Creating and editing a filter
A Tender Navigator filter is created and edited on its own page under Filters in the dashboard. The page has sections for the name, the search criteria, the AI model and prompt, the email schedule, usage and the budget rule, plus a setup checklist that shows when the filter is ready to activate.
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Three ways to start a filter
- From a search. Run the Pre-search tool until the results look right, then press Save as Filter. The keywords, countries and codes carry over. See Turning a search into a filter.
- From your Business Profile. On the Business Profile page, press Generate filter. On the new-filter page, a banner offers "Pre-fill from your Business Profile". The draft includes keywords, countries, codes and a structured prompt. See The Business Profile.
- By hand. Open Filters and press the button to create a new filter.
All three create the filter paused.
Basics
- Name. A short, descriptive label, for example "IT Tenders - DACH".
Search criteria
- Keywords. Up to 10, each 2 to 100 characters. Words or phrases that must appear in the tender text; any one of them is enough. Press Enter after each.
- Countries. Up to 20 countries where the tender must be published. Any one of them is enough.
- CPV codes, NAICS codes, UNSPSC codes. Up to 10 per system, picked from the dictionary. A tender matching any code in any system is picked up. See CPV, NAICS and UNSPSC codes.
- Deadline offset (days). Only include tenders with deadlines at least this many days from today. 0 to 365; the default is 0.
- Translate keywords. When on, your keywords are automatically translated into the languages of the selected countries, so a German notice can match an English keyword.
Tender budget
An optional block with Minimum, Maximum, Currency (EUR by default) and the switch Tenders without a stated budget (Included or Excluded). Leave both bounds empty to ignore budget entirely. See Filtering tenders by budget.
AI evaluation
- LLM model. The AI model that assesses relevance. Models differ in depth of reasoning, speed and accuracy; the default is the first in the list. See Choosing the AI model.
- AI prompt. Describe what makes a tender relevant to you. This is the text every picked-up tender is judged against. See Writing the AI prompt.
Notifications & schedule
- Email subject. The subject line of the filter's digest emails.
- Frequency. Daily or Weekly. Filtering and evaluation happen daily regardless; this only controls when results are delivered by email. A new filter starts on Daily.
- Day of week. For a weekly digest.
- Time (UTC). The time of day the email is sent, on the half hour.
Usage
Shown for an existing filter: Evaluations performed (tenders evaluated this month), Stuck tenders (tenders this month that could not be evaluated), an optional Evaluations limit for this filter, and the account's remaining activations. See Filter usage and limits.
The setup checklist
The Filter setup checklist on the page mirrors what activation requires:
- at least one keyword,
- at least one country,
- at least one CPV, NAICS or UNSPSC code,
- an AI prompt.
An unticked row names what is missing. A filter can be saved while incomplete, but it can only be activated when all four are ticked.
Saving
- Save stores the filter. A blocked save says so: a toast, a banner naming the blocking field, and a scroll to it.
- Save & Activate saves and then switches the filter on, when the checklist is complete and your plan has an active-filter slot left.
- Leaving the page with unsaved changes asks for confirmation.
- Toasts confirm "Filter created" (as paused), "Filter updated", "Filter activated" and "Filter deleted".
Danger zone
At the bottom of an existing filter's page, Delete removes the filter after a confirmation. Results it already produced remain on the Results page.
Related articles
- How filters work in Tender NavigatorA Tender Navigator filter is a saved tender search that runs daily: keywords, countries and codes decide which tenders it picks up, and its AI prompt decides how each one is judged. What a filter contains and what it produces.
- Keywords, countries and codes: how search criteria workHow Tender Navigator combines keywords, countries and classification codes in a search: every list widens the search (OR), one constraint is required, and multi-word phrases stay intact.
- CPV, NAICS and UNSPSC codes in Tender NavigatorThe three classification systems Tender Navigator supports: CPV for Europe, NAICS for the US and Canada, UNSPSC internationally. How the code fields work, how codes match, and how many you can use.
- Writing the AI prompt for a filterHow to write the business criteria that Tender Navigator's AI evaluation judges every tender against: what to include, what to leave out, worked structure, and how to sharpen a prompt when verdicts look wrong.
- How filter digest emails workThe digest email each Tender Navigator filter sends: what it contains, the Daily or Weekly frequency, day of week and time (UTC), the custom subject line, where the links lead, and why the schedule does not change when tenders are evaluated.
- Filtering tenders by budgetHow the budget filter works in Tender Navigator searches and filters: minimum, maximum, currency, tenders without a published budget, and why most notices state no budget at all.