# Changelog
Source: https://learn.cleftnotes.com/changelog

What's new in every Cleft release

*For what is planned next, see the [roadmap](https://cleftnotes.com/roadmap).*

<div />

<Update label="July 3, 2026" description="v1.14.3 - More Reliable Capture">
  ## Capture You Can Count On

  <Note>
    **Platforms:** iOS, iPadOS, macOS, and watchOS (build 184)

    1.14.3 is in TestFlight, with the App Store release pending.
  </Note>

  This TestFlight build makes capture more dependable: widgets open the right note, Apple Watch recordings keep moving, unfinished notes are clearer to retry, and Account settings keep personal details hidden until you choose to show them.

  <div>
    <Frame>
      <img alt="Cleft iPhone Account settings, with name, email, and app user ID hidden until revealed." />

      <img alt="Cleft iPhone Account settings, with name, email, and app user ID hidden until revealed." />
    </Frame>
  </div>

  ### Changed

  * **[Account details stay private on screen.](/user-guides/settings#account-privacy)** Your name, email, and App User ID stay hidden until you reveal them. When you need help, copy your App User ID so we can find your account without showing your email.
  * **Settings stay in the right place.** Your preferences keep following you through iCloud, while device-specific choices stay on the device they belong to.

  ### Fixed

  * **Recent-note widgets show the right note.** Your widget keeps showing your latest note instead of going back to an older one.
  * **Unfinished notes are clearer to retry.** If Cleft saves your recording but cannot finish writing the note, it keeps the recording ready to retry instead of showing or exporting a note that looks done.
  * **Widget starts respect your choice.** If you back out of a Lock Screen or widget recording launch, Cleft does not start that recording later by surprise.
  * **Apple Watch shows the right note details.** Recent notes on your Watch show the correct summary, date, archived status, tags, and account.
  * **Apple Watch recordings finish more reliably.** A recording that already reached your iPhone can finish after you reopen Cleft or reconnect.
  * **Apple Watch keeps your selected style.** Watch recordings use the style you chose on your Watch when they first sync. Later rewrites on iPhone, iPad, and Mac use your current style setting.

  ***

  ### Contributors

  Thanks to Alien8 for testing v1.14.3 in TestFlight and sending feedback.
</Update>

<div />

<Update label="July 1, 2026" description="v1.14.2 - Clearer and Calmer">
  ## Clearer Writing, Calmer Controls

  <Note>
    **Platforms:** iOS, iPadOS, and watchOS (build 168) · macOS (build 181)

    1.14.2 is live on the App Store.
  </Note>

  This patch makes writing a note, switching views, and playing back audio feel clearer, and keeps your note controls calm and predictable on every device.

  ### Fixed

  * **[Your recording stays with your note.](/user-guides/managing-voice-notes#audio-playback)** Voice notes keep their audio after they sync, so playback and audio export stay available instead of leaving you with the transcript alone.
  * **Background recordings finish processing.** A recording that starts in the background now picks back up and completes instead of getting stranded when you return to Cleft.
  * **[Typed notes are ready when you are.](/user-guides/recording-voice-notes)** Long-press New Note to start writing right away. Save stays legible on iPhone, and your text stays editable until you save or discard it.
  * **[Notes and Transcript follow your tap.](/user-guides/transcripts)** Switching between Notes and Transcript stays reliable on iPhone and iPad, so the view you pick is the view you see.
  * **[Playback tells you when audio is loading.](/user-guides/managing-voice-notes)** Play now shows when your recording is getting ready on Mac, so you are not left guessing.
  * **[Send and More stay reliable on Mac.](/user-guides/send)** Toolbar menus open at full size on the first click with native menu labels, plus cleaner dismissal and tooltips, so copy, share, delete, and your other note actions are always reachable.
  * **Cleft keeps its own warm accent.** Settings and What's New stay on Cleft's color instead of falling back to system blue.

  ***

  ### Contributors

  Thanks to Vincent and Paddington for helping us track these down and get them fixed.
</Update>

<div />

<Update label="June 23, 2026" description="v1.14.1 - Reliable Controls">
  ## Notes and Automations Stay Reliable

  <Note>
    **Platforms:** iOS, iPadOS, and watchOS (build 160) · macOS (build 174)
  </Note>

  This patch keeps the 1.14 note style, toolbar, backup, and automation work dependable while the larger Make Cleft Yours release rolls out.

  ### Added

  * **[Your Zapier automations get richer note data.](/user-guides/integrations/zapier/templates)** Note Created, Note Updated, Note Published, Note Unpublished, and Comment Added triggers now receive more complete fields with more reliable delivery, and you do not need to reconnect Cleft.
  * **Your backups identify where they came from.** Portable backup folders now show the Cleft version that created them, so exported folders are easier to trace later.

  ### Fixed

  * **[Custom note styles work on iPhone and iPad.](/user-guides/custom-instructions#custom-styles)** Create a style from Writing Style settings, then long-press Edit to reopen it pre-filled and ready to change.
  * **[Toolbar actions stay reachable on iPad and Mac.](/user-guides/send)** Send and More open reliably again, so copy, share, delete, and the rest of your note actions remain available from the toolbar.
  * **[Mac shortcuts keep working after toolbar menus.](/user-guides/keyboard-shortcuts)** Opening Send or More no longer gets in the way of keyboard shortcuts.

  ***

  ### Contributors

  Thanks to Andrew M and Vince C for your feedback.
</Update>

<div />

<Update label="June 22, 2026" description="v1.14.0 - Make Cleft Yours">
  ## Make Cleft yours

  <Note>
    **Platforms:** iOS (build 159) · macOS (build 173) · watchOS (build 159) · CarPlay (included with iOS)
  </Note>

  Cleft is a camera for your mind. Catch a thought as fast as you can say it, before it slips away. This release is about what happens next: shape every note the way you think, set a rule Cleft always follows, and keep your notes with the rest of your context, on every device you own.

  <div>
    <Frame>
      <picture>
        <source />

        <img alt="Cleft's recording screen on iPhone. A wireframe shape sits under the words I'm listening, with an output-style selector below showing Organized selected, above the recording timer and a red stop button." />
      </picture>
    </Frame>
  </div>

  ### Added

  * **Pick how Cleft writes each note, right from the recording screen.** A style selector sits just above the record button. Tap, swipe, scroll, or use the arrow keys on Mac to move between Structured, Structured Prose, Clean Transcript, and any style you have made, then record. Your choice shapes that note and any note you regenerate later, and it lives in Settings too, under Note Style.
  * **Make your own note styles.** With Plus, create named styles with their own instructions, then drag the whole list, built-in and custom together, into the order you like. That order follows you across your devices.

  <div>
    <Frame>
      <picture>
        <source />

        <img alt="Cleft's Writing Style settings on Mac. Your Rules contains No adverbs, Output Styles lists Organized, Organized without bullets, and Verbatim with reorder handles, and Copy Format is set to Plain text." />
      </picture>
    </Frame>
  </div>

  * **Set a writing rule Cleft follows every time.** Your Rules lets Plus members add a standing instruction like "no adverbs" or "keep it brief". You get up to 500 characters. Saved rules stay visible but paused if Plus is no longer active, and you can clear them whenever you choose.

  <div>
    <Frame>
      <picture>
        <source />

        <img alt="Cleft's Writing Style settings on iPhone. A Your Rules box reads No adverbs with an 11 of 500 character count, above an Output Styles list of Organized, Organized (no bullets), Verbatim, Launch Brief, and Code review." />
      </picture>
    </Frame>
  </div>

  * **Choose your note style on Apple Watch and in CarPlay.** Dial through your styles with the Digital Crown as you record on your wrist, or tap one on the CarPlay home screen before you set off. Plus members see their own styles in both places.
  * **Cancel a CarPlay recording you didn't mean to start.** Stop and Pause now have a Cancel control beside them, so a recording you started by mistake is no longer one you have to finish.

  <div>
    <Frame>
      <img alt="Cleft recording on a CarPlay display. The screen reads Recording with a Cancel button in the top corner and Stop and Pause controls below." />
    </Frame>
  </div>

  * **Pick your settings once, see them everywhere.** Theme, note style, copy format, note language, your writing rules, Notion auto-send, and your save-to-device choices stay in sync across every iPhone, iPad, and Mac signed into the same iCloud account.
  * **Every note saves to your device automatically.** Saving notes as files on your device is free on Mac, iPhone, and iPad. With Plus, pick the folder yourself: your [Obsidian](/user-guides/integrations/obsidian/overview) vault, a NotePlan project, a Logseq graph, a Drafts folder, or anywhere you like.
  * **Keep the voice memo next to the note.** Turn on the audio toggle in Settings and the original recording saves right beside the written note. Tap to replay anytime.

  <div>
    <Frame>
      <picture>
        <source />

        <img alt="Cleft's Local Sync settings on iPhone. Save notes as files is on, Sync Folder shows a custom folder option, Include audio files is on, and Save existing notes is available." />
      </picture>
    </Frame>
  </div>

  * **Find your Cleft notes alongside everything else you've written.** Title, tags, and dates travel with every note, so Obsidian, NotePlan, and Drafts can sort and search them the same way they handle your other notes. A small "made by Cleft" tag inside each file shows where it came from.
  * **See where Cleft is saving on your Mac.** Settings can reveal your active save folder in Finder or show the exact path. Works whether you're on Free or Plus, and whether you stuck with the default folder or picked your own.
  * **See how much space your voice memos are using.** Turn on the audio toggle and Settings shows the number of files and total size at a glance.
  * **Start recording from anywhere on your Mac with one keystroke.** Press ⌥⌘N and Cleft starts recording, even when the app is hidden or in the background. Rebind it or turn it off in Settings → Shortcuts.
  * **Jump straight to a note on Mac.** Press Command-1 through Command-9 to open the matching note in the current list, filter, or search result. Cleft scrolls it into view when needed.
  * **Know the moment a new version is ready.** When a newer Cleft is available, a gentle reminder appears on your Home screen and takes you straight to the update. It never blocks recording, and you can wave it away for now.

  <div>
    <Frame>
      <picture>
        <source />

        <img alt="Cleft's Shortcuts settings on Mac. The page shows a search field, a Most Used shortcut list, the global Start or Stop Recording shortcut, and Recording shortcuts." />
      </picture>
    </Frame>
  </div>

  <div>
    <Frame>
      <picture>
        <source />

        <img alt="Cleft's Local Sync settings on Mac. Save notes as files is on, Sync Folder shows Show path and Choose Custom Folder controls, Include audio files is on, and Save existing notes is available." />
      </picture>
    </Frame>
  </div>

  ### Changed

  * **The recording style selector feels more tactile.** Drag through note styles like a camera dial, with each style tilting into place and a small haptic tick as you pass it.
  * **The note styles have clear, plain names.** Three built-in styles, Structured, Structured Prose, and Clean Transcript, each with a one-line description so you know what you're picking before you pick it.
  * **Writing settings are easier to tell apart.** Your Rules holds the instructions Cleft follows every time; Note Style picks the shape of the note. The two no longer blur together.
  * **Upgrade prompts for custom styles are clearer.** Creating your own style now opens a dedicated Plus screen, and Mac no longer shows a second upgrade card in the same settings panel.
  * **Cleaner previews in your notes list.** Each card shows a short, plain-text gist of the summary at a steady height, so the list scans at a glance. The full summary is still on the note itself.
  * **Spot your notes at a glance in your folder.** Files are now named with the date and a few words from the note, like `2026-05-06-meeting-with-jonny`, instead of a long ID number. Older notes get their new name the next time you edit them.
  * **Already saving to a folder? You get a heads-up first.** The next time you open Cleft on Mac, iPhone, or iPad, a one-time screen walks you through what's about to change and offers to open your folder so you can back it up.
  * **Set up Local Sync right from your iPhone or iPad.** Settings on iPhone and iPad now has the same Local Sync controls as Mac. Turn save-to-device on or off, pick your folder, flip the audio companion, and check your storage, all without reaching for your Mac.
  * **Find your way around Mac Settings at a glance.** The sidebar now shows an icon, name, and one-line description for every section. Press ⌘1 through ⌘6 to jump straight to one. About opens from the Cleft Notes menu where Mac users expect it, and a new Help & Support section gathers bug reports, feature requests, What's New, the roadmap, changelog, Terms, Privacy, Accessibility, and your version info in one place.
  * **See every keyboard shortcut Cleft responds to in one searchable list.** A new Shortcuts section in Mac Settings (⌘4) lists every shortcut, with the global recording shortcut right at the top.
  * **Local Sync has its own place in Settings.** Save-to-device controls are grouped together instead of sharing space with automation integrations.
  * **Cleaner Sync Folder buttons in Settings.** One "Choose Custom Folder…" button replaces the two confusing options, and the confirmation screens drop the internal folder name so it's clearer what's about to happen.
  * **Roadmap and feature-request links open the Cleft roadmap.** In-app links now point to cleftnotes.com/roadmap instead of the old Canny board.

  ### Fixed

  * **Delete confirmations stay open until you choose.** The Delete Note alert no longer flashes away before you can confirm or cancel.
  * **Recording style controls behave reliably.** Haptics fire on iPhone, long custom style names shrink to fit, styles deleted on one device fall back cleanly on the others, and the Mac selector only responds to scrolling while your pointer is on it.
  * **Local Sync setup finishes what you ask.** Default iPhone and iPad exports now appear in Files under On My iPhone → Cleft, Save Existing Notes starts right away, and Cleft tells you clearly when an export or backup could not finish.
  * **Mac controls match the current system.** The sidebar toggle, toolbar menus, Play button, selected note cards, window zooming, and keep-running-after-close behavior now line up with modern macOS.
  * **Apple Watch notes that got stuck now sync reliably.** A recording whose transfer froze used to wait forever. Now it recovers on its own once your iPhone is in reach, a tap on Sync re-sends it, and long memos come across too. The watch tells you what's really happening instead of leaving you on an endless spinner, and a duplicated or interrupted transfer still lands as exactly one note.
  * **Mac recording shortcuts keep working after you reopen the recorder.** The global shortcut stays reliable even after the recording view has appeared more than once.
  * **Your edits stay on the right note.** Switch to another note while a save is still finishing and your text, images, tags, and Notion actions stay with the note you actually edited, instead of landing on the one you just opened.
  * **Editing a note no longer drops keystrokes.** Your typing stays put when an autosave lands while your cursor is still in the note.
  * **Text notes survive interruptions.** Cleft keeps a draft as you write, so a note you're typing isn't lost if something cuts in.
  * **Rewrite follows the note style you selected.** Clean Transcript, Structured Prose, and your custom styles are honored when you rewrite an existing note.
  * **Open a brand-new note and see the real title right away.** Tap into a note you just recorded and the title and transcript show up immediately, instead of flashing placeholder text first.
  * **New note cards fill in as soon as their content arrives.** The home list, filters, search results, and note detail view now agree as the title, body, and tags come in.
  * **Cancel a recording instantly on iPhone.** Tap Cancel and you're back to your notes right away, no half-second wait.
  * **Continue Note preserves your recording on iPhone.** If the recording screen is dismissed unexpectedly, Cleft no longer leaves a stuck recording indicator or loses the audio you already captured.
  * **Background dictation fills in the missing words.** Words spoken while Cleft is in another app, or while your device is hot enough that live transcription pauses, are recovered into the saved note.
  * **Silence stays silent.** A near-silent recording no longer turns into invented text. You get the Blank Audio note instead.
  * **A borrowed microphone comes back cleanly.** If another app briefly takes the mic, Cleft resumes your recording and lets you know; if it can't, it ends the recording with a clear reason.
  * **The first time you open Cleft, granting mic permission won't slow it down.** Step out to Settings, allow the microphone, come back. Cleft picks up where it left off.
  * **Grant mic permission on Mac and land straight in the recording view.** The first time you say yes to the microphone on Mac, Cleft now opens the recording screen right away instead of starting a silent recording with no UI.
  * **Search snippets read right in emoji-rich notes.** Note cards show accurate previews even when your match comes after an emoji.
  * **The sync icon only shows when a note is actually waiting.** Notes that are simply processing no longer wear the same warning as offline or stuck ones.
  * **Archive, tag, and search lists stay consistent.** They no longer show duplicate notes or the wrong empty state while Cleft is still loading.
  * **Queued notes no longer turn into duplicates.** A note you saved offline collapses back to one once it finishes syncing, even after a retry or a weak connection.
  * **New notes finish syncing cleanly.** Notes saved on a weak connection no longer show transcript errors while they finish syncing.
  * **Your sync folder shows its real name on iPhone and iPad.** Settings now displays the folder you picked in Files, like "Obsidian Vault", instead of a long internal path that looked broken.
  * **Cleft tells you if saving to your folder keeps failing.** A clear warning in Settings, instead of leaving you to assume your files are landing.
  * **Your notes look right in any language.** Whether you use Cleft in German, Japanese, English, or anything else, Obsidian shows your title and tags correctly.
  * **Your voice memo saves alongside every new note, right away.** Turn on the audio toggle and the recording lands beside the written note the moment you save, not later.
  * **Notion errors point you straight to the fix.** Every Notion error message now names the exact place to go, Settings → Integrations, instead of just saying "check Settings".
  * **Plus on Watch and widgets the second you open them.** Apple Watch recording and your Home and Lock Screen widgets know you're a Plus subscriber right away, no brief flicker of the Free experience first.
  * **Upgrade links wait for subscription status.** Upgrade screens no longer flash a false "subscription active" message during the brief window before your plan has loaded.
  * **Your theme follows you across devices, too.** Pick light or dark mode on one device and every iPhone, iPad, and Mac signed into the same iCloud account matches, alongside the rest of your settings.
  * **Symbols like `<` and `>` stay readable when you share a note.** Send a note through Shortcuts or the Share Sheet and angle brackets now arrive intact, instead of turning into a garbled `&amp;lt;` in the receiving app.
  * **Links into Cleft open the right place.** App destinations, note styles, Writing Style, and Custom Instructions links take you to the screen you expected, and only explicit upgrade links can show Plus.
  * **Failed saves leave note timestamps alone.** If a note or tag edit rolls back, the visible modified time no longer changes as if the save had worked.
  * **Connection problems are clearer.** Dropped or timed-out requests no longer appear as offline mode.
  * **Logout cleanup is safer.** Interrupted prior-account recordings no longer linger after the next app launch.
  * **One Save shortcut on Mac, doing the right thing.** ⌘Return now saves whatever you're working on, an open note, a text recording, or your writing style, instead of showing two rows in the File menu.
  * **Your password manager fills your email at sign-in.** iCloud Keychain and other password managers now offer the address you saved instead of making you retype it.
  * **Entering your sign-in code is more forgiving.** Delete from or paste a code into any of the six boxes without focus getting stuck in the wrong place.
  * **Cancelling a recording leaves your other notes alone.** Discarding or restarting a recording now clears only that recording, so the voice memos on your saved notes stay exactly where they are.
  * **Your recordings stay put after an update.** When Cleft tidies up audio behind the scenes after an update, it no longer mistakes a recording it just moved for a missing one, so nothing gets cleaned up by accident.
  * **Big images no longer crash the editor on Mac.** Drop in a large screenshot or photo and Cleft resizes it before upload, so an oversized file can't take the editor down.
  * **The Mac window always comes back.** Reopen Cleft from the Dock, Command-Tab, or the Window menu and your notes window returns reliably, even moments after launch.
  * **Background work stays in the background.** Cleft no longer flashes a "trouble reaching our servers" message for things you didn't start, like a quiet background sync, saving existing notes to a folder, or retrying an offline note. Those recover on their own, and the message is saved for actions you're actually waiting on.
  * **Subscription screens tell you when they can't load.** If your plan details can't be reached on the way into Manage or Cancel Subscription, Cleft now says so and lets you try again, instead of the tap doing nothing.
  * **Changing your mind about a purchase stays quiet.** Close the App Store payment sheet or cancel a restore and Cleft treats it as a cancellation, with no error flashing on Mac.
  * **Terms, Privacy, and subscription links open the right page.** Wherever you tap them, at sign-up, in Account, About, or Help, they now go straight to the correct page.

  ### Removed

  * **Old mobile Settings shortcuts are gone.** iPhone and iPad no longer show Roadmap, Default Send Shortcut, or Keyboard Shortcuts rows for features that are available on Mac or the web.

  ***

  ### Contributors

  Thanks to Aliaksandr, Andy A, Andrew A, Arthur M, Cemre G, Daavid S, Dave R, Grzegorz, Jaime B, Kurtis G, Nigel, Paddy R, Parker K, Rafa P, Rich P, Rumeet W, Sheldon G, Simon B, Solange, Steve H, and Tim B for testing v1.14.0 in TestFlight and sending feedback.
</Update>

<div />

<Update label="June 17, 2026" description="Smoother note lists">
  ## Smoother note lists

  <Note>
    No app update required. This improvement is live on Cleft's service.
  </Note>

  A behind-the-scenes fix for anyone with a long library, so scrolling back through your notes stays smooth.

  ### Fixed

  * **Your full note list loads reliably, however long it gets.** Scrolling back through a large library no longer hits an error while older notes load in.
</Update>

<div />

<Update label="June 11, 2026" description="Service reliability improvements">
  ## Service Reliability

  <Note>
    No app update required. These improvements are live on Cleft's service.
  </Note>

  This update focused on the work behind the scenes that keeps Cleft dependable when saves are slow, connections wobble, or integrations need to hand data off cleanly.

  ### Fixed

  * **Voice notes save more reliably when storage is tight.** Failed audio saves now clean up temporary files before retrying, so one bad attempt no longer blocks later recordings from saving.
  * **Fewer false offline errors.** Long-running saves and syncs are less likely to fail while your device is still online.
  * **Zapier comment automations get the reply text again.** Comment webhooks now include the reply content your Zap expects, so follow-up automations have the data they need.

  ***

  ### Contributors

  Thanks to Paddy R and Kurtis G for letting us know.
</Update>

<div />

<Update label="May 4, 2026" description="v1.13.0 - Think While You Drive">
  ## Think While You Drive

  <Note>
    **Platforms:** iOS (build 133) · macOS (build 157) · watchOS (build 133) · CarPlay (new)

    v1.13.0 is now live across all platforms on the App Store and Mac App Store.
  </Note>

  Record a voice note while you drive. With CarPlay support, you can capture a thought, save it in a tap, and start the next one right away. All without reaching for your phone.

  <div>
    <CarPlayCapture alt="Cleft on a CarPlay display showing the Ready to record screen with a centered plus button" />
  </div>

  ### Added

  * **[CarPlay recording.](/user-guides/carplay)** Tap the New Note button on your car screen, speak your thought, and your note is waiting on your phone when you arrive.
  * **[Pause and resume CarPlay recordings.](/user-guides/carplay#how-it-works)** Tap Pause if you need a moment, then Resume when you are ready. The timer freezes while paused.
  * **[Stop and start the next note right away.](/user-guides/carplay)** When you tap Stop in CarPlay, the screen saves immediately. You can record the next note without waiting for the previous one to finish processing.
  * **[Smaller CarPlay recordings.](/user-guides/carplay)** CarPlay notes upload as compact files about a fifth the size of before, so they sync faster on patchy signal.
  * **[Spot CarPlay notes at a glance.](/user-guides/carplay#how-it-works)** A small steering wheel mark on each note shows it came from your car. A pulsing dot means it is still processing. A warning icon means you can tap to retry.

  - **Send a note in one tap.** A new Send button on the note toolbar puts Notion and three Copy options (Markdown, Plain Text, Transcript) one tap away.

  * **[Every recording lands in Notion automatically.](/user-guides/integrations/notion/overview#send-a-note)** Plus users pick a Notion database once in Settings → Integrations → Notion, and finished recordings push there with no per-note tap. Manual Send reuses the same destination so taps and recordings always go to the same place.
  * **[Tidy your library after a manual Send.](/user-guides/integrations/notion/overview#send-a-note)** A new Plus toggle in Settings → Integrations → Notion moves a note to your Archived filter the moment Notion confirms a manual Send. Off by default, and the note stays recoverable from Archived.

  - **[Pin any note to your home screen.](/user-guides/widgets-and-action-button#pinned-note-widget)** Long-press a note in your list, or tap Pin to Widget from the more (•••) menu of an open note. The pinned note stays front and center on the widget until you pin a different one.
  - **[Continue your last note from anywhere.](/user-guides/widgets-and-action-button#continue-last-widget)** A new Continue Last widget refreshes to your most recent note. Control Center adds a Continue Last Note button that picks up where you left off.

  <div>
    <Frame>
      <img alt="iPhone home screen showing three Cleft widgets: a small New Cleft Note widget with a red plus button, a small Continue widget showing the most recent note titled Voice Memo Transcription Test, and a medium Pinned Note widget showing the same note with a Tap to add audio prompt" />
    </Frame>
  </div>

  * **[Siri and Shortcuts work end to end.](/user-guides/integrations/apple-shortcuts/overview)** Search Notes, Get Last Transcript, Export Note, Get Note Summary, and more all return real results from your account. Build a Shortcut, ask Siri, or run an action from the Share sheet.

  - **See how long you've been recording at a glance.** Elapsed time appears in the Dynamic Island, on your Lock Screen, and in the Mac Menu Bar while a recording is in progress.
  - **[A guided tour inside the app.](/user-guides/widgets-and-action-button#in-app-guide)** Settings now has a Widgets section that walks through every place Cleft shows up. Pinned Note, Continue Last, Dynamic Island, Control Center, CarPlay, and the Action Button.
  - **Bigger text, still sharp.** Note text and toolbar icons scale with your Dynamic Type setting, so larger text stays readable on every iPhone.

  ### Changed

  * **Press record and go.** Bluetooth headsets and AirPods are ready the moment you tap record, and switching devices mid-recording no longer stalls the waveform.
  * **Hear the full save tone.** The chime after you stop a recording plays through to the end instead of cutting off short.
  * **A cleaner note toolbar.** Pin to Widget moved into the note's ••• menu next to Archive and Manage, freeing toolbar space for the new Send button.
  * **Mac commands where you'd expect them.** Zoom and Show / Hide now live under the standard View menu instead of a duplicate.
  * **The Window menu is always available on Mac.** A new "Notes" entry stays visible even when no windows are open, so you can reopen your notes from the menu bar anytime.
  * **Close the window without closing the app on Mac.** Cmd+W or the red close button now keeps Cleft running in your Dock. Cmd+Q still quits cleanly.
  * **Cmd+Tab back to Cleft on Mac behaves.** Coming back to Cleft no longer pops it above the app you were just using, and clicking the Dock icon reliably restores the right window.
  * **Pin and Edit feel like one control now.** The pin toggle moved from the floating button into the header toolbar.
  * **Pick photos faster.** Adding a photo to a note uses the latest iOS photo picker instead of the older camera roll.
  * **Faster scrolling.** Tag filtering and note loading are noticeably snappier when you have a lot of notes.
  * **Less visual noise while notes transcribe.** Cleft shows one shared progress bar instead of one per note.

  ### Fixed

  * **Your music picks back up on its own.** Apple Music, Audible, Pocket Casts, and any other app you were listening to start playing again within a couple of seconds of saving a note.
  * **Upgrade to Plus mid-drive.** Tap upgrade while you are recording in CarPlay and your longer recording time is available right away.
  * **Continue waits for slow saves.** On a patchy connection, the Continue recorder now stays open until your save confirms, instead of closing early.
  * **Recording stop is crash-safe.** Stop a recording while another app or a call interrupts the audio session and your note is preserved instead of crashing the app.
  * **Transcription handles low memory.** When the device runs short on memory, the transcript step shows a retry option instead of ending the app.
  * **Subscription status loads cleanly at launch.** Pro features no longer flicker off on slow networks or during a fresh start.
  * **Connect to Zapier from Settings.** Open Settings → Integrations → Zapier and link your account in one tap.
  * **Second recording always captures sound.** Pressing record straight after another note hears your microphone every time.
  * **Pause and resume capture audio.** Resume after a pause and your recording continues with sound, not silence.
  * **Sync badge clears properly.** Phantom notes no longer inflate the number on your sync indicator.
  * **Photo export works again.** Saving a note image no longer fails on newer iOS versions.
  * **Notes display correctly behind the Dynamic Island.** Content no longer hides behind the status bar on newer iPhones.
  * **Recording stays on screen until done.** You will not be sent back, even if you tap back, while your note is still processing.
  * **Watch and CarPlay notes arrive reliably.** Recordings made offline or on a flaky connection now sync to your phone the moment you are back online.
  * **Empty recordings clean themselves up.** Leftover empty notes from a previous bug no longer clutter your list or sync count, and notes with real content are always safe.
  * **Recordings take less storage.** Cleft no longer keeps the intermediate audio file around once your note has finished saving, and old leftover files are tidied up the first time you open this version.
  * **Unfinished notes go to the right screen.** Partially synced notes no longer show a blank view.

  ***

  ### Contributors

  Thanks to Andy S, Parker K, Dave W, Rich P, Andrew M, Alex M, Gila R, Ahmed L, and Jaime B for your feedback.
</Update>

<div />

<Update label="March 22, 2026" description="v1.12.3 - Quieter Under the Hood">
  ## Quieter Under the Hood

  <Note>
    **Platforms:** iOS (build 76) · macOS (build 121) · watchOS (build 75)
  </Note>

  Your notes just got tougher. Edits save themselves, failed notes tell you why, and Apple Watch recordings find their way to your phone even out of range.

  ### Changed

  * **Your edits are safe.** Close the app, lose power, switch screens. Your changes are waiting when you come back.
  * **See why a note failed.** One clear reason, one tap to try again.
  * **Uploads that fix themselves.** If something goes wrong with your audio, the app sorts it out in the background.
  * **Apple Watch recordings get through.** Walk away from your phone and your recording still arrives when you reconnect.

  ### Fixed

  * **Mac recordings save before closing.** The app waits until your work is safe before dismissing.
  * **Retry works on every failed note.** Some previously stuck notes can now be retried with a single tap.
  * **Smoother audio recovery.** Upload issues resolve automatically so your notes come through complete.
  * **Watch sync is more reliable.** Recordings transfer consistently, even after being out of range.

  ***

  ### Contributors

  Thanks to Rumeet and everyone who reported sync and recording issues.
</Update>

<div />

<Update label="March 21, 2026" description="v1.12.2 - Never Miss a Word">
  ## Never Miss a Word

  <Note>
    **Platforms:** iOS (build 73) · macOS (build 118) · watchOS (build 73)
  </Note>

  Switch your AirPods, plug in a USB mic, connect a Bluetooth headset. Your recording keeps going.

  ### Changed

  * **Your full recording, every time.** Connect AirPods, plug in a mic, switch devices. Your recording keeps going without missing a word.
  * **More accurate transcripts.** Long recordings come through clean. Every section in the right order, nothing repeated or skipped.
  * **Record through anything.** USB mics, Bluetooth headsets, external displays. Nothing interrupts your flow.

  ### Fixed

  * **Recordings survive device changes.** AirPods, USB mics, Bluetooth speakers. Switch mid-recording and nothing is lost.
  * **Transcript accuracy improved for longer recordings.**
  * **iPad split view navigation crash resolved.**

  ***

  ### Contributors

  Thanks to Jody for your feedback.
</Update>

<div />

<Update label="March 16, 2026" description="v1.12.1 - Built to Last">
  ## Built to Last

  <Note>
    **Platforms:** iOS (build 72) · macOS (build 117) · watchOS (build 72)
  </Note>

  No new buttons to find, just a tougher, more accurate version of what you already rely on.

  <div>
    <img alt="Cleft v1.12.1 on iOS showing a voice note with properly styled code blocks in monospace font" />

    <img alt="Cleft v1.12.1 on macOS in dark mode showing a voice note with code blocks rendered in monospace with a distinct background" />
  </div>

  ### Changed

  * **Better transcription.** Catches phantom words that aren't in your audio.
  * **Quiet recordings come through.** Low-volume audio sounds right before transcription.
  * **Titles keep up.** Progress indicator while longer titles generate.
  * **Code blocks look the part.** Monospace font and proper styling in your notes.
  * **Back means back.** Navigating away cleans up properly.
  * **iPad and Mac split view.** Your selected note stays put when you refresh.

  ### Fixed

  * **Way more stable.** Fewer crashes across iPhone, Mac, and Apple Watch.
  * **Quieter in the background.** Reduced unnecessary background activity so your battery lasts longer.
  * **Deep links work with paywall.** Tapping a link no longer gets stuck.
  * **Your audio is protected.** Upload interruptions can't delete your recording.

  ***

  ### Contributors

  Thanks to marpa73, Nigel, Solange, Vince C, and writethecheck for your feedback.
</Update>

<div />

<Update label="March 6, 2026" description="v1.12 - Polish Edition">
  ## Polish Edition

  <Note>
    **Platforms:** iOS (build 66) · macOS (build 111) · watchOS (build 66)
    Available to download by Friday, March 6.
  </Note>

  Nothing new to learn, just a better version of what you already use.

  <div>
    <img alt="Cleft v1.12 on iOS showing the processing screen after a voice note" />

    <img alt="Cleft v1.12 on macOS showing a client meeting note organized into Summary, Decisions, Open Questions, and Next Steps" />
  </div>

  ### Added

  * **Choose your date format.** Pick the format that makes sense to you in Settings.
  * **Cmd+/ for search.** Quick access to search from anywhere on Mac.
  * **Keyboard shortcuts in Settings.** Cmd+1 through Cmd+5 to switch tabs on Mac.
  * **Better first experience.** Smoother onboarding with instruction templates to get you started.

  ### Changed

  * **Cleaner note list.** Redesigned cards with better spacing.
  * **Simpler toolbar on iPhone.** Consolidated into one tidy sheet.
  * **Tags.** Unified picker, bigger tap targets, and bulk management across multiple notes.
  * **Sharing.** More reliable across iPhone, iPad, and Mac.
  * **Spotlight search.** Finds tags, works offline.
  * **Mac Settings.** Redesigned with native styling.
  * **Smoother transitions.** Less jank when processing notes.
  * **AirPods mic on Mac.** Detected properly on first recording.

  ### Fixed

  * **Way more stable.** Eliminated dozens of crash causes across the app.
  * **Faster.** Removed hangs that caused momentary freezes.
  * **Offline notes work.** No more getting stuck without a connection.
  * **Mac polish.** Settings window behaves, logout works, delete alerts are consistent.
  * **Watch sync.** Notes don't duplicate, transcription is more reliable, offline recordings sync when you're back online.

