How-To Guides

Search & Discovery

• Getting Started with Search
• Discover Page
• Exporting Data from PolicyNote

Tracking, Alerts & Notifications

• Managing & Optimizing Alerts
• Creating an Alert

Legislation & Regulatory Intelligence

• Bill Forecast Overview: Turning Legislative Predictions into Advocacy Strategy
• Social Media Monitoring
• Similar Bills & Related Bills

Projects, Actions & Collaboration

• Projects
• Actions

Reporting, Exports & Data Outputs

• Generating & Sharing Policy Reports

AI & Automation

• AI Assistant

Contacts & Stakeholder Management

• Contacts

Account, Setup & Platform Basics

• Account Access
• Dashboard
• Files, Labels & Metadata

Resources

• Email-to-Actions

Dashboard

• Presidential Actions Widget