Docs Dashboard features Saved searches
Dashboard features · 06 of 17

Saved searches — the monitoring layer.

A saved search is a live query that keeps running. New matches against your criteria show up as alerts (Slack, email, in-app) — turning a one-time discovery into a continuous monitoring loop. The discipline that scales a team from 5 accounts/day to 30.

Time: 5 min·Updated: 2026-05-25·Audience: RevOps, sales managers, ICs scaling motion

TL;DR

Save a query. Get pinged when new accounts match. Saved searches are the bridge between exploring and operating. Each search can route alerts to Slack, email, or stay in-app only. 5 of these well-tuned is usually all a team needs — more becomes noise. Configure per-search alert frequency and threshold.

01What it is

A persisted query. Define criteria once, Mama re-runs the query continuously, and new accounts that match get surfaced as alerts. You don't need to come back and re-search — the search runs for you.

Use saved searches when the criteria is repeatable. "Series B SaaS with Snowflake and new VP Data hire" is a saved search. "What did my team brief yesterday?" is an Ask Mama query.

02Creating a search

Three entry points:

  • From the Accounts screen: build a filtered query, click "Save as search"
  • From Ask Mama: ask a question, get results, click "Save as search"
  • From scratch: Saved searches screen → "New search" → filter UI

Give the search a name (e.g., "Q3 ICP refresh") and optionally a description for teammates. Save.

03Alert routing

Per-search routing. Options:

ChannelSetupBest for
SlackConnect workspace once; pick channel per searchTeam-visible alerts, sales-floor monitoring
EmailChoose recipients per searchDaily/weekly digests, exec visibility
In-app onlyDefault if no external routingPersonal monitoring, no notification fatigue
WebhookCustom URL per search (Pro+)Pipe to your own tooling

04Alert thresholds and frequency

To prevent alert fatigue, each search has two configurable knobs:

  • Match threshold: how many new matches before an alert fires (default: 1, can set to 5-10 for batched alerts)
  • Frequency: instant · hourly digest · daily digest · weekly digest

Recommended starting point: daily digest at 8am for most searches. Instant alerting only for the 1-2 highest-priority searches.

05Search lifecycle and pruning

Saved searches accumulate. Mama tracks how often each search produces new matches and how often you act on those matches.

The Saved searches screen surfaces "stale" searches: ones that haven't matched anything in 60+ days, or matched but never converted to a brief. These show up with a "Review" badge — usually a sign the search criteria is too narrow or the market shifted.

06Tier limits

TierSaved searchesExternal alert channels
Free3In-app only
Pro25Slack, email, webhook
CompanyUnlimited + workspace-sharedAll + custom webhook

07Common mistakes

Saving 20+ searches and alerting on all of them instantly
Notification fatigue. You'll mute the channel within a week. Limit to 3-5 high-quality searches with thoughtful threshold/frequency settings.
Setting overly narrow criteria that never match
If a search produces 0 matches in 30 days, the criteria is too tight or the market is too small. Broaden it or pivot to a different angle.
Not pruning stale searches
Old saved searches add no value but clutter the UI. Once a quarter, review the "stale" badged searches and delete or refresh.
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