Discovery: rules, templates, current matches and emails
Save conditions to collect future matching activity, then add optional daily or weekly delivery.
Research · 2 min read
Quick steps
- Open Discovery and create a rule or choose a template.
- Review the conditions and save.
- Use Current matches for a present-day preview.
- Open Alerts to add Daily or Weekly delivery.
Start with conditions or a template
Open Discovery to create a rule, or choose a template and enter the requested industry, postcode or other details. Review every condition before saving. Registered-office location is not trading territory. Free can check template match counts; saving rules and collecting results require a paid plan. For an address watch, start with Companies at a postcode and review its full-postcode scope. Find similar companies starts from a company’s available industry, postcode area and type; review the suggested conditions before saving.
Current matches and Results
Current matches is a preview of companies that fit the conditions now. Viewing it records nothing. Saving a rule starts collection from that point. Results shows dated New matches and Company changes recorded for the selected period. Open Why it matched to see the conditions and evidence that applied then.
Add delivery separately
Saving a rule does not send email. Open the rule’s Alerts tab and create a Discovery alert. Choose New matches, Company changes or both, the updates you want, and your channels. Email is Daily or Weekly; in-app notifications are created as results are recorded. Business and Enterprise can also use connected apps. Discovery alerts do not use another saved-rule slot or monitored-company slot.
Pauses, edits and coverage
Pausing a rule stops collection and its linked alerts. Resuming continues from then; missed activity is not filled in later. Editing conditions starts a new version, while earlier results keep their original evidence. Daily collection limits and coverage gaps can leave missing results. Check the rule’s status before relying on a quiet period. A saved search simply reruns search filters and works differently.
Related help
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