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Saved Searches

How to save, load, and manage filter configurations as named Saved Searches, and how to link them to Evergreen Flow automations.

Saved Searches let you save a named snapshot of your current filter configuration so you can reload it instantly later - no need to re-apply filters manually each session.


  1. Apply your desired filters in the filter panel.
  2. Click the Save (bookmark) icon in the filter panel header.
  3. Enter a name for the search (e.g., "US Shopify Stores with Klaviyo + $20k+ Revenue").
  4. Click Save.

  1. Click the Saved Searches dropdown or list in the filter panel.
  2. Click the name of the saved search.
  3. All filters from that saved search are applied instantly.

Managing Saved Searches

  • Rename: Click the edit icon next to a saved search name.
  • Delete: Click the delete icon to remove a saved search.
  • Overwrite: Re-save with the same name to update the filter configuration.

Linking Saved Searches to Automations

When saving a filter configuration, you can optionally link it to an Evergreen Flow automation:

  • The automation uses the same filter conditions as your saved search.
  • When you update the saved search, the automation's filter conditions update too.
  • This keeps your automation filters in sync with your manual discovery filters.

Sharing Saved Searches (Team Plans)

On team plans with share_filters permission enabled, saved searches are visible to all team members. This allows the team to work from a consistent set of filter configurations - useful for agencies managing multiple client ICPs.


PatternExample
ICP description"US Shopify + Meta Pixel + $20k+ Revenue"
Client name"Client A - Email Gap ICP"
Campaign"Q3 Outreach - Health & Beauty"
Trigger source"Klaviyo Uninstalls - Auto Feed"

Next Steps

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