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CLEATUS
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Saving a Search and Creating Alerts

Get notified the moment a new matching contract is posted.

A saved search keeps working after you close the tab. This guide shows you how to save a search once and let CLEATUS watch for new matches for you.

Or just ask CLEATUS

Save that search and email me when new matching contracts are posted

What else the agent can do

Before you start:

Set your query and filters first. A saved search keeps exactly the filters that you had applied when you saved it. See Filtering Your Search.

1

Build the search you want

Enter a query and apply filters until the results show the kind of opportunities you want to track.

The search bar highlighted with a query entered
Start from the search you would actually run.
2

Save it

Click Save above the results. CLEATUS stores the search together with its filters. If you typed a query but did not press Enter, Save applies the query first. If the search matches a Custom Alert that you already have, CLEATUS tells you so and does not make a copy.

The Save button highlighted above the results
Save keeps the query and every filter with it.
3

Name your search

Type a clear name in Search Name, or click a suggested name. Then click Save Search.

The Search Name field highlighted in the Save Search dialog, with a suggested name below it
A clear name makes a crowded alert list readable.
4

Find it as a Custom Alert

Your saved search becomes a Custom Alert under Contracts > Custom Alerts. Use the toggle beside an alert to turn its email notifications on or off.

The Your Custom Alerts list highlighted, with an email toggle beside each alert
Every saved search becomes a Custom Alert.
5

Let CLEATUS watch for matches

CLEATUS emails you when new contracts that match your alert are published. Each email shows up to five matching contracts with direct links. Contracts that you dismissed never appear in these emails.

The alert email explainer highlighted at the top of the Custom Alerts page
New matches come to you, with direct links.

Create an alert with AI

You can also describe the contracts that you want in plain English. CLEATUS builds the alert for you.

  1. Go to Contracts > Custom Alerts.
  2. Click Create with AI.
  3. Describe the contracts, for example: "Janitorial contracts in Texas, set aside for small business."
  4. Click Build it for me.

The CLEATUS agent sets up the filters, gives the alert a name, and turns on email notifications. The new alert shows in your list when it is ready. Create with AI is available on larger screens.

Manage an alert

Select an alert in Your Custom Alerts to open it. Then:

  • Click the name to rename the alert.
  • Choose who gets the emails. Select Send to all members, or pick specific members, then click Save Recipients.
  • Click Edit Filters, change the filters, then click Save Changes.
  • Click Search to open Contract Search with the alert's filters.
  • Click the delete icon to remove the alert.

If you do not see these controls, your role does not allow you to edit alerts. Ask an owner or admin of your organization.

In Contract Search, the My Alerts quick filter applies any of your alerts to the results.

To stop every alert email for yourself, open Settings > Notifications and turn off the email for Saved Searches. Your teammates still get their alert emails. See Using Settings.

Tip:

Keep separate alerts for different capability areas, so each one stays focused. Your plan sets how many searches you can save.