  ***

  ### Contributors

  Thanks to Andy A, Ankur O, Bernardo L, Nigel, Rich P, Rumeet W, Solange A, Tim B, and Vince C for your feedback.
</Update>

<div />

<Update label="February 3, 2026" description="v1.11 - Liquid Fast Edition">
  ## Liquid Fast Edition

  <Note>
    **Platforms:** iOS (build 50) · macOS (build 93) · watchOS (build 50)
  </Note>

  Speed is the feature. We rebuilt how sync works, how the notebook engine performs, and how fast your note is ready after recording. Everything just got faster. Still entirely on-device.

  ### Added

  * **Your note is ready when you are.** No more waiting after you stop recording.
  * **Synced notes auto-export (Mac).** iPhone & Watch notes land in your local folder automatically.
  * **Restart a note while recording.** Changed your mind? Discard and start fresh without leaving the recording screen.

  ### Changed

  * **Record, stop, 3 seconds.** Down from 20 seconds. Upgraded transcription engine.
  * **Only changed notes sync.** No more full reloads. Way faster on large libraries.
  * **Smarter notebook engine.** Handles tricky recordings without crashing.
  * **No more phantom "Thank you".** Silence filtering catches hallucinations.
  * **Local Sync works better.** More reliable syncing between devices.

  ### Fixed

  * **Way more stable.** 10+ crash causes eliminated.
  * **Quality checks don't repeat every 60 seconds anymore.**
  * **Cancel a recording, Live Activity goes away.**
  * **Recordings save the moment you hit stop.**
  * **GPU issues handled gracefully.** Falls back to CPU if needed.
  * **Switch apps mid-recording.** Transcription picks up where you left off.
  * **Recording view looks right on Mac.**
  * **No more background crashes on Mac.**
  * **Copy buttons work reliably on Mac.** Toolbar copy actions no longer fail silently.

  ***

  ### Contributors

  Thanks to Andy A, Cemre G, Hugh P, Kearney B, Nigel, Rachel M, Rich P, Solange A, Tim B, Tyler S, and Willi B for your feedback.
</Update>

<Update label="January 7, 2026" description="v1.10.3">
  ## Rock-Solid Reliability

  <Note>
    **Platforms:** iOS (build 44) · macOS (build 87) · watchOS (build 44)
  </Note>

  We caught a few issues from the last release. This one makes things right.

  ### Fixed

  * **Your recordings are safe.** Even if something goes wrong, audio is protected.
  * **App stays rock-solid.** No more unexpected crashes.

  ***

  ### Contributors

  Thanks to Tyler S for catching this one early. Your report got us a quick fix.
</Update>

<div />

<Update label="January 6, 2026" description="v1.10.2">
  ## Better Audio, Smoother Sync

  <Note>
    **Platforms:** iOS (build 43) · macOS (build 86) · watchOS (build 43)
  </Note>

  Happy New Year! Starting as we mean to go on. Lots of goodies in this one.

  <img alt="Cleft v1.10.2 showing iOS Live Activity recording timer, Apple Watch complication, and home screen widgets" />

  ### Changed

  * **Quiet recordings come through clearer.** Better transcription accuracy.
  * **See your recording without unlocking.** Timer on your lock screen.
  * **Feel when things happen.** Tactile feedback throughout.
  * **Know what buttons do.** Hover or long-press any icon.
  * **Reopen the sidebar easily.** Collapsed it on iPad? Bring it back.
  * **Login codes fill themselves in.** One-tap verification.
  * **Widgets update instantly.** Changes reflect right away.
  * **iPad looks sharper.** Tighter spacing, cleaner forms.
  * **Play unfinished notes.** Listen while still processing.
  * **Cleaner clipboard paste.** Strips formatting automatically.
  * **Record on your watch with AirPods.** Or Ray-Ban Meta glasses.
  * **See where each recording starts.** Dividers between sessions.

  ### Fixed

  * **Offline notes finally sync.** Made a note without wifi? It'll upload.
  * **No more stuck spinners.** Reconnecting is instant now.
  * **Filters work reliably.** Pick a tag, see matching notes.
  * **Bluetooth mics work better.** Smoother device selection.
  * **Deleted notes stay deleted.** No more ghost notes.
  * **Play button works on Mac.** Click play, it plays.
  * **One sync button on Mac.** Removed the duplicate.
  * **No more crashes.** Playback, Settings, and more.
  * **Keyboard appears reliably.** Fixed iPadOS focus issues.
  * **Text doesn't get cut off.** Fixed macOS layout.
  * **Background transcription retries.** Retries automatically.
  * **Recording status stays in sync.** Lock screen timer works.
  * **Mac toolbar polished.** Cleaner buttons, better spacing.
  * **Fewer interruptions.** Clearer upgrade paths.

  ### Accessibility

  * **VoiceOver reads context menus.** Full screen reader support.
  * **Bigger touch targets.** Buttons are easier to tap, especially on smaller screens.
  * **Navigate with your keyboard.** Improved keyboard navigation throughout.

  ***

  ### Contributors

  Thanks to Andy A, Grant, Mike L, Nigel, Rich P, and Solange for your feedback and bug reports. You make Cleft better.
</Update>

<div />

<Update label="December 13, 2025" description="v1.10.1">
  ## A Notes App That Really Works

  <Note>
    **Platforms:** iOS (build 34) · macOS (build 74)
  </Note>

  We're back to shipping fast. Less things to give you the ick. It's [all the small things](https://www.youtube.com/watch?v=9Ht5RZpzPqw). 🎸 This song, all week. Our Spotify Wrapped? No respect. (This team has no respect for silence, except when we're using the app for note-taking while reading.)

  When [David Pierce at The Verge](https://www.theverge.com/2024/3/31/24116047/cleft-notes-ai-voice-spider-verse-short-steve-believers-installer-newsletter) first reviewed Cleft, he said:

  > "A notes app that really works."

  (You can do blockquotes in Cleft now. 😉)

  That was day one. This is us returning to those roots. Making good on that promise.

  You asked for a black hole: dump your thoughts, trust they're captured, always synced. We rebuilt the sync layer. Fixed the race conditions. Fixed the edge cases. Your audio stays local. Your notes sync across Mac and phone instantly, reliably. Back to fast. Back to focused.

  ### Changed

  <video alt="Cleft v1.10.1 demonstrating keyboard shortcuts and instant note capture across macOS and iOS" aria-label="Cleft v1.10.1 demonstrating new keyboard shortcuts and instant note capture across macOS and iOS, showing the streamlined recording interface and real-time sync between devices">
    <source type="video/mp4" />
  </video>

  * **Start talking immediately.** Tap record, see your words.
  * **Notes follow you everywhere.** Phone to Mac, instantly synced.
  * **Pull down to sync.** Grab latest from any device.
  * **"Hey Siri, take a note".** Voice commands, hands-free.
  * **Keyboard-first on Mac.** N to record, C to copy, S to share. [All shortcuts →](/user-guides/keyboard-shortcuts)
  * **Links open in Cleft.** Tap links from emails to jump in.
  * **Continue where you left off** *(Plus).* Add recordings to any note.
  * **Other apps can use audio.** FaceTime, Spotify work alongside.
  * **Pin notes to Home Screen.** Widgets for important notes.
  * **Auto-copy to clipboard.** Transcribed note, ready to paste.
  * **Richer formatting.** Bold, italic, headings, quotes.
  * **See what's included.** Plan features at a glance.
  * **Easier-to-read transcripts.** Paragraph breaks for scannability.
  * **Accessibility improvements.** VoiceOver, Dynamic Type, haptics.
  * **Vote on our roadmap.** Upvote features from Settings.

  ### Fixed

  <video alt="Cleft v1.10.1 showing polished fixes and smooth workflows across devices" aria-label="Cleft v1.10.1 showing polished fixes and smooth workflows across devices">
    <source type="video/mp4" />
  </video>

  * **Create notes back-to-back.** Finish one, start another.
  * **Say yes to the mic once.** Then we get out of your way.
  * **Recordings save reliably.** Voice notes captured consistently.
  * **Plus works immediately.** No delays, no refreshing.
  * **Record without interruptions.** Talk as long as you need.
  * **Switch headphones mid-thought.** Swap devices without losing audio.
  * **Offline recordings sync.** Upload when you're back online.
  * **See what's waiting.** Pending notes indicator.
  * **No more "got interrupted" errors.** Background sync fixed.
  * **AirPods just work.** Preferred device stays connected.
  * **Smoother waveform.** Fixed rare display glitch.
  * **Language settings stick.** No more resets.
  * **Mac opens cleanly.** One window, every time.

  ***

  ### For Our International Users 🌍

  We support [57 languages](/user-guides/languages). This release brings transcription from "okay for some" to much better, whether you're in Germany, Norway, Brazil, or anywhere else.

  **What's new:** Transcription and note language are now synced. Multilingual switching is on the [roadmap](https://cleft.canny.io/feature-requests/p/easy-language-switch).

  **What language would make Cleft work better for you?** [Let us know →](mailto:hello+languages@cleftnotes.com?subject=Language%20Request)

  ***

  ### Contributors

  Thanks to Andy, Betsy U, Bjørn, David P, DC, Elaine S, Four, Frank, Glenneth, Grant, Gus S, Harald, Hasan, Jan, Jo, Justin F, Kurtis, Lally S, Lasse, Meighan O'T, Michelle B, Mike L, Morgan, Nigel, Oddbjørn, Paddy R, Paul S, Rich P, Robert L, Ruby, Solange, Stefanie S, Steve H, Szymon, Tim B, Tyler S, Victor O, Vince, and WSig for your detailed bug reports and feedback. Your care made this release possible.
</Update>

<Update label="October 31, 2025" description="Zapier Template Library with Enhanced Cards">
  **New card-based Zapier template gallery with visual hierarchy and time-saving metrics**

  * **[13 Zapier Templates](/user-guides/integrations/zapier/templates)** - Enhanced card-based display showing status, setup time, and daily time savings for each template
  * **Organized by Category** - Task Management (7), Issue Tracking (3), Knowledge Management (2), and Note-Taking (1) templates for easy discovery
  * **Visual Hierarchy** - Each card displays ✅ Public status, \~2 min setup time, and 10-20 min/day saved - making ROI transparent at a glance
  * **Platform Browse** - Find templates organized by your favorite tools: Todoist, Asana, ClickUp, GitHub, Jira, Notion, Reflect, and more

  Zapier automations are now easier to discover and understand! ⚡
</Update>

<Update label="September 10, 2025" description="iOS Spotlight Search & Apple Watch">
  **Version 1.10.0** · iOS Build 39

  iOS users, v1.10 is NOW LIVE on the App Store! 🚀 Apple approved it ahead of schedule. This release brings all the powerful features from the macOS release to your iPhone, iPad, and Apple Watch.

  ### What's New

  * **[Spotlight Search](/user-guides/getting-started#find-notes-instantly-with-spotlight-search-new-in-v1-10)** - Find any note instantly from anywhere on your device - just swipe down and search! [Watch demo →](https://www.youtube.com/watch?v=2WiR8WtaZH0)
  * **[Live Transcription](/user-guides/recording-voice-notes)** - Watch your words appear in real-time as you speak
  * **[Apple Watch Support](/user-guides/apple-watch)** - Record notes directly from your wrist! Recordings sync to your iPhone for transcription and processing. Includes complications for quick access.
  * **[2x Faster Performance](/user-guides/transcripts#performance)** - Everything's snappier with our improved Whisper model
</Update>

<Update label="September 10, 2025" description="Documentation Refresh">
  **Docs are now easier to navigate!**

  We reorganized [learn.cleftnotes.com](https://learn.cleftnotes.com/readme) based on your feedback:

  * **Simpler structure** - Find what you need in 3 clear sections: [User Guides](/user-guides/getting-started), [The Cookbook](/user-guides/the-cookbook), and [Resources](/community)
  * **Better support** - New dedicated pages for [getting help](/user-guides/contact-support) and understanding [your data rights](/user-guides/data-rights)
  * **Role-specific guides** - Whether you're a [CEO](/user-guides/daily-capture-routines), [student](/user-guides/daily-capture-routines), or [creative](/user-guides/daily-capture-routines), we have guides for you
  * **Cleaner navigation** - Everything is where you'd expect it to be

  All ready for iOS v1.10! 🚀
</Update>

<Update label="September 10, 2025" description="Enhanced Privacy Protections & Transparency">
  **Stronger data protections and clearer privacy commitments**

  * **Expanded vendor transparency** - Complete list now includes 37 vendors (up from 32) with enhanced EU data residency including 1Password, Revolut Business, Cloudflare, Namecheap, and Rebrandly → [View All Vendors](https://cleftnotes.com/trust/vendors)
  * **Lowered age requirement** - Now welcoming users 13+ with parental or bill payer's permission (down from 16+) → [Terms of Service](https://cleftnotes.com/terms)
  * **Enhanced accessibility roadmap** - Clear timeline for screen reader support, VoiceOver improvements, and Cleft 2.0 accessibility features → [Accessibility Statement](https://cleftnotes.com/accessibility)
  * **Updated data processing agreement** - Enhanced with missing vendor details and improved transparency → [Data Processing Agreement](https://cleftnotes.com/trust)
  * **Refreshed privacy policies** - All trust center documents aligned with current protections → [Trust Center Overview](https://cleftnotes.com/trust)

  Your privacy and accessibility matter to us. These updates ensure complete visibility into how we protect your thoughts. 🔒
</Update>

<Update label="August 24, 2025" description="macOS Spotlight Search">
  **Version 1.10.0** · macOS Build 26 · iOS available by September 12th

  ### Added

  * **[Spotlight Search](/user-guides/getting-started#find-notes-instantly-with-spotlight-search-new-in-v1-10)** - Find any note instantly from anywhere on your Mac. Just use Command+Space and search - your notes are now part of macOS Spotlight! [Watch demo →](https://www.youtube.com/watch?v=2WiR8WtaZH0)
  * **[Live Transcription](/user-guides/transcripts#live-transcription)** - Watch your words appear in real-time as you speak. See exactly what's being captured with our new progress indicator.
  * **[Better Offline Sync](/user-guides/using-cleft-offline)** - Captured a thought without internet? No problem. Your notes sync perfectly when you're back online.

  ### Changed

  * **[2x Faster Performance](/user-guides/transcripts#performance)** - Everything's snappier! Made significant improvements to the Whisper model utilizing CoreML for even better and faster processing on device. Note: The app size is slightly larger due to the improved model. The first transcription will be a little slower as it loads the model into memory.
  * **Full macOS Parity** - Mac users get all the same great features including Spotlight Search with Command+Space.
  * **Documentation Overhaul** - [learn.cleftnotes.com](https://learn.cleftnotes.com/readme) got a major facelift! Check out the refreshed [Getting Started](/user-guides/getting-started) guide, new platform-specific sections for [iOS](/user-guides/ios) and [macOS](/user-guides/macos), plus tons of new content throughout.

  ### Important Notes

  * **macOS Release**: Available now on Mac App Store
  * **iOS Coming Soon**: iOS version with Spotlight Search coming soon - stay tuned!
  * You may need to re-authenticate after updating to this version.
</Update>

<Update label="February 11, 2025" description="Enhanced Audio & Push Notifications">
  **Version 1.9.0** · iOS Build 25 · macOS pending

  ### Added

  * **[Enhanced Audio Device Handling](/user-guides/recording-voice-notes#audio-devices)** - Seamlessly switch between AirPods, headsets and internal microphone during recording
  * **[Microphone Indicator](/user-guides/recording-voice-notes#microphone-indicator)** - New indicator showing current audio input device while recording
  * **Push Notifications** - Get notified for recording interruptions (calls, alarms)

  ### Changed

  * **[Optimized Whisper Model](/user-guides/transcripts#performance)** - Now loads after recording starts to improve performance on older devices
  * **[Editor Improvements](/user-guides/editing-notes#editing)** - Increased line height in the editor for easier note editing
  * **[Delete UX](/user-guides/managing-voice-notes#note-actions)** - Removes the current note from view if you delete it (Thanks Vince!)
</Update>

<Update label="January 16, 2025" description="Notion Integration & Offline States">
  **Version 1.8.0** · iOS Build 24

  ### Added

  * **[Notion Integration](/user-guides/integrations/notion/overview)** - Send your Cleft notes to Notion with our latest integration
  * **[Auto-send to Notion](/user-guides/integrations/notion/overview#auto-send)** - Auto send the note to Notion if you only have 1 Notion database selected. Instant send, less clicks.
  * **[Offline States](/user-guides/using-cleft-offline#visual-indicators)** - Added a nice new empty state and offline state for when you're recording offline!
  * **[Silence Detection](/user-guides/transcripts#silence-detection)** - Improved silence detection for long recordings
  * **[Send Icon](/user-guides/exporting-notes#sharing)** - New Send icon (paper plane) with integrated sharing options

  ### Changed

  * **[Editor Readability](/user-guides/editing-notes#editor)** - Enhanced editor readability with increased line height
  * **[Sync Context Menu](/user-guides/syncing-notes#manual-sync)** - Added Sync Online to context menu for offline notes
  * **[Dark Mode](/user-guides/settings#appearance)** - Improved dark mode in integrations view
  * **[iOS Share Menu](/user-guides/exporting-notes#ios-sharing)** - Changed the iOS share menu to use dropdowns like the macOS and iPad apps

  ### Fixed

  * Image upload reliability issues
  * Recording resume after app switch
  * Offline transcript saving
  * Icon size consistency
  * Text truncation issue in view tab
  * Dynamic font sizes on pop over menus
  * Shareable link auto-copy to clipboard
</Update>

<Update label="December 26, 2024" description="Speak Easy Podcast with Jonny Cosgrove">
  [Jonny Cosgrove introduces Amber](https://speak-easy.transistor.fm/17) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Cleft's founder discusses company progress and announces Amber, a new product complementing Cleft's voice-first approach (27:40)

  Listen to all episodes featuring top leaders and innovators sharing their systems for success.
</Update>

<Update label="December 24, 2024" description="Fast Company Best Apps">
  [The 25 Best New Apps of 2024](https://www.fastcompany.com/91251391/the-25-best-new-apps-of-2024) on Fast Company - Featured in annual best apps roundup
</Update>

<Update label="December 19, 2024" description="Ang Jandak on Innovation & Transformation">
  [Ang Jandak on Innovation & Transformation](https://speak-easy.transistor.fm/16) on [Speak Easy Podcast](/resources/speak-easy-podcast) - How business functions interconnect and the importance of "radical understanding" (31:48)
</Update>

<Update label="December 13, 2024" description="The Generalist Gift Guide">
  [The Generalist Gift Guide](https://www.generalistcareer.com/p/the-generalist-gift-guide) on The Generalist - Featured as top productivity tool recommendation
</Update>

<Update label="December 12, 2024" description="John Lee on Working From Anywhere">
  [John Lee on Working From Anywhere](https://speak-easy.transistor.fm/15) on [Speak Easy Podcast](/resources/speak-easy-podcast) - CEO of Work From Anywhere discusses cultural awareness and communication in a global world (25:08)
</Update>

<Update label="December 5, 2024" description="Grace Gavin on Open Communication">
  [Grace Gavin on Open Communication](https://speak-easy.transistor.fm/14) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Chief of Staff at Know Honesty reveals how "open and honest" transforms workplace relationships (27:49)
</Update>

<Update label="December 4, 2024" description="Family Sharing & Custom Instructions">
  **Version 1.7.0** · iOS Build 23

  ### Added

  * **[Apple Family Sharing](/user-guides/restore-account-and-purchases#family-sharing)** - Support for Apple Family Sharing
  * **[Custom Instructions](/user-guides/custom-instructions)** - Custom instructions for Plus Plan subscribers

  ### Changed

  * **[New Pricing](/user-guides/upgrade-to-plus)** - Annual plan $39/year (was $89/year), Monthly plan $7/month (was $9/month)
  * **Family Sharing** - Family sharing capabilities under one subscription

  ### Fixed

  * Tag saving issue when tapping return on keyboard
  * Lock screen widget issue on iOS18
</Update>

<Update label="November 28, 2024" description="Nadia Harris on Remote Work">
  [Nadia Harris on Remote Work](https://speak-easy.transistor.fm/13) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Remote work lawyer discusses the evolving world of work (25:04)
</Update>

<Update label="November 21, 2024" description="Sara Lobkovich on Well-being OKRs">
  [Sara Lobkovich on Well-being OKRs](https://speak-easy.transistor.fm/12) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Coaching on goal setting focused on well-being and intrinsic motivation (26:05)
</Update>

<Update label="November 14, 2024" description="Anna Burgess Yang on Productivity">
  [Anna Burgess Yang on Productivity](https://speak-easy.transistor.fm/11) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Former corporate executive discusses productivity and work-life integration (23:31)
</Update>

<Update label="November 7, 2024" description="Susan Boles on Calmer Business">
  [Susan Boles on Calmer Business](https://speak-easy.transistor.fm/10) on [Speak Easy Podcast](/resources/speak-easy-podcast) - CFO at Beyond Margins discusses building businesses focused on comfortable margins (24:30)
</Update>

<Update label="October 31, 2024" description="Voice Apps Guide">
  [How to Use Voice Apps to Capture Ideas](https://blog.annabyang.com/voice-apps/) by Anna Burgess Yang - Comprehensive guide featuring Cleft's approach to voice capture
</Update>

<Update label="October 31, 2024" description="Katherine Sanders on ADHD">
  [Katherine Sanders on ADHD](https://speak-easy.transistor.fm/9) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Neurodivergent ADHD coach discusses how divergent thinkers approach productivity (22:00)
</Update>

<Update label="October 24, 2024" description="Meighan O'Toole on Knowledge Management">
  [Meighan O'Toole on Knowledge Management](https://speak-easy.transistor.fm/8) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Journey from physical notebooks to digital tools (25:56)
</Update>

<Update label="October 23, 2024" description="Zapier Integration & Smart Audio">
  **Version 1.6.0** · iOS Build 22

  ### Added

  * **[Zapier Triggers](/user-guides/integrations/zapier/templates)** - Improved Zapier Triggers with tag-based automation
  * **[Zapier Export](/user-guides/integrations/zapier/templates)** - Enhanced Zapier data export capabilities
  * **[Smart Audio Handling](/user-guides/recording-voice-notes#smart-audio)** - Smart audio handling for iOS/iPadOS

  ### Changed

  * **macOS**: [Audio device selection](/user-guides/settings#audio) in settings
  * **macOS**: [Keyboard shortcuts](/user-guides/keyboard-shortcuts) reference in Menu Bar
  * **iOS/iPadOS**: [Automatic audio pause/resume](/user-guides/recording-voice-notes#auto-pause) during recording
  * **iOS/iPadOS**: [Enhanced clipboard options](/user-guides/exporting-notes#clipboard) for new notes

  ### Fixed

  * Page navigation issues in iOS 18
  * Streamlined interface improvements
</Update>

<Update label="October 17, 2024" description="Ali Greene on Remote Documentation">
  [Ali Greene on Remote Documentation](https://speak-easy.transistor.fm/7) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Author of Remote Works discusses how documentation enables workplace flexibility (26:24)
</Update>

<Update label="October 10, 2024" description="Claire Podulka on Communication">
  [Claire Podulka on Communication](https://speak-easy.transistor.fm/6) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Chief of Staff at TXI discusses effective communication as a skill (21:39)
</Update>

<Update label="October 3, 2024" description="Dr. Cindy Young on Knowledge Sharing">
  [Dr. Cindy Young on Knowledge Sharing](https://speak-easy.transistor.fm/5) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Human-centered knowledge management and the importance of sharing (21:45)
</Update>

<Update label="October 1, 2024" description="Terms of Service Update">
  **Terms Update** - Updated terms of service with expanded user protections

  Key updates include 16+ age requirement, clear 14-day no-questions-asked refund policy, simplified account responsibilities, and enhanced user rights protections under Irish law.
</Update>

<Update label="September 30, 2024" description="New Solo Podcast">
  [Legal Tech Secrets: Voice Notes for Lawyers](https://podcasts.apple.com/ie/podcast/ernie-the-attorney-a-tech-whisperer-shares-his/id414672788?i=1000671308501) on New Solo - How voice notes are transforming legal documentation (32:15)
</Update>

<Update label="September 26, 2024" description="Katie Scheuer on Effective Meetings">
  [Katie Scheuer on Effective Meetings](https://speak-easy.transistor.fm/4) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Learning designer at Mural discusses collaborative work practices (24:03)
</Update>

<Update label="September 24, 2024" description="macOS App Launch">
  **Version 1.5.0** · iOS Build 21 · macOS Build 21

  ### Added

  * **[macOS App](/user-guides/getting-started#macos)** - macOS application on Mac App Store
  * **[In-app Purchases](/user-guides/upgrade-to-plus)** - In-app purchases for iOS and macOS
  * **[Clipboard Options](/user-guides/exporting-notes#clipboard-options)** - Enhanced clipboard functionality with multiple copy options

  ### Changed

  * Automatic clipboard copy options for:
    * [Links](/user-guides/shareable-links)
    * [Markdown](/user-guides/exporting-notes#markdown)
    * [Plaintext](/user-guides/exporting-notes#plaintext)
    * [Combined text and shared links](/user-guides/exporting-notes#combined)

  ### Known Issues

  * Gaps in silence with Whisper model
</Update>

<Update label="September 19, 2024" description="Angela Bierman on Corporate Brain">
  [Angela Bierman on Corporate Brain](https://speak-easy.transistor.fm/3) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Building a "corporate brain" to preserve institutional knowledge (26:46)
</Update>

<Update label="September 18, 2024" description="Privacy Policy & Terms of Service Update">
  **Privacy & Terms Enhancement** - Major policy updates reinforcing our data protection commitment

  Enhanced GDPR and CCPA compliance, explicit commitment to never train AI models on user data, EU AI Act compliance, and strengthened user privacy rights. Updated terms of service (v1.3) to align with privacy enhancements. Our privacy promise: we guard your notes and respect your privacy.
</Update>

<Update label="September 12, 2024" description="Jonny Cosgrove on Thought Management">
  [Jonny Cosgrove on Thought Management](https://speak-easy.transistor.fm/2) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Neurodivergent entrepreneur discusses managing thoughts and tasks (25:27)
</Update>

<Update label="September 10, 2024" description="Speak Easy Podcast Trailer">
  [Trailer](https://speak-easy.transistor.fm/trailer1) on [Speak Easy Podcast](/resources/speak-easy-podcast) - Welcome to Speak Easy with Tyler Sellhorn (01:12)
</Update>

<Update label="September 6, 2024" description="The 80/20 Lawyer">
  [If You Have an iPhone, Check This](https://www.the8020lawyer.com/p/if-you-have-an-iphone-check-this) on The 80/20 Lawyer - How lawyers are using Cleft for legal documentation
</Update>

<Update label="September 4, 2024" description="Password Protected Links">
  **Version 1.4.0** · iOS Build 20

  ### Added

  * **[Password Protected Links](/user-guides/shareable-links#password-protection)** - Password protected shareable links for Plus Plan
  * **[Account Management](/user-guides/account-setup)** - Account details update functionality
  * **[Auto-copy on macOS](/user-guides/copying-notes#auto-copy-feature)** - Auto-copy to clipboard on macOS

  ### Fixed

  * [Microphone functionality issues](/user-guides/recording-voice-notes#troubleshooting)
  * [Filter performance improvements](/user-guides/managing-voice-notes#filters)
</Update>

<Update label="September 1, 2024" description="Designer Daily Report">
  Featured in [Designer Daily Report](https://app.designerdailyreport.com/archive) - Voice-first design patterns for productivity apps
</Update>

<Update label="August 28, 2024" description="App Store Launch">
  **Version 1.3.0** · iOS Build 19

  ### Added

  * **Initial Release** - First App Store release for iOS and iPadOS
  * **[Refined UI](/user-guides/settings)** - Refined user interface
  * **Beta Migration** - Smooth migration for beta testers

  ### Known Issues

  * [Whisper model silence gaps](/user-guides/transcripts#known-issues)
  * [Initial microphone registration issues](/user-guides/recording-voice-notes#known-issues)
</Update>

<Update label="August 24, 2024" description="Rolling Notes & User Profiles">
  **Version 0.18.0**

  #### Added

  * **[Rolling Notes](/user-guides/appending-to-notes)** - Rolling notes with voice recording append
  * **[User Profiles on Mac](/user-guides/account-setup#mac-profiles)** - User profile management on Mac
  * **[Note Merging](/user-guides/managing-voice-notes#note-actions)** - Horizontal line breaks for merged notes

  #### Fixed

  * iOS 18 recording glitches
  * [Obsidian plugin functionality](/user-guides/integrations/obsidian/overview#troubleshooting)
</Update>

<Update label="August 14, 2024" description="AI Tools for Solopreneurs">
  [AI Tools for Solopreneurs (That Are Actually Useful)](https://blog.annabyang.com/ai-tools-for-solopreneurs/) by Anna Burgess Yang - Featured in productivity tools roundup
</Update>

<Update label="August 14, 2024" description="Obsidian Integration">
  **Version 0.17.0**

  #### Added

  * **[Obsidian Integration](/user-guides/integrations/obsidian/overview)** - Obsidian direct one-way sync
  * **[Image Addition on Plus](/user-guides/attachments)** - Image addition to notes on Plus plan
  * **[Silence Detection](/user-guides/transcripts#silence-detection)** - 2-second silence detection for audio quality

  #### Fixed

  * Search keyboard jumping issue
</Update>

<Update label="August 13, 2024" description="DailyTekk Review">
  [The BEST NEW APPS for iPad, Mac, iPhone](https://www.youtube.com/watch?v=2xmQ8wRug98\&t=363) on DailyTekk - Featured review of Cleft's voice-first approach
</Update>

<Update label="August 10, 2024" description="8-bit Growth">
  [Milking your content](https://8-bit-growth.beehiiv.com/p/milking-content) on 8-bit Growth - How Cleft transforms voice into structured content
</Update>

<Update label="August 10, 2024" description="Action Extension & Shareable Links">
  **Version 0.16.0**

  #### Added

  * **[Action Extension](/user-guides/integrations/apple-shortcuts/overview#action-extension)** - iOS Action Extension for easy text note creation
  * **[Shareable Links](/user-guides/shareable-links)** - Shareable link functionality (Plus plan)
  * **[Advanced Clipboard](/user-guides/exporting-notes#advanced)** - Enhanced clipboard functionality

  #### Fixed

  * Delete button accidentally deleting notes
</Update>

<Update label="July 31, 2024" description="Offline Mode & Conversation Capture">
  **Version 0.15.0**

  #### Added

  * **[Offline Mode](/user-guides/using-cleft-offline)** - Full offline mode for iOS
  * **[Conversation Capture](/user-guides/recording-voice-notes#conversations)** - iPad/macOS conversation capture
  * **[Settings Transfer](/user-guides/settings#transfer)** - Settings copy to clipboard on iOS
  * **[Note Title Display](/user-guides/editing-notes#titles)** - Note title shown in blue on iPadOS

  #### Fixed

  * macOS transcription and custom command issues
</Update>

<Update label="July 30, 2024" description="The Data Café Podcast">
  [Voice-First Note Taking](https://www.youtube.com/watch?v=tkN8KlWKoWE\&t=4739) on The Data Café - Exploring how Cleft is changing the way we capture ideas (15:20)
</Update>

<Update label="July 26, 2024" description="Lifehacker Review">
  [Cleft Is an AI-Powered Voice Notes App for Your iPhone and Mac](https://lifehacker.com/tech/cleft-is-an-ai-powered-voice-notes-app-for-your-iphone-and-mac) on Lifehacker - Comprehensive review
</Update>

<Update label="July 25, 2024" description="Local Transcription & Offline Storage">
  **Version 0.14.0**

  #### Added

  * **[Local Transcription](/user-guides/transcripts#local)** - OpenAI's Whisper for local transcription
  * **[Offline Storage](/user-guides/using-cleft-offline#storage)** - Offline note storage capability

  #### Fixed

  * Recording lock issue
  * Connection stability improvements
</Update>

<Update label="July 11, 2024" description="Liquidmatrix Security Digest">
  [Voice Note Security & Privacy](https://podcasts.apple.com/us/podcast/liquidmatrix-security-digest-podcast-episode-7c/id533166516?i=1000661928260) on Liquidmatrix Security Digest - Deep dive into Cleft's approach to secure voice notes (28:45)
</Update>

<Update label="July 4, 2024" description="Restore Purchases & Mac Features">
  **Version 0.13.0**

  #### Added

  * **[Restore Purchases](/user-guides/restore-account-and-purchases)** - Account restoration functionality
  * **Mac Features** - 50-word limit removed for Mac
  * **[Privacy Policy](/user-guides/privacy)** - Updated privacy information

  #### Changed

  * Improved authentication flow
</Update>

<Update label="June 26, 2024" description="Zapier & Apple Notes Integration">
  **Version 0.12.0**

  #### Added

  * **[Zapier Integration](/user-guides/integrations/zapier/templates)** - Enhanced Zapier connectivity
  * **[Apple Notes Integration](/user-guides/integrations/apple-notes/overview)** - Direct Apple Notes support
  * **[Authentication](/user-guides/account-setup#authentication)** - Improved authentication system

  #### Fixed

  * Background transcription issue
</Update>

<Update label="June 24, 2024" description="Terms of Service Refund Policy">
  **Terms Enhancement** - Added comprehensive refund policy

  Introduced our no-questions-asked 14-day refund policy, ensuring users have confidence in their Cleft Plus subscription. This policy demonstrates our commitment to user satisfaction and transparency in billing practices.
</Update>

<Update label="June 18, 2024" description="Custom Instructions Improvements">
  **Version 0.11.0**

  #### Changed

  * **[Custom Instructions](/user-guides/custom-instructions#improvements)** - Custom instructions improvements
  * **[Audio Recording](/user-guides/recording-voice-notes#quality)** - Enhanced recording quality (from 24Hz to 44Hz)

  #### Fixed

  * Sync reliability improvements
</Update>

<Update label="June 12, 2024" description="Early Spotlight Search">
  **Version 0.10.0**

  #### Added

  * **[Spotlight Search](/user-guides/getting-started#spotlight)** - Early Spotlight search implementation
  * **[Audio Device Settings](/user-guides/settings#audio-devices)** - Audio device preferences

  #### Fixed

  * Recording and note display issues
</Update>

<Update label="June 5, 2024" description="CustomerSuccess.cx">
  [How AI will change CX](https://lemon-cat-56rt.squarespace.com/articles/how-ai-will-change-cx) on CustomerSuccess.cx - Featured as innovative AI transcription tool
</Update>

<Update label="June 4, 2024" description="Widget Support & Live Activity">
  **Version 0.9.0**

  #### Added

  * **[Widget Support](/user-guides/widgets-and-action-button)** - Control Center and interactive widgets
  * **[Live Activity](/user-guides/transcripts#live-activity)** - Recording monitoring
  * **[Mac Spotlight](/user-guides/getting-started#mac-spotlight)** - Spotlight search on Mac

