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      1. Cloverleaf AI Support
      2. Search & Campaigns
      3. Search

      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.

      How Search Works

      To begin a search, navigate to the home page. 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.
      • Next to each keyword, you’ll see a number indicating how many times that keyword appeared in the last 7 days.

      Example: You want to monitor mentions of infrastructure projects; “CIP”, “Infrastructure”, “Pavement”

       

      Advanced Filters

      Narrowing your scope ensures you’re only seeing relevant meetings for your territory, vertical, or sales strategy.

      After entering your keywords:

      • Toggle on Advanced 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)
        • Date Range (Default = last 7 days; adjust to 30/90 days or set a custom range)

      Proximity Search

      Proximity Search ensures you’re only seeing conversations where your keywords appear close together, filtering out noise and surfacing actionable intel that’s contextually relevant.

      1. Enable Proximity Search – Toggle on to unlock the second search bar.
      2. Anchor Terms – These are your “must include” keywords. Think of them as your high-priority themes.
      3. Additional Keywords – Enter supporting terms in the main search bar.
      4. Set a Time Range – Default is 60 seconds. Cloverleaf will only return moments where keywords appear within this time span.
      5. Must Include / Must Exclude – Choose whether the proximity keywords are required or excluded from your results.

      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.

      Exclusion Search

      Exclusion Search removes irrelevant content from your searches and Signal emails. This is especially helpful for high-volume campaigns where false positives create noise.

      • Enable Proximity Search
      • Enter the terms you want to exclude
      • Choose Must Exclude in the dropdown
      • Set your time range (e.g., 60-120 seconds)

      Searching by Person

      Cloverleaf lets you search by speaker title, name, or organization—giving you visibility into exactly who is saying what.

      1. Run a keyword search and enable Advanced Filters.
      2. Filter by Person Title (e.g., Mayor, Superintendent, Director of Public Works).
      3. Open a meeting from the results.
      4. Use the Person dropdown to isolate when a specific speaker mentioned your keywords.
      5. Watch or read the transcript to engage with the right stakeholder at the right moment.

      Search Results Page

      Key Metrics:

      • Meetings Found: Total number of meetings that include any of your keywords.
      • Total Matches: Number of keyword mentions across all meetings.

      Each result tile shows:

      • Meeting name and date
      • Location (City, County, State)
      • Channel Type
      • Top keywords mentioned in that meeting
      • Match count

      Click any tile to jump into the meeting detail page and watch the relevant moments.


      Save Search as a Campaign

      After you’ve run a search using your preferred keywords and filters, click “Save New Campaign” (located next to the date filter).

      You’ll be prompted to:

      • Name your campaign
      • Choose your email frequency (Daily or Weekly on Mondays)
      • Click Submit to save

      Note: You will never receive more than one Signals email per day, no matter how many campaigns you’re subscribed to. 


      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