Smart Feeds: new projects, delivered
A Smart Feed watches for new projects that match your filters and sends them to you every day or every week, so you never have to go looking.
A saved view shows you what’s there when you look. A Smart Feed does the looking for you: it checks for new matches on a schedule and sends them wherever you want, like a list or your inbox.
Create a feed
In the left sidebar, next to Smart Feeds, click + New. The setup has four steps.
- Choose what to look for. Pick Daily or Weekly, then set filters the same way you would on a view. Daily looks at projects from the last 24 hours; Weekly covers the last 7 days.
- See what you’d get. A preview of the newest matching projects, exactly what the feed would send you today. If it looks right, click Looks right. If not, go back and adjust.
- Choose where to send them. Add to a list, email, or your own software. See Where feeds go below.
- Name it and create. Give it a name you’ll recognize in the sidebar, add an optional description, and click Create feed.
Where feeds go
Choose destinations in step 3 of setting up a feed, or later in Feed settings…. A feed can use several at once.
Add to a list
New projects are added to a list you choose, or a new one. This is the best default: everything lands in one place where you and your team can work through it, add notes and enrich contacts.
Email me
A short email with the new projects, sent when the feed runs. Every email has an unsubscribe link at the bottom if you want to stop it without changing the feed.
Send to my software
Needs Professional New projects are sent automatically to a web address you provide, so they can flow into your CRM, estimating system or anything else your team uses. This is often called a webhook.
- Choose Send to my software and paste the web address from your software.
- Save the feed. You’ll get a signing key.
- Give the address and key to whoever looks after your software. The key lets it check that deliveries really came from ClearTract.
Technical details for developers (the exact format of each delivery) are coming in our developer docs.
Send to another app
Direct connections to tools like Slack and popular CRMs are coming soon. Until then, use Send to my software, or connect your AI assistant to work with your lists.
No destination?
You can skip this step. The feed still collects projects; you’ll see them when you open it in the sidebar. You can add destinations any time.
When it arrives
Feeds arrive at 8am, within about 15 minutes. Weekly feeds arrive on Monday. You can set the time zone.
Needs Professional Choosing a different day or time, for example Thursday at 6am before your weekly meeting.
Limits that keep feeds useful
- Too broad: if your filters match more than 5,000 projects in total, the setup asks you to narrow them. A feed that sends everything isn’t a feed.
- Quiet days: permits often reach us in batches, so a daily feed can be empty one day and full the next. If that bothers you, switch to weekly.
- Size: a feed keeps its newest 500 projects.
Change, pause or run a feed
Click a feed in the sidebar and open Feed settings…. There you can:
- rename it or change its description, look-back, timing and destinations
- turn it off and on with Feed is on
- send it right now with Run now
- see when it last ran under Last run
How many feeds you can have
| Plan | Smart Feeds |
|---|---|
| Trial | 1 (up to 5 projects a day, 50 a week) |
| Starter | 1 |
| Professional | 15 |
| Enterprise | 100 |
If you move to a plan with fewer feeds, the extra ones pause until you turn another off or upgrade. If your plan becomes inactive, all feeds pause and turn back on when it’s reactivated.
Still stuck? Email [email protected] and a person will reply.