  #### Fixed

  * Recording limit issues
</Update>

<Update label="May 29, 2024" description="Shortcuts App Integration">
  **Version 0.8.0**

  #### Added

  * **[Shortcuts App](/user-guides/integrations/apple-shortcuts/overview)** - Apple Shortcuts integration
  * **Recording Features** - 10 free recordings, 3-minute time limit

  #### Changed

  * Updated onboarding experience
</Update>

<Update label="May 27, 2024" description="The Vergecast">
  [Building the Future of Note Taking](https://www.youtube.com/watch?v=el4dGYF_38I\&t=3054) on The Vergecast - How Cleft is reimagining productivity through voice (25:30)
</Update>

<Update label="May 25, 2024" description="GeekWire Podcast">
  [Microsoft Copilot+ PCs: Has the AI computer revolution finally arrived?](https://www.geekwire.com/2024/microsoft-copilot-pcs-is-this-the-ai-computer-revolution-weve-been-looking-for/) on GeekWire Podcast - Featured among favorite AI tools (37:00)
</Update>

<Update label="May 24, 2024" description="Note Timestamps & Mac Shortcuts">
  **Version 0.7.0**

  #### Added

  * **[Note Timestamps](/user-guides/editing-notes#timestamps)** - Note creation timestamps
  * **[Mac Keyboard Shortcuts](/user-guides/keyboard-shortcuts)** - Command shortcuts for Mac
  * **[Note Editing](/user-guides/editing-notes#editing)** - Enhanced editing capabilities

  #### Fixed

  * User preference saving
</Update>

<Update label="May 17, 2024" description="Search & Custom Instructions">
  **Version 0.6.0**

  #### Added

  * **[Search](/user-guides/managing-voice-notes#search)** - Search functionality for notes
  * **[Custom Instructions](/user-guides/custom-instructions)** - Early custom instructions
  * **UI Improvements** - Splash screen and navigation
</Update>

<Update label="May 13, 2024" description="TechCrunch Launch">
  [Buy Me a Coffee's founder has built an AI-powered voice note app](https://techcrunch.com/2024/05/13/buymeacoffees-founder-has-built-an-ai-powered-voice-note-app/) on TechCrunch - Exclusive feature on Cleft's launch
</Update>

<Update label="May 10, 2024" description="UI Overhaul & Note Summaries">
  **Version 0.5.0**

  #### Added

  * **UI Overhaul** - Complete interface redesign
  * **[Note Summaries](/user-guides/editing-notes#summaries)** - AI-powered summaries
  * **Performance** - Speed improvements
</Update>

<Update label="May 4, 2024" description="Ops+Bots Review">
  [Cleft Notes is the AI app that turns your voice into action](https://meighanotoole.substack.com/p/cleft-notes-is-the-ai-app-that-turns) on Ops+Bots - Deep dive into voice-first productivity
</Update>

<Update label="May 3, 2024" description="Note Organization & Audio Controls">
  **Version 0.4.0**

  #### Added

  * **[Note Organization](/user-guides/managing-voice-notes)** - Basic organization features
  * **[Audio Controls](/user-guides/recording-voice-notes#controls)** - Playback speed controls

  #### Fixed

  * Critical bug fixes
</Update>

<Update label="April 30, 2024" description="The Sweet Setup">
  [Cleft Notes is the Thinking Companion I Didn't Know I Needed](https://thesweetsetup.com/cleft-notes-is-the-thinking-companion-i-didnt-know-i-needed/) on The Sweet Setup - In-depth review
</Update>

<Update label="April 28, 2024" description="Onboarding & Core Features">
  **Version 0.3.0**

  #### Added

  * **[Onboarding](/user-guides/getting-started#onboarding)** - Initial onboarding flow
  * **[Basic Features](/user-guides/recording-voice-notes)** - Core voice note functionality
</Update>

<Update label="April 19, 2024" description="Foundational Features & Voice Recording">
  **Version 0.2.0**

  #### Added

  * **Foundational Features** - Basic app infrastructure
  * **[Voice Recording](/user-guides/recording-voice-notes#recording)** - Initial recording capability
</Update>

<Update label="April 10, 2024" description="Initial Beta Release">
  **Version 0.1.0**

  #### Added

  * **Initial Beta** - First beta release for testing
  * **Core Functionality** - Basic voice-to-text features
</Update>

<Update label="April 5, 2024" description="Department of Product">
  Featured in [Department of Product: Briefing](https://departmentofproduct.substack.com/p/briefing-snapchat-planets-jira-views) - How Cleft is changing product development workflows
</Update>

<Update label="April 2, 2024" description="HT Tech Review">
  [Tired of taking manual notes? This AI app called 'Cleft Notes' will make your work easy](https://tech.hindustantimes.com/how-to/tired-of-taking-manual-notes-this-ai-app-called-cleft-notes-will-make-your-work-easy-71712039977826.html) on HT Tech - Product review
</Update>

<Update label="April 1, 2024" description="Absolute Geeks Review">
  [Transform Your Voice Memos Into Polished, Shareable Notes](https://www.absolutegeeks.com/reviews/cleft-review-transform-your-voice-memos-into-polished-shareable-notes/) on Absolute Geeks - Comprehensive review
</Update>

<Update label="April 1, 2024" description="Dataconomy Feature">
  [Our 5 favorite AI voice notes apps for different purposes](https://dataconomy.com/2024/04/01/exploring-the-5-best-ai-voice-notes-apps/) on Dataconomy - Featured review
</Update>

<Update label="March 31, 2024" description="The Verge Launch Coverage">
  [An AI voice notes app that really works](https://www.theverge.com/2024/3/31/24116047/cleft-notes-ai-voice-spider-verse-short-steve-believers-installer-newsletter) on The Verge - Launch coverage
</Update>

<Update label="February 22, 2024" description="Privacy & Terms Pre-Release Update">
  **Policy Alignment** - Pre-release policy updates

  Updated both privacy policy and terms of service to align with upcoming product functionalities. Added Subject Access Request form for enhanced user data control and transparency.
</Update>

***

<Update label="December 27, 2023" description="Initial Privacy Policy & Terms">
  **Foundation Established** - First comprehensive privacy policy and terms of service

  Established Cleft's foundational commitment to user privacy and data protection. Created our initial privacy promise that your data belongs to you, not us - a principle that continues to guide everything we build.
</Update>

***

*For more information about upcoming features, visit our [roadmap](https://cleftnotes.com/roadmap) or join our [community](/community).*


# Community
Source: https://learn.cleftnotes.com/community

Join the Cleft community and connect with other voice-first thinkers

## Join the Conversation

<Info>
  **Join the Voice-First Revolution** - Connect with other Cleft users and share your voice-first workflows.
</Info>

<div>
  <a href="https://www.linkedin.com/company/cleftai/">
    <svg>
      <path />
    </svg>

    <span>Connect on LinkedIn</span>
  </a>

  <a href="https://www.threads.net/@cleft_hq">
    <svg>
      <path />
    </svg>

    <span>Follow on Threads</span>
  </a>

  <a href="https://bsky.app/profile/cleftai.bsky.social">
    <svg>
      <path />
    </svg>

    <span>Join on Bluesky</span>
  </a>

  <a href="https://x.com/intent/user?screen_name=Cleftai">
    <svg>
      <path />
    </svg>

    <span>Follow on X</span>
  </a>

  <a href="https://www.youtube.com/@Cleft_HQ?sub_confirmation=1">
    <svg>
      <path />
    </svg>

    <span>Watch on YouTube</span>
  </a>

  <a href="https://www.reddit.com/r/Cleft_HQ/">
    <svg>
      <path />
    </svg>

    <span>Join r/Cleft\_HQ</span>
  </a>
</div>

## Get Help & Share Ideas

We're here to help you succeed with Cleft:

* 📧 <a href="mailto:hello@cleftnotes.com">Email Support</a> - Get help from our team
* 💡 <a href="https://cleftnotes.com/roadmap">Feedback</a> - Suggest new features
* 🎙️ Listen to the [Speak Easy Podcast](/resources/speak-easy-podcast)
* ✨ Check the [Changelog](/changelog) for updates and press coverage

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding" aria-label="Book a free personalized onboarding call with Cleft founders">
  Meet the founders for a free personalized onboarding experience
</Card>


# Speak Your Mind
Source: https://learn.cleftnotes.com/readme

Transform your thoughts into organized notes. Voice, text, or pencil.

## What Cleft Does

Speak your thoughts, get organized notes. That's it.

* **Voice-first.** Capture ideas as fast as you think them.
* **AI-powered.** Turn a rambling thought into a clean, structured note.
* **Private.** Transcription runs locally on your device.
* **Your way.** Custom instructions tell Cleft exactly how to format your notes.
* **Accessible by default.** Built by the disabled community, for the disabled community.

<CardGroup>
  <Card title="Download" icon="download" href="https://apps.apple.com/us/app/cleft-for-verbal-thinkers/id6479458038" aria-label="Download Cleft from the App Store">
    iPhone, iPad, Mac
  </Card>

  <Card title="Get Started" icon="lightbulb" href="/user-guides/getting-started" aria-label="Learn how Cleft works">
    How Cleft works
  </Card>
</CardGroup>

## Explore the Docs

<CardGroup>
  <Card title="All Guides" icon="map" href="/user-guides" aria-label="Browse all Cleft user guides">
    Complete guide index by feature, platform, integration, and workflow
  </Card>

  <Card title="Features" icon="stars" href="/user-guides/recording-voice-notes" aria-label="Browse Cleft features">
    Recording, transcription, editing, exporting, and more
  </Card>

  <Card title="Platforms" icon="mobile" href="/user-guides/ios" aria-label="View platform guides">
    iPhone, iPad, Mac, Apple Watch
  </Card>

  <Card title="Integrations" icon="plug" href="/user-guides/integrations/apple-notes/overview" aria-label="View integrations">
    Notion, Obsidian, Zapier, Apple Shortcuts
  </Card>

  <Card title="Cookbook" icon="book-open" href="/user-guides/the-cookbook" aria-label="Browse workflows and recipes">
    Workflows and custom instruction templates
  </Card>

  <Card title="Support" icon="life-ring" href="/user-guides/faq" aria-label="Get help">
    FAQ, contact support, account help
  </Card>

  <Card title="Upgrade" icon="crown" href="/user-guides/upgrade-to-plus" aria-label="Upgrade to Cleft Plus">
    What you get with Cleft Plus
  </Card>
</CardGroup>

## Stay in the Loop

<CardGroup>
  <Card title="Changelog" icon="sparkles" href="/changelog" aria-label="See what's new in Cleft">
    See what shipped in the latest releases
  </Card>

  <Card title="Roadmap" icon="rocket" href="https://cleftnotes.com/roadmap" aria-label="See what's coming next in Cleft">
    See what is planned next
  </Card>
</CardGroup>


# Speak Easy Podcast
Source: https://learn.cleftnotes.com/resources/speak-easy-podcast

How do top leaders turn ideas into action? Join Tyler Sellhorn as he uncovers their systems for success.

Ever wonder how top leaders and innovators manage their best ideas? Join Tyler Sellhorn as he uncovers the systems and strategies behind their success. From scaling operations to managing multiple ventures, each episode reveals practical frameworks you can implement today.

Listen now on your favorite platform:

<div>
  <a href="https://podcasts.apple.com/us/podcast/speak-easy/id1767699764" title="Listen on Apple Podcasts">
    <svg>
      <path />
    </svg>

    <span>Apple Podcasts</span>
  </a>

  <a href="https://open.spotify.com/show/2Bnqig94XB2B9YiHYuKQHz" title="Listen on Spotify">
    <svg>
      <path />
    </svg>

    <span>Spotify</span>
  </a>

  <a href="https://www.youtube.com/@Cleft_HQ" title="Watch on YouTube">
    <svg>
      <path />
    </svg>

    <span>YouTube</span>
  </a>

  <a href="https://music.amazon.com/podcasts/46fae8d9-4e35-451e-b1d2-1fbae05f4ae8/speak-easy" title="Listen on Amazon Music">
    <svg>
      <path />
    </svg>

    <span>Amazon Music</span>
  </a>

  <a href="https://overcast.fm/itunes1767699764" title="Listen on Overcast">
    <svg>
      <path />
    </svg>

    <span>Overcast</span>
  </a>

  <a href="https://feeds.transistor.fm/speak-easy" title="RSS Feed">
    <svg>
      <path />
    </svg>

    <span>RSS Feed</span>
  </a>
</div>

## Meet Your Host

<div>
  <img alt="Headshot of Tyler Sellhorn, Cleft founder and Season 1 host of Speak Easy" />

  <div>
    <h3>Tyler Sellhorn</h3>
    <p>Cleft Founder, Season 1 Host & Producer</p>

    <div>
      <a href="https://www.linkedin.com/in/tyler-sellhorn/" title="Connect with Tyler on LinkedIn">
        <span>Connect with Tyler on LinkedIn</span>

        <svg>
          <path />
        </svg>
      </a>

      <a href="https://github.com/tsell89" title="Follow Tyler on GitHub">
        <span>Follow Tyler on GitHub</span>

        <svg>
          <path />
        </svg>
      </a>

      <a href="https://www.threads.net/@tsellhorn" title="Join Tyler on Threads">
        <span>Join Tyler on Threads</span>

        <svg>
          <path />
        </svg>
      </a>

      <a href="https://tsell.link" title="Visit Tyler's Website">
        <span>Visit Tyler's Website</span>

        <svg>
          <path />
        </svg>
      </a>
    </div>
  </div>
</div>

## Latest Episodes: What's on your mind?

<Update label="6 March 2025">
  [Andy Abramson on Communications Innovation](https://speak-easy.transistor.fm/23) - CEO and Founder at Comunicano discusses communications strategy and innovation
</Update>

<Update label="27 February 2025">
  [Janine VanStee on ADHD Coaching](https://speak-easy.transistor.fm/22) - ADHD coach and consultant shares insights on neurodivergent productivity
</Update>

<Update label="20 February 2025">
  [Amber Beta Release!](https://speak-easy.transistor.fm/bonus21) - The team announces the beta release of Amber, Cleft's AI-powered writing workspace
</Update>

<Update label="6 February 2025">
  [Solange Abraham on Entrepreneurship](https://speak-easy.transistor.fm/20) - Founder at House by Solange discusses building a business with intention
</Update>

<Update label="23 January 2025">
  [Clara Ma on Chief of Staff Leadership](https://speak-easy.transistor.fm/19) - Founder and CEO of Ask a Chief of Staff on leadership and communication
</Update>

<Update label="3 January 2025">
  [Mike Kelly on Meaning and Mission](https://speak-easy.transistor.fm/18) - CEO of TeamOnUP and author of Meaning is the Mission on purpose-driven work
</Update>

<Update label="26 December 2024">
  [Jonathan Cosgrove introduces Amber](https://speak-easy.transistor.fm/17) - Cleft's founder discusses company progress and announces Amber, a new product complementing Cleft's voice-first approach (27:40)
</Update>

<Update label="19 December 2024">
  [Ang Jandak on Innovation & Transformation](https://speak-easy.transistor.fm/16) - How business functions interconnect and the importance of "radical understanding" (31:48)
</Update>

<Update label="12 December 2024">
  [John Lee on Working From Anywhere](https://speak-easy.transistor.fm/15) - CEO of Work From Anywhere discusses cultural awareness and communication in a global world (25:08)
</Update>

<Update label="5 December 2024">
  [Grace Gavin on Open Communication](https://speak-easy.transistor.fm/14) - Chief of Staff at Know Honesty reveals how "open and honest" transforms workplace relationships (27:49)
</Update>

<Update label="28 November 2024">
  [Nadia Harris on Remote Work](https://speak-easy.transistor.fm/13) - Remote work lawyer discusses the evolving world of work (25:04)
</Update>

<Update label="21 November 2024">
  [Sara Lobkovich on Well-being OKRs](https://speak-easy.transistor.fm/12) - Coaching on goal setting focused on well-being and intrinsic motivation (26:05)
</Update>

<Update label="14 November 2024">
  [Anna Burgess Yang on Productivity](https://speak-easy.transistor.fm/11) - Former corporate executive discusses productivity and work-life integration (23:31)
</Update>

<Update label="7 November 2024">
  [Susan Boles on Calmer Business](https://speak-easy.transistor.fm/10) - CFO at Beyond Margins discusses building businesses focused on comfortable margins (24:30)
</Update>

<Update label="31 October 2024">
  [Katherine Sanders on ADHD](https://speak-easy.transistor.fm/9) - Neurodivergent ADHD coach discusses how divergent thinkers approach productivity (22:00)
</Update>

<Update label="24 October 2024">
  [Meighan O'Toole on Knowledge Management](https://speak-easy.transistor.fm/8) - Journey from physical notebooks to digital tools (25:56)
</Update>

<Update label="17 October 2024">
  [Ali Greene on Remote Documentation](https://speak-easy.transistor.fm/7) - Author of Remote Works discusses how documentation enables workplace flexibility (26:24)
</Update>

<Update label="10 October 2024">
  [Claire Podulka on Communication](https://speak-easy.transistor.fm/6) - Chief of Staff at TXI discusses effective communication as a skill (21:39)
</Update>

<Update label="3 October 2024">
  [Dr. Cindy Young on Knowledge Sharing](https://speak-easy.transistor.fm/5) - Human-centered knowledge management and the importance of sharing (21:45)
</Update>

<Update label="26 September 2024">
  [Katie Scheuer on Effective Meetings](https://speak-easy.transistor.fm/4) - Learning designer at Mural discusses collaborative work practices (24:03)
</Update>

<Update label="19 September 2024">
  [Angela Bierman on Corporate Brain](https://speak-easy.transistor.fm/3) - Building a "corporate brain" to preserve institutional knowledge (26:46)
</Update>

<Update label="12 September 2024">
  [Jonathan Cosgrove on Thought Management](https://speak-easy.transistor.fm/2) - Neurodivergent entrepreneur discusses managing thoughts and tasks (25:27)
</Update>

<Update label="10 September 2024">
  [Trailer](https://speak-easy.transistor.fm/trailer1) - Welcome to Speak Easy with Tyler Sellhorn (01:12)
</Update>

## Subscribe

Listen to Speak Easy on your favorite platform:

### Popular Platforms

* [Apple Podcasts](https://podcasts.apple.com/us/podcast/speak-easy/id1767699764)
* [Spotify](https://open.spotify.com/show/2Bnqig94XB2B9YiHYuKQHz)
* [YouTube](https://www.youtube.com/@Cleft_HQ)
* [Amazon Music](https://music.amazon.com/podcasts/46fae8d9-4e35-451e-b1d2-1fbae05f4ae8/speak-easy)
* [Overcast](https://overcast.fm/itunes1767699764)
* [Pocket Casts](https://pocketcasts.com/podcast/speak-easy/3fc83300-51e1-013d-15e0-0e8346c463cf)

### More Ways to Listen

* [Castro](https://castro.fm/itunes/1767699764)
* [Goodpods](https://www.goodpods.com/podcasts-aid/1767699764)
* [Castbox](https://castbox.fm/channel/id6283790)
* [Pandora](https://www.pandora.com/podcast/speak-easy/PC:1001092397)
* [iHeart](https://www.iheart.com/podcast/269-speak-easy-214949236/)
* [Deezer](https://www.deezer.com/en/show/1001224351)

### RSS Feed

* [RSS](https://feeds.transistor.fm/speak-easy)

## Theme Music

Song: MANSHN - Back & Forth \[NCS Release]\
Music provided by NoCopyrightSounds\
Free Download/Stream: [https://ncs.io/BackAndForth](https://ncs.io/BackAndForth)\
Watch: [https://ncs.lnk.to/BackAndForthAT/youtube](https://ncs.lnk.to/BackAndForthAT/youtube)

## Contact

Want to be a guest on Speak Easy? Email us at [podcast@cleftnotes.com](mailto:podcast@cleftnotes.com)

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding">
  Meet the founders for a free personalized onboarding experience ✨
</Card>


# Accessibility Templates
Source: https://learn.cleftnotes.com/user-guides/accessibility-templates

Reusable accessibility patterns and templates for EU Accessibility Act compliance (WCAG 2.1 AA)

<Warning>
  **Internal Documentation**: This page contains templates and patterns for maintaining accessibility compliance across all documentation. Not intended for end users.
</Warning>

## EU Accessibility Act Compliance Templates

As of June 28, 2025, all digital services must comply with EU Accessibility Act requirements. These templates ensure WCAG 2.1 AA compliance across all documentation.

## Skip Navigation Template

Add to pages with multiple sections for keyboard navigation:

```mdx theme={null}
<nav role="navigation" aria-label="Page navigation" className="skip-links">
  <a href="#main-content" className="skip-link">Skip to main content</a>
  <a href="#%F0%9F%86%98-getting-help" className="skip-link">Skip to Getting Help</a>
  <a href="#account-billing" className="skip-link">Skip to Account & Billing</a>
</nav>
```

## Accessible Card Templates

### Standard Card with Link

```mdx theme={null}
<Card 
  title="Card Title" 
  icon="icon-name" 
  href="/destination-page"
  aria-label="Navigate to destination page for specific action"
>
  Brief description of what this card does
</Card>
```

### Card Group with Proper Labels

```mdx theme={null}
<CardGroup cols={2} role="group" aria-label="Support options">
  <Card 
    title="Contact Support" 
    icon="envelope" 
    href="/user-guides/contact-support"
    aria-label="Contact our support team via email"
  >
    Get help from our team within 24 hours
  </Card>
  
  <Card 
    title="FAQ" 
    icon="circle-question" 
    href="/user-guides/faq"
    aria-label="Browse frequently asked questions"
  >
    Find quick answers to common questions
  </Card>
</CardGroup>
```

### External Link Card

```mdx theme={null}
<Card 
  title="Download App" 
  icon="download" 
  href="https://apps.apple.com/us/app/cleft-for-verbal-thinkers/id6479458038"
  aria-label="Download Cleft app from Apple App Store (opens in new window)"
>
  Get Cleft for iOS, iPadOS, and macOS
</Card>
```

## Accessible Accordion Templates

### Standard Accordion

```mdx theme={null}
<Accordion 
  title="Question or Topic" 
  role="button"
  aria-expanded="false"
  aria-controls="accordion-content-unique-id"
>
  Content that answers the question or explains the topic.
</Accordion>
```

### Accordion Group

```mdx theme={null}
<AccordionGroup role="region" aria-label="Frequently asked questions about account setup">
  <Accordion 
    title="How do I create an account?" 
    role="button"
    aria-expanded="false"
    aria-controls="create-account-content"
  >
    Step-by-step instructions for account creation.
  </Accordion>
  
  <Accordion 
    title="How do I reset my password?" 
    role="button"
    aria-expanded="false"
    aria-controls="reset-password-content"
  >
    Password reset instructions and troubleshooting.
  </Accordion>
</AccordionGroup>
```

## Heading Hierarchy Template

Use proper heading hierarchy with ID anchors for keyboard navigation:

```mdx theme={null}
## Main Section {#main-section}

Content for the main section.

### Subsection {#subsection}

Content for subsection.

#### Details {#details}

Detailed content.
```

## Accessible Link Templates

### Internal Links

```mdx theme={null}
<!-- Good -->
[Learn about custom instructions](/user-guides/custom-instructions)
[View pricing details](/user-guides/upgrade-to-plus)

<!-- Avoid -->
[Click here](#)
[Read more](#)
```

### External Links with Context

```mdx theme={null}
<!-- Good -->
[Download from Apple App Store](https://apps.apple.com/us/app/cleft-for-verbal-thinkers/id6479458038) (opens in new window)
[Contact support via email](mailto:hello@cleftnotes.com)

<!-- Avoid -->
[Download here](https://apps.apple.com/us/app/cleft-for-verbal-thinkers/id6479458038)
[Email us](mailto:hello@cleftnotes.com)
```

## Screen Reader Only Text

For additional context that helps screen reader users:

```mdx theme={null}
<span className="sr-only">
  Additional context for screen readers
</span>
```

## Form Templates (Future Use)

### Accessible Form Fields

```mdx theme={null}
<label htmlFor="email-input">
  Email Address (required)
</label>
<input 
  id="email-input"
  type="email" 
  required 
  aria-describedby="email-help email-error"
/>
<div id="email-help">
  We'll never share your email address
</div>
<div id="email-error" role="alert" aria-live="polite">
  <!-- Error message appears here -->
</div>
```

## Color and Contrast Guidelines

### Acceptable Color Combinations

* **Primary Orange (#d44426)** on white background ✅
* **White text** on Primary Orange background ✅
* **Dark gray (#2d3748)** on white background ✅
* **White text** on dark gray background ✅

### Test Your Colors

* Use [WebAIM Contrast Checker](https://webaim.org/resources/contrastchecker/)
* Target: 4.5:1 for normal text, 3:1 for large text
* Test in high contrast mode

## Testing Checklist

Before publishing any page, verify:

* [ ] All Cards have descriptive `aria-label` attributes
* [ ] All Accordions have `role="button"` and `aria-expanded`
* [ ] Headings follow proper hierarchy (h1 → h2 → h3)
* [ ] All links have descriptive text
* [ ] Skip navigation links are present for multi-section pages
* [ ] Color contrast meets WCAG AA standards (4.5:1)
* [ ] Page works with keyboard-only navigation
* [ ] Screen reader announces content logically

## Common Accessibility Issues to Avoid

### ❌ Bad Examples

```mdx theme={null}
<!-- Missing aria-label -->
<Card title="Support" icon="help" href="/support">

<!-- Generic accordion -->
<Accordion title="Question">

<!-- Generic link text -->
[Click here](#)

<!-- Missing heading hierarchy -->
# Page Title
### Subsection (skipped h2)
```

### ✅ Good Examples

```mdx theme={null}
<!-- Proper aria-label -->
<Card title="Support" icon="help" href="/support" aria-label="Get help and support from our team">

<!-- Accessible accordion -->
<Accordion title="How do I reset my password?" role="button" aria-expanded="false">

<!-- Descriptive link -->
[Learn how to contact support](/user-guides/contact-support)

<!-- Proper heading hierarchy -->
# Page Title
## Main Section
### Subsection
```

## Resources

* [WCAG 2.1 AA Guidelines](https://www.w3.org/WAI/WCAG22/quickref/?versions=2.1)
* [EU Accessibility Act Overview](https://commission.europa.eu/strategy-and-policy/policies/justice-and-fundamental-rights/disability/european-accessibility-act-eaa_en)
* [WebAIM Accessibility Resources](https://webaim.org/)
* [MDN Accessibility Guidelines](https://developer.mozilla.org/en-US/docs/Web/Accessibility)

***

<Check>
  **Implementation Note**: These templates should be used as the standard for all new documentation and when updating existing pages. Consistency across all 96+ MDX files ensures compliance and better user experience.
</Check>


# Account Setup
Source: https://learn.cleftnotes.com/user-guides/account-setup

Get started with your Cleft account in seconds

<Note>
  [Download Cleft (iOS, macOS, iPadOS)](https://apps.apple.com/us/app/cleft-for-verbal-thinkers/id6479458038) to get started with your account setup.
</Note>

<Steps>
  <Step title="Enter your email">
    Start by entering your email address in the login screen
  </Step>

  <Step title="Check your email">
    Open your email client to get your one-time authentication code
  </Step>

  <Step title="Verify your account">
    Enter the authentication code in Cleft to complete setup
  </Step>
</Steps>

## Your Account Panel

Once logged in, tap your profile or go to **Settings → Account** to see your account panel.

### What's Included

Your account panel now shows your plan features at a glance. See exactly what's included with your current plan:

* **Free.** View included features and a simple path to upgrade.
* **Plus.** See longer recordings, Your Rules, custom styles, attachments, integrations, and billing options in one place.

<Tip>
  After setting up your account, explore our [Getting Started with Cleft](/user-guides/getting-started) to begin your Cleft journey.
</Tip>

<Note>
  Have questions? Check our [FAQ](/user-guides/faq) for more information.
</Note>

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding" aria-label="Schedule a free onboarding call with Cleft founders">
  Meet the founders for a free personalized onboarding experience ✨
</Card>


# Advanced Formatting
Source: https://learn.cleftnotes.com/user-guides/advanced-formatting

Master sophisticated formatting techniques for custom instructions and note processing

# Advanced Formatting Techniques

Unlock the full power of Cleft's AI processing with sophisticated formatting techniques that transform raw voice notes into polished, professional content.

<Note>
  Advanced formatting features require Cleft Plus. [Upgrade here](/user-guides/upgrade-to-plus) to access AI-powered note processing.
</Note>

## Formatting Principles

### Structure Over Style

Focus on logical organization that serves your workflow:

* **Hierarchical information** - Most important points first
* **Scannable layout** - Easy to quickly find key information
* **Consistent patterns** - Same format for similar content types
* **Action-oriented** - Emphasis on what to do next

### Content Types and Their Formats

<Tabs>
  <Tab title="Decision Records">
    **Use when**: Documenting important choices and their rationale

    ```
    DECISION: [Clear statement of what was decided]

    CONTEXT: [Why this decision was needed]

    OPTIONS CONSIDERED:
    - Option A: [Brief description] - Pros: X, Cons: Y
    - Option B: [Brief description] - Pros: X, Cons: Y

    CHOSEN APPROACH: [Selected option with reasoning]

    IMPLICATIONS: [What changes because of this decision]

    REVIEW DATE: [When to revisit this decision]
    ```
  </Tab>

  <Tab title="Problem-Solution Records">
    **Use when**: Capturing troubleshooting or problem-solving sessions

    ```
    PROBLEM: [Clear problem statement]

    SYMPTOMS OBSERVED:
    - [What you noticed that indicated the problem]

    ROOT CAUSE ANALYSIS:
    - [Why this problem occurred]

    SOLUTION IMPLEMENTED:
    - [What you did to fix it]

    PREVENTION MEASURES:
    - [How to avoid this in the future]

    SUCCESS METRICS:
    - [How to know the solution worked]
    ```
  </Tab>

  <Tab title="Learning Records">
    **Use when**: Processing educational content or insights

    ```
    LEARNING SOURCE: [Where this came from]

    KEY CONCEPTS:
    📚 [Concept]: [Definition and importance]
    📚 [Concept]: [Definition and importance]

    PRACTICAL APPLICATIONS:
    🔧 [Application]: [How to use this concept]
    🔧 [Application]: [Specific implementation]

    IMPLEMENTATION PRIORITY:
    🔥 HIGH: [What to implement immediately]
    📋 MEDIUM: [What to try next month]  
    💡 EXPLORE: [What to research further]

    CONNECTION MAP:
    🔗 [How this connects to existing knowledge/projects]
    ```
  </Tab>
</Tabs>

## Advanced Formatting Techniques

### Visual Hierarchy with Emojis and Symbols

Create clear visual scanning patterns:

<Accordion title="Status and Priority Indicators">
  ```
  TASK STATUS SYSTEM:
  ✅ COMPLETED - Task is done
  🔄 IN PROGRESS - Currently working on this
  ⏸️ PAUSED - Temporarily stopped
  🚫 BLOCKED - Cannot proceed without help
  📋 PLANNED - Ready to start
  💡 IDEA - Potential future task

  PRIORITY SYSTEM:
  🔥 URGENT - Drop everything else
  ⭐ HIGH - This week
  📋 MEDIUM - This month
  💡 LOW - Someday/maybe
  ❄️ FROZEN - On hold indefinitely
  ```
</Accordion>

<Accordion title="Information Type Indicators">
  ```
  CONTENT TYPE SYSTEM:
  💬 QUOTE - Direct quotes or key phrases
  📊 DATA - Numbers, metrics, statistics  
  🎯 GOAL - Objectives and targets
  ⚠️ RISK - Potential problems or concerns
  🔗 LINK - Connections to other projects/ideas
  📅 DEADLINE - Time-sensitive information
  💰 COST - Budget or financial information
  👤 PERSON - People-related information
  ```
</Accordion>

### Advanced Sectioning Patterns

<CardGroup aria-label="Advanced formatting frameworks">
  <Card title="The SOAR Framework" icon="rocket" aria-label="Strategic planning framework for strengths, opportunities, aspirations, and results">
    **Strengths | Opportunities | Aspirations | Results**

    Perfect for strategic thinking and planning sessions

    ```
    💪 STRENGTHS: [What's working well]
    🎯 OPPORTUNITIES: [What we could do]
    🌟 ASPIRATIONS: [What we want to achieve]
    📈 RESULTS: [Specific outcomes to measure]
    ```
  </Card>

  <Card title="The 5W1H Framework" icon="question" aria-label="Comprehensive information capture framework covering who, what, when, where, why, and how">
    **Who | What | When | Where | Why | How**

    Comprehensive information capture

    ```
    👤 WHO: [People involved]
    📋 WHAT: [What needs to happen]  
    📅 WHEN: [Timeline and deadlines]
    📍 WHERE: [Location or context]
    🤔 WHY: [Purpose and motivation]
    🔧 HOW: [Methods and approach]
    ```
  </Card>
</CardGroup>

### Dynamic Section Headers

Create headers that adapt to content type:

<Accordion title="Meeting-Specific Headers">
  ```
  For 1:1 Meetings:
  🤝 RELATIONSHIP CHECK-IN: [How things are going]
  📈 PERFORMANCE DISCUSSION: [Growth and feedback]  
  🎯 GOAL ALIGNMENT: [Priorities and objectives]
  🚧 OBSTACLE REMOVAL: [What's blocking progress]

  For Team Meetings:
  🔄 STATUS UPDATES: [Progress reports]
  🤝 COORDINATION NEEDS: [Cross-team dependencies]
  🎯 DECISION ITEMS: [What needs group input]
  📊 METRICS REVIEW: [Performance indicators]

  For Client Meetings:  
  💼 BUSINESS CONTEXT: [Client situation update]
  📋 PROJECT STATUS: [Work completed and next steps]
  💡 RECOMMENDATIONS: [Advice and suggestions]
  💰 COMMERCIAL DISCUSSION: [Budget and contract items]
  ```
</Accordion>

### Conditional Formatting

Teach Cleft to format based on content patterns:

<AccordionGroup aria-label="Conditional formatting techniques">
  <Accordion title="Smart Action Item Detection">
    ```
    Custom Instruction Addition:

    "When processing action items, format as:

    📋 ACTION ITEMS:
    - [IF deadline mentioned] ⏰ [Task] - Due: [Date] - Owner: [Person]
    - [IF no deadline] 📅 [Task] - Owner: [Person] - Timeline: TBD  
    - [IF waiting on others] ⏸️ [Task] - Blocked by: [Person/Thing]
    - [IF high priority mentioned] 🔥 [Task] - URGENT - Owner: [Person]

    Always include owner and timeline context for each action."
    ```
  </Accordion>

