Creating a Saved Search

Overview

Saved searches are how you tell Trigify what conversations to monitor. Each search targets a specific platform and set of keywords, then runs on a schedule to find new matching posts.

How to Start

  1. Navigate to the Listening page

  2. Click the Searches tab in the left panel

  3. Click the + button next to "Saved Searches"

This opens the 3-step search creation wizard.

Step 1: Name and Source

Search Name

Give your search a clear, descriptive name so you can identify it later. Good examples:

  • "Competitor Mentions - Reddit"

  • "Buying Intent - Business Network"

  • "Brand Mentions - YouTube"

Select a Source

Choose one source to monitor:

Source

Credits per Post

What It Monitors

Monitor posts on Business Network

1

LinkedIn posts matching your keywords

Monitor profile activity on Business Network

1

New posts from specific LinkedIn profiles

Monitor posts on X

1

Tweets matching your keywords

Monitor profile activity on X

1

New tweets from specific X profiles

Monitor posts on Reddit

1

Reddit posts and comments matching keywords

Monitor videos on YouTube

1

YouTube videos matching keywords in title/description

Monitor YouTube channel activity

1

New videos from specific YouTube channels

Monitor Podcast

1

Episodes from a specific podcast

Monitor podcast keywords

1

Podcast transcripts matching keywords

Credits are charged per post returned, not per search run. If your search finds 50 matching posts, that costs 50 credits. Use the Max Results setting in Step 2 to control spend.

Click Next to proceed to Step 2.

Step 2: Configure Your Query

The fields shown in Step 2 depend on the source you selected. For keyword-based sources (e.g., Business Network, Reddit, X), you will see:

Boolean Query

Define your keywords using three fields:

  • AND (all must be present): Every keyword here must appear in the post

  • OR (any can be present): At least one keyword from this group must appear

  • NOT (exclude these): Posts containing these keywords are excluded

Type a keyword and press Enter to add it as a tag. A live Query Preview shows the resulting boolean expression.

You must press Enter after typing each keyword to save it. Simply typing in the field will not add the keyword. If you cannot proceed to the next step, check that your keywords have been saved as tags.

The amount of keywords varies form platform to platform however the total number will be across all operators (AND + OR + NOT combined).

Additional Filters

Filter

Description

Default

Job Title

Filter results by author job title. Add up to 6 titles.

None

Time frame

How far back to look: Last 24 hours, Last week, Last month, or All time

Last week

Content type

Filter by content format (optional)

All types

Sort by

How results are ordered

Date Posted

Max results

Maximum number of results per run (controls credit usage)

50

Search Frequency

Choose how often your search runs automatically:

Frequency

Availability

Daily

All plans

Weekly

All plans

Monthly

All plans

Quarterly

All plans

Hourly

Enterprise only

The right panel shows a live preview of results as you configure your query.

Click Next to proceed to Step 3.

Step 3: Select Template and Customise Workflow

In the final step, you can optionally attach a workflow template to your search. This lets you automatically process new results with actions like enrichment, CRM pushes, or AI analysis.

You can skip this step and add a workflow later.

Start simple. Create a keyword search first to see what results come back, then add workflow automation once you know the data is relevant.