Finesse Your Alerts
Most policy monitoring tools offer customizable alerts that use a combination of keywords, artificial intelligence, and content filters to determine when a new policy document should be added to your dashboard.
The sweet spot for alert volume is about 200 to 800 alerts per legislative session. To get your alert volume to land in that range, you may need to finesse your keywords, filters, and settings.
Use AI-Assisted Search Instead of Boolean Keywords
A few years ago, policy monitoring teams had to rely on complex boolean keyword combinations to monitor government documents. If the exact words being used in policy documents shifted because of conversations in the media, teams risked missing out on new policy alerts if they didn't update their keywords.
Today, most policy monitoring tools have AI-assisted search capabilities. These are much easier to use than boolean keywords because they can spot policies that use many variations of a keyword or phrase, and they can also evaluate the context around a keyword match to make sure it's relevant.
In PolicyNote, you can use AI-assisted search to create alerts. You can start by doing a search with your well-defined monitoring scope ("Bills related to Medicaid payment for provider services in Northeast states"). If the results are highly relevant and fall within that 200 to 800 document range, you could save that search as an alert. However, if the results contain a lot of noise or return too many documents, you may need to further refine your results.
Use NOT Operators to Eliminate Noise
If you care about a topic that has a lot of overlap with another unrelated topic, you might need to use a NOT operator.
Ryder shares that her team helped a PolicyNote customer set up a NOT operator to track legislation pertaining to human vaccines. Originally, the customer was tracking all mentions of vaccines in state legislation, but they were getting too many alerts about pet vaccination laws. Ryder added the phrase "NOT veterinary" to their alert keywords to filter out those irrelevant matches.
Use Content Filters
Content filters can help you eliminate documents that are unlikely to contain substantial policy changes. In PolicyNote, you can choose whether you want to track regulatory or legislative documents for each alert. Within each of those categories, you can further refine your alerts based on the type of document.
For example, state lawmakers often introduce ceremonial resolutions to honor individuals, organizations, or historical events. Those resolutions rarely have any policy implications, so most teams want to filter those out. You can do this by unchecking the filters for Memorials and Joint Memorials.
Depending on your tool's configuration, the content filters might also be the place for you to select the states or regions you care about.
Taking advantage of geographical filters, content type filters, NOT operators, and AI-assisted searches can help you finesse your alerts so that you only get relevant policy documents in your policy tracking dashboard.