  <Accordion title="Context-Aware Summaries">
    ```
    "Adapt summary format based on content type:

    FOR CREATIVE SESSIONS:
    💡 INSPIRATION: [What sparked ideas]
    🎨 CONCEPTS DEVELOPED: [New creative directions]
    🔧 TECHNIQUES TRIED: [Methods explored]
    ⏭️ NEXT CREATIVE STEPS: [How to build forward]

    FOR PROBLEM-SOLVING:
    🎯 PROBLEM DEFINED: [Issue being addressed]
    🔍 ANALYSIS: [Root cause investigation]  
    💡 SOLUTIONS EXPLORED: [Options considered]
    ✅ PATH FORWARD: [Chosen approach and rationale]

    FOR LEARNING:
    📚 SOURCE: [Where information came from]
    🎯 KEY TAKEAWAYS: [Most important insights]
    🔧 APPLICATIONS: [How to use this knowledge]
    📋 FOLLOW-UP: [What to explore next]"
    ```
  </Accordion>
</AccordionGroup>

## Professional Document Formatting

### Executive Summary Pattern

For high-stakes communications:

```
📊 EXECUTIVE SUMMARY

SITUATION: [Current state in one sentence]
RECOMMENDATION: [What should be done]  
RATIONALE: [Why this is the right approach]
IMPACT: [Expected outcomes and benefits]
TIMELINE: [Key milestones and completion]
RESOURCES: [What's needed to succeed]

📋 DETAILED BREAKDOWN
[Comprehensive information organized by topic]

⏭️ NEXT STEPS
[Immediate actions with owners and dates]
```

### Project Communication Template

```
🚀 PROJECT UPDATE: [Project Name]

📊 HEADLINE STATUS: [Green/Yellow/Red with brief reason]

✅ COMPLETED:
- [Specific accomplishments with dates]

🎯 CURRENT FOCUS:  
- [What team is working on now]

📅 UPCOMING MILESTONES:
- [Date]: [Deliverable] - [Owner]

⚠️ ISSUES & MITIGATION:
- [Problem]: [Impact] - [Solution/Owner]

🆘 ESCALATION NEEDED:
- [Item requiring senior attention]

📈 KEY METRICS:
- [Metric]: [Current value] [Trend: ↑↓→]
```

### Decision Briefing Format

For important choices requiring stakeholder input:

```
🎯 DECISION BRIEF: [Decision Title]

⏰ DECISION NEEDED BY: [Date and why]

📋 BACKGROUND:
[Context that led to this decision point]

📊 OPTIONS ANALYSIS:

OPTION A: [Name]
✅ Pros: [Benefits]
❌ Cons: [Drawbacks]  
💰 Cost: [Financial impact]
⏱️ Timeline: [Implementation time]

OPTION B: [Name]
[Same format as Option A]

🎯 RECOMMENDATION: [Preferred option]
REASONING: [Why this option is best]

🤝 STAKEHOLDER INPUT NEEDED:
- [Person]: [What input you need from them]

📅 IMPLEMENTATION TIMELINE:
[If recommendation accepted, what happens when]
```

## Advanced Customization Techniques

### Persona-Based Formatting

Adjust tone and detail level based on audience:

<Tabs>
  <Tab title="Executive Audience">
    ```
    "Format for senior leadership consumption:
    - Lead with business impact and ROI
    - Include risk assessment
    - Provide clear recommendations
    - Limit to key points only
    - Use metrics and data to support points
    - Include competitive/market context where relevant"
    ```
  </Tab>

  <Tab title="Technical Team">
    ```
    "Format for technical implementation:
    - Include specific technical details
    - Document assumptions and constraints
    - Provide implementation steps
    - Include error handling and edge cases
    - Reference relevant documentation or standards
    - Note testing and validation requirements"
    ```
  </Tab>

  <Tab title="Client Communication">
    ```
    "Format for external client communication:
    - Use professional but accessible language
    - Focus on client benefits and outcomes
    - Include clear next steps and timelines
    - Address potential client concerns
    - Provide options when appropriate
    - Maintain positive, solution-oriented tone"
    ```
  </Tab>
</Tabs>

### Multi-Document Formatting

When creating content that feeds into different systems:

<Accordion title="Multi-Export Template">
  ```
  "Process this content for multiple outputs:

  PRIMARY SUMMARY (for main documentation):
  [Standard detailed format]

  QUICK REFERENCE (for team dashboard):
  Status: [Green/Yellow/Red]
  Key Point: [One sentence summary]
  Next Action: [Immediate priority]
  Deadline: [Most urgent timeline]

  EMAIL UPDATE (for stakeholders):
  Subject: [Clear subject line]
  Brief: [2-3 sentence summary]  
  Action Needed: [What recipients should do]
  Timeline: [When response/action needed]

  TASK LIST (for project management):
  - [Specific actionable task] - [Owner] - [Date]
  [Continue with all actionable items]"
  ```
</Accordion>

## Quality Control Patterns

### Self-Checking Instructions

Build quality assurance into your custom instructions:

```
"Before finalizing, verify:

COMPLETENESS CHECK:
✅ All key points from voice note included
✅ Action items have owners and dates  
✅ Important context preserved
✅ Nothing critical missed

CLARITY CHECK:
✅ Headers clearly indicate content
✅ Sections are logically organized
✅ Language is appropriate for audience
✅ Acronyms and jargon explained

ACTIONABILITY CHECK:
✅ Next steps are specific and concrete
✅ Responsibilities are clearly assigned
✅ Timelines are realistic and stated
✅ Success criteria are defined

If any check fails, revise that section before presenting output."
```

### Consistency Enforcement

Maintain formatting standards across all notes:

<Accordion title="Style Guide Integration">
  ```
  "Apply these style standards consistently:

  HEADERS: Always use emoji + ALL CAPS format
  DATES: Use format: Month DD, YYYY  
  TIMES: Use 24-hour format (14:30) or specify AM/PM
  PEOPLE: Use full names on first reference, then last name
  PROJECTS: Use official project names in consistent format
  CURRENCIES: Always include currency symbol and full amount
  PERCENTAGES: Round to one decimal place unless precision matters

  ACTION ITEMS FORMAT:
  - 📋 [Specific action] - Owner: [Name] - Due: [Date]

  STATUS INDICATORS:
  ✅ Complete | 🔄 In Progress | ⏸️ Paused | 🚫 Blocked | 📋 Not Started"
  ```
</Accordion>

<CardGroup aria-label="Related resources for advanced formatting">
  <Card title="Custom Instructions Library" icon="library" href="/user-guides/custom-instructions-library" aria-label="Access ready-made formatting templates">
    Apply these formatting techniques to ready-made templates
  </Card>

  <Card title="Prompt Templates" icon="template" href="/user-guides/prompt-templates" aria-label="View copy-paste formatting templates">
    See formatting techniques in action with copy-paste templates
  </Card>
</CardGroup>


# Appending to Notes
Source: https://learn.cleftnotes.com/user-guides/appending-to-notes

Add more to an existing note without starting over

Had another thought? Append it to an existing note instead of creating a new one.

## Append by Voice

1. Open the note you want to add to
2. Tap the **Continue** button (iPhone/iPad) or press `⇧ + N` (Mac)
3. Speak your new thoughts. Cleft adds them to the end of your note

## Append by Text

Open the note in edit mode, place your cursor where you want to add content, and type. See [Editing & Formatting Notes](/user-guides/editing-notes) for more on the editor.

## Merge Two Notes

Have related thoughts in separate notes? Combine them:

1. Select two notes
2. Long-press (iPhone/iPad) or right-click (Mac) and choose **Merge**

<Info>
  Merging can't be undone. Consider duplicating a note first if you want to keep the original.
</Info>

## Unified Summary (Plus)

When you append multiple voice recordings, Cleft merges everything into one cohesive summary, with no duplicates, logical flow, and consolidated action items. This respects your [Writing Style](/user-guides/custom-instructions), so your formatting stays consistent across all merged content.


# Apple Watch
Source: https://learn.cleftnotes.com/user-guides/apple-watch

Voice notes from your wrist. Capture when your phone is in another room, transcribe on iPhone, sync everywhere

Cleft on Apple Watch is for the moments your phone isn't in your hand. Mid-run, hands in the sink, kid on your hip, sat across from someone, raise your wrist, talk for thirty seconds, and the formatted note is waiting on your iPhone next time you check it.

<div>
  <div>
    <div>
      <img alt="Apple Watch Series 9 watch face with the Cleft complication" />

      <p>Apple Watch Series 9</p>
    </div>

    <div>
      <img alt="Apple Watch Ultra 2 watch face with the Cleft complication" />

      <p>Apple Watch Ultra 2</p>
    </div>
  </div>
</div>

## Start fast

Three ways to begin a note without taking your phone out:

<div>
  <ul>
    <li><strong>Watch face complication.</strong> Tap the Cleft icon on a customised face</li>
    <li><strong>App grid.</strong> Press the Digital Crown, tap Cleft</li>
    <li><strong>Action Button</strong> (Apple Watch Ultra). Set it to "Open App → Cleft" so a single press launches the app</li>
  </ul>
</div>

A subtle haptic confirms the recording started. Pick a note style with the Digital Crown if you want this recording to use a different format, then talk, pause, and resume. When you're done, the audio transfers to your iPhone in the background and Cleft transcribes and formats it there.

## Record a note

<Steps>
  <Step title="Tap record">
    Open Cleft from the complication, app grid, or Action Button, choose a note style if needed, then tap the record button. A haptic tap confirms it's running and the timer starts on screen.
  </Step>

  <Step title="Talk, pause if you need to">
    Pause and resume mid-recording without ending the note. A haptic tap confirms each transition. Tap stop when you're done; another haptic confirms it saved.
  </Step>

  <Step title="Pick it up on your phone">
    The audio syncs to your iPhone in the background. Cleft transcribes and formats it on the phone. By the time you check, the note is in your list with a summary, key points, and action items.
  </Step>
</Steps>

For mic technique and language settings, see [Recording Voice Notes](/user-guides/recording-voice-notes).

## What Apple Watch is best at

<CardGroup>
  <Card title="Phone-free capture" icon="microphone">
    Record straight from your wrist when reaching for your phone would break the moment.
  </Card>

  <Card title="Pause and resume" icon="pause">
    Stop mid-thought when life interrupts, pick up where you left off without ending the note.
  </Card>

  <Card title="Note styles" icon="sliders">
    Use the Digital Crown to choose Structured, Structured Prose, Clean Transcript, or a synced custom style before recording.
  </Card>

  <Card title="Glanceable browsing" icon="list">
    Spin the Crown through your synced notes. The most recent ones are right there on your wrist, read-only.
  </Card>

  <Card title="Complications" icon="circle">
    Add Cleft to any watch face for one-tap access, inline, circular, or rectangular accessory styles.
  </Card>

  <Card title="Background sync to iPhone" icon="arrows-rotate" href="/user-guides/syncing-notes">
    Recordings transfer automatically once the iPhone is in range. Transcription happens on the phone, not the watch.
  </Card>

  <Card title="Battery-friendly" icon="battery-full">
    Just audio capture on the wrist. The heavy work runs on your iPhone.
  </Card>
</CardGroup>

## Wrist moments worth stealing

### Mid-stride, mid-workout

You're three miles into a run when an idea lands. Tap the complication, talk for fifteen seconds, drop your wrist. The recording syncs to your phone the next time it's in range. By the time you're stretching, the formatted note is sitting in your list.

Pair with [Writing Style](/user-guides/custom-instructions) to shape mid-run rambles into something you can act on.

### Hands full at home

Kitchen, kids, dog, laundry. The moments your phone is in another room are exactly the moments thoughts arrive. Raise your wrist, talk for thirty seconds, get back to whatever you were doing.

Pair with [Daily Capture Routines](/user-guides/daily-capture-routines) for repeatable patterns.

### Pause when life interrupts

Mid-recording, someone asks you a question. Tap pause, haptic confirms, answer them, tap resume, finish the thought. The note is still one note, not three fragments.

### A daily note you append to from anywhere

Pin one note on your iPhone (a journal, a project log, a workout diary) and use the [Continue Last Note widget](/user-guides/widgets-and-action-button) on the phone to append to it. From the watch, start a fresh note; on iPhone, hit the Continue widget. Same vault, two surfaces.

Setup: [Appending to Notes](/user-guides/appending-to-notes) · [Daily Capture Routines](/user-guides/daily-capture-routines).

### Walking meetings

Step outside with a colleague, talk through a problem on the move. When something lands, tap the complication and capture the decision in your own words, without breaking the rhythm of the walk.

Repeatable structure: [Meeting Notes System](/user-guides/meeting-notes-system).

### Apple Watch Ultra at the desk

Set the Action Button on your Ultra to **Open App → Cleft** (in Settings → Action Button). One press launches Cleft on the watch. Tap record, talk, the note hits your iPhone. Combine with [auto-copy to clipboard](/user-guides/copying-notes#auto-copy-feature) on iPhone and the transcribed text is ready to paste straight into the email or doc you're working on.

### Glance at your last few notes

You vaguely remember capturing something earlier and want a sanity check before the meeting starts. Open Cleft on your watch, scroll the list with the Crown, tap a note to read it. Edits happen on iPhone or Mac, but quick read-back on the wrist is enough most of the time.

## Set up the complication

<Steps>
  <Step title="Install Cleft on your watch">
    Open the **Watch** app on iPhone, scroll to **Available Apps**, find Cleft, tap **Install**. The watch app needs the iPhone app installed first.
  </Step>

  <Step title="Add Cleft to a watch face">
    Press and hold your watch face → tap **Edit** → swipe to **Complications** → tap a slot → choose Cleft → press the Digital Crown to save.

    Cleft offers inline, circular, and rectangular accessory styles. Pick whichever fits the face you're using.
  </Step>

  <Step title="Tap to launch">
    Tap the complication from any watch face to open Cleft straight to the recording screen.
  </Step>
</Steps>

## Browsing notes on your wrist

Cleft on Apple Watch is **read-only** for synced notes. You can:

* See your recent notes in a list, newest first
* Scroll the list and the body of long notes with the Digital Crown
* Open a note to read the full transcript and summary

Editing, sharing, and exporting all happen on iPhone or Mac. The watch is for capture and a quick read-back, not full editing.

## Note styles on Apple Watch

Cleft shows your note styles on the recording screen. Turn the Digital Crown to move between Structured, Structured Prose, Clean Transcript, and any custom styles from Cleft Plus. The selected style applies to that recording when it is processed on your iPhone.

## Apple Watch Ultra Action Button

The Apple Watch Ultra's customisable Action Button can launch Cleft directly:

<Steps>
  <Step title="Open Settings on your Ultra">
    Press the Digital Crown → Settings → **Action Button**.
  </Step>

  <Step title="Set Action to Open App">
    Choose **Open App** → select **Cleft**.
  </Step>

  <Step title="Press to launch">
    A single press of the Action Button now opens Cleft. Tap record to start a note.
  </Step>
</Steps>

The iPhone Action Button (iPhone 15 Pro and later) can be set to start recording on the phone directly, see [Widgets and Action Button](/user-guides/widgets-and-action-button) for that setup.

## Audio

<AccordionGroup>
  <Accordion title="The watch microphone">
    Apple Watch records through its built-in microphone. It's tuned for voice and works well outdoors and in mixed environments, but it sits at the wrist, not the mouth, so a quick lift of the arm helps in noisy spots.
  </Accordion>

  <Accordion title="Permissions">
    The first time you record on watch, watchOS asks for microphone access. If recording fails, open the **Settings** app on your watch → **Privacy & Security** → **Microphone** → make sure Cleft is enabled.
  </Accordion>

  <Accordion title="Tips for cleaner audio">
    * Bring your wrist closer to your mouth in busy environments
    * Step away from blasting speakers when you can
    * For longer or more important recordings, capture on iPhone instead. The phone mic and processing are stronger
  </Accordion>
</AccordionGroup>

## Sync and battery

<AccordionGroup>
  <Accordion title="How sync works">
    Recordings transfer from watch to iPhone via Apple's wireless connection, Bluetooth or shared Wi-Fi, whichever is available. Transcription runs on the iPhone once the audio arrives. From the iPhone, notes sync to your other devices through your Cleft account.

    If a transfer stalls, it recovers on its own once your iPhone is back in reach, and you can tap Sync on the watch to re-send it. Long memos come across too, and a transfer that gets duplicated or interrupted still lands as exactly one note.
  </Accordion>

  <Accordion title="Recording offline">
    You can record on the watch even when your iPhone is out of range. The audio queues locally and transfers the next time the phone is nearby.
  </Accordion>

  <Accordion title="Battery">
    Recording on the watch uses local audio capture only, no transcription, no AI processing on the wrist. The heavy work runs on your iPhone, so battery impact on the watch is small.
  </Accordion>
</AccordionGroup>

## Supported devices

* **Apple Watch Series 7 and later**
* **Apple Watch SE** (2nd generation and later)
* **Apple Watch Ultra and Ultra 2**
* **watchOS 10 or later**, paired with an iPhone running Cleft and signed in to the same account

## Troubleshooting

<Warning>
  **Recording not syncing to iPhone?** Open Cleft on both devices, make sure they're connected (Bluetooth or the same Wi-Fi network), keep them close while sync completes. A stalled transfer recovers on its own once your iPhone is in reach, or tap Sync on the watch to re-send it.

  **Can't find Cleft on the watch?** Install it from the **Watch** app on iPhone. The iPhone app needs to be installed first; check the **Available Apps** section.

  **Complication not appearing?** Remove and re-add the complication, or restart the watch.

  **Microphone not working?** Settings → Privacy & Security → Microphone → make sure Cleft is enabled.

  **Still stuck?** [Contact support](/user-guides/contact-support).
</Warning>

## Related guides

* [Recording Voice Notes](/user-guides/recording-voice-notes). Mic technique, languages, recording length
* [Syncing Notes](/user-guides/syncing-notes). How notes move between devices
* [Widgets and Action Button](/user-guides/widgets-and-action-button). iPhone capture surfaces, including the iPhone Action Button
* [Writing Style](/user-guides/custom-instructions). Shape how Cleft formats your notes
* [Daily Capture Routines](/user-guides/daily-capture-routines). Repeatable patterns for everyday capture
* [iOS](/user-guides/ios). The iPhone surface where wrist recordings get transcribed
* [macOS](/user-guides/macos). The keyboard-first sibling


# Attachments
Source: https://learn.cleftnotes.com/user-guides/attachments

Add images, documents, and files to your notes

Add photos, documents, or other files to any note.

## Adding an Attachment

1. Open a note and switch to **Edit** mode
2. Tap the image or attachment button in the toolbar
3. Choose a file from your device (photo library for images, file picker for documents)

## Supported Formats

**Images:** JPEG, PNG, GIF, HEIC, WEBP, SVG

**Videos:** MP4, WebM, MOV

**Documents:** PDF, DOC, DOCX, TXT, MD, XLS, XLSX, PPT, PPTX, ZIP, GZ, TAR, PATCH

<Info>
  Uploaded content is subject to Cleft's [Terms of Use](https://cleftnotes.com/terms).
</Info>


# Batch Processing
Source: https://learn.cleftnotes.com/user-guides/batch-processing

Efficiently process multiple notes and create systematic workflows for maximum productivity

# Batch Processing

Master the art of processing multiple voice notes efficiently. Transform scattered captures into organized, actionable information through systematic batch processing techniques.

## Batch Processing Fundamentals

### Why Batch Processing Works

<CardGroup>
  <Card title="Cognitive Efficiency" icon="brain">
    **Context Switching Reduction**: Stay in processing mode vs constantly switching between capture and organization
    **Pattern Recognition**: Easier to spot themes and connections across multiple notes
    **Momentum Building**: Get into a flow state for faster, more consistent processing
  </Card>

  <Card title="Time Optimization" icon="clock">
    **Reduced Setup Time**: One processing session vs multiple individual efforts
    **Bulk Operations**: Apply similar processing to related content
    **Decision Fatigue Reduction**: Make organizational decisions once per batch
  </Card>
</CardGroup>

### The Batch Processing Cycle

<Steps>
  <Step title="Accumulate (Capture Phase)">
    Record voice notes throughout your day without immediate processing pressure
  </Step>

  <Step title="Review (Assessment Phase)">
    Quickly scan all captured notes to understand scope and content types
  </Step>

  <Step title="Categorize (Organization Phase)">
    Group similar notes together for efficient processing
  </Step>

  <Step title="Process (Transformation Phase)">
    Apply appropriate processing techniques to each category
  </Step>

  <Step title="Distribute (Action Phase)">
    Route processed content to appropriate systems and stakeholders
  </Step>
</Steps>

## Batch Processing Strategies

### The Time-Based Approach

<Accordion title="Daily Processing Sessions">
  **Morning Batch (15 minutes)**:

  * Process previous day's captures
  * Identify urgent items requiring immediate attention
  * Set context for current day's priorities
  * Route action items to task management systems

  **Midday Batch (10 minutes)**:

  * Quick processing of morning captures
  * Handle time-sensitive items
  * Prepare for afternoon meetings or work sessions
  * Clear mental space for focused afternoon work

  **Evening Batch (20 minutes)**:

  * Comprehensive processing of full day's captures
  * Synthesis and connection-making between ideas
  * Planning and preparation for next day
  * Weekly/monthly review preparation
</Accordion>

<Accordion title="Weekly Intensive Sessions">
  **Sunday Planning Session (45-60 minutes)**:

  * Process entire week's accumulated notes
  * Identify patterns and themes across the week
  * Extract strategic insights and big-picture connections
  * Plan upcoming week's priorities based on insights
  * Archive completed items and clean up organization systems

  **Benefits of Weekly Batching**:

  * Deeper pattern recognition across longer time periods
  * Strategic thinking and planning opportunities
  * Reduced daily processing burden
  * Better work-life separation with dedicated processing time
</Accordion>

### The Content-Based Approach

<Tabs>
  <Tab title="Meeting Notes Batch">
    **Process together**: All meeting-related captures from the week

    **Batch Operations**:

    * Extract all action items across meetings
    * Identify recurring themes or issues
    * Update project status based on multiple meeting outcomes
    * Generate comprehensive stakeholder communications
    * Schedule follow-up meetings or conversations

    **Templates for Efficiency**:

    * Standard meeting summary format
    * Action item extraction template
    * Stakeholder update template
    * Project impact assessment format
  </Tab>

  <Tab title="Learning & Development Batch">
    **Process together**: Book notes, course insights, conference takeaways, research findings

    **Batch Operations**:

    * Synthesize insights across multiple sources
    * Create comprehensive learning summaries
    * Identify actionable applications for current projects
    * Update personal knowledge management system
    * Plan skill development or research priorities

    **Connection-Making Focus**:

    * Link related concepts across different sources
    * Identify contradictions or different perspectives
    * Extract principles and frameworks for future reference
    * Create teaching or sharing opportunities for teammates
  </Tab>

  <Tab title="Project & Strategic Batch">
    **Process together**: Project updates, strategic thinking, planning sessions, problem-solving

    **Batch Operations**:

    * Consolidate project status across multiple areas
    * Identify cross-project dependencies and opportunities
    * Extract strategic insights and decision patterns
    * Update stakeholders with comprehensive status reports
    * Plan resource allocation and priority adjustments

    **Strategic Value**:

    * Higher-level perspective across multiple projects
    * Resource optimization opportunities
    * Risk identification and mitigation planning
    * Innovation and improvement opportunities
  </Tab>
</Tabs>

## Advanced Batch Processing Techniques

### The Triaging System

<Accordion title="Three-Tier Processing">
  **Tier 1: Urgent/Actionable (Process immediately)**

  * Action items with deadlines
  * Time-sensitive communications
  * Crisis or problem-solving content
  * Meeting preparation materials

  **Tier 2: Important/Strategic (Batch weekly)**

  * Learning and development content
  * Strategic planning and thinking
  * Relationship-building communications
  * Process improvement ideas

  **Tier 3: Informational/Reference (Batch monthly)**

  * General insights and observations
  * Reference materials and resources
  * Long-term project planning
  * Personal reflection and journaling

  **Processing Approach**:

  * Quick daily scan for Tier 1 items
  * Dedicated weekly session for Tier 2 content
  * Monthly comprehensive review for Tier 3 items
</Accordion>

### The Pattern Recognition Framework

<AccordionGroup>
  <Accordion title="Identifying Recurring Themes">
    **What to Look For**:

    * Problems that come up repeatedly across different contexts
    * Skills or knowledge gaps appearing in multiple situations
    * Successful strategies worth replicating
    * Relationship or communication patterns
    * Resource or process inefficiencies

    **Processing Questions**:

    * "What themes am I seeing across these notes?"
    * "What problems keep recurring?"
    * "What's working well that I should do more of?"
    * "Where do I see opportunities for systematization?"
  </Accordion>

  <Accordion title="Cross-Project Connections">
    **Connection Types**:

    * Similar challenges across different projects
    * Transferable solutions and approaches
    * Shared resources or team members
    * Timeline dependencies and coordination opportunities
    * Learning that applies across multiple areas

    **Value Creation**:

    * Eliminate duplicate efforts
    * Share successful approaches across teams
    * Coordinate resource allocation more effectively
    * Identify opportunities for collaboration
  </Accordion>

  <Accordion title="Trend Analysis">
    **Temporal Patterns**:

    * Energy and productivity patterns across days/weeks
    * Seasonal variations in work or client demands
    * Progress trends on long-term projects
    * Learning velocity and knowledge accumulation

    **Strategic Applications**:

    * Optimize scheduling based on energy patterns
    * Prepare for predictable seasonal demands
    * Adjust project timelines based on historical progress
    * Plan professional development based on learning trends
  </Accordion>
</AccordionGroup>

### The Synthesis and Integration Method

<Steps>
  <Step title="Content Clustering">
    Group related notes by theme, project, or time period for coherent processing
  </Step>

  <Step title="Insight Extraction">
    Identify key insights, decisions, and action items from each cluster
  </Step>

  <Step title="Connection Mapping">
    Find relationships between insights across different clusters
  </Step>

  <Step title="Synthesis Creation">
    Generate higher-level insights and strategic perspectives
  </Step>

  <Step title="Action Planning">
    Convert insights into concrete actions and systematic improvements
  </Step>
</Steps>

## Batch Processing Workflows

### The Weekly Review Workflow

<Accordion title="Comprehensive Weekly Processing Session">
  **Phase 1: Collection and Review (10 minutes)**

  * Gather all voice notes from the past week
  * Quick scan to understand volume and content types
  * Identify any urgent items needing immediate attention

  **Phase 2: Categorization (10 minutes)**

  * Sort notes into content categories (meetings, learning, planning, etc.)
  * Flag items that require follow-up or collaboration
  * Identify notes that relate to ongoing projects or goals

  **Phase 3: Processing (20 minutes)**

  * Apply appropriate custom instructions to each category
  * Extract action items and add to task management system
  * Update project status and documentation
  * Generate any necessary communications or reports

  **Phase 4: Synthesis and Planning (10 minutes)**

  * Identify patterns and insights across the week
  * Plan priorities and focus areas for the upcoming week
  * Schedule follow-up actions and meetings
  * Archive completed items and organize reference materials

  **Phase 5: System Maintenance (5 minutes)**

  * Clean up folders and tags
  * Update templates and custom instructions based on what worked
  * Plan any process improvements for next week
</Accordion>

### The Monthly Strategic Review

<Accordion title="Deep Pattern Analysis and Planning">
  **Strategic Questions Framework**:

  * "What patterns do I see in my thinking and decision-making?"
  * "Where am I spending my time and energy most effectively?"
  * "What knowledge and skills am I developing?"
  * "How are my relationships and collaborations evolving?"
  * "What systems and processes are working well or need improvement?"

  **Analysis Process**:

  1. **Theme Identification**: What topics and concerns came up repeatedly?
  2. **Progress Assessment**: How did I advance on key goals and projects?
  3. **Learning Synthesis**: What new knowledge and skills did I develop?
  4. **Relationship Review**: How did my professional relationships develop?
  5. **System Evaluation**: What workflows and processes worked well or poorly?

  **Forward Planning**:

  1. **Goal Adjustment**: Refine or pivot on quarterly and annual objectives
  2. **System Optimization**: Improve processes based on month's experience
  3. **Skill Development**: Plan learning priorities based on identified gaps
  4. **Relationship Investment**: Plan networking and collaboration activities
  5. **Process Innovation**: Implement improvements to capture and processing workflows
</Accordion>

## Technology and Tools for Batch Processing

### Efficient Organization Systems

<CardGroup>
  <Card title="Folder Strategies" icon="folder">
    **Time-Based Folders**: Daily, Weekly, Monthly archives
    **Content-Based Folders**: Meetings, Learning, Projects, Personal
    **Status-Based Folders**: To Process, In Review, Completed, Reference
    **Hybrid Approach**: Combination based on your workflow needs
  </Card>

  <Card title="Tagging Systems" icon="tags">
    **Priority Tags**: #urgent, #important, #someday
    **Content Tags**: #meeting, #learning, #planning, #reflection\
    **Project Tags**: #projectA, #clientB, #initiative-C
    **Action Tags**: #todo, #waiting, #review, #followup
  </Card>
</CardGroup>

### Automation for Batch Processing

<Accordion title="Smart Scheduling">
  **Time-Based Triggers**:

  * Daily processing reminders at optimal times
  * Weekly review calendar blocks with preparation materials
  * Monthly strategic review scheduling with supporting data

  **Content-Based Automation**:

  * Auto-categorization based on voice note content
  * Priority flagging for urgent items
  * Duplicate detection and consolidation suggestions

  **Integration Automation**:

  * Batch export to task management systems
  * Automatic stakeholder notification for relevant updates
  * Knowledge base updates with processed insights
</Accordion>

### Quality Control in Batch Processing

<AccordionGroup>
  <Accordion title="Processing Quality Checks">
    **Completeness Verification**:

    * All captured notes processed or intentionally deferred
    * Action items extracted and properly assigned
    * Important insights captured in searchable format
    * Follow-up items scheduled appropriately

    **Accuracy Validation**:

    * Key decisions and commitments accurately recorded
    * Context preserved for future reference
    * Critical information highlighted and accessible
    * Cross-references and connections properly maintained
  </Accordion>

  <Accordion title="System Health Monitoring">
    **Processing Efficiency**:

    * Time spent on batch processing vs value generated
    * Backlog accumulation and clearance rates
    * Error rates and rework frequency
    * User satisfaction with processed output

    **Outcome Tracking**:

    * Follow-through rates on extracted action items
    * Usage frequency of processed knowledge
    * Stakeholder satisfaction with communications
    * Long-term value of captured insights
  </Accordion>
</AccordionGroup>

## Common Batch Processing Challenges

### Overcoming Processing Resistance

<AccordionGroup>
  <Accordion title="Large Backlogs">
    **Prevention Strategies**:

    * Set maximum accumulation limits (e.g., never more than 20 unprocessed notes)
    * Implement daily quick-scan routines to prevent overwhelming buildup
    * Use triage systems to handle varying urgency levels

    **Recovery Techniques**:

    * Time-box processing sessions to prevent overwhelm
    * Focus on most recent and most important items first
    * Consider bulk archiving of older, less relevant content
    * Get help from team members for shared content
  </Accordion>

  <Accordion title="Inconsistent Processing Quality">
    **Common Causes**:

    * Fatigue during long processing sessions
    * Inconsistent application of processing standards
    * Lack of clear templates and procedures

    **Solutions**:

    * Break large batches into smaller, manageable chunks
    * Develop and use standard processing checklists
    * Create templates for common processing scenarios
    * Regular review and refinement of processing procedures
  </Accordion>

  <Accordion title="Low Value from Processing Effort">
    **Assessment Questions**:

    * "Am I processing content that doesn't need detailed attention?"
    * "Are my processing procedures too complex for the content value?"
    * "Am I creating organizational overhead that doesn't serve my goals?"

    **Optimization Approaches**:

    * Implement more selective processing criteria
    * Simplify procedures for routine content
    * Focus processing time on highest-value content
    * Regularly evaluate and adjust processing methods
  </Accordion>
</AccordionGroup>

<CardGroup>
  <Card title="Exporting Notes" icon="share" href="/user-guides/exporting-notes">
    Learn how to efficiently distribute your processed content
  </Card>

  <Card title="Knowledge Management" icon="brain" href="/user-guides/knowledge-management">
    Apply batch processing to build a comprehensive knowledge system
  </Card>
</CardGroup>


# CarPlay
Source: https://learn.cleftnotes.com/user-guides/carplay

Record voice notes hands-free while you drive

<Info>
  **Cleft for CarPlay:** Record voice notes without picking up your phone. Tap the New Note button on your car screen, speak your thought, and your note is waiting when you arrive.
</Info>

## Overview

Cleft for CarPlay lets you capture thoughts while you drive. Choose a note style, tap the New Note button on your car screen, speak your thought, then tap Stop. The screen saves the note right away, so you can record the next one without waiting for the previous one to finish. Pause anytime if you need a moment. Your recording syncs to your iPhone where it gets transcribed and processed like any other Cleft note.

No menus, no typing, no distraction.

<div>
  <div>
    <CarPlayCapture alt="Cleft on a CarPlay display showing the idle Ready to record screen with a centered red plus button to start a new recording" />
  </div>

  <div>
    <CarPlayCapture alt="Cleft on a CarPlay display during an active recording, showing the Recording title and centered stop and pause buttons" />
  </div>
</div>

## Getting Started

<Steps>
  <Step title="Connect to CarPlay">
    Plug your iPhone into your car's USB port, or connect wirelessly if your car supports it. CarPlay appears on your car's display.
  </Step>

  <Step title="Open Cleft">
    Find the Cleft icon on your CarPlay home screen and tap it. You will see a **Ready to record** screen with a centered red **New Note** button.
  </Step>

  <Step title="Record a note">
    1. Choose a note style if you want something other than the default
    2. Tap the red **New Note** button (the plus icon)
    3. Speak your thought
    4. Tap **Pause** if you need a moment, then **Resume** when you are ready
    5. Tap **Stop** when you are done
    6. The screen flips to **Saved** straight away so you can record again right away. Transcription continues on your iPhone in the background.

    <Note>
      A live timer shows how long you have been recording. Tap **Cancel** in the navigation bar if you want to discard the recording without saving.
    </Note>
  </Step>
</Steps>

## How It Works

### Recording in the Car

* **One large button to start.** A red plus button sits in the center of the Ready to record screen. Tap once to begin.
* **Note style picker.** Choose Structured, Structured Prose, Clean Transcript, or a synced custom style before you record.
* **Pause and resume.** Once recording, tap Pause if you need a moment. The timer freezes until you tap Resume.
* **Stop saves immediately.** Tap Stop and the screen returns to Ready to record right away. The next note is one tap away while the previous one finishes processing on your phone.
* **Live timer.** See elapsed recording time on the car screen, in the Dynamic Island, on your Lock Screen, and on macOS in your Menu Bar.
* **Audio confirmation.** Tones play when recording starts, pauses, resumes, and stops, so you do not need to look at the screen.
* **Your music picks back up.** Apple Music, Audible, Pocket Casts, and other audio apps you were listening to start playing again automatically within a couple of seconds of saving your note.
* **Cancel anytime.** Discard the recording without saving from the navigation bar.

