Keep one saved creator list for each brand or client.

Lists are named by the operator, so an agency can hold one list per client and keep them apart in the same workspace. A client list stays after the campaign closes, which means the second campaign for that client starts from the first one instead of from an empty sheet.

Premium shares the workspace with up to five teammates, so a second strategist can open the same client list rather than asking for a file. The agency sourcing page covers the wider workflow.

A client brief that worked once is worth repeating. Sourcing automations re-run a saved brief on a schedule and add the newly found creators to the list, so a monthly retainer produces fresh candidates without anyone re-typing the brief.

Because deduplication runs on every pass, a recurring search adds new names instead of returning last month's list. That is the difference between a scheduled search and a repeated search.

Teams that build the tracker by hand usually keep too few columns to audit a decision later. The record that survives a handover holds the handle and platform, the profile URL, the follower band, the public contact and how it was classified, the fit score with its reasons, the content evidence that justified the match, the review date and reviewer, the campaign or client the creator belongs to, the outreach status, and the reason for any rejection.

Those are the fields UGC Agent already keeps on every retained creator, so the tracker is the output of sourcing rather than a second job after it. The same fields come out in the CSV export, which means a team that prefers its own spreadsheet still starts from a complete row.

Two columns are worth adding by hand once outreach starts: the date of first contact, and the agreed next step. Everything else about the negotiation, including rates, deliverables, and usage rights, belongs in the written scope rather than in a sourcing tracker.