of them as your high-priority themes.
    • Example: You want to monitor mentions of road infrastructure projects; “CIP”, “Infrastructure”, “Pavement”
  • Time Range – If selected, Cloverleaf will only return moments where keywords appear together within this time span. Default is 60 seconds. 
  • Date Range (Default = last 7 days; adjust to 30/90 days or set a custom range)

Example: You want to monitor mentions of “cloud” alongside infrastructure projects.

  • Anchor Terms: “cloud”, “migration”, “data center”
  • Proximity Keywords: “modernization”, “project”, “facility construction”
  • Time Range: 60 seconds

Only results where both categories of terms are mentioned within 60 seconds of each other will be returned.

Search Filters

  • Filter by:
    • State / County / City
    • Channel Type (e.g. City Council, State Legislature, Environmental Agency)
    • Specific Channel (e.g. Chicago City Council, Pima County Planning Commission)
  • Demographics: City and/or County Population and/or Income 
  • Speaker: Filter by Speaker, Title, or Organization  (e.g., Mayor, Superintendent, Director of Public Works).

How Location Filters Work

Our location filters narrow results by State, County, and City using a simple hierarchy:

  • State = Broadest

  • County = More specific

  • City = Even more specific

  • Channel = Most specific

If no filters are selected, results include all locations.

 

The Basics of Locations

  • Selecting a State shows results from anywhere in that State.

  • Selecting a County limits results to that County (even if a State is also selected).

  • Selecting a City limits results strictly to that City (even if a County is also selected).

  • Selecting a Channel limits results strictly to that Channel.

Each selection narrows the available options below it.

 

Multiple Selections

You can select multiple locations at the same level. Results will match any of the selected locations.

  • Two States → results from either State

  • Two Counties → results from either County

  • Two Cities → results from either City

  • Two Channels → results from either Channel

Key takeaway: The smallest location you select determines what you see.

 

Save Your Search as a Campaign

Save your search by clicking the Save Search button. If it's already a saved search, you have the option to create an additional saved search (like Save As New in Microsoft Word) or you can update your current saved search (like pressing the save button in Microsoft Word).

What Is an Insight Campaign?

An Insight Campaign is is a saved set of keywords and filters (location, channel type, date range, etc.) that continuously monitors government meetings and documents sent to your inbox daily or weekly with an AI insight summary included.

In addition to monitoring and sending Signals emails like a Standard Campaign, an Insight Campaign:

  • Automatically generates AI-powered meeting summaries for matched results

  • Delivers those insights via Daily or Weekly (Monday) emails

  • Provides structured analysis aligned to your Focus Areas and goals

  • Insight Campaigns consume AI Credits each time an Insight is generated and delivered.

Think of an Insight Campaign as monitoring + analysis. It doesn’t just tell you that something happened, it tells you why it matters.

 

What Is a Standard Campaign?

A Standard Campaign is a saved set of keywords and filters (location, channel type, date range, etc.) that continuously monitors government meetings and documents.

Standard Campaigns:

  • Power your Search results

  • Drive your Morning Signals emails

  • Notify you when new meetings match your criteria

  • Can be set to Daily or Weekly (Monday) email notifications

Think of a Standard Campaign as a saved search  - it tells you when something relevant is mentioned.

 



Tips for Effective Search

  • Start broad, then narrow – Begin with fewer filters and keywords, then refine.
  • Group by campaign goal – Use different search queries per goal or sales region.
  • Use exclusion for cleanup – Trim false positives from repeated keywords.
  • Monitor trends over time – Combine keyword tracking with Campaigns and Meta Analysis.

 

Questions? Please reach out to support@cloverleaf.ai