### Processing on iPhone

* **Automatic sync.** Your recording transfers to your iPhone in the background.
* **On-device transcription.** Cleft transcribes your note locally using Whisper. Nothing leaves your phone.
* **Steering wheel mark on car notes.** Notes recorded in the car show a small steering wheel icon in your note list so you can spot them at a glance. A pulsing dot means transcription is still in progress. A warning icon means something went wrong, and you can tap to retry.
* **Full processing.** Writing Style, formatting, and organization all apply like any other note.

<div>
  <h4>How your note gets from car to phone</h4>

  <ol>
    <li>Record on your car screen</li>
    <li>Recording compresses and syncs to your iPhone</li>
    <li>Cleft transcribes the audio on your phone</li>
    <li>Your note is ready with full formatting and organization</li>
  </ol>
</div>

## Features

<CardGroup aria-label="CarPlay features">
  <Card title="Hands-Free Recording" icon="microphone" aria-label="Record notes without touching your phone">
    Speak your thought while you drive. Your hands stay on the wheel.
  </Card>

  <Card title="Stop and Go Again" icon="forward" aria-label="Stop saves immediately so you can record the next note right away">
    Tap Stop and the screen is ready for the next note straight away. Transcription continues on your phone in the background.
  </Card>

  <Card title="Note Style Picker" icon="sliders" aria-label="Choose the style before recording">
    Choose the format for this recording before you start. Custom styles from Plus sync to CarPlay too.
  </Card>

  <Card title="Live Recording Indicator" icon="circle-dot" aria-label="See recording status from the Dynamic Island, Lock Screen, or Mac Menu Bar">
    Track recording time from the Dynamic Island, your Lock Screen, or the Mac Menu Bar without unlocking your phone.
  </Card>

  <Card title="Cancel a Recording" icon="xmark" aria-label="Cancel a recording you didn't mean to start">
    Stop and Pause now sit beside a Cancel control, so a recording you started by mistake is one tap away from gone.
  </Card>

  <Card title="Steering Wheel Mark" icon="circle-check" aria-label="Spot CarPlay-recorded notes at a glance">
    Notes you recorded in the car show a steering wheel mark in your note list, with a pulsing dot for in-progress and a tap-to-retry icon if anything failed.
  </Card>

  <Card title="Audio Feedback" icon="volume-high" aria-label="Hear tones when recording starts and stops">
    Tones confirm when recording starts and stops. No need to look at the screen.
  </Card>

  <Card title="Automatic Sync" icon="arrows-rotate" aria-label="Notes sync automatically to your iPhone">
    Notes sync to your iPhone and get transcribed without any extra steps.
  </Card>
</CardGroup>

## Note Styles on CarPlay

CarPlay shows the same style list you use on iPhone: Structured, Structured Prose, Clean Transcript, and any custom styles from Cleft Plus. Pick the style before you start recording. The recording then transfers to your iPhone and is processed with that style.

## Requirements

* **iPhone** with Cleft installed
* **iOS 26.4 or later** (required for the CarPlay voice template)
* **CarPlay-compatible vehicle** (wired or wireless)
* **Microphone permission** granted in the Cleft app on your iPhone

<Warning>
  Microphone permission must be granted in the Cleft app on your iPhone before your first CarPlay recording. CarPlay cannot ask for permission on its own.
</Warning>

## Tips for Best Results

<AccordionGroup>
  <Accordion title="Recording Tips">
    * Speak at a normal pace. The microphone picks up your voice well even with road noise.
    * You can pause and think. Silence is fine. Just keep going when you are ready.
    * Use your car's built-in microphone or a Bluetooth headset for the clearest audio.
    * Tap Pause if a passenger starts talking or you get interrupted, then Resume when you are ready to keep going.
  </Accordion>

  <Accordion title="Sync Tips">
    * Notes sync automatically when your iPhone has a connection.
    * If you were driving without cell service, your note syncs when you are back online.
    * Open Cleft on your iPhone to see your CarPlay recordings in your note list.
  </Accordion>

  <Accordion title="Getting the Best Audio">
    * Turn down music or navigation volume while recording.
    * Close windows to reduce wind noise on longer recordings.
    * Your car's Bluetooth microphone is usually better than the iPhone mic for CarPlay.
  </Accordion>
</AccordionGroup>

## Workflow Examples

### Commute Ideas

1. Open Cleft on your car screen and tap the New Note button
2. Talk through your idea for the full drive
3. Park and open Cleft on your phone
4. Your note is transcribed, formatted, and ready to use

### Meeting Prep

1. Start a note on your way to a meeting
2. Talk through your agenda, key points, and questions
3. Review the organized note when you arrive
4. Walk in prepared

### Quick Reminders

1. Open Cleft on your car screen and tap the New Note button
2. Say what you need to remember in a few seconds
3. Tap Stop
4. The reminder is in your notes when you check your phone later

## Troubleshooting

<Warning>
  If you are having trouble with CarPlay recordings, check these common fixes:

  1. Open Cleft on your iPhone and make sure microphone permission is granted
  2. Make sure your iPhone has at least 50 MB of free storage
  3. Disconnect and reconnect CarPlay if the app is unresponsive
</Warning>

### Common Issues

**No sound in recordings?**

* Make sure Bluetooth is enabled on your iPhone
* Disconnect and reconnect your car's Bluetooth
* Check that Cleft has microphone permission in Settings > Cleft

**Recording stops unexpectedly?**

* Check your iPhone storage. Cleft needs at least 50 MB free.
* Make sure your iPhone is not in Low Power Mode
* If a phone call or another app interrupts the audio session mid-recording, your note is preserved and the app stays running. Open Cleft on your phone to find the saved note.

**Notes not appearing on iPhone?**

* Open Cleft on your iPhone to trigger sync
* Check that your iPhone has a network connection
* Notes recorded offline sync when you are back online

## Related Guides

* [Getting Started](/user-guides/getting-started)
* [Making Voice Notes](/user-guides/recording-voice-notes)
* [Apple Watch](/user-guides/apple-watch)
* [Syncing Notes](/user-guides/syncing-notes)


# Contact Support
Source: https://learn.cleftnotes.com/user-guides/contact-support

Get help from the Cleft team - email support, response times, and ways to get assistance

## We're Here to Help

<Info>
  **Personal Touch**: Every support email is read by Jonathan or Justin personally. We're a small team that genuinely cares about helping you succeed with Cleft.
</Info>

<CardGroup>
  <Card title="📧 General Support" icon="envelope" href="mailto:hello@cleftnotes.com" aria-label="Send email to general support">
    **[hello@cleftnotes.com](mailto:hello@cleftnotes.com)**

    Questions, technical issues, feature requests, or just saying hello
  </Card>

  <Card title="🎓 Student Discounts" icon="graduation-cap" href="mailto:students@cleftnotes.com" aria-label="Send email for student discount inquiry">
    **[students@cleftnotes.com](mailto:students@cleftnotes.com)**

    Get 50% off Cleft Plus with valid student verification
  </Card>
</CardGroup>

## Response Times

<Check>
  **All support emails get a response within 24 hours** (usually much faster!). Most emails get responses within 2-4 hours during business hours. We're bootstrapped founders who prioritize customer support.
</Check>

## Global Support 🌍

We're a small team spread across timezones (Jonathan's in Ireland, Justin's in Florida). Between us, we've got good coverage, but we know we can't be everywhere at once.

If you're in a timezone we don't cover well (hey Australia, hey Asia-Pacific 👋), just email us anyway. We'll get back to you as fast as humanly possible. Include your timezone in the email if it helps. We'll work around it.

## Before You Email

<Tabs>
  <Tab title="Quick Self-Help">
    **Try these first for instant answers:**

    * 🔍 [Search our FAQ](/user-guides/faq) - Most common questions covered
    * 📖 [Check User Guides](/user-guides/recording-voice-notes) - Step-by-step instructions
    * 🧑‍🏫 [Book free onboarding call](https://cleftnotes.com/onboarding) - Get personalized help
    * 🔄 [Try refreshing Cleft](/user-guides/refresh) - Fixes many sync issues
  </Tab>

  <Tab title="What to Include">
    **Help us help you faster:**

    * 📱 **Device**: iPhone, iPad, or Mac + version
    * 🔢 **Cleft version**: Found in Settings → About
    * 🔍 **What happened**: Specific steps you took
    * 🎯 **Expected vs actual**: What you wanted vs what happened
    * 📷 **Screenshots**: If relevant (we love visual context!)
  </Tab>
</Tabs>

## Get Personalized Help

<Card title="🎯 Book Your Free Onboarding Call" icon="calendar" href="https://cleftnotes.com/onboarding">
  **30-minute 1:1 session with our team**

  Perfect for getting set up, learning workflows, or discussing your specific use case. Completely free for all users.
</Card>

## Other Ways to Connect

<Card title="🔒 Privacy Questions" icon="shield-check" href="/user-guides/privacy">
  **Learn about our privacy-first approach**

  Understand how we protect your data and respect your privacy rights.
</Card>

## Data Rights & Privacy Requests

<Card title="🛡️ Exercise Your Data Rights" icon="user-shield" href="/user-guides/data-rights">
  **GDPR & CCPA Rights Available**

  Subject Access Requests, data deletion, correction, and more. Contact our Data Protection Officer for any privacy-related requests.
</Card>

<CardGroup>
  <Card title="📋 Subject Access Request" icon="file-text" href="https://tally.so/r/mee2dx">
    Get a copy of all data we hold about you
  </Card>

  <Card title="🗑️ Delete My Data" icon="trash" href="mailto:dpo@cleftnotes.com?subject=Deletion Request">
    Request permanent account and data deletion
  </Card>
</CardGroup>

## Emergency Issues

For urgent problems affecting your ability to use Cleft:

<Warning>
  **Email [hello@cleftnotes.com](mailto:hello@cleftnotes.com) with subject: "URGENT"**

  We monitor this closely and will respond within hours, even outside business hours.
</Warning>

<Note>
  **We read every email personally.** Whether it's a bug report, feature idea, or just feedback about your experience - we genuinely want to hear from you.
</Note>


# Copying Notes
Source: https://learn.cleftnotes.com/user-guides/copying-notes

Copy your notes in different formats for use anywhere

Need your note in another app? Tap the paperplane **Send** button and choose a copy format. On Mac, press `C` to copy the selected note instantly. For everything else the Send button can do, see [Sending Notes](/user-guides/send).

<iframe title="Copy and share notes in Cleft" />

## Copy Formats

* **Copy Rich Text.** Available in Cleft v1.15.0 or later. Keeps headings, lists, links, and emphasis when you paste into rich-text apps such as Apple Notes, Mail, Pages, or Word, with a readable plain-text fallback for other apps.
* **Copy Plain Text.** Clean text without formatting. Works everywhere.
* **Copy Markdown.** Keeps your headers, lists, and emphasis intact. Great for Notion, GitHub, or any markdown-friendly app.
* **Copy Transcript.** The raw transcript only, no summary or formatting.

## Auto-Copy

<Note>
  Choosing an automatic copy format requires Cleft Plus. Rich Text is available as an auto-copy format in v1.15.0 or later.
</Note>

<iframe title="Auto-Copy your notes to paste anywhere on macOS" />

Turn on auto-copy and every completed note lands on your clipboard automatically. Switch to another app and paste. Choose between plain text and Markdown in **Settings → Writing Style**. Rich Text is also available in Cleft v1.15.0 or later.


# Cue Cards on macOS
Source: https://learn.cleftnotes.com/user-guides/cue-cards

Pin a note summary in a separate window for quick reference while you work

Need to reference a note while working on something else? Cue cards open your note in a separate, read-only window that stays on screen while you work.

<Note>
  macOS only. In the app, this feature is currently labeled **View summary** in menus.
</Note>

## Opening a Cue Card

Two ways to open one:

* **Right-click** a note in your list and choose **View summary**
* **Open a note**, click the **...** menu in the toolbar, and choose **View summary**

## Using It

The window stays open while you switch between notes, and remembers its size and position. You can have multiple cue cards open at once, one per note.

See [Note Actions](/user-guides/managing-voice-notes) for the full list of things you can do with a note.


# Writing Style
Source: https://learn.cleftnotes.com/user-guides/custom-instructions

Choose how Cleft formats notes, set standing rules, and create custom note styles

Writing Style controls how Cleft turns a rough recording into a readable note. Choose a style before you record, keep a standing rule Cleft follows every time, or create your own reusable styles with Cleft Plus.

<Note>
  Everyone can use the built-in styles. Cleft Plus adds Your Rules, up to two custom styles, and Copy Format.
</Note>

<Tabs>
  <Tab title="iOS / iPadOS">
    <div>
      <Frame>
        <picture>
          <source />

          <img alt="Cleft Writing Style settings on iPhone showing Your Rules and the Output Styles list." />
        </picture>
      </Frame>
    </div>

    <Steps>
      <Step title="Open Writing Style">
        Tap **Settings → Writing Style**.
      </Step>

      <Step title="Choose your default style">
        Pick Structured, Structured Prose, Clean Transcript, or one of your custom styles.
      </Step>

      <Step title="Add a rule (Plus)">
        Add a standing instruction in **Your Rules**, part of Cleft Plus. Changes save automatically.
      </Step>
    </Steps>
  </Tab>

  <Tab title="macOS">
    <div>
      <Frame>
        <picture>
          <source />

          <img alt="Cleft Writing Style settings on Mac showing Your Rules, Output Styles, and Copy Format." />
        </picture>
      </Frame>
    </div>

    <Steps>
      <Step title="Open Writing Style">
        Go to **Settings → Writing Style** or press `⌘.`.
      </Step>

      <Step title="Choose your default style">
        Pick Structured, Structured Prose, Clean Transcript, or one of your custom styles.
      </Step>

      <Step title="Add a rule (Plus)">
        Add a standing instruction in **Your Rules**, part of Cleft Plus. Changes save automatically.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Built-in Styles

| Style            | Best for                                                 |
| ---------------- | -------------------------------------------------------- |
| Structured       | Clean summaries with headings, bullets, and action items |
| Structured Prose | Flowing prose without bullet-heavy formatting            |
| Clean Transcript | Keeping your words close to the original transcript      |

The style selector on the recording screen and the default in Settings use the same saved list. Pick a style before recording to shape that note, or regenerate a note later with a different style.

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft recording screen on iPhone with an output style selector above the recording controls." />
    </picture>
  </Frame>
</div>

## Your Rules

Use **Your Rules** for one standing instruction that applies across your styles.

Examples:

```text theme={null}
No adverbs.
```

```text theme={null}
Keep decisions and follow-ups at the top.
```

```text theme={null}
Preserve my questions exactly as spoken.
```

Your Rules is part of Cleft Plus. Plus and trial users get up to 500 characters for a standing instruction, enough for a specific house style. On Free, use the examples above as a starting point, then upgrade to Plus to have Cleft apply your own rule every time.

## Custom Styles

Cleft Plus lets you create up to two custom styles. Each style has a name and its own instructions, so you can switch between formats without rewriting the same prompt.

Good custom style examples:

```text theme={null}
Name: Launch Brief
Instructions: Summarize the idea, audience, blockers, and next action. Keep it concise.
```

```text theme={null}
Name: Code Review
Instructions: Pull out risks, decisions, test notes, and follow-up questions. Avoid fluff.
```

With Cleft Plus, you can reorder built-in and custom styles together. That order follows you across iPhone, iPad, Mac, Apple Watch, and CarPlay.

## Copy Format

Writing Style also controls how copied notes behave:

* **Plain text.** Best for email, messages, and apps that do not need Markdown.
* **Markdown.** Best for Obsidian, GitHub, docs, and other Markdown-first workflows.
* **Cleft Signature.** Add or remove the Cleft signature from copied notes.

## Tips

* Put universal preferences in **Your Rules**.
* Put format-specific instructions in a **custom style**.
* Keep style instructions concrete: "Group decisions and follow-ups first" works better than "make it useful".
* Use **Clean Transcript** when exact wording matters more than summary quality.

<Tip>
  Need more ideas? Check out [Style Inspirations](/user-guides/custom-instructions-library) in the Cookbook, or browse the [Custom Instructions recipe archive](/user-guides/custom-instructions-recipes) for a larger set of examples.
</Tip>


# Writing Style Library
Source: https://learn.cleftnotes.com/user-guides/custom-instructions-library

Ready-to-use style instructions to get better results from your voice notes

# Writing Style Library

Transform your raw voice recordings into structured, actionable content with proven style instructions.

For more examples, browse the [Custom Instructions recipe archive](/user-guides/custom-instructions-recipes).

## What Are Writing Style Instructions?

Writing Style instructions tell Cleft how to process and format your voice notes. Instead of just transcribing what you said, Cleft can organize, summarize, and structure your content automatically.

<Note>
  Use short universal preferences in **Your Rules**. Cleft Plus lets you create longer custom styles with reusable names.
</Note>

## Essential Templates

### Daily Planning & Review

<Accordion title="Morning Brain Dump Processor">
  **Use for**: Daily morning thought capture

  **Custom Instruction**:

  ```
  Organize this morning brain dump into:

  PRIORITIES TODAY:
  - [List top 3 urgent/important items]

  THOUGHTS & IDEAS:
  - [Random thoughts and insights]

  CONCERNS & BLOCKERS:
  - [Things causing stress or blocking progress]

  QUICK WINS:
  - [Small tasks that can be completed quickly]

  Make the priorities actionable with specific next steps.
  ```

  **Example Input**: "I'm feeling overwhelmed today, need to finish the client proposal, call mom about dinner plans, thinking about that new project idea for automation, worried about the budget meeting, also should update my LinkedIn profile..."

  **Example Output**:

  ```
  PRIORITIES TODAY:
  - Finish client proposal - review sections 2-3 and send by 3pm
  - Prepare for budget meeting - gather Q3 numbers and talking points

  THOUGHTS & IDEAS:  
  - New project idea for automation workflows
  - Update LinkedIn profile with recent achievements

  CONCERNS & BLOCKERS:
  - Budget meeting preparation causing stress

  QUICK WINS:
  - Call mom about dinner plans
  - LinkedIn profile update (20 minutes)
  ```
</Accordion>

<Accordion title="End-of-Day Review Processor">
  **Use for**: Evening reflection and planning

  **Custom Instruction**:

  ```
  Process this end-of-day reflection into:

  ACCOMPLISHMENTS:
  - [What was completed today]

  LESSONS LEARNED:
  - [Insights and key learnings]

  TOMORROW'S PRIORITIES:
  - [Top 3 items for tomorrow]

  FOLLOW-UP NEEDED:
  - [Items requiring action from others]

  Keep accomplishments specific and make tomorrow's priorities actionable.
  ```
</Accordion>

### Meeting & Communication

<Accordion title="Meeting Notes Processor">
  **Use for**: Converting meeting recordings into structured notes

  **Custom Instruction**:

  ```
  Structure these meeting notes into:

  MEETING: [Topic/Title]
  ATTENDEES: [Who was present]

  KEY DECISIONS:
  - [Important decisions made]

  ACTION ITEMS:
  - [Who] will [do what] by [when]

  NEXT STEPS:
  - [Follow-up meetings or activities needed]

  PARKING LOT:
  - [Items mentioned but not resolved]

  Make all action items specific with clear owners and deadlines.
  ```
</Accordion>

<Accordion title="Email Draft Generator">
  **Use for**: Converting voice thoughts into professional email drafts

  **Custom Instruction**:

  ```
  Convert this voice note into a professional email draft:

  Subject: [Suggest clear, specific subject line]

  Hi [Name],

  [Opening greeting and context]

  [Main message organized into clear paragraphs]

  [Clear call-to-action or next steps]

  [Professional closing]

  Keep tone professional but friendly. Make requests specific and actionable.
  ```
</Accordion>

### Project & Task Management

<Accordion title="Project Planning Processor">
  **Use for**: Converting project ideas into structured plans

  **Custom Instruction**:

  ```
  Organize this project thinking into:

  PROJECT: [Clear project name]

  OBJECTIVE:
  - [What success looks like]

  KEY MILESTONES:
  - [Major checkpoints with rough timing]

  NEXT ACTIONS:
  - [Immediate steps to get started]

  RESOURCES NEEDED:
  - [People, tools, or budget required]

  POTENTIAL OBSTACLES:
  - [Risks and mitigation strategies]

  Make milestones specific and next actions immediately actionable.
  ```
</Accordion>

<Accordion title="Task Breakdown Processor">
  **Use for**: Converting complex tasks into manageable steps

  **Custom Instruction**:

  ```
  Break down these tasks into actionable steps:

  MAIN TASK: [Overall objective]

  STEP-BY-STEP PLAN:
  1. [First specific action]
  2. [Second specific action]
  3. [Continue...]

  TIME ESTIMATES:
  - [Rough time needed for each step]

  DEPENDENCIES:
  - [What needs to happen first or who needs to be involved]

  Make each step specific enough that you could start immediately.
  ```
</Accordion>

### Learning & Knowledge Management

<Accordion title="Learning Notes Processor">
  **Use for**: Converting learning sessions into structured knowledge

  **Custom Instruction**:

  ```
  Organize these learning notes into:

  TOPIC: [Main subject]

  KEY INSIGHTS:
  - [Most important takeaways]

  PRACTICAL APPLICATIONS:
  - [How to use this information]

  CONNECTIONS:
  - [How this relates to other knowledge/projects]

  FOLLOW-UP QUESTIONS:
  - [What to explore further]

  ACTION ITEMS:
  - [Specific things to do based on this learning]

  Focus on actionable insights and practical applications.
  ```
</Accordion>

<Accordion title="Book/Article Summary Processor">
  **Use for**: Creating structured summaries of content you've consumed

  **Custom Instruction**:

  ```
  Create a summary of this content:

  SOURCE: [Book/article title and author]

  MAIN ARGUMENT:
  - [Central thesis or key message]

  KEY POINTS:
  - [3-5 most important supporting points]

  ACTIONABLE TAKEAWAYS:
  - [Specific things I can implement]

  QUOTES TO REMEMBER:
  - [Memorable quotes or insights]

  QUESTIONS RAISED:
  - [What this makes me think about]

  Focus on practical application and personal relevance.
  ```
</Accordion>

## Industry-Specific Templates

### For Sales Professionals

<Accordion title="Sales Call Follow-up">
  **Custom Instruction**:

  ```
  Process this sales call into:

  CLIENT: [Company/Contact name]
  DATE: [Call date]

  CURRENT SITUATION:
  - [Their challenges and needs]

  OUR SOLUTION FIT:
  - [How we can help]

  NEXT STEPS:
  - [Specific actions with timeline]

  PROPOSAL REQUIREMENTS:
  - [What they need to see]

  DECISION TIMELINE:
  - [When they're looking to decide]

  FOLLOW-UP SCHEDULE:
  - [When and how to reconnect]
  ```
</Accordion>

### For Consultants

<Accordion title="Client Discovery Notes">
  **Custom Instruction**:

  ```
  Structure this client discovery into:

  CLIENT CONTEXT:
  - [Industry, size, current situation]

  CORE CHALLENGES:
  - [Primary problems they're facing]

  SUCCESS CRITERIA:
  - [How they'll measure success]

  STAKEHOLDERS:
  - [Key people and their interests]

  CONSTRAINTS:
  - [Budget, timeline, or resource limitations]

  OPPORTUNITY ASSESSMENT:
  - [Our ability to help and potential value]

  Next meeting should focus on [specific areas to explore].
  ```
</Accordion>

### For Researchers

<Accordion title="Research Notes Processor">
  **Custom Instruction**:

  ```
  Organize this research session into:

  RESEARCH QUESTION: [What I'm investigating]

  SOURCES REVIEWED:
  - [Papers, articles, or data examined]

  KEY FINDINGS:
  - [Important discoveries or patterns]

  METHODOLOGY NOTES:
  - [How research was conducted]

  IMPLICATIONS:
  - [What this means for the larger question]

  NEXT RESEARCH STEPS:
  - [What to investigate next]

  HYPOTHESIS UPDATES:
  - [How thinking has evolved]
  ```
</Accordion>

## Using Custom Instructions Effectively

### Best Practices

<Steps>
  <Step title="Start Simple">
    Begin with basic templates and customize as you learn what works for your workflow
  </Step>

  <Step title="Be Specific">
    The more specific your instructions, the better the output. Include examples when helpful.
  </Step>

  <Step title="Iterate and Improve">
    Refine your custom instructions based on the results you get
  </Step>

  <Step title="Create Templates for Repeated Tasks">
    If you do something regularly, create a custom instruction template for it
  </Step>
</Steps>

### Customization Tips

<CardGroup aria-label="Custom instruction improvement tips">
  <Card title="Add Your Terminology" icon="language" aria-label="Include industry-specific terms in custom instructions">
    Include industry-specific terms or company jargon in your instructions
  </Card>

  <Card title="Specify Format Preferences" icon="list" aria-label="Tell Cleft how to format your notes">
    Tell Cleft exactly how you want information organized and formatted
  </Card>

  <Card title="Include Context" icon="circle-info" aria-label="Add background information for better processing">
    Add background information that helps with processing your specific situation
  </Card>

  <Card title="Set Output Length" icon="ruler" aria-label="Specify note length preferences">
    Specify if you want brief summaries or detailed breakdowns
  </Card>
</CardGroup>

## Creating Your Own Custom Instructions

### Template Structure

```
PURPOSE: [What this instruction is for]

PROCESSING RULE: [How to organize the content]

FORMAT:
[Specific structure you want]

GUIDELINES:
- [Specific requirements]
- [Quality standards]
- [What to emphasize]

EXAMPLE OUTPUT:
[Show what good output looks like]
```

### Testing and Refining

<Accordion title="Iteration Process">
  1. **Start with a basic version** of your custom instruction
  2. **Test with real voice notes** - try it on actual content
  3. **Identify gaps** - what's missing or unclear in the output?
  4. **Refine the instruction** - add specificity or adjust format
  5. **Test again** - verify improvements work consistently
  6. **Save successful templates** - build your library over time
</Accordion>

<CardGroup>
  <Card title="Advanced Formatting" icon="paint-brush" href="/user-guides/advanced-formatting">
    Learn advanced techniques for custom instruction formatting
  </Card>

  <Card title="Prompt Templates" icon="file-lines" href="/user-guides/prompt-templates">
    Browse more ready-to-use prompt templates
  </Card>
</CardGroup>


# Custom Instructions
Source: https://learn.cleftnotes.com/user-guides/custom-instructions-recipes

Inspiration for customizing your AI scribe style with custom instructions

<Note>
  Access our ever-growing library of **150+ custom instructions** (and counting!) to supercharge your note-taking. Like having a team of specialized assistants, each expertly trained for different aspects of your life and work. New recipes added regularly based on user feedback and emerging use cases.
</Note>

<Tip>
  Want to create your own style? Check out our guide on [how to create custom styles](/user-guides/custom-instructions).
  These examples are conversation starters - adjust the tone and focus to match how you naturally think out loud.
</Tip>

<Tabs>
  <Tab title="Personal">
    <Tabs>
      <Tab title="Growth">
        ### 🎯 Goal Setting

        ```
        Mapping out my next steps here.
        Group goals by timeframe and life area.
        Flag the meaningful milestones.
        Keep track of motivation and potential blocks.
        Make it ambitious but achievable.
        ```

        ### 💪 Skill Building

        ```
        Working on developing new skills here.
        Group by practice areas and techniques.
        Flag improvement opportunities.
        Keep track of feedback and progress.
        Make it structured but encouraging.
        ```

        ### 🌱 Personal Development

        ```
        Exploring growth opportunities here.
        Group by life areas and priorities.
        Flag insights and action steps.
        Keep track of patterns and progress.
        Make it reflective but action-oriented.
        ```

        ### 📈 Mental Models

        ```
        Building thinking frameworks here.
        Group by principles and applications.
        Flag useful analogies and patterns.
        Keep track of practical examples.
        Make it abstract but applicable.
        ```

        ### 🎓 Study Planning

        ```
        Organizing learning journey here.
        Group by subjects and resources.
        Flag prerequisites and dependencies.
        Keep track of learning milestones.
        Make it comprehensive but focused.
        ```

        ### 🔄 Habit Formation

        ```
        Designing behavior changes here.
        Group by triggers and rewards.
        Flag friction points and enablers.
        Keep track of streak progress.
        Make it systematic but flexible.
        ```

        ### 📈 Career Planning

        ```
        Thinking through career moves here.
        Group by short and long-term opportunities.
        Flag skill gaps and strengths.
        Keep track of industry trends.
        Make it strategic but authentic.
        ```

        ### 💡 Knowledge Gaps

        ```
        Identifying learning needs here.
        Group by domains and priorities.
        Flag critical missing pieces.
        Keep track of learning resources.
        Make it honest but constructive.
        ```

        ### 🌟 Strengths Development

        ```
        Leveraging natural talents here.
        Group by core strengths and applications.
        Flag growth opportunities.
        Keep track of success patterns.
        Make it focused but expansive.
        ```

        ### 🎭 Comfort Zone

        ```
        Exploring growth edges here.
        Group by challenges and experiments.
        Flag resistance and breakthroughs.
        Keep track of learning moments.
        Make it stretching but safe.
        ```

        ### 🎭 Shadow Work

        ```
        Exploring hidden aspects here.
        Group by patterns and triggers.
        Flag resistance and insights.
        Keep track of integration.
        Make it deep but balanced.
        ```

        ### 🌱 Personal Philosophy

        ```
        Developing life principles here.
        Group by beliefs and experiences.
        Flag wisdom and questions.
        Keep track of evolving thoughts.
        Make it profound but applicable.
        ```

        ### 🎭 Future Self

        ```
        Envisioning personal evolution here.
        Group by aspirations and timelines.
        Flag growth directions.
        Keep track of transformation steps.
        Make it visionary but actionable.
        ```

        ### 🎨 Creative Identity

        ```
        Exploring artistic expression here.
        Group by mediums and inspirations.
        Flag authentic voices.
        Keep track of creative growth.
        Make it unique but relatable.
        ```

        ### 🤝 Relationship Patterns

        ```
        Understanding connection styles here.
        Group by relationship types.
        Flag recurring themes.
        Keep track of growth edges.
        Make it insightful but kind.
        ```

        ### 🌟 Legacy Planning

        ```
        Considering long-term impact here.
        Group by contribution areas.
        Flag meaningful projects.
        Keep track of value creation.
        Make it meaningful but realistic.
        ```

        ### 🧪 Life Experiments

        ```
        Testing new approaches here.
        Group by life areas and hypotheses.
        Flag insights and surprises.
        Keep track of outcomes.
        Make it exploratory but intentional.
        ```
      </Tab>

      <Tab title="Reflection">
        ### 🤔 Deep Thinking

        ```
        Exploring complex thoughts here.
        Group by themes and questions.
        Flag insights and connections.
        Keep track of evolving perspectives.
        Make it profound but practical.
        ```

        ### 👁️ Vision Work

        ```
        Crafting future vision here.
        Group by timeframes and domains.
        Flag alignment points and gaps.
        Keep track of inspiration sources.
        Make it inspiring but grounded.
        ```

        ### 🪞 Identity Work

        ```
        Understanding self here.
        Group by aspects and roles.
        Flag growth edges and strengths.
        Keep track of identity evolution.
        Make it authentic but adaptable.
        ```

        ### ⚖️ Life Balance

        ```
        Evaluating life harmony here.
        Group by life domains.
        Flag imbalances and adjustments.
        Keep track of satisfaction levels.
        Make it balanced but dynamic.
        ```

        ### 🎯 Purpose Finding

        ```
        Exploring life purpose here.
        Group by values and impact.
        Flag meaningful directions.
        Keep track of purpose indicators.
        Make it meaningful but practical.
        ```

        ### 📔 Journal Review

        ```
        Analyzing past entries here.
        Group by themes and periods.
        Flag patterns and insights.
        Keep track of personal growth.
        Make it reflective but forward-looking.
        ```
      </Tab>

      <Tab title="Wellness">
        ### 🧘‍♀️ Mindfulness

        ```
        Practicing presence here.
        Group by techniques and situations.
        Flag awareness moments.
        Keep track of mindful habits.
        Make it centered but natural.
        ```

        ### 💪 Fitness

        ```
        Planning physical activity here.
        Group by workout types and goals.
        Flag progress metrics.
        Keep track of energy levels.
        Make it challenging but sustainable.
        ```

        ### 🥗 Nutrition

        ```
        Managing diet choices here.
        Group by meal types and timing.
        Flag nutritional needs.
        Keep track of eating patterns.
        Make it healthy but enjoyable.
        ```

        ### 😴 Sleep

        ```
        Optimizing rest patterns here.
        Group by sleep factors.
        Flag quality indicators.
        Keep track of energy impact.
        Make it restful but efficient.
        ```

        ### 🧠 Mental Health

        ```
        Supporting emotional wellbeing here.
        Group by mental states and needs.
        Flag stress signals and resources.
        Keep track of mood patterns.
        Make it nurturing but practical.
        ```

        ### ⚡ Energy Management

        ```
        Balancing energy flows here.
        Group by activities and impact.
        Flag drains and boosters.
        Keep track of energy cycles.
        Make it energizing but sustainable.
        ```
      </Tab>

      <Tab title="Relationships">
        ### 👥 Social Connections

        ```
        Nurturing relationships here.
        Group by relationship types.
        Flag connection opportunities.
        Keep track of meaningful moments.
        Make it genuine but intentional.
        ```

        ### 💝 Family Bonds

        ```
        Strengthening family ties here.
        Group by family members and activities.
        Flag special moments and needs.
        Keep track of family dynamics.
        Make it loving but balanced.
        ```

        ### 🤝 Professional Network

        ```
        Building work relationships here.
        Group by industry and role.
        Flag collaboration opportunities.
        Keep track of mutual benefits.
        Make it professional but authentic.
        ```

        ### 🌱 Mentorship

        ```
        Growing through guidance here.
        Group by learning areas.
        Flag wisdom transfers.
        Keep track of growth moments.
        Make it supportive but challenging.
        ```

        ### 💫 Community

        ```
        Engaging with community here.
        Group by interests and causes.
        Flag contribution opportunities.
        Keep track of impact created.
        Make it meaningful but manageable.
        ```
      </Tab>

