How does Search work?

Videos or Documents?

At the top of the search page, use the dropdown to choose what you want to search:

• Videos - Search transcribed government meeting recordings
• Documents - Search meeting agendas, minutes, packets, and public notices

The search process works the same for both.

Start from a Campaign

If your organization already has Campaigns set up, use the Campaign dropdown at the top of the search page to load one. This instantly populates your keywords, filters, and location settings so you can jump straight into results.

Your subscribed Campaigns and all Campaigns created by your team are available in the dropdown.

Tip: Not sure what to search? Browse your team's Campaigns first - it's a great way to build on searches that are already working.

Building Your Search

Keywords Type a keyword or phrase and click Add Term. You can add as many terms as you want. Keywords use OR logic by default - results will include any meeting or document where at least one term appeared.

Proximity Search Toggle on Proximity Search to add a second set of terms that act as AND filters. Use this when you want results that mention two related topics close together in the same meeting.

• Anchor Terms - Your must-include keywords. These are your high-priority themes (e.g. "CIP," "Infrastructure," "Pavement")
• Proximity Keywords - The additional terms that must appear near your anchor terms (e.g. "cloud," "migration," "data center")
• Time Range - How close together the two sets of terms must appear. Default is 60 seconds - a good starting point

Example: You want to find meetings where cloud technology is discussed alongside infrastructure projects. Set Anchor Terms to "CIP" and "Infrastructure," add "cloud" and "migration" as Proximity Keywords, and set a 60-second time range. Only results where both sets appear within 60 seconds of each other will be returned.

Date Range Cloverleaf defaults to the last 7 days. Click the calendar icon to set a custom range or expand to 30 or 90 days.

Filters

Narrow your results by:

• State, County, or City - Focus on the markets that matter to you
• Channel Type - Filter by government body type (City Council, State Legislature, Environmental Agency, etc.)
• Specific Channel - Scope results to a single government body (e.g. Chicago City Council, Pima County Planning Commission)
• Demographics - Filter by city or county population and/or income level
• Speaker - Filter by a specific person, title, or organization (e.g. Mayor, Superintendent, Director of Public Works)

The more specific your location selection, the more focused your results. A city selection always overrides a county or state - if you select Texas as a state but also select El Paso as a city, you'll only see results from El Paso.

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.

Saving Your Search as a Campaign

When you find a search worth monitoring, click Save Search to turn it into a Campaign. Choose between two types:

Standard Campaign Monitors your keywords and filters continuously and delivers matching meetings to your inbox via Signals emails - daily or weekly. Think of it as a saved search that tells you when something relevant is mentioned.

Insight Campaign Everything a Standard Campaign does, plus AI-generated summaries for every matched result. Insight Campaigns automatically analyze meetings against your Focus Areas and goals, and deliver structured insights alongside your Signals emails. Think of it as monitoring plus analysis - it doesn't just tell you something happened, it tells you why it matters.

Note: Insight Campaigns consume AI Credits each time an insight is generated and delivered.