Monitors Overview

A Monitor is a saved query that runs continuously in the background and surfaces matching events to your timeline. Use monitors to track funding rounds, hiring spikes, leadership changes, M&A activity, regulatory filings, or anything else you’d otherwise need to manually search for every morning. When a matching signal is detected anywhere on the open web, the event is delivered to Emanate and it appears in your timeline within minutes.

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When to Use Monitors

Each event arrives with full source URLs you can click through, plus a one-click path into Expand for deeper research.

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Creating a Monitor

Navigate to Monitors in the sidebar and click Create Monitor.

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Editing a Running Monitor

After a monitor is created, the Edit action on the detail view lets you adjust:

• Cadence: bump from Daily to Hourly when something becomes time-sensitive, or back down when it’s settled
• Signals / preset chips: for account-page monitors (see below), the watch-list of signals (CEO changes, funding, hiring, news, leadership, product launches, contracts) is editable inline

The natural-language query itself is locked once registered. To change what you’re watching, create a new monitor and archive the old one. Saving an edit re-runs a baseline scan (~5–10 minutes) so the new configuration has a fresh anchor.

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Account-Page Monitor Sidebar

In addition to the workspace-wide /monitors page, Emanate ships a separate Monitor sidebar on the Accounts page for account-scoped watches. These work the same way under the hood but are organized around the set of accounts you’ve attached, not a free-form query.

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Creating an Account Monitor

Open the right-side Monitors sidebar on the Accounts page and click +. The Create Monitor dialog has:

• Name + cadence: same as workspace monitors
• Signal preset chips: quick toggles for CEO changes, funding, hiring, news, leadership changes, product launches, new contracts
• Custom prompt: optional free-form text alongside the chips

The dialog collects configuration only. You attach accounts in the next step.

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Attaching Accounts (Bulk)

From the Accounts table, multi-select rows and use the Attach to Monitor action in the bulk toolbar. Caps:

• 20 monitors per org (account-scoped + workspace combined)
• 10 accounts per monitor (members ceiling, picked based on a stress test for best-quality batches)
• One monitor per account: attaching an account to a new monitor moves it (a confirm dialog surfaces the move)

When membership changes, the underlying watch re-anchors automatically: last-write-wins with a 10-second debounce so rapid edits don’t thrash.

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Lifecycle

• Empty membership → the monitor reverts to draft rather than being deleted; signals and name stick around so you can reattach later
• Members surfaced on the sidebar with a status chip and member preview
• An opt-in Monitor column on the Accounts table (off by default) shows which Monitor an account belongs to at a glance

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Tagging Monitors

Tags help you slice a long monitor list by theme, useful when one workspace has dozens of monitors across multiple campaigns or industry verticals.

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Adding tags

In the Create or Edit dialog, the Tags field is a popover with:

• Search existing tags from your other monitors
• Multi-select: add as many as you need; each tag appears as a removable badge
• Create on the fly: type a new tag name and click Create “your tag”

You can also add or remove tags inline from the monitor detail view by clicking the + next to the tag list, without opening the full edit dialog.

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Filtering the sidebar by tags

In the Monitors sidebar, click the Tags button (it shows a count badge) to open a filter popover:

• Select any combination of tags
• The list filters to monitors matching all selected tags
• Click a tag again to deselect

The filter persists across navigation until you explicitly clear it.

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The Monitor Detail View

Clicking a monitor in the sidebar opens its detail view, which shows:

• Header: name, query, frequency, tags (with inline + to add/remove), and category color
• Edit button: opens the edit dialog to update cadence + signals (see Editing a Running Monitor)
• Refresh button: manually pulls the latest events without waiting for the next scheduled check
• Events Timeline: see below

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Events Timeline

The timeline is the working surface. It’s where every signal detected for this monitor lands.

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Calendar date picker

A row of date pills spans the past several days. Each pill shows:

• The day-of-week and date
• A count badge with the total events from that day
• An unread badge when there are unread events

Click any pill to focus the timeline on that day. Use the calendar popover at the top of the date row to jump to any date. The calendar grid shows per-day event counts so you can see at a glance which days had activity. Use the left/right chevrons to page through older history.

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Event cards

Each event shows a card with:

• “New” badge if the event is unread
• A summary (clamped to 3 lines)
• Detected time and source count
• A Mark as read action (check-circle icon, hover to reveal)
• A Generate Expand draft button (see Expand Drafts)

Click any card to open the full event modal:

• The complete event text
• Clickable source URLs so you can verify the original report
• Mark-as-read / mark-as-unread toggle

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Bulk actions

• Mark all as read: clears the unread state for the entire monitor
• Mark this day as read: clears unread on the focused day only

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Categorizing Monitors

When editing a monitor, you can assign a category (a color-coded label) to group related monitors visually in the sidebar, useful when you have monitors split between, say, “Inbound triggers” and “Competitive intel” workstreams.

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How Events Arrive

You don’t need to do anything to receive events. Once a monitor is registered, the integration is autonomous:

1. The watch scans the web on the cadence you picked (hourly / daily / weekly)
2. Matching signals are delivered to Emanate
3. Emanate deduplicates by detection date and stores the event under your monitor
4. The event appears in your timeline (and the sidebar count badges update)

If you ever suspect events are missing, hit Refresh on the monitor detail view. Emanate will pull the latest directly.

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Next Steps