      <Tab title="Creativity">
        ### 🎨 Artistic Expression

        ```
        Creating art here.
        Group by mediums and projects.
        Flag inspiration sources.
        Keep track of creative flow.
        Make it expressive but focused.
        ```

        ### ✍️ Writing

        ```
        Developing written work here.
        Group by genres and pieces.
        Flag key themes and ideas.
        Keep track of writing progress.
        Make it flowing but structured.
        ```

        ### 💡 Ideation

        ```
        Generating new ideas here.
        Group by themes and potential.
        Flag promising concepts.
        Keep track of idea development.
        Make it innovative but practical.
        ```

        ### 🎵 Music

        ```
        Exploring musical expression here.
        Group by styles and elements.
        Flag learning points and inspiration.
        Keep track of practice progress.
        Make it melodic but disciplined.
        ```

        ### 📸 Visual Arts

        ```
        Creating visual work here.
        Group by projects and techniques.
        Flag composition elements.
        Keep track of visual development.
        Make it beautiful but meaningful.
        ```
      </Tab>

      <Tab title="Learning">
        ### 📚 Study Sessions

        ```
        Diving into new material here.
        Group by concepts and connections.
        Flag confusion points and breakthroughs.
        Keep track of questions to explore.
        Make it structured but exploratory.
        ```

        ### 🎯 Skill Practice

        ```
        Working on skill development here.
        Group by techniques and exercises.
        Flag improvements and challenges.
        Keep track of practice effectiveness.
        Make it focused but encouraging.
        ```

        ### 🧠 Knowledge Synthesis

        ```
        Connecting ideas across topics here.
        Group by themes and patterns.
        Flag novel insights and applications.
        Keep track of mental models.
        Make it complex but clear.
        ```

        ### 📝 Note Taking

        ```
        Capturing lecture insights here.
        Group by topics and subtopics.
        Flag key concepts and examples.
        Keep track of follow-up questions.
        Make it thorough but organized.
        ```

        ### 🌟 Teaching Prep

        ```
        Planning teaching content here.
        Group by lessons and activities.
        Flag learning objectives and methods.
        Keep track of student engagement ideas.
        Make it educational but engaging.
        ```

        ### 📊 Progress Tracking

        ```
        Monitoring learning journey here.
        Group by milestones and achievements.
        Flag growth areas and breakthroughs.
        Keep track of learning velocity.
        Make it measurable but motivating.
        ```
      </Tab>

      <Tab title="Projects">
        ### 🏠 Home Projects

        ```
        Planning home improvements here.
        Group by spaces and priorities.
        Flag materials needed and costs.
        Keep track of contractor needs.
        Make it detailed but flexible.
        ```

        ### 🌱 Garden Planning

        ```
        Mapping out garden design here.
        Group by seasons and plant types.
        Flag maintenance needs and timing.
        Keep track of growing conditions.
        Make it natural but organized.
        ```

        ### 📸 Photo Organization

        ```
        Sorting through photos here.
        Group by events and themes.
        Flag favorites and edits needed.
        Keep track of sharing plans.
        Make it systematic but meaningful.
        ```

        ### ✈️ Travel Planning

        ```
        Organizing travel details here.
        Group by destinations and dates.
        Flag bookings and reservations.
        Keep track of local recommendations.
        Make it adventurous but practical.
        ```

        ### 🎁 Gift Planning

        ```
        Brainstorming gift ideas here.
        Group by person and occasion.
        Flag perfect matches and alternatives.
        Keep track of preferences and budgets.
        Make it thoughtful but organized.
        ```

        ### 🎨 DIY Projects

        ```
        Planning creative projects here.
        Group by materials and techniques.
        Flag skill requirements and tools.
        Keep track of tutorial resources.
        Make it creative but achievable.
        ```
      </Tab>

      <Tab title="Financial">
        ### 💰 Money Management

        ```
        Planning financial strategy here.
        Group by income and expenses.
        Flag opportunities and risks.
        Keep track of financial goals.
        Make it practical but ambitious.
        ```

        ### 📈 Investment Planning

        ```
        Analyzing investment options here.
        Group by asset types and timelines.
        Flag risk levels and returns.
        Keep track of market conditions.
        Make it strategic but cautious.
        ```

        ### 🏠 Real Estate

        ```
        Evaluating property decisions here.
        Group by locations and properties.
        Flag market trends and opportunities.
        Keep track of financial implications.
        Make it thorough but decisive.
        ```

        ### 💼 Career Finance

        ```
        Planning career-related finances here.
        Group by income streams and growth.
        Flag negotiation points and benefits.
        Keep track of market value.
        Make it ambitious but realistic.
        ```

        ### 🎯 Budgeting

        ```
        Organizing spending plans here.
        Group by categories and priorities.
        Flag savings opportunities.
        Keep track of spending patterns.
        Make it disciplined but flexible.
        ```

        ### 🔄 Debt Management

        ```
        Strategizing debt reduction here.
        Group by types and interest rates.
        Flag payment priorities.
        Keep track of progress metrics.
        Make it aggressive but sustainable.
        ```
      </Tab>
    </Tabs>
  </Tab>

  <Tab title="Education">
    <Tabs>
      <Tab title="Academic Study">
        ### 📚 Research Methods

        ```
        Developing research skills here.
        Group by methodology and approach.
        Flag key sources and findings.
        Keep track of research questions.
        Make it rigorous but practical.
        ```

        ### 📝 Academic Writing

        ```
        Crafting scholarly work here.
        Group by paper sections and arguments.
        Flag citations and evidence.
        Keep track of revisions needed.
        Make it scholarly but clear.
        ```

        ### 🎯 Thesis Development

        ```
        Building academic arguments here.
        Group by thesis components.
        Flag supporting evidence.
        Keep track of counter-arguments.
        Make it thorough but focused.
        ```

        ### 📊 Data Analysis

        ```
        Processing research data here.
        Group by data types and methods.
        Flag significant findings.
        Keep track of statistical tests.
        Make it accurate but interpretable.
        ```
      </Tab>

      <Tab title="Course Management">
        ### 📅 Schedule Planning

        ```
        Organizing academic calendar here.
        Group by courses and deadlines.
        Flag important dates and milestones.
        Keep track of workload balance.
        Make it structured but flexible.
        ```

        ### 📚 Reading Lists

        ```
        Managing course materials here.
        Group by subjects and priority.
        Flag key texts and resources.
        Keep track of reading progress.
        Make it comprehensive but manageable.
        ```

        ### ✍️ Assignment Tracking

        ```
        Managing coursework here.
        Group by type and deadline.
        Flag requirements and rubrics.
        Keep track of submission status.
        Make it organized but adaptable.
        ```

        ### 📊 Grade Management

        ```
        Tracking academic performance here.
        Group by courses and assessments.
        Flag grade targets and feedback.
        Keep track of improvement areas.
        Make it detailed but actionable.
        ```
      </Tab>

      <Tab title="Subject Mastery">
        ### 🧠 Concept Mapping

        ```
        Connecting subject knowledge here.
        Group by topics and relationships.
        Flag key principles and applications.
        Keep track of understanding gaps.
        Make it interconnected but clear.
        ```

        ### 📝 Note Organization

        ```
        Structuring subject notes here.
        Group by themes and concepts.
        Flag important definitions.
        Keep track of examples and cases.
        Make it systematic but accessible.
        ```

        ### 🎯 Practice Planning

        ```
        Developing mastery routines here.
        Group by skill areas and levels.
        Flag challenging concepts.
        Keep track of practice results.
        Make it progressive but thorough.
        ```

        ### 📈 Progress Assessment

        ```
        Evaluating subject growth here.
        Group by competency areas.
        Flag mastery indicators.
        Keep track of learning curves.
        Make it measurable but encouraging.
        ```
      </Tab>

      <Tab title="Research Projects">
        ### 🔍 Literature Review

        ```
        Analyzing existing research here.
        Group by themes and findings.
        Flag seminal works and gaps.
        Keep track of synthesis points.
        Make it comprehensive but focused.
        ```

        ### 📊 Data Collection

        ```
        Gathering research data here.
        Group by methods and sources.
        Flag quality indicators.
        Keep track of sample sizes.
        Make it systematic but efficient.
        ```

        ### 📝 Project Writing

        ```
        Documenting research here.
        Group by sections and findings.
        Flag key contributions.
        Keep track of reviewer feedback.
        Make it detailed but concise.
        ```

        ### 🎯 Publication Planning

        ```
        Preparing for publication here.
        Group by target journals.
        Flag submission requirements.
        Keep track of review process.
        Make it polished but timely.
        ```
      </Tab>

      <Tab title="Teaching Skills">
        ### 📚 Lesson Planning

        ```
        Designing educational content here.
        Group by topics and objectives.
        Flag learning outcomes.
        Keep track of engagement strategies.
        Make it structured but dynamic.
        ```

        ### 👥 Student Engagement

        ```
        Building teaching approaches here.
        Group by learning styles.
        Flag participation methods.
        Keep track of student response.
        Make it interactive but focused.
        ```

        ### 📊 Assessment Design

        ```
        Creating evaluations here.
        Group by assessment types.
        Flag learning indicators.
        Keep track of fairness metrics.
        Make it challenging but fair.
        ```

        ### 🔄 Feedback Systems

        ```
        Developing feedback loops here.
        Group by feedback types.
        Flag growth opportunities.
        Keep track of improvement paths.
        Make it constructive but supportive.
        ```
      </Tab>
    </Tabs>
  </Tab>

  <Tab title="Work">
    <Tabs>
      <Tab title="Professional Development">
        ### 💼 Career Growth

        ```
        Planning career trajectory here.
        Group by short and long-term goals.
        Flag skill development needs.
        Keep track of industry trends.
        Make it ambitious but strategic.
        ```

        ### 🎯 Performance Goals

        ```
        Setting work objectives here.
        Group by impact areas and metrics.
        Flag key deliverables and deadlines.
        Keep track of progress indicators.
        Make it challenging but achievable.
        ```

        ### 🤝 Networking

        ```
        Building professional connections here.
        Group by relationship types and goals.
        Flag follow-up actions and opportunities.
        Keep track of meaningful interactions.
        Make it authentic but purposeful.
        ```
      </Tab>

      <Tab title="Leadership">
        ### 👥 Team Management

        ```
        Developing leadership skills here.
        Group by team dynamics and needs.
        Flag coaching opportunities.
        Keep track of team growth.
        Make it empowering but structured.
        ```

        ### 📊 Strategic Planning

        ```
        Creating business strategy here.
        Group by objectives and timelines.
        Flag key initiatives and resources.
        Keep track of market dynamics.
        Make it visionary but practical.
        ```

        ### 🎯 Decision Making

        ```
        Analyzing choices here.
        Group by impact and urgency.
        Flag risks and opportunities.
        Keep track of outcomes and lessons.
        Make it thorough but decisive.
        ```
      </Tab>

      <Tab title="Project Management">
        ### 📋 Project Planning

        ```
        Organizing project details here.
        Group by phases and deliverables.
        Flag dependencies and risks.
        Keep track of timelines and resources.
        Make it comprehensive but flexible.
        ```

        ### 👥 Team Coordination

        ```
        Managing team workflows here.
        Group by roles and responsibilities.
        Flag blockers and needs.
        Keep track of progress and morale.
        Make it collaborative but efficient.
        ```

        ### 📈 Progress Tracking

        ```
        Monitoring project health here.
        Group by metrics and milestones.
        Flag issues and achievements.
        Keep track of velocity and quality.
        Make it measurable but meaningful.
        ```
      </Tab>

      <Tab title="Business Development">
        ### 🎯 Market Analysis

        ```
        Researching opportunities here.
        Group by market segments and trends.
        Flag potential opportunities.
        Keep track of competitive insights.
        Make it thorough but actionable.
        ```

        ### 💼 Client Relations

        ```
        Managing client interactions here.
        Group by accounts and stages.
        Flag follow-ups and commitments.
        Keep track of relationship health.
        Make it personal but professional.
        ```

        ### 📊 Sales Pipeline

        ```
        Tracking deal progress here.
        Group by stages and value.
        Flag key decision points.
        Keep track of conversion metrics.
        Make it clear but detailed.
        ```

        ### 💡 Product Development

        ```
        Planning product features here.
        Group by priority and impact.
        Flag user needs and feedback.
        Keep track of development status.
        Make it innovative but feasible.
        ```
      </Tab>

      <Tab title="Operations">
        ### ⚙️ Process Optimization

        ```
        Improving workflows here.
        Group by process areas.
        Flag inefficiencies and solutions.
        Keep track of performance metrics.
        Make it efficient but thorough.
        ```

        ### 📊 Resource Management

        ```
        Allocating resources here.
        Group by type and priority.
        Flag constraints and needs.
        Keep track of utilization.
        Make it balanced but effective.
        ```

        ### 🔄 Quality Control

        ```
        Maintaining standards here.
        Group by quality metrics.
        Flag issues and improvements.
        Keep track of compliance.
        Make it rigorous but practical.
        ```
      </Tab>
    </Tabs>
  </Tab>

  <Tab title="App-Specific">
    <Tabs>
      <Tab title="Apple Notes">
        ### 📝 Quick Capture

        ```
        Recording thoughts for Apple Notes here.
        Group by folders and categories.
        Flag for sync and organization.
        Keep track of linked content.
        Make it seamless but structured.
        ```

        ### 🔄 Integration

        ```
        Setting up Notes workflow here.
        Group by automation types.
        Flag sync points and triggers.
        Keep track of workflow efficiency.
        Make it automatic but reliable.
        ```

        ### 📱 Mobile Flow

        ```
        Optimizing mobile capture here.
        Group by contexts and situations.
        Flag quick access needs.
        Keep track of mobile usage.
        Make it fast but thorough.
        ```
      </Tab>

      <Tab title="Notion">
        ### 📊 Database Design

        ```
        Structuring Notion databases here.
        Group by properties and views.
        Flag relation points and filters.
        Keep track of data organization.
        Make it powerful but intuitive.
        ```

        ### 🔄 Workflow Integration

        ```
        Building Notion systems here.
        Group by process types.
        Flag automation opportunities.
        Keep track of system efficiency.
        Make it connected but maintainable.
        ```

        ### 📱 Mobile Capture

        ```
        Optimizing mobile workflow here.
        Group by capture scenarios.
        Flag quick entry needs.
        Keep track of mobile usage.
        Make it efficient but complete.
        ```
      </Tab>

      <Tab title="Obsidian">
        ### 🔗 Link Creation

        ```
        Building note connections here.
        Group by link types and contexts.
        Flag connection opportunities.
        Keep track of note relationships.
        Make it networked but meaningful.
        ```

        ### 📝 Note Structure

        ```
        Designing note templates here.
        Group by note types and purposes.
        Flag formatting needs.
        Keep track of structure effectiveness.
        Make it consistent but flexible.
        ```

        ### 🔄 Plugin Integration

        ```
        Setting up plugin workflows here.
        Group by functionality and use.
        Flag automation points.
        Keep track of plugin interactions.
        Make it powerful but stable.
        ```
      </Tab>

      <Tab title="Reminders">
        ### ⏰ Task Creation

        ```
        Setting up reminders here.
        Group by priority and timing.
        Flag due dates and recurrence.
        Keep track of completion status.
        Make it timely but manageable.
        ```

        ### 📋 List Organization

        ```
        Structuring reminder lists here.
        Group by context and purpose.
        Flag list relationships.
        Keep track of list effectiveness.
        Make it organized but simple.
        ```

        ### 🔄 Integration Flow

        ```
        Building reminder systems here.
        Group by trigger types.
        Flag automation points.
        Keep track of system reliability.
        Make it automatic but controlled.
        ```
      </Tab>

      <Tab title="Universal">
        ### 📱 Note Taking

        ```
        Capturing information here.
        Group by note types and purposes.
        Flag important details.
        Keep track of key points.
        Make it clear but comprehensive.
        ```

        ### 🔄 Processing

        ```
        Organizing captured notes here.
        Group by categories and actions.
        Flag next steps.
        Keep track of follow-ups.
        Make it systematic but adaptable.
        ```

        ### 📋 Task Management

        ```
        Managing action items here.
        Group by priority and context.
        Flag deadlines and dependencies.
        Keep track of progress.
        Make it actionable but flexible.
        ```

        ### 🎯 Project Planning

        ```
        Structuring project work here.
        Group by phases and outcomes.
        Flag milestones and risks.
        Keep track of dependencies.
        Make it thorough but agile.
        ```

        ### 📊 Review System

        ```
        Evaluating progress here.
        Group by review types and frequency.
        Flag areas for improvement.
        Keep track of achievements.
        Make it reflective but forward-looking.
        ```
      </Tab>
    </Tabs>
  </Tab>

  <Tab title="Frameworks">
    <Tabs>
      <Tab title="GTD">
        ### 📥 Capture

        ```
        Collecting incoming items here.
        Group by source and type.
        Flag for processing.
        Keep track of open loops.
        Make it quick but complete.
        ```

        ### 🔄 Process

        ```
        Deciding on next actions here.
        Group by actionability.
        Flag for delegation or deferral.
        Keep track of decisions made.
        Make it clear but thorough.
        ```

        ### 🗂️ Organize

        ```
        Sorting processed items here.
        Group by lists and categories.
        Flag for context and priority.
        Keep track of dependencies.
        Make it systematic but flexible.
        ```

        ### 👀 Review

        ```
        Evaluating system health here.
        Group by horizons of focus.
        Flag stuck projects and opportunities.
        Keep track of completions and adjustments.
        Make it thorough but efficient.
        ```

        ### 🎬 Engage

        ```
        Choosing next actions here.
        Group by context and priority.
        Flag energy levels and time available.
        Keep track of completion and progress.
        Make it focused but adaptable.
        ```
      </Tab>

      <Tab title="PARA">
        ### 📂 Projects

        ```
        Organizing active projects here.
        Group by goals and deadlines.
        Flag next actions and resources.
        Keep track of progress and dependencies.
        Make it actionable but manageable.
        ```

        ### 📚 Areas

        ```
        Managing life/work areas here.
        Group by responsibility domains.
        Flag standards and maintenance needs.
        Keep track of ongoing commitments.
        Make it comprehensive but focused.
        ```

        ### 📋 Resources

        ```
        Collecting reference materials here.
        Group by topics and interests.
        Flag valuable insights and tools.
        Keep track of sources and updates.
        Make it accessible but curated.
        ```

        ### 📦 Archives

        ```
        Storing completed items here.
        Group by date and category.
        Flag items for future reference.
        Keep track of lessons learned.
        Make it organized but retrievable.
        ```
      </Tab>

      <Tab title="Zettelkasten">
        ### 📝 Fleeting Notes

        ```
        Capturing quick thoughts here.
        Group by initial concepts.
        Flag for processing and linking.
        Keep track of sources and context.
        Make it rapid but meaningful.
        ```

        ### 📚 Literature Notes

        ```
        Processing source material here.
        Group by reference and topic.
        Flag key ideas and quotes.
        Keep track of personal insights.
        Make it thorough but focused.
        ```

        ### 🔗 Permanent Notes

        ```
        Creating atomic concepts here.
        Group by themes and connections.
        Flag emerging patterns.
        Keep track of idea development.
        Make it clear but nuanced.
        ```

        ### 🗂️ Index Notes

        ```
        Building topic overviews here.
        Group by themes and hierarchies.
        Flag entry points and clusters.
        Keep track of note relationships.
        Make it navigable but flexible.
        ```
      </Tab>

      <Tab title="Atomic Habits">
        ### 🎯 Cue Design

        ```
        Creating habit triggers here.
        Group by context and timing.
        Flag environmental factors.
        Keep track of trigger effectiveness.
        Make it obvious but natural.
        ```

        ### 🌟 Craving Creation

        ```
        Building motivation here.
        Group by desires and rewards.
        Flag emotional hooks.
        Keep track of attraction levels.
        Make it attractive but authentic.
        ```

        ### ⚡ Response Design

        ```
        Designing habit actions here.
        Group by steps and friction.
        Flag barriers and enablers.
        Keep track of ease factors.
        Make it easy but effective.
        ```

        ### 🎁 Reward System

        ```
        Creating satisfaction here.
        Group by immediate and delayed rewards.
        Flag reinforcement opportunities.
        Keep track of satisfaction levels.
        Make it satisfying but sustainable.
        ```
      </Tab>
    </Tabs>
  </Tab>

  <Tab title="Neurodivergent">
    <Tabs>
      <Tab title="ADHD Support">
        ### 🎯 Task Breakdown

        ```
        Breaking down complex tasks here.
        Group by small, manageable steps.
        Flag potential distractions and blockers.
        Keep track of progress and momentum.
        Make it clear but flexible.
        ```

        ### ⏰ Time Management

        ```
        Structuring time blocks here.
        Group by energy levels and focus needs.
        Flag transition points and breaks.
        Keep track of time blindness patterns.
        Make it structured but realistic.
        ```

        ### 📋 Organization Systems

        ```
        Creating organization strategies here.
        Group by visual and spatial needs.
        Flag important deadlines and reminders.
        Keep track of system effectiveness.
        Make it simple but effective.
        ```

        ### 🧠 Routine Design

        ```
        Creating predictable structures here.
        Group by daily patterns and needs.
        Flag transition points and changes.
        Keep track of comfort zones.
        Make it consistent but adaptable.
        ```

        ### 🤝 Focus Support

        ```
        Managing attention here.
        Group by concentration techniques.
        Flag environmental adjustments.
        Keep track of focus patterns.
        Make it engaging but sustainable.
        ```

        ### 💪 Motivation Tools

        ```
        Building motivation strategies here.
        Group by interest areas and rewards.
        Flag dopamine-friendly approaches.
        Keep track of what works best.
        Make it stimulating but achievable.
        ```
      </Tab>

      <Tab title="Autism Support">
        ### 🌈 Sensory Management

        ```
        Planning sensory environments here.
        Group by sensory needs and preferences.
        Flag sensory triggers and thresholds.
        Keep track of coping strategies.
        Make it comfortable but functional.
        ```

        ### 🎯 Special Interests

        ```
        Integrating passions here.
        Group by interest areas and applications.
        Flag learning opportunities and connections.
        Keep track of engagement patterns.
        Make it focused but connected.
        ```

        ### 📅 Routine Design

        ```
        Creating predictable structures here.
        Group by daily patterns and needs.
        Flag transition points and changes.
        Keep track of comfort zones.
        Make it consistent but adaptable.
        ```

        ### 🤝 Social Support

        ```
        Developing social strategies here.
        Group by social situations and scripts.
        Flag communication preferences.
        Keep track of successful interactions.
        Make it authentic but supported.
        ```

        ### 🧠 Information Processing

        ```
        Managing cognitive load here.
        Group by processing styles and needs.
        Flag overwhelm signals and thresholds.
        Keep track of learning patterns.
        Make it clear but thorough.
        ```

        ### 🎯 Special Interests

        ```
        Integrating passions here.
        Group by interest areas and applications.
        Flag learning opportunities.
        Keep track of depth and breadth.
        Make it focused but connected.
        ```
      </Tab>

      <Tab title="Executive Function">
        ### 📋 Task Initiation

        ```
        Starting tasks effectively here.
        Group by activation strategies.
        Flag resistance points and solutions.
        Keep track of successful starts.
        Make it approachable but actionable.
        ```

        ### 🔄 Working Memory

        ```
        Supporting memory function here.
        Group by memory aids and techniques.
        Flag important information.
        Keep track of recall patterns.
        Make it memorable but organized.
        ```

        ### 🎯 Planning Skills

        ```
        Developing planning strategies here.
        Group by project types and timelines.
        Flag dependencies and resources.
        Keep track of plan effectiveness.
        Make it thorough but flexible.
        ```

        ### 🧠 Cognitive Flexibility

        ```
        Building adaptability here.
        Group by change scenarios.
        Flag transition strategies.
        Keep track of flexibility growth.
        Make it adaptive but structured.
        ```

        ### ⚡ Energy Management

        ```
        Balancing cognitive resources here.
        Group by energy demands and recovery.
        Flag depletion signals.
        Keep track of stamina patterns.
        Make it sustainable but productive.
        ```
      </Tab>

      <Tab title="Emotional Regulation">
        ### 🌊 Emotion Tracking

        ```
        Monitoring emotional states here.
        Group by feelings and triggers.
        Flag intensity patterns.
        Keep track of regulation needs.
        Make it aware but balanced.
        ```

        ### 🛠️ Coping Strategies

        ```
        Building regulation tools here.
        Group by emotion types and intensity.
        Flag effective techniques.
        Keep track of strategy success.
        Make it practical but personalized.
        ```

        ### 🧘‍♀️ Mindfulness Practice

        ```
        Developing awareness here.
        Group by mindfulness techniques.
        Flag grounding moments.
        Keep track of practice impact.
        Make it centering but accessible.
        ```

        ### 💫 Emotional Expression

        ```
        Supporting healthy expression here.
        Group by communication methods.
        Flag expression needs.
        Keep track of understanding.
        Make it authentic but appropriate.
        ```

        ### 🔄 Growth Through Emotions

        ```
        Learning from feelings here.
        Group by emotional patterns.
        Flag growth opportunities.
        Keep track of emotional wisdom.
        Make it reflective but forward-moving.
        ```
      </Tab>

      <Tab title="Dyslexia Support">
        ### 📚 Reading Strategies

        ```
        Developing reading approaches here.
        Group by text types and complexity.
        Flag comprehension tools.
        Keep track of reading pace.
        Make it accessible but thorough.
        ```

        ### ✍️ Writing Support

        ```
        Building writing confidence here.
        Group by writing tasks and tools.
        Flag spelling patterns.
        Keep track of expression clarity.
        Make it expressive but supported.
        ```

        ### 🎯 Focus Tools

        ```
        Managing reading focus here.
        Group by attention techniques.
        Flag visual aids needed.
        Keep track of concentration span.
        Make it focused but comfortable.
        ```

        ### 🧠 Memory Aids

        ```
        Supporting information retention here.
        Group by memory techniques.
        Flag key concepts and terms.
        Keep track of recall success.
        Make it memorable but organized.
        ```

        ### 📱 Technology Integration

        ```
        Using assistive tech here.
        Group by tool types and uses.
        Flag helpful features.
        Keep track of tech effectiveness.
        Make it supportive but empowering.
        ```
      </Tab>

      <Tab title="Anxiety Support">
        ### 🧘‍♀️ Grounding Techniques

        ```
        Building coping strategies here.
        Group by intensity and situation.
        Flag early warning signs.
        Keep track of effective tools.
        Make it immediate but lasting.
        ```

        ### 🎯 Task Management

        ```
        Breaking down overwhelm here.
        Group by priority and manageability.
        Flag anxiety triggers.
        Keep track of completion paths.
        Make it structured but flexible.
        ```

        ### 💭 Thought Patterns

        ```
        Tracking thought processes here.
        Group by cognitive patterns.
        Flag distortion types.
        Keep track of reframing strategies.
        Make it aware but compassionate.
        ```

        ### 🌱 Growth Mindset

        ```
        Developing resilience here.
        Group by challenges and responses.
        Flag learning opportunities.
        Keep track of progress steps.
        Make it supportive but empowering.
        ```

        ### 🔄 Routine Support

        ```
        Creating predictability here.
        Group by daily patterns.
        Flag comfort points and flexibility.
        Keep track of stability anchors.
        Make it reliable but adaptable.
        ```

        ### 🌈 Emotional Safety

        ```
        Building safe spaces here.
        Group by environmental factors.
        Flag comfort measures.
        Keep track of security needs.
        Make it protective but expanding.
        ```

        ### 🤝 Support Network

        ```
        Mapping support resources here.
        Group by relationship and role.
        Flag communication needs.
        Keep track of help protocols.
        Make it accessible but boundaried.
        ```

        ### 📊 Progress Tracking

        ```
        Monitoring growth here.
        Group by skills and strategies.
        Flag improvements and setbacks.
        Keep track of overall trajectory.
        Make it measurable but gentle.
        ```
      </Tab>

      <Tab title="Sensory Processing">
        ### 🌈 Sensory Mapping

        ```
        Documenting sensory experiences here.
        Group by input types and responses.
        Flag triggers and preferences.
        Keep track of intensity levels.
        Make it detailed but actionable.
        ```

        ### 🎯 Environment Design

        ```
        Crafting sensory spaces here.
        Group by sensory elements.
        Flag adjustable factors.
        Keep track of comfort zones.
        Make it controlled but natural.
        ```

        ### 🔄 Regulation Tools

        ```
        Building sensory toolkit here.
        Group by calming and alerting tools.
        Flag effectiveness patterns.
        Keep track of accessibility needs.
        Make it practical but personalized.
        ```

        ### 📊 Sensory Diet

        ```
        Planning sensory input here.
        Group by activities and timing.
        Flag beneficial combinations.
        Keep track of energy impact.
        Make it balanced but flexible.
        ```

        ### 🎨 Activity Adaptation

        ```
        Modifying environments here.
        Group by context and needs.
        Flag accommodation strategies.
        Keep track of success patterns.
        Make it inclusive but effective.
        ```

        ### 🌟 Sensory Awareness

        ```
        Developing understanding here.
        Group by body signals and needs.
        Flag early indicators.
        Keep track of response patterns.
        Make it intuitive but explicit.
        ```

        ### 💫 Recovery Planning

        ```
        Creating reset protocols here.
        Group by overload types.
        Flag recovery needs.
        Keep track of effective methods.
        Make it restorative but efficient.
        ```

        ### 🤝 Communication Support

        ```
        Expressing sensory needs here.
        Group by situation types.
        Flag advocacy points.
        Keep track of helpful phrases.
        Make it clear but diplomatic.
        ```
      </Tab>

      <Tab title="Dysgraphia Support">
        ### ✍️ Writing Mechanics

        ```
        Breaking down writing tasks here.
        Group by physical and cognitive components.
        Flag challenging letter formations.
        Keep track of grip and posture.
        Make it comfortable but effective.
        ```

        ### 🎯 Alternative Expression

        ```
        Exploring different writing methods here.
        Group by digital and analog tools.
        Flag preferred input methods.
        Keep track of speed and accuracy.
        Make it accessible but expressive.
        ```

        ### 🔄 Organization Support

        ```
        Structuring writing process here.
        Group by planning and execution.
        Flag sequencing needs.
        Keep track of thought flow.
        Make it ordered but natural.
        ```

        ### 📱 Technology Tools

        ```
        Implementing assistive technology here.
        Group by software and hardware solutions.
        Flag useful features and settings.
        Keep track of effectiveness.
        Make it supportive but empowering.
        ```

        ### 🎨 Visual Planning

        ```
        Creating visual writing guides here.
        Group by templates and formats.
        Flag spatial organization needs.
        Keep track of layout effectiveness.
        Make it structured but flexible.
        ```

        ### 🧠 Memory Support

        ```
        Building writing memory aids here.
        Group by spelling and grammar patterns.
        Flag frequent challenges.
        Keep track of successful strategies.
        Make it memorable but practical.
        ```

        ### 💡 Idea Expression

        ```
        Capturing thoughts clearly here.
        Group by concept mapping methods.
        Flag key ideas and connections.
        Keep track of thought organization.
        Make it coherent but flowing.
        ```

        ### 🌟 Confidence Building

        ```
        Developing writing confidence here.
        Group by strengths and progress.
        Flag improvement areas.
        Keep track of successful moments.
        Make it encouraging but realistic.
        ```

        ### 📊 Progress Tracking

        ```
        Monitoring writing development here.
        Group by skills and strategies.
        Flag improvements and challenges.
        Keep track of effective methods.
        Make it measurable but supportive.
        ```

        ### 🎯 Task Adaptation

        ```
        Modifying writing assignments here.
        Group by accommodation types.
        Flag workload adjustments.
        Keep track of completion strategies.
        Make it manageable but comprehensive.
        ```
      </Tab>
    </Tabs>
  </Tab>
</Tabs>

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding">
  Meet the founders for a free personalized onboarding experience ✨
</Card>


# Daily Capture Routines
Source: https://learn.cleftnotes.com/user-guides/daily-capture-routines

Build sustainable daily habits for capturing thoughts, priorities, and insights

# Daily Capture Routines

⏱️ **2-10 minutes setup** • 📊 **Beginner** • 🆓 **Free**

Transform scattered thoughts into organized insights with proven daily capture systems. These routines take just minutes but create hours of clarity throughout your day.

