Keep the queue full with daily lead finding

Research runs are something you start. Daily lead finding is the version that keeps going: on weekdays, it finds one bounded batch of qualified people for a campaign's play and puts them in Opportunities for you to review.

You will find it on each campaign. Open the campaign, go to its Settings step, and scroll to the Daily lead finding panel at the bottom.

What it will and will not do

It finds people. That is all. New people wait in Opportunities for your review, and are never added to an approved recipient list automatically. Every new recipient still needs a fresh, exact campaign approval before any outreach goes out.

Set the plan

The plan can only be edited while the campaign is an unapproved draft. If the campaign is already approved, invalidate that version on the Settings step first. Four fields:

1. Qualified people per day, your target, from 1 to 25.
2. Raw candidates max, the ceiling on how many people it will look at to hit that target, from your daily target up to 100.
3. Daily token cap, the most it may spend in a day, from 2,500 to 2,500,000 tokens.
4. Run hour, the local hour it runs (0 to 23), in your campaign's timezone.

Then click Review daily plan. Planning does not reserve tokens and does not run a search.

Read the quote, then save it

The quote shows three numbers in tokens and people: the estimated daily quote (shown as usually uses about when there is history, with the most a day can use beneath it), your hard daily cap, and the planned raw capacity. It also shows the exact plan it priced.

Click Save plan to campaign draft to attach it. If you change a field later, click Refresh daily quote to price it again.

Saving the plan changes the draft, so review the campaign and approve it again with Approve & launch.

Turn it on

Once the campaign is approved with a saved plan, the panel shows Activate daily finding. Click it and the cycle starts running.

While it is running you can Pause daily finding at any time, and Resume daily finding later. Pausing means no future daily cycle starts until you resume. Pausing, stopping or completing the campaign itself also stops daily finding. The panel shows the latest cycle's date and result, so you always know whether it ran.

The safety boundaries

• One cycle per weekday, Monday to Friday at your run hour, in the campaign's local time. No weekend runs, no second run in the same day.
• The raw-candidate ceiling and the token cap are both enforced before work begins. When the next batch would push spending past your cap, it stops rather than exceeding it.
• The cap you set is a hard cap, not a target it drifts past.

If daily finding is not yet switched on in your workspace, the panel tells you, and you can still prepare and approve the exact plan and token cap now. If it is blocked for any other reason, the panel names the reason.

Why it matters

An outreach queue that empties is a campaign that quietly stops. This keeps a small, priced, capped amount of new work arriving every weekday, while leaving every actual decision with you.

Related: Work the Opportunities screen and Review and approve a campaign.