## Quick Start: The 2-Minute Brain Dump

Perfect for beginners - start here:

<Steps>
  <Step title="Set Your Daily Trigger">
    Choose a consistent time: while coffee brews, during commute, or before checking email
  </Step>

  <Step title="Open Cleft and Record">
    Hit record and speak everything on your mind for 60-90 seconds:

    * Today's top 3 priorities
    * Anything you're worried about
    * Ideas or thoughts from yesterday
  </Step>

  <Step title="Quick Review">
    Listen back while getting ready, extracting any actionable items
  </Step>
</Steps>

<Note>
  **Why this works**: Your brain processes better when it's not trying to remember everything. This simple routine clears mental RAM for actual thinking.
</Note>

## The Complete Daily Capture System

### Morning: Mind Clearing (5 minutes)

**Best Time**: First 30 minutes after waking, before reactive tasks

<Accordion title="Morning Capture Template">
  **Record these areas in order**:

  1. **Brain Dump** (90 seconds)
     * Everything on your mind, no filtering
     * Worries, random thoughts, overnight ideas

  2. **Today's Focus** (60 seconds)
     * Top 3 priorities for today
     * One important decision you need to make
     * Energy level and how you're feeling

  3. **Intentions** (30 seconds)
     * How you want to show up today
     * One thing you're grateful for
     * Quick win you can accomplish early

  **Custom Instructions Example**:

  ```
  Organize this morning capture into:
  - Brain dump items (mark urgent ones)
  - Today's top 3 priorities 
  - Energy/mood check
  - Quick wins for early momentum
  ```
</Accordion>

### Workday: Transition Captures (30 seconds each)

Capture thoughts between major activities:

<CardGroup>
  <Card title="Pre-Meeting" icon="users">
    * Key points you want to make
    * Questions you need answered
    * Your agenda priorities
  </Card>

  <Card title="Post-Meeting" icon="check">
    * Action items and owners
    * Decisions made
    * Follow-up needed
  </Card>

  <Card title="Task Switching" icon="arrows-rotate">
    * Current task status/next steps
    * Context for when you return
    * Any blocking issues
  </Card>

  <Card title="Idea Capture" icon="lightbulb">
    * Solutions that pop up
    * Improvements you notice
    * Random good ideas
  </Card>
</CardGroup>

### Evening: Day Review (3-5 minutes)

**Best Time**: End of workday or before dinner

<Accordion title="Evening Review Template">
  **Reflect on these areas**:

  1. **Wins & Progress** (90 seconds)
     * What went well today
     * Progress on important projects
     * Problems you solved

  2. **Lessons & Insights** (90 seconds)
     * What you learned
     * What you'd do differently
     * Patterns you're noticing

  3. **Tomorrow Setup** (60 seconds)
     * Priorities for tomorrow
     * Preparation needed
     * One thing to remember

  **Custom Instructions Example**:

  ```
  Create an end-of-day summary with:
  - Key accomplishments and wins
  - Lessons learned or insights gained
  - Tomorrow's top 3 priorities
  - Any prep needed for tomorrow
  ```
</Accordion>

## Advanced Routines

### Weekly Planning Session (15 minutes)

**Every Sunday or Friday**:

<Steps>
  <Step title="Week Review">
    Record a 3-minute reflection on the past week's wins, challenges, and lessons
  </Step>

  <Step title="Priority Setting">
    Voice-record next week's top 5 priorities and why they matter
  </Step>

  <Step title="Energy Planning">
    Consider your energy patterns and schedule demanding tasks accordingly
  </Step>
</Steps>

### Monthly Reflection (20 minutes)

**End of each month**:

<Accordion title="Monthly Deep Dive">
  * **Progress Review**: Major accomplishments and project advancement
  * **Pattern Recognition**: What worked well vs. what didn't
  * **Goal Adjustment**: Refine or pivot on quarterly objectives
  * **System Optimization**: Improve your capture and review processes
  * **Gratitude & Growth**: Acknowledge progress and areas for development
</Accordion>

## Customization Ideas

### For Different Work Styles

<Tabs>
  <Tab title="Deep Work Focus">
    * **Pre-focus ritual**: Clear mental distractions before deep work sessions
    * **Progress logging**: Quick updates during breaks to maintain flow
    * **Session wrap-up**: Capture key insights while they're fresh
  </Tab>

  <Tab title="Meeting Heavy">
    * **Meeting prep burst**: 30-second priority setting before each meeting
    * **Transition processing**: Quick brain dump between meetings
    * **Daily synthesis**: End-of-day summary of all meeting insights
  </Tab>

  <Tab title="Creative Work">
    * **Morning inspiration**: Capture creative energy and ideas upon waking
    * **Iteration logging**: Document creative decisions and rationale
    * **Inspiration banking**: Regular capture of inspiring ideas and references
  </Tab>
</Tabs>

### Integration with Your Existing Tools

**Apple Notes**: Export daily summaries to your main note-taking system
**Calendar**: Use voice notes to prep for upcoming meetings
**Task Manager**: Convert capture sessions into actionable items
**Journal**: Transform evening reviews into longer-form reflection

## Common Challenges & Solutions

<AccordionGroup>
  <Accordion title="I forget to capture regularly">
    * **Solution**: Stack capture onto existing habits (coffee, commute, etc.)
    * **Tip**: Set phone reminders for first week until habit forms
    * **Alternative**: Use Apple Shortcuts to automate capture triggers
  </Accordion>

  <Accordion title="My thoughts are too scattered">
    * **Solution**: Start with pure brain dump, organize later
    * **Tip**: Use custom instructions to structure rambling thoughts
    * **Remember**: Messy capture is better than no capture
  </Accordion>

  <Accordion title="I do not have time to review everything">
    * **Solution**: Focus on actionable items, archive the rest
    * **Tip**: Use quick scan mode - just listen for key points
    * **Alternative**: Use [batch processing](/user-guides/batch-processing)
      or automation to process routine captures
  </Accordion>
</AccordionGroup>

## Success Metrics

Track these to measure your capture routine's effectiveness:

* **Clarity**: Do you feel more organized and less scattered?
* **Follow-through**: Are you completing more of your stated priorities?
* **Insight generation**: Are you recognizing patterns and making better decisions?
* **Stress reduction**: Do you feel less mental pressure to remember everything?

<Card title="Next Steps" icon="arrow-right">
  Once daily capture is habit, level up with [Meeting Notes System](/user-guides/meeting-notes-system) or [Task Management](/user-guides/task-management) workflows.
</Card>


# Data Rights & Requests
Source: https://learn.cleftnotes.com/user-guides/data-rights

Exercise your data privacy rights - access, deletion, correction, and portability under GDPR and CCPA

## Your Data Rights Under GDPR & CCPA

At Cleft, you have complete control over your personal data. We make it easy to exercise all your privacy rights.

<Info>
  **Response Guarantee**: All data rights requests are handled within 30 days (usually within 48 hours). Our Data Protection Officer personally reviews each request.
</Info>

## Available Rights

<CardGroup>
  <Card title="📋 Subject Access Request" icon="file-text">
    **Get a copy of ALL data we hold about you**

    * Complete personal data export
    * Processing activity details
    * Data sources and recipients

    [Submit SAR Request](https://tally.so/r/mee2dx) (accessible form with screen reader support)
  </Card>

  <Card title="🗑️ Right to Deletion" icon="trash">
    **Request complete data deletion**

    * Remove all personal information
    * Delete account and associated data
    * Permanent and irreversible

    Email: [dpo@cleftnotes.com](mailto:dpo@cleftnotes.com?subject=Data%20Deletion%20Request) or use [accessible form](https://tally.so/r/mee2dx)
  </Card>

  <Card title="✏️ Right to Correction" icon="edit">
    **Fix incorrect personal information**

    * Update profile information
    * Correct inaccurate data
    * Ensure data accuracy

    Via Settings or email DPO
  </Card>

  <Card title="📤 Right to Portability" icon="download">
    **Export your data in standard formats**

    * Already available in-app
    * JSON, markdown, or plain text
    * Take your data anywhere

    Use Export features in Settings
  </Card>

  <Card title="🚫 Right to Object" icon="shield-x">
    **Opt-out of data processing**

    * Object to specific uses
    * Withdraw consent anytime
    * Control processing purposes

    Contact DPO for assistance
  </Card>

  <Card title="⏸️ Right to Restrict" icon="pause">
    **Limit how we process your data**

    * Suspend processing temporarily
    * While disputes are resolved
    * Maintain but not use data

    Email DPO with specific request
  </Card>
</CardGroup>

## Data Protection Officer

<Card title="🛡️ Jonathan Cosgrove - Data Protection Officer" icon="user-shield">
  **Your dedicated privacy advocate**

  * 📧 **Primary**: [dpo@cleftnotes.com](mailto:dpo@cleftnotes.com)
  * 📧 **Alternative**: [privacy@cleftnotes.com](mailto:privacy@cleftnotes.com)
  * 💼 **LinkedIn**: [Connect with Jonathan](https://www.linkedin.com/in/jonnycosgrove/)
  * ⏰ **Response Time**: Within 30 days (usually 48 hours)
</Card>

## Request Types & Processing

<Tabs>
  <Tab title="Subject Access Request">
    **What you'll receive:**

    * Complete data export (JSON format)
    * List of all data categories we hold
    * Processing purposes for each data type
    * Third parties who have received your data
    * Data retention periods
    * Source of data collection

    **Processing time:** 30 days maximum (usually 2-3 days)

    **How to request:** [Use our SAR form](https://tally.so/r/mee2dx) for fastest processing
  </Tab>

  <Tab title="Deletion Request">
    **What gets deleted:**

    * All personal account information
    * All notes and voice recordings
    * All usage data and preferences
    * All backup copies across our systems

    <Danger>
      This action is **permanent and irreversible**. Once your data is deleted, we cannot recover it. You will lose access to all your notes, voice recordings, and account information forever.
    </Danger>

    **Additional notes:**

    * All backup copies are deleted across our systems
    * Anonymous usage analytics may be retained for service improvement

    **How to request:** Email \[[dpo@cleftnotes.com](mailto:dpo@cleftnotes.com)]\(mailto:[dpo@cleftnotes.com](mailto:dpo@cleftnotes.com)?subject=Deletion Request)
  </Tab>

  <Tab title="Correction Request">
    **What you can correct:**

    * Display name and profile information
    * Email address and contact details
    * Account preferences and settings
    * Billing information

    **How to request:**

    * Simple corrections: Update directly in Settings
    * Complex issues: Email DPO with details

    **Verification:** We may ask for identity verification for security
  </Tab>
</Tabs>

## Quick Actions

<CardGroup>
  <Card title="Submit SAR" icon="external-link" href="https://tally.so/r/mee2dx">
    Official form
  </Card>

  <Card title="Request Deletion" icon="envelope" href="mailto:dpo@cleftnotes.com?subject=Deletion Request">
    Email DPO
  </Card>

  <Card title="Privacy Policy" icon="shield-check" href="https://cleftnotes.com/privacy">
    Full details
  </Card>

  <Card title="Contact DPO" icon="user" href="mailto:dpo@cleftnotes.com">
    General questions
  </Card>
</CardGroup>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How long does a Subject Access Request take?">
    **Maximum 30 days** as required by GDPR, but we typically complete requests within **48 hours**. You'll receive an email confirmation when submitted and another when completed.
  </Accordion>

  <Accordion title="Can I request deletion of just some data?">
    Yes! You do not have to delete everything. Contact our DPO at [dpo@cleftnotes.com](mailto:dpo@cleftnotes.com) to discuss **selective deletion** - for example, deleting certain notes while keeping your account active.
  </Accordion>

  <Accordion title="What verification is required?">
    For security, we may ask you to verify your identity by:

    * Sending the request from your registered email address
    * Providing your account username or email
    * Answering security questions about your account

    This protects your data from unauthorized access.
  </Accordion>

  <Accordion title="Can I make requests on behalf of someone else?">
    Yes, if you have **written authorization** or are a legal guardian. Please include:

    * Proof of authorization or guardianship
    * The data subject's identity verification
    * Your own identity verification

    Email [dpo@cleftnotes.com](mailto:dpo@cleftnotes.com) for assistance.
  </Accordion>
</AccordionGroup>

<Note>
  **Transparency Promise**: We believe privacy is a fundamental right. Our DPO handles every request personally, and we're committed to making the process as simple and transparent as possible.
</Note>


# Editing & Formatting Notes
Source: https://learn.cleftnotes.com/user-guides/editing-notes

Change, improve, and restyle your notes anytime

Made a mistake? Want to add more detail? Open any note and tap the pencil icon to edit. Your changes save automatically.

## Making Changes

<div />

<div />

Tap into your note to start editing. You can change any text, add new paragraphs, or remove what you don't need. When you're done, tap **Done**.

<div />

* **Rename your note.** Tap the title at the top to change it. A good title makes notes easier to find later.
* **Undo a mistake.** Tap the undo button in the toolbar (iOS), or press `⌘ + Z` on Mac. Redo with the redo button or `⌘ + ⇧ + Z`.
* **Find specific text.** On Mac, press `⌘ + F` to search within a note and replace words or phrases.

<div />

Each note shows when it was created and last updated, so you always know how recent your information is.

## Summaries

<div />

Cleft creates a summary of your note automatically. If you want a fresh summary, for example after changing your [Writing Style](/user-guides/custom-instructions), long-press the note (iOS) or right-click it (Mac) and choose **Rewrite**.

You can also edit the transcript directly, and Cleft will offer to rewrite your summary to match.

<Tip>
  Changed your Writing Style? Rewrite existing notes to get them in your new style.
</Tip>

## Formatting

<div />

Your notes can include:

* **Bold**, *italic*, and ~~strikethrough~~ text
* Headings to break up sections
* Bullet and numbered lists
* Quotes for important points
* Code snippets and links

Cleft applies formatting automatically based on your [Writing Style](/user-guides/custom-instructions), or you can format text yourself in the editor.

<Info>
  All changes sync across your devices automatically. See [Syncing Notes](/user-guides/syncing-notes) for details.
</Info>


# Exporting Notes
Source: https://learn.cleftnotes.com/user-guides/exporting-notes

Get your notes out of Cleft and into other apps

Cleft exports through one toolbar button: the paperplane **Send** button on the note toolbar. From there you can:

* **Send to an integration** (see the cards below).
* **Copy to your clipboard.** See [Copying Notes](/user-guides/copying-notes) for formats and auto-copy.
* **Share via the system share sheet** (Messages, Mail, AirDrop, and so on).
* **Create a shareable web link.** See [Shareable Links](/user-guides/shareable-links).

For the full Send menu, see [Sending Notes](/user-guides/send).

## Integration Exports

<CardGroup>
  <Card title="Notion" icon="arrow-right-from-bracket" href="/user-guides/integrations/notion/overview">
    Send notes directly to a Notion database with one tap. **Plus feature.**
  </Card>

  <Card title="Local Sync (Obsidian, NotePlan, Logseq)" icon="folder" href="/user-guides/integrations/local-sync/overview">
    Auto-save every note to a folder as Markdown with frontmatter, and optionally save the original `.m4a` beside it. **Free on Mac, iPhone, and iPad.** Plus lets you pick a custom folder.
  </Card>

  <Card title="Apple Notes" icon="apple" href="/user-guides/integrations/apple-notes/overview">
    Export to Apple Notes via Shortcuts. Converts markdown to rich text automatically.
  </Card>

  <Card title="Zapier" icon="bolt" href="/user-guides/integrations/zapier/templates">
    Automate exports to 6,000+ apps. Trigger on new notes, updates, tags, comments, or shared-link changes. **Plus feature.**
  </Card>
</CardGroup>

## Download Original Audio

Download the original M4A audio file from any voice note. Open the note and tap the download button to save it to your device. For automated folder workflows, turn on **Include audio files** in [Local Sync](/user-guides/integrations/local-sync/overview).

<Tip>
  For automated workflows, check out [Zapier Templates](/user-guides/integrations/zapier/templates) and the [Apple Shortcuts Gallery](/user-guides/integrations/apple-shortcuts/gallery).
</Tip>


# FAQ
Source: https://learn.cleftnotes.com/user-guides/faq

Quick answers to common questions about Cleft, subscriptions, troubleshooting, privacy, and support

## Subscription & Billing

<AccordionGroup>
  <Accordion title="How much does Cleft cost?">
    **Basic (Free).** Voice-to-text notes up to 5 minutes, Apple Notes and Shortcuts integrations.

    **Plus ($6.99/mo or $39.99/yr).** 30-minute recordings, custom AI instructions, Notion, Obsidian, Zapier integrations, and priority support.

    All prices are in USD. Regional pricing may vary based on App Store tiers.

    [Learn more about Plus](/user-guides/upgrade-to-plus)
  </Accordion>

  <Accordion title="How do I restore my purchases?">
    1. Open Cleft and go to the upgrade screen
    2. Tap **Restore Purchase** at the bottom
    3. Wait for confirmation

    This fixes most issues like "Plus features disappeared" or "Lost access after reinstall."

    [Full restoration guide](/user-guides/restore-account-and-purchases)
  </Accordion>

  <Accordion title="Need a refund?">
    Cleft is sold through the App Store. All refunds are handled by Apple. Visit [reportaproblem.apple.com](https://reportaproblem.apple.com) to request one.

    <Info>
      Legacy Stripe subscribers (before December 2024) can contact [support@cleftnotes.com](mailto:support@cleftnotes.com) for billing help.
    </Info>
  </Accordion>

  <Accordion title="Can I share my Plus subscription with family?">
    Yes. Cleft supports Apple Family Sharing. Subscribe to Plus, and up to 6 family members get full access automatically.

    1. Enable Family Sharing in your Apple ID settings
    2. Subscribe to Cleft Plus (annual plan recommended)
    3. Family members download Cleft and sign in with their Apple ID

    Available for App Store subscriptions after December 2024.
  </Accordion>

  <Accordion title="Do you offer student discounts?">
    Yes. Email [students@cleftnotes.com](mailto:students@cleftnotes.com) for 50% off Cleft Plus with valid student verification.
  </Accordion>

  <Accordion title="What happens if I downgrade from Plus?">
    Your existing notes stay accessible. You can still view and edit everything, but Plus features (longer recordings, custom note styles, premium integrations) will be limited for new notes.
  </Accordion>

  <Accordion title="How do I manage my subscription?">
    **iPhone / iPad:** Settings app → your Apple ID → Subscriptions → Cleft

    **Mac:** App Store → click your name → View Information → Manage Subscriptions

    **In Cleft:** Settings → Account → Manage Subscription
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="App crashing or won't open">
    Try in order:

    1. Force close and reopen
    2. Restart your device
    3. Check for app updates
    4. Reinstall (your notes are safe, they sync back when you sign in)
  </Accordion>

  <Accordion title="Can't record or transcribe">
    1. Check microphone permissions in your device settings
    2. Verify internet connection (needed for AI processing, not transcription)
    3. Try a short test recording
    4. Make sure you're within time limits (5 min free, 30 min Plus)
  </Accordion>

  <Accordion title="Notes not syncing between devices">
    **Quick fix:** [Refresh Cleft](/user-guides/refresh). Pull down on iPhone/iPad, or press `⌘R` on Mac.

    Still not syncing? Check that you're signed in with the same email on both devices (Settings → Account).
  </Accordion>

  <Accordion title="App feels slow">
    1. Refresh the app (`⌘R` on Mac, pull down on iPhone/iPad)
    2. Close and reopen
    3. Update to the latest version
    4. Restart your device
  </Accordion>

  <Accordion title="Can't access my account">
    Cleft uses email verification, no password needed.

    1. Enter your email on the sign-in screen
    2. Check your inbox for a verification code
    3. Enter the code to sign in

    **Code not arriving?** Check your spam folder. Try again with the correct email address. If you're still stuck, email [hello@cleftnotes.com](mailto:hello@cleftnotes.com).
  </Accordion>
</AccordionGroup>

## Privacy & Data

<AccordionGroup>
  <Accordion title="How secure are my notes?">
    * **Transcription is local.** Audio is processed on your device using Whisper. No audio leaves your device.
    * **Text processing.** Only the transcribed text is sent to AI for formatting. Never your audio.
    * **Data encrypted at rest.** Your stored notes are encrypted on our servers.

    [Full privacy details](/user-guides/privacy)
  </Accordion>

  <Accordion title="What happens to my audio recordings?">
    Audio saves temporarily on your device for transcription, then auto-deletes 1 hour after upload. You can [download the original audio](/user-guides/exporting-notes#download-original-audio) before it's removed.

    [More on audio handling](/user-guides/privacy#recording--storage)
  </Accordion>

  <Accordion title="Can I export or delete my data?">
    **Export:** Select notes and use Copy or Share to export as Markdown, plain text, or RTF. See [exporting notes](/user-guides/exporting-notes) for all options.

    **Delete:** Individual notes via swipe, bulk via multi-select, or full account deletion via Settings → Account → Delete Account.

    Account deletion is permanent and includes all data and backups. See our [privacy guide](/user-guides/privacy#your-data-rights) for data rights details.
  </Accordion>
</AccordionGroup>

## Getting More Help

<AccordionGroup>
  <Accordion title="How do I get support?">
    Email [hello@cleftnotes.com](mailto:hello@cleftnotes.com). Every email is read personally by the founders. Response within 24 hours, usually much faster.

    Include your device, Cleft version (Settings → About), and what happened.

    [Full support options](/user-guides/contact-support)
  </Accordion>

  <Accordion title="How do I join the beta program?">
    Email [hello@cleftnotes.com](mailto:hello@cleftnotes.com) with subject "Beta" and your Apple ID. You'll get a TestFlight invitation for early access to new features.
  </Accordion>

  <Accordion title="Is there a free trial?">
    The Basic plan is free forever. Try core features before deciding to upgrade to Plus.
  </Accordion>
</AccordionGroup>


# Finding & Organizing Notes
Source: https://learn.cleftnotes.com/user-guides/finding-and-organizing-notes

Filters, tags, and search. Everything you need to find any note

Three ways to find what you're looking for: filters, tags, and search.

## Filters

Your notes list has built-in views you can switch between:

* **All.** Every note in your library
* **Archived.** Notes you've put away but kept
* **Shared Links.** Notes with an active [shareable link](/user-guides/shareable-links)

On Mac, switch filters with `⌘ + ⇧ + [` and `⌘ + ⇧ + ]`.

## Tags

<iframe title="How to Add Tags to Your Notes in Cleft" />

Tags let you label notes so you can find them later. Open a note, tap **Add Tag** (or press `⌘L` on Mac), and type a name or pick from the suggestions. You can add up to 3 tags per note.

Tap any tag to filter your notes list to just the notes with that label. Tags also show up as their own filters alongside All, Archived, and Shared Links.

### Bulk Tag Management

Select multiple notes to see their shared tags, add a tag across all of them, or remove tags in bulk.

<Info>
  Tags work with [Apple Shortcuts](/user-guides/integrations/apple-shortcuts/overview) and [Zapier](/user-guides/integrations/zapier/templates) for automated workflows.
</Info>

## Search

<iframe title="How to Search Your Notes in Cleft" />

Pull down on your notes list (iPhone/iPad) or press `⌘ + /` (Mac) to search by note title. Results update as you type.

## Spotlight

Spotlight searches deeper, across titles, transcripts, summaries, and tags. Requires iOS 18+ or macOS 15+.

* **iPhone and iPad.** Swipe down from the home screen and start typing
* **Mac.** Press `⌘ + Space` and start typing
* Works offline, no internet connection needed

<Tip>
  Can't find a note with in-app search? Try Spotlight. It searches the full text of every note, not just titles.
</Tip>


# Getting Started
Source: https://learn.cleftnotes.com/user-guides/getting-started

Start using Cleft in 60 seconds

## What Cleft Does

Speak your thoughts, get organized notes. Cleft transforms verbal rambling into structured, usable text.

**What Cleft is:**

* Personal thought processor for your ideas
* Voice-first note-taking with AI formatting
* Privacy-focused (transcription happens locally)
* Built for verbal thinkers who process ideas out loud

**What Cleft is not:**

* Meeting transcription service (use your meeting platform's built-in transcription)
* AI assistant replacement, but works great *with* ChatGPT, Claude, Gemini, and others
* Team collaboration tool
* Generic transcription service

<Tip>
  **The idea:** You talk, Cleft listens and formats your ideas exactly how you want them. Not transcription. Not AI chat. Thought transformation.
</Tip>

## Your First Note

<Steps>
  <Step title="Download">
    Get Cleft from the [App Store](https://apps.apple.com/us/app/cleft-for-verbal-thinkers/id6479458038) and sign in.
  </Step>

  <Step title="Record">
    **iOS:** Tap **+** and start talking.

    **macOS:** Press `Cmd + N` and start talking.

    Just let your ideas flow, no need to organize.
  </Step>

  <Step title="Stop">
    Tap stop. Your note is ready almost immediately.
  </Step>

  <Step title="Done">
    Your note is ready. Edit if needed, export anywhere.
  </Step>
</Steps>

## How It Works

1. **You speak.** Voice recorded locally on your device
2. **Whisper transcribes.** Audio converted to text on-device (private)
3. **AI structures.** Text sent to AI for formatting (audio never leaves device)
4. **You get organized notes.** Clean, structured output

<Note>
  **Privacy:** Your voice never leaves your device. Only the text transcript goes to the AI for formatting.
</Note>

## Find Notes with Spotlight

Your Cleft notes appear in system search (iOS 18+, macOS 15+):

* **iOS:** Swipe down from home screen, type to search
* **macOS:** Press `Cmd + Space`, start typing
* Tag names are searchable too, and Spotlight works offline

## First Week Tips

**Days 1-2:** Build the habit

* Morning brain dump while having coffee
* Capture tasks throughout the day
* Try one meeting's notes

**Days 3-4:** Organize

* Create folders (Work, Personal, Ideas)
* Add tags (#meeting, #project, #idea)

**Days 5-7:** Explore

* Try Writing Style and Your Rules
* Set up Apple Shortcuts
* Export to Notion, Obsidian, or Apple Notes

## Common Questions

<AccordionGroup>
  <Accordion title="How accurate is transcription?">
    Very accurate for clear speech. Tips: speak at normal speed, use a quiet environment. You can always edit the text.
  </Accordion>

  <Accordion title="Does it work offline?">
    Recording works offline. Notes sync when you're back online. Transcription and AI processing need internet.
  </Accordion>

  <Accordion title="Can I edit the output?">
    Yes. Tap any text to edit. The transcription and formatted note are both editable.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup>
  <Card title="Writing Style" icon="wand-magic-sparkles" href="/user-guides/custom-instructions">
    Control how Cleft formats your notes
  </Card>

  <Card title="Integrations" icon="plug" href="/user-guides/integrations/apple-notes/overview">
    Notion, Obsidian, Zapier, Shortcuts
  </Card>
</CardGroup>

## Need Help?

<CardGroup>
  <Card title="FAQ" icon="circle-question" href="/user-guides/faq">
    Quick answers
  </Card>

  <Card title="Contact Support" icon="life-ring" href="/user-guides/contact-support">
    Talk to Jonathan or Justin directly
  </Card>
</CardGroup>


# User Guides
Source: https://learn.cleftnotes.com/user-guides/index

Complete documentation for using Cleft - features, platforms, integrations, and workflows

## Everything You Need to Master Cleft

Comprehensive guides organized by how you'll use them. Choose your starting point based on what you want to accomplish.

## 🚀 Quick Navigation

<CardGroup aria-label="Quick navigation options">
  <Card title="🎯 Getting Started" icon="play" href="/user-guides/getting-started" aria-label="Navigate to getting started guide">
    New to Cleft? Start here for setup and your first voice note
  </Card>

  <Card title="⭐ Features Overview" icon="stars" href="/user-guides/recording-voice-notes" aria-label="Navigate to features overview">
    Explore all capabilities and input modes
  </Card>

  <Card title="❓ FAQ" icon="circle-question" href="/user-guides/faq" aria-label="Navigate to frequently asked questions">
    Quick answers to common questions
  </Card>
</CardGroup>

## 📚 Documentation Sections

<CardGroup aria-label="Documentation sections">
  <Card title="Features" icon="microphone" href="/user-guides/recording-voice-notes" aria-label="Navigate to features documentation">
    **Core Capabilities**

    Voice & transcription, note management, organization, sharing, and advanced features
  </Card>

  <Card title="Platforms" icon="mobile" href="/user-guides/ios" aria-label="Navigate to platform guides">
    **Device Guides**

    iOS, iPadOS, macOS, Apple Watch setup and platform-specific features
  </Card>

  <Card title="Integrations" icon="plug" href="/user-guides/integrations/apple-notes/overview" aria-label="Navigate to integrations guide">
    **Connect Your Tools**

    Apple Notes, Shortcuts, Notion, Obsidian, Zapier, and more
  </Card>
</CardGroup>

## 🔍 Browse by Category

### Features & Capabilities

* **[Voice & Transcription](/user-guides/recording-voice-notes)** - Recording, live transcription, and Writing Style
* **[Note Management](/user-guides/editing-notes)** - Editing, formatting, syncing
* **[Organization](/user-guides/finding-and-organizing-notes)** - Filters, tags, search
* **[Export & Sharing](/user-guides/exporting-notes)** - Copy, export, share, manage files
* **[Advanced Features](/user-guides/using-cleft-offline)** - Offline mode, languages, cue cards

### Platform Guides

* **[iOS](/user-guides/ios)** - iPhone setup and features
* **[iPadOS](/user-guides/ipados)** - iPad and Apple Pencil support
* **[macOS](/user-guides/macos)** - Mac desktop features
* **[Apple Watch](/user-guides/apple-watch)** - Wrist recording
* **[Widgets & Action Button](/user-guides/widgets-and-action-button)** - Quick access
* **[Keyboard Shortcuts](/user-guides/keyboard-shortcuts)** - Power user commands

### Integrations

* **[Integrations](/user-guides/integrations/apple-notes/overview)** - Apple Notes, Shortcuts, Notion, Obsidian, Zapier

## 💡 Not Sure Where to Start?

<Info>
  **Based on your needs:**

  * **Just downloaded Cleft?** → [Getting Started](/user-guides/getting-started)
  * **Want to explore features?** → [Features Overview](/user-guides/recording-voice-notes)
  * **Setting up on a new device?** → [Platform Guides](/user-guides/ios)
  * **Connecting to other apps?** → [Integrations](/user-guides/integrations/apple-notes/overview)
  * **Need help?** → [FAQ](/user-guides/faq) or [Contact Support](/user-guides/contact-support)
</Info>

## 🤝 Get Support

<CardGroup aria-label="Support options">
  <Card title="💬 Contact Support" icon="life-ring" href="/user-guides/contact-support" aria-label="Navigate to contact support">
    Email support, response times, and help from the team
  </Card>

  <Card title="📞 Book Onboarding Call" icon="calendar" href="https://cleftnotes.com/onboarding" aria-label="Navigate to onboarding call booking">
    Free 30-minute 1:1 session with our team
  </Card>
</CardGroup>


# Integration Workflows
Source: https://learn.cleftnotes.com/user-guides/integration-workflows

Comprehensive strategies for connecting Cleft with your entire productivity ecosystem

# Integration Workflows

Design seamless workflows that connect Cleft with your entire productivity stack. From simple exports to complex multi-app automation, create an integrated system that eliminates friction and maximizes value from your voice notes.

## Integration Strategy Framework

### The Hub and Spoke Model

Position Cleft as your central capture hub with spokes connecting to specialized tools:

## Capture Hub (Cleft)

**Primary Role**: Voice capture and initial processing
**Strengths**: Speed, natural input, AI processing
**Best For**: Ideas, meeting notes, planning, reflection

## Processing Spokes

**Secondary Tools**: Task managers, calendars, knowledge bases
**Strengths**: Specialized features, team collaboration
**Best For**: Execution, storage, sharing, analysis

### Integration Levels

<Tabs>
  <Tab title="Level 1: Manual Export">
    **Effort**: Low setup, manual trigger
    **Use For**: Occasional sharing, ad-hoc collaboration
    **Examples**:

    * Copy important notes to email
    * Export meeting summaries to project docs
    * Share insights in team chat
  </Tab>

  <Tab title="Level 2: Triggered Automation">
    **Effort**: Medium setup, automatic trigger
    **Use For**: Regular workflows, consistent processes
    **Examples**:

    * Tag-based export to specific tools
    * Daily planning routine automation
    * Meeting follow-up workflows
  </Tab>

  <Tab title="Level 3: Full Ecosystem Integration">
    **Effort**: High setup, bidirectional sync
    **Use For**: Mission-critical workflows, team processes
    **Examples**:

    * Real-time project updates
    * Customer relationship management
    * Knowledge base maintenance
  </Tab>
</Tabs>

## Core Integration Patterns

### The Productivity Workflow

**Capture → Process → Organize → Execute → Review**

<Accordion title="Morning Planning Integration">
  **Apps**: Cleft → Calendar → Task Manager → Team Chat

  **Workflow**:

  1. **Capture (Cleft)**: Morning brain dump and priority setting
  2. **Process (AI)**: Structure thoughts into actionable items
  3. **Organize (Calendar)**: Time-block priorities for the day
  4. **Execute (Task Manager)**: Create specific tasks with contexts
  5. **Review (Team Chat)**: Share daily goals with accountability partner

  **Automation Points**:

  * Daily 7 AM trigger for planning session
  * Auto-populate calendar from voice priorities
  * Generate team standup update
  * Set evening review reminder
</Accordion>

<Accordion title="Project Management Integration">
  **Apps**: Cleft → Project Management → Document Storage → Communication

  **Workflow**:

  1. **Capture**: Project updates, blockers, and insights via voice
  2. **Process**: Extract status, action items, and decisions
  3. **Organize**: Update project boards and timelines
  4. **Execute**: Assign tasks and notify team members
  5. **Review**: Generate stakeholder reports and metrics

  **Integration Points**:

  * Project status updates → Asana/Monday boards
  * Decision records → Notion/Confluence pages
  * Action items → Team member task lists
  * Blockers → Escalation notifications
</Accordion>

### The Knowledge Management Workflow

**Learn → Capture → Connect → Apply → Share**

<Accordion title="Learning Integration Ecosystem">
  **Apps**: Cleft → Knowledge Base → Learning Platform → Team Wiki

  **Workflow**:

  1. **Learn**: Attend meetings, read articles, take courses
  2. **Capture (Cleft)**: Voice-record insights and connections
  3. **Connect (Knowledge Base)**: Link to existing knowledge and projects
  4. **Apply (Learning Platform)**: Create action items and experiments
  5. **Share (Team Wiki)**: Contribute to organizational knowledge

  **Bidirectional Flow**:

  * Research questions → Cleft → Knowledge base search
  * Meeting insights → Team wiki → Training materials
  * Learning goals → Course platform → Progress tracking
</Accordion>

### The Communication Workflow

**Think → Draft → Review → Send → Follow-up**

<Accordion title="Client Communication Integration">
  **Apps**: Cleft → CRM → Email → Calendar → Analytics

  **Workflow**:

  1. **Think (Cleft)**: Voice-plan communication strategy and key points
  2. **Draft (Email Tool)**: AI-generated professional communication
  3. **Review (CRM)**: Check client context and relationship history
  4. **Send (Email)**: Deliver with tracking and templates
  5. **Follow-up (Calendar)**: Schedule next touchpoints automatically

  **Data Flow**:

  * Client insights → CRM relationship records
  * Communication plans → Email templates
  * Response tracking → Sales pipeline updates
  * Meeting outcomes → Calendar scheduling
</Accordion>

## Industry-Specific Integration Workflows

### Consulting and Professional Services

<Accordion title="Complete Client Engagement Workflow">
  **Discovery Phase**:

  * Cleft → CRM: Client needs and pain points
  * CRM → Proposal Tool: Custom solution design
  * Proposal Tool → Contract Management: Engagement terms

  **Delivery Phase**:

  * Cleft → Project Management: Work progress and insights
  * Project Management → Time Tracking: Billable hours
  * Time Tracking → Invoicing: Client billing

  **Closure Phase**:

  * Cleft → Knowledge Base: Lessons learned and methodologies
  * Knowledge Base → Marketing: Case studies and testimonials
  * Marketing → CRM: Future opportunity tracking
</Accordion>

### Content Creation and Marketing

<Accordion title="Content Production Pipeline">
  **Ideation**:

  * Cleft → Content Calendar: Topic ideas and audience insights
  * Content Calendar → Research Tools: Background information gathering
  * Research Tools → Brief Generator: Structured content requirements

  **Creation**:

  * Cleft → Writing Platform: Voice-to-text content drafts
  * Writing Platform → Design Tools: Visual content creation
  * Design Tools → Review System: Quality control and feedback

  **Distribution**:

  * Review System → Social Media Scheduler: Multi-platform publishing
  * Social Media → Analytics: Performance tracking and insights
  * Analytics → Content Calendar: Future strategy optimization
</Accordion>

### Sales and Business Development

<Accordion title="Sales Process Integration">
  **Lead Generation**:

  * Cleft → CRM: Prospect research and qualification notes
  * CRM → Email Automation: Nurture sequence initiation
  * Email Automation → Lead Scoring: Engagement tracking

  **Opportunity Management**:

  * Cleft → Proposal System: Deal requirements and client needs
  * Proposal System → Quote Generator: Pricing and terms
  * Quote Generator → Contract Management: Legal and compliance review

  **Customer Success**:

  * Cleft → Support System: Implementation and onboarding notes
  * Support System → Success Platform: Health scoring and retention
  * Success Platform → Expansion Tracking: Upsell opportunity identification
</Accordion>

## Advanced Integration Architectures

### The Data Lake Approach

Centralize all captured information in a searchable data lake:

<Steps>
  <Step title="Universal Capture">
    All voice notes flow into central data repository (Notion, Airtable, or custom database)
  </Step>

  <Step title="Smart Categorization">
    AI-powered tagging and categorization based on content analysis
  </Step>

  <Step title="Contextual Distribution">
    Automated routing to appropriate tools based on content type and tags
  </Step>

  <Step title="Cross-Reference Linking">
    Maintain connections between related information across different tools
  </Step>
</Steps>

### The Event-Driven Architecture

Create responsive workflows that trigger based on content analysis:

## Sentiment-Based Routing

Route positive client feedback to testimonials, negative to support escalation

## Priority-Based Processing

High-priority items get immediate notifications, others batch for later

## Context-Aware Actions

Different actions based on meeting type, project phase, or team member

## Time-Sensitive Triggers

Deadline-driven workflows with automatic escalation and reminders

## Integration Best Practices

### Design Principles

<AccordionGroup>
  <Accordion title="Start Simple, Scale Gradually">
    **Phase 1**: Manual export to 1-2 key tools
    **Phase 2**: Basic automation with clear triggers
    **Phase 3**: Complex multi-app workflows
    **Phase 4**: Bidirectional sync and advanced analytics

    **Why This Works**: Allows you to learn what works before investing in complex automation
  </Accordion>

  <Accordion title="Maintain Data Consistency">
    **Single Source of Truth**: Designate one system as authoritative for each data type
    **Sync Strategy**: Regular reconciliation between systems
    **Conflict Resolution**: Clear rules for handling data discrepancies
    **Backup Plans**: Manual processes for when automation fails
  </Accordion>

  <Accordion title="Design for Failure">
    **Error Handling**: Graceful degradation when integrations break
    **Monitoring**: Alerts for failed workflows and data sync issues
    **Manual Fallbacks**: Alternative processes for critical workflows
    **Regular Testing**: Proactive checking of integration health
  </Accordion>
</AccordionGroup>

### Implementation Strategy

<Tabs>
  <Tab title="Week 1: Foundation">
    **Goals**: Establish basic export workflows
    **Actions**:

    * Set up manual export to primary tools
    * Test data quality and formatting
    * Create standard naming conventions
    * Document initial processes
  </Tab>

  <Tab title="Week 2-3: Automation">
    **Goals**: Implement triggered workflows
    **Actions**:

    * Set up tag-based routing
    * Create template processing rules
    * Test automation with sample data
    * Refine triggers and conditions
  </Tab>

  <Tab title="Week 4+: Optimization">
    **Goals**: Refine and expand integration
    **Actions**:

    * Monitor workflow performance
    * Add advanced processing rules
    * Expand to additional tools
    * Train team on new processes
  </Tab>
</Tabs>

## Troubleshooting Integration Issues

### Common Problems and Solutions

<AccordionGroup>
  <Accordion title="Data Quality Issues">
    **Symptoms**: Incorrect categorization, missing information, formatting errors

    **Solutions**:

    * Improve custom instruction specificity
    * Add data validation steps in automation
    * Create feedback loops for continuous improvement
    * Train team on consistent voice note formats
  </Accordion>

  <Accordion title="Integration Reliability">
    **Symptoms**: Workflows fail intermittently, sync delays, duplicate data

    **Solutions**:

    * Add retry logic and error handling
    * Implement monitoring and alerting
    * Create manual backup processes
    * Regular system health checks
  </Accordion>

  <Accordion title="User Adoption Challenges">
    **Symptoms**: Team not using integrated workflows, reverting to old processes

    **Solutions**:

    * Simplify initial workflows
    * Provide clear training and documentation
    * Show immediate value and time savings
    * Gather feedback and iterate quickly
  </Accordion>
</AccordionGroup>

### Performance Optimization

<Steps>
  <Step title="Monitor Key Metrics">
    Track processing time, error rates, user satisfaction, and business impact
  </Step>

  <Step title="Identify Bottlenecks">
    Find slow processing steps, frequent failure points, and user friction areas
  </Step>

  <Step title="Optimize Critical Paths">
    Focus improvement efforts on highest-impact workflows first
  </Step>

  <Step title="Regular Review and Iteration">
    Monthly assessment of workflow performance and user feedback
  </Step>
</Steps>

## Measuring Integration Success

### Key Performance Indicators

## Efficiency Metrics

* Time saved on manual data entry
* Reduction in context switching
* Faster information retrieval
* Improved task completion rates

## Quality Metrics

* Data accuracy improvements
* Reduced duplicate work
* Better decision making speed
* Enhanced collaboration effectiveness

## Adoption Metrics

* Integration usage frequency
* Team participation rates
* Process compliance levels
* Training completion rates

## Business Impact

* Revenue per employee
* Customer satisfaction scores
* Project completion rates
* Innovation cycle time

## Apple Shortcuts Gallery

Combine with Apple ecosystem automation for seamless mobile workflows

## Zapier Templates

Explore specific automation templates for popular app combinations


# Overview
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-notes/overview

Send your Cleft notes to Apple Notes

<Steps>
  <Step title="Create your note">
    Make a note in Cleft using voice or text input
  </Step>

  <Step title="Open the Send menu">
    Tap the paperplane **Send** button on the note toolbar and choose **Share Sheet**.
  </Step>

  <Step title="Pick Apple Notes">
    Select **Notes** in the share sheet, then choose whether to create a new note or add to an existing one.
  </Step>
</Steps>

## Key Features

* Send to Apple Notes from the note toolbar
* Create a new Apple Note or append to an existing one
* Works on iPhone, iPad, and Mac through the system share sheet

## Tips for Effective Use

* Use Cleft for quick voice capture, then transfer to Apple Notes for storage
* Match your Cleft tags with Apple Notes folders for easy organization
* Set up custom instructions to format notes consistently
* Keep your devices updated for best compatibility

## Limitations

<Warning>
  The integration is one-way: you can send notes from Cleft to Apple Notes, but not vice versa. Any edits made in Apple Notes will not sync back to Cleft.
</Warning>

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding" aria-label="Book onboarding call with founders">
  Meet the founders for a free personalized onboarding experience ✨
</Card>


# Markdown to Rich Text Note
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-notes/shortcuts/markdown-to-rich-text-note

Transform Markdown from clipboard into rich text Apple Notes

Transform Markdown into rich text Apple Notes in seconds! This shortcut grabs your clipboard, converts Markdown, and saves it as a note.

## Best Path for Cleft Notes

In Cleft v1.15.0 or later, use **Copy Rich Text** in the app first. Open the note, choose **Send → Copy Rich Text**, then paste into Apple Notes. Cleft copies formatted text plus a readable plain-text fallback, so you do not need this shortcut for most Cleft notes.

Keep this shortcut for Markdown copied from other apps or when using Cleft v1.14.3 or earlier.

## What It Does

Reads Markdown text from your clipboard, intelligently converts it to rich text formatting, and creates a beautifully formatted Apple Note.

## Quick Install

<Card title="Markdown to Rich Text Note" icon="bolt" href="https://www.icloud.com/shortcuts/2d6832188b69437eaa190ebe618fb929" aria-label="Download Markdown to Rich Text Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Reads Markdown text from your clipboard
2. Intelligently converts Markdown syntax to rich text formatting
3. Preserves headings, lists, bold, italic, and other formatting
4. Creates a new note in Apple Notes
5. Maintains the visual hierarchy of your content

## Requirements

* **Apps Required**: Apple Notes, Cleft
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Input**: Markdown text in clipboard

## Use Cases

### Meeting Notes

Paste formatted meeting notes with bullets and emphasis directly into Apple Notes.

**Time saved**: 5 minutes per meeting (manual formatting)

### Project Plans

Convert Markdown project outlines with headings and task lists.

**Time saved**: 10 minutes per plan (reformatting)

### Article Summaries

Save summarized articles with proper formatting and hierarchy.

**Time saved**: 8 minutes per article (manual recreation)

## Tips for Best Results

* Copy valid Markdown to your clipboard first
* Use standard Markdown syntax (# for headings, - for lists, **bold**, *italic*)
* The shortcut handles multi-level lists and nested formatting
* Result appears immediately in Apple Notes

## Perfect For

* 📚 **Students** saving formatted notes
* 📝 **Writers** archiving structured content
* 💼 **Professionals** organizing project plans
* 🔬 **Researchers** creating formatted references
* 📖 **Readers** collecting articles with structure

## Related Apple Notes Shortcuts

<CardGroup aria-label="Related Apple Notes shortcuts">
  <Card title="Share Markdown as Rich Text Note" href="/user-guides/integrations/apple-notes/shortcuts/share-markdown-as-rich-text-note" aria-label="Convert shared Markdown to rich text">
    From shared content
  </Card>

  <Card title="Voice Note to Apple Notes Inbox" href="/user-guides/integrations/apple-notes/shortcuts/voice-note-to-apple-notes-inbox" aria-label="Save voice notes to Apple Notes">
    From voice input
  </Card>
</CardGroup>

## Browse All Shortcuts

<Card title="All Apple Shortcuts" href="/user-guides/integrations/apple-shortcuts/gallery" aria-label="Browse all available Apple Shortcuts">
  View complete shortcuts library
</Card>

## Support

* **Clipboard empty?** Copy Markdown text before running shortcut
* **Formatting not working?** Check that Markdown syntax is valid
* **Note not saving?** Verify Apple Notes permissions are enabled


# Share Markdown as Rich Text Note
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-notes/shortcuts/share-markdown-as-rich-text-note

Convert and save Markdown seamlessly as a rich text Apple Note

Share Markdown seamlessly! Use this shortcut to convert shared content into rich text and save it directly as an Apple Note.

## Best Path for Cleft Notes

In Cleft v1.15.0 or later, use **Copy Rich Text** in the app first. Open the note, choose **Send → Copy Rich Text**, then paste into Apple Notes. Cleft copies formatted text plus a readable plain-text fallback, so you do not need this shortcut for most Cleft notes.

Keep this shortcut for Markdown shared from other apps or when using Cleft v1.14.3 or earlier.

## What It Does

Automatically converts Markdown formatting to rich text and creates a new Apple Note. Perfect for saving formatted text from websites, documents, or any app that supports sharing.

## Quick Install

<Card title="Share Markdown as Rich Text Note" icon="bolt" href="https://www.icloud.com/shortcuts/5f3b96b150cf4a0fbd32df480255c3bf" aria-label="Download Share Markdown as Rich Text Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

When you activate this shortcut:

1. It captures the content you're sharing from any app
2. Processes any Markdown formatting in the content
3. Converts it to rich text while preserving formatting
4. Creates a new Apple Note with the formatted content
5. Saves it to your Apple Notes instantly

## Requirements

* **Apps Required**: Apple Notes, Cleft
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later

## Use Cases

### Academic Notes

Save formatted study materials with proper heading hierarchy and list formatting.

**Time saved**: 5 minutes per note (manual formatting)

### Research Collection

Capture web articles with proper formatting, links, and emphasis.

**Time saved**: 10 minutes per article (reformatting)

### Documentation

Save technical documentation with code blocks and formatting preserved.

**Time saved**: 15 minutes per doc (manual recreation)

## Tips for Best Results

* Copy Markdown content to your clipboard before activating
* Ensure your Apple Notes folder is selected
* The shortcut preserves all Markdown syntax (headings, bold, italic, lists)
* Works with any Markdown-formatted content from any app

## Perfect For

* 📚 **Students** collecting formatted study materials
* 🔬 **Researchers** saving web articles with structure
* 📝 **Writers** capturing formatted reference material
* 💻 **Developers** saving technical documentation
* 📖 **Readers** archiving meaningful articles

## Related Apple Notes Shortcuts

<CardGroup aria-label="Related Apple Notes shortcuts">
  <Card title="Markdown to Rich Text Note" href="/user-guides/integrations/apple-notes/shortcuts/markdown-to-rich-text-note" aria-label="Create rich text notes from clipboard Markdown">
    From clipboard Markdown
  </Card>

  <Card title="Voice Note to Apple Notes Inbox" href="/user-guides/integrations/apple-notes/shortcuts/voice-note-to-apple-notes-inbox" aria-label="Save voice notes to Apple Notes">
    From Cleft voice notes
  </Card>
</CardGroup>

## Browse All Shortcuts

<Card title="All Apple Shortcuts" href="/user-guides/integrations/apple-shortcuts/gallery" aria-label="Browse all available Apple Shortcuts">
  View complete shortcuts library
</Card>

## Support

* **Issue with shortcut?** Check that sharing is enabled in the app
* **Notes not saving?** Verify Apple Notes permissions in Settings
* **Formatting not preserved?** Ensure Markdown is valid before sharing


# Voice Note to Apple Notes Inbox
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-notes/shortcuts/voice-note-to-apple-notes-inbox

Send Cleft voice notes directly to Apple Notes in a dedicated inbox folder

Create Cleft Voice Notes and automatically send them to a dedicated Cleft inbox folder in Apple Notes.

## What It Does

Seamlessly capture voice notes in Cleft and automatically transfer them to a dedicated Cleft inbox folder in Apple Notes, maintaining perfect organization.

## Quick Install

<Card title="Voice Note to Apple Notes Inbox" icon="bolt" href="https://www.icloud.com/shortcuts/c09d756d30d249cb9f19c3176869e545" aria-label="Download Voice Note to Apple Notes Inbox shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Creates a new note in your Cleft inbox folder in Apple Notes
4. Preserves all formatting
5. Keeps your notes organized in one place

## Requirements

* **Apps Required**: Cleft, Apple Notes
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Setup**: Create a "Cleft Inbox" folder in Apple Notes first

## Setup Instructions

1. Open Apple Notes
2. Create a new folder named "Cleft Inbox"
3. Install this shortcut
4. Run shortcut to begin voice capturing

## Use Cases

### Daily Journaling

Voice capture your daily thoughts and automatically file them in Apple Notes.

**Time saved**: 5 minutes per entry (no manual transfer)

### Quick Capture

Instantly voice-record ideas without worrying about organization.

**Time saved**: 10 minutes per day (elimination of manual filing)

### Meeting Notes

Record meeting insights and have them automatically organized.

**Time saved**: 8 minutes per meeting (transcription + filing)

## Tips for Best Results

* Ensure "Cleft Inbox" folder exists in Apple Notes before running
* Speak clearly for accurate transcription
* The shortcut handles formatting automatically
* Notes appear immediately after saving

## Perfect For

* 📝 **Journalists** capturing interviews
* 📚 **Students** recording lectures
* 💼 **Professionals** saving meeting notes
* 🗣️ **Voice-first** users who prefer speaking
* 📖 **Storytellers** capturing narrative ideas

## Related Apple Notes Shortcuts

<CardGroup aria-label="Related Apple Notes shortcuts">
  <Card title="Share Markdown as Rich Text Note" href="/user-guides/integrations/apple-notes/shortcuts/share-markdown-as-rich-text-note" aria-label="Convert Markdown to rich text">
    For text input
  </Card>

  <Card title="Markdown to Rich Text Note" href="/user-guides/integrations/apple-notes/shortcuts/markdown-to-rich-text-note" aria-label="Transform clipboard Markdown">
    From formatted text
  </Card>
</CardGroup>

## Browse All Shortcuts

<Card title="All Apple Shortcuts" href="/user-guides/integrations/apple-shortcuts/gallery" aria-label="Browse all available Apple Shortcuts">
  View complete shortcuts library
</Card>

## Support

* **Folder not found?** Create "Cleft Inbox" in Apple Notes Settings
* **Voice not recording?** Check microphone permissions
* **Note not appearing?** Verify Apple Notes is open and synced


# Overview
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-reminders/overview

Quickly turn voice notes into Apple Reminders

Capture action items in Cleft with voice and send them straight to Apple Reminders. Perfect for GTD practitioners who want hands-free task capture with iOS-native reliability.

<Steps>
  <Step title="Create your note">
    Voice capture your tasks or action items in Cleft
  </Step>

  <Step title="Open the Send menu">
    Tap the paperplane **Send** button on the note toolbar and choose **Share Sheet**.
  </Step>

  <Step title="Pick Reminders">
    Select **Reminders** in the share sheet, then choose your target list and add any due date or details.
  </Step>
</Steps>

## Key Features

* Send to Apple Reminders from the note toolbar
* Works with all Reminders lists
* Set due dates on export
* Add notes and priorities
* Cross-device sync via iCloud
* Native iOS integration
* Offline support

## Tips for Effective Use

* Use Cleft for voice capture, then push to Reminders for task tracking
* Create separate Cleft notes for different reminder lists
* Add due dates during capture for automatic scheduling
* Tag your notes for easy filtering before export
* Keep your lists organized with consistent naming

## Limitations

<Warning>
  The integration is one-way: you can send notes from Cleft to Apple Reminders, but Reminders changes won't sync back to Cleft.
</Warning>

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding" aria-label="Book onboarding call with founders">
  Get personalized setup help from the Cleft team
</Card>

## Perfect For

* 🎯 **GTD practitioners** using Apple Reminders as their task system
* 📱 **Apple ecosystem** users who want seamless iCloud sync
* 🗣️ **Voice-first** task capture workflows
* ✅ **Quick capture** with native iOS reliability
* 📲 **Cross-device** task management (iPhone, iPad, Mac, Apple Watch)


# Apple Shortcuts Gallery
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/gallery

Ready-to-use Apple Shortcuts for automating your Cleft workflow

Supercharge your Cleft workflow with these proven Apple Shortcuts. Copy, customize, and automate your way to higher productivity.

## Quick Setup Guide

<Steps>
  <Step title="Install Cleft">
    Make sure you have the latest version of Cleft from the App Store
  </Step>

  <Step title="Open Shortcuts App">
    Launch Apple Shortcuts on your iOS/iPadOS device or Mac
  </Step>

  <Step title="Enable Cleft Actions">
    Cleft actions will appear automatically in your Shortcuts library
  </Step>

  <Step title="Customize for Your Workflow">
    Copy the shortcuts below and modify them for your specific needs
  </Step>
</Steps>

## Essential Shortcuts

### Quick Capture Shortcuts

<Accordion title="Voice Brain Dump">
  **Use for**: Capturing scattered thoughts quickly

  **Trigger**: "Hey Siri, brain dump"

  **Actions**:

  1. Text input: "What's on your mind?"
  2. Start Cleft recording
  3. Speak your thoughts
  4. Auto-save to "Brain Dump" folder
  5. Optional: Set reminder to review in 1 hour

  **Customization Ideas**:

  * Add time/date stamp to recording title
  * Auto-tag with #braindump
  * Send to specific folder based on time of day
</Accordion>

<Accordion title="Meeting Prep Recorder">
  **Use for**: Quick pre-meeting preparation

  **Trigger**: "Hey Siri, prep meeting"

  **Actions**:

  1. Get upcoming calendar event
  2. Text input: "Meeting objectives and key points"
  3. Start Cleft recording with meeting title
  4. Auto-tag with #meeting-prep
  5. Set reminder 5 minutes before meeting

  **Customization Ideas**:

  * Pull meeting attendees from calendar
  * Auto-create follow-up reminder
  * Export prep notes to calendar event
</Accordion>

<Accordion title="Idea Capture on the Go">
  **Use for**: Capturing ideas while walking, driving, or away from desk

  **Trigger**: Double-tap Apple Watch or "Hey Siri, idea"

  **Actions**:

  1. Start Cleft recording immediately
  2. Auto-title with current location and time
  3. Add #idea tag
  4. Save to "Ideas" folder
  5. Optional: Add to daily review list

  **Customization Ideas**:

  * Include weather/location context
  * Auto-share with specific team members
  * Create calendar reminder to review ideas weekly
</Accordion>

### Workflow Automation Shortcuts

<Accordion title="Daily Planning Assistant">
  **Use for**: Structured daily planning routine

  **Trigger**: Time-based (7:00 AM) or manual

  **Actions**:

  1. Display motivational quote or weather
  2. Start Cleft recording for daily planning
  3. Prompt: "Today's priorities, energy level, and intentions"
  4. Auto-tag with #daily-planning
  5. Export summary to calendar for reference
  6. Set evening review reminder

  **Customization Ideas**:

  * Include previous day's incomplete tasks
  * Add health data (sleep, steps) for energy context
  * Connect to task manager for priority alignment
</Accordion>

<Accordion title="Project Status Recorder">
  **Use for**: Regular project updates and tracking

  **Trigger**: "Hey Siri, project update"

  **Actions**:

  1. Choose from list of active projects
  2. Start Cleft recording with project name
  3. Prompt structured questions: "Progress, blockers, next steps"
  4. Auto-tag with project name
  5. Export to project management tool or email stakeholders

  **Customization Ideas**:

  * Pull current project status from task manager
  * Auto-schedule next update reminder
  * Create different templates for different project types
</Accordion>

<Accordion title="Learning Session Processor">
  **Use for**: Capturing insights from books, courses, or meetings

  **Trigger**: "Hey Siri, capture learning"

  **Actions**:

  1. Text input: "Source (book, course, meeting)"
  2. Start Cleft recording
  3. Prompt: "Key insights, applications, and follow-up questions"
  4. Auto-tag with #learning and source category
  5. Add to reading/learning database
  6. Create follow-up reminders for application

  **Customization Ideas**:

  * Connect to reading list or course tracker
  * Auto-create study/review reminders
  * Export key quotes to note-taking system
</Accordion>

### Advanced Automation Shortcuts

<Accordion title="Smart Meeting Follow-up">
  **Use for**: Comprehensive meeting follow-up workflow

  **Trigger**: When calendar event ends

  **Actions**:

  1. Pull meeting details from calendar
  2. Start Cleft recording: "Action items, decisions, follow-ups"
  3. Process recording with custom instructions
  4. Extract action items and assign due dates
  5. Create calendar events for follow-up tasks
  6. Send summary email to attendees
  7. Add to project tracking system

  **Customization Ideas**:

  * Different templates for different meeting types
  * Integration with CRM for client meetings
  * Automatic project milestone updates
</Accordion>

<Accordion title="Weekly Review Orchestrator">
  **Use for**: Comprehensive weekly planning and review

  **Trigger**: Sunday evening or Friday afternoon

  **Actions**:

  1. Gather data: completed tasks, calendar events, metrics
  2. Start structured Cleft recording with prompts:
     * "Week's accomplishments and lessons learned"
     * "Goal progress and priority adjustments"
     * "Next week's focus areas"
  3. Process with custom instructions
  4. Update goal tracking systems
  5. Create next week's priority list
  6. Schedule time for top priorities
  7. Send accountability update to coach/partner

  **Customization Ideas**:

  * Include health/habit tracking data
  * Connect to financial or business metrics
  * Create different versions for different life areas
</Accordion>

## Specialized Use Case Shortcuts

### For Sales Professionals

<Accordion title="Post-Call Client Summary">
  **Trigger**: After ending a call in specific contacts

  **Actions**:

  1. Pull contact information and call duration
  2. Start Cleft recording: "Client needs, next steps, proposal requirements"
  3. Process with sales-specific custom instructions
  4. Update CRM with call summary and next actions
  5. Schedule follow-up activities
  6. Add to sales pipeline tracking
</Accordion>

### For Content Creators

<Accordion title="Content Idea Processor">
  **Trigger**: "Hey Siri, content idea"

  **Actions**:

  1. Start Cleft recording for content brainstorming
  2. Process with content-specific custom instructions
  3. Extract title, key points, and target audience
  4. Add to content calendar
  5. Create research reminders for supporting materials
  6. Set creation and publication timeline
</Accordion>

### For Students

<Accordion title="Lecture Note Enhancer">
  **Trigger**: When leaving class location

  **Actions**:

  1. Identify which class based on calendar/location
  2. Start Cleft recording: "Key insights and questions from lecture"
  3. Process with academic custom instructions
  4. Create study reminders based on content
  5. Add questions to office hours list
  6. Update study schedule with new material
</Accordion>

### For Consultants

<Accordion title="Client Discovery Session">
  **Trigger**: Before client meetings

  **Actions**:

  1. Pull client information from CRM
  2. Start pre-meeting Cleft recording for discovery questions
  3. After meeting: Record insights and recommendations
  4. Process with consulting-specific custom instructions
  5. Generate client summary and proposal outline
  6. Create project timeline and resource estimates
  7. Schedule proposal follow-up
</Accordion>

## Integration Shortcuts

### Task Management Integration

<Accordion title="Voice-to-Task Processor">
  **Actions**:

  1. Start Cleft recording for task capture
  2. Process with task-specific custom instructions
  3. Extract actionable items with priorities
  4. Create tasks in your preferred task manager
  5. Set appropriate due dates and contexts
  6. Add to daily/weekly planning lists
</Accordion>

### Calendar Integration

<Accordion title="Meeting Scheduler Assistant">
  **Actions**:

  1. Voice record meeting requirements and preferences
  2. Process scheduling constraints and attendee needs
  3. Find available meeting times
  4. Create calendar events with agenda items
  5. Send meeting invites with preparation materials
  6. Set pre-meeting preparation reminders
</Accordion>

### Communication Integration

<Accordion title="Email Draft Generator">
  **Actions**:

  1. Choose recipient and email type
  2. Start Cleft recording with message content
  3. Process with professional email custom instructions
  4. Generate draft with proper formatting and tone
  5. Review and send or save as draft
  6. Create follow-up reminders if needed
</Accordion>

## Shortcut Customization Tips

### Making Shortcuts Your Own

<CardGroup>
  <Card title="Personalize Triggers" icon="hand-pointer">
    Choose voice commands, time triggers, or location triggers that fit your natural workflow
  </Card>

  <Card title="Adjust Processing" icon="cogs">
    Modify custom instructions to match your communication style and organizational needs
  </Card>

  <Card title="Connect Your Tools" icon="link">
    Integrate with your existing task managers, calendars, and communication tools
  </Card>

  <Card title="Start Simple" icon="play">
    Begin with basic shortcuts and add complexity as you get comfortable with the workflow
  </Card>
</CardGroup>

### Troubleshooting Common Issues

<AccordionGroup aria-label="Troubleshooting Apple Shortcuts issues">
  <Accordion title="Shortcut doesn't trigger consistently">
    * Check Siri settings and microphone permissions
    * Simplify trigger phrases (shorter is often better)
    * Test in different environments and noise levels
    * Consider using button triggers instead of voice
  </Accordion>

  <Accordion title="Cleft integration not working">
    * Ensure latest version of both Cleft and Shortcuts
    * Check app permissions in iOS Settings
    * Try creating a simple test shortcut first
    * Restart both apps if integration seems broken
  </Accordion>

  <Accordion title="Custom instructions producing poor results">
    * Test instructions manually in Cleft first
    * Make instructions more specific and detailed
    * Include examples in your instruction template
    * Iterate based on actual output quality
  </Accordion>
</AccordionGroup>

## Advanced Shortcut Ideas

### Context-Aware Automation

Create shortcuts that adapt based on:

* **Time of day** - Different processing for morning vs evening captures
* **Location** - Work vs home vs travel modes
* **Calendar context** - Meeting prep vs deep work vs personal time
* **Energy levels** - High focus vs administrative task modes

### Multi-Step Workflows

Build complex automation chains:

1. **Capture** → **Process** → **Organize** → **Act** → **Review**
2. **Input** → **Enhance** → **Distribute** → **Track** → **Follow-up**
3. **Research** → **Synthesize** → **Decide** → **Plan** → **Execute**

<CardGroup>
  <Card title="Zapier Templates" icon="bolt" href="/user-guides/integrations/task-zaps-overview">
    Extend automation beyond Apple ecosystem with Zapier workflows
  </Card>

  <Card title="Integration Workflows" icon="workflow" href="/user-guides/integration-workflows">
    Connect Cleft with your entire productivity stack
  </Card>
</CardGroup>


# Overview
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/overview

Automate your workflow with Cleft and Apple Shortcuts

<Tip>
  Don't have Shortcuts? Get it for free on the [App Store](https://apps.apple.com/us/app/shortcuts/id915249334).
</Tip>

<Steps>
  <Step title="Open Shortcuts">
    Launch the Shortcuts app on your iOS, iPadOS, or macOS device
  </Step>

  <Step title="Create shortcut">
    Create a new shortcut or edit an existing one
  </Step>

  <Step title="Add Cleft">
    Search for "Cleft" in the actions list
  </Step>

  <Step title="Configure">
    Add and configure Cleft actions in your shortcut
  </Step>
</Steps>

## Available Actions

Cleft adds these actions to Shortcuts and Siri. Search for "Cleft" in the actions list to find them:

* **New Cleft Note.** Start a new recording. Say "New Cleft note" or "Start recording with Cleft" to Siri.
* **Continue Cleft Note.** Add more audio to your latest note. Say "Continue Cleft" or "Add to my Cleft note."
* **Stop Cleft.** Finish and save the recording in progress. Say "Stop Cleft" or "Save my Cleft note."
* **Get Last Cleft Note.** Pull your most recent note into the rest of your shortcut. Say "Get my last Cleft note."
* **Get Last Cleft Transcript.** Pull the raw transcript of your last note. Say "Get my last Cleft transcript."

On Apple Watch, New Cleft Note and Stop Cleft are available; the others run on iPhone, iPad, and Mac.

## Example Use Cases

* Create daily journal entries at specific times
* Send latest notes to project management tools
* Add notes with predefined tags based on calendar events
* Create notes from selected text in other apps

## Tips for Effective Use

1. Combine Cleft actions with other app actions
2. Use automation triggers based on:
   * Time
   * Location
   * Other events
3. Experiment with different combinations

<Info>
  Some advanced Cleft features may not be available through Shortcuts yet.
</Info>

<Tip>
  Explore the Shortcuts app's documentation and community resources for more advanced automation ideas.
</Tip>


# Advanced Search
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/advanced-search

ChatGPT conversation with web search for AI insights with current information

Enhanced ChatGPT integration that includes web search capabilities for more informed AI conversations about your notes.

## What It Does

Combines Cleft voice notes with ChatGPT's web search for context-rich AI responses. Get current information integrated with your ideas.

## Quick Install

<Card title="Advanced Search" icon="bolt" href="https://www.icloud.com/shortcuts/707571f1ea6e46dc9b61912533225d79" aria-label="Download Advanced Search shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Takes your Cleft note content
2. Performs relevant web searches
3. Combines note and search results
4. Starts ChatGPT conversation
5. Provides context-rich responses

## Requirements

* **Apps Required**: Cleft, ChatGPT
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **ChatGPT App**: Must be installed

## Use Cases

### Research Questions

Voice ask research questions, get AI analysis with current web sources.

**Time saved**: 30 minutes per research (search + synthesis)

### Market Analysis

Voice research trends, get AI insights with current data.

**Time saved**: 45 minutes per analysis (research + analysis)

### Fact Checking

Voice assert ideas, get AI verification with web sources.

**Time saved**: 20 minutes per fact-check (research + confirmation)

## Tips for Best Results

* Ask specific research questions for better web results
* Provide context for searches to return relevant sources
* The AI will cite sources for its responses
* Use for complex queries requiring current information

## Perfect For

* 🔬 **Researchers** exploring with current data
* 📊 **Analysts** verifying information
* 📰 **Journalists** fact-checking stories
* 💼 **Business strategists** researching markets
* 🧠 **Knowledge seekers** learning topics

## Related Shortcuts

<CardGroup aria-label="Related research shortcuts">
  <Card title="Basic Conversation" href="/user-guides/integrations/apple-shortcuts/shortcuts/basic-conversation" aria-label="Basic ChatGPT conversation">
    For quick analysis
  </Card>

  <Card title="Cleft Note to Perplexity" href="/user-guides/integrations/apple-shortcuts/shortcuts/cleft-note-to-perplexity" aria-label="Send notes to Perplexity">
    For research-focused AI
  </Card>
</CardGroup>

## Support

* **Web search not working?** Ensure ChatGPT has web search enabled
* **Slow responses?** Large search results may take time
* **Limited sources?** Try more specific query terms


# Basic Conversation
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/basic-conversation

Start a ChatGPT conversation with your Cleft note content

Start a ChatGPT conversation with your Cleft note content. Perfect for getting AI insights on your thoughts and ideas.

## What It Does

Seamlessly send Cleft notes to ChatGPT for analysis. Voice notes instantly become AI-powered conversations.

## Quick Install

<Card title="Basic Conversation" icon="bolt" href="https://www.icloud.com/shortcuts/1ec7017813714973b400c09fc4bba354" aria-label="Download Basic Conversation shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Takes your Cleft note content
2. Opens ChatGPT app
3. Starts a new conversation
4. Automatically inputs your note
5. Ready for AI interaction

## Requirements

* **Apps Required**: Cleft, ChatGPT
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **ChatGPT App**: Must be installed

## Use Cases

### Idea Analysis

Voice brainstorm ideas, get immediate AI analysis.

**Time saved**: 10 minutes per analysis (manual research)

### Problem Solving

Voice describe problems, get AI suggestions instantly.

**Time saved**: 20 minutes per problem (research + synthesis)

### Content Feedback

Voice ideas for content, get immediate AI critique.

**Time saved**: 15 minutes per piece (feedback gathering)

## Tips for Best Results

* Be specific in your voice notes for better AI responses
* Ask clear questions after your input
* The AI understands context and builds on your notes
* Use follow-up messages to refine answers

## Perfect For

* 💡 **Ideators** exploring ideas with AI
* 🎯 **Problem solvers** seeking AI insights
* ✍️ **Writers** getting feedback instantly
* 🧠 **Thinkers** exploring concepts deeply
* 🔬 **Researchers** analyzing information

## Related Shortcuts

<CardGroup aria-label="Related AI conversation shortcuts">
  <Card title="Advanced Search" href="/user-guides/integrations/apple-shortcuts/shortcuts/advanced-search" aria-label="ChatGPT with web search">
    For research with current information
  </Card>

  <Card title="Cleft Note to Perplexity" href="/user-guides/integrations/apple-shortcuts/shortcuts/cleft-note-to-perplexity" aria-label="Send notes to Perplexity">
    For research-focused AI
  </Card>
</CardGroup>

## Support

* **ChatGPT app not opening?** Ensure app is installed
* **Content not sending?** Check clipboard permissions
* **No response?** Verify ChatGPT account is active


# Cleft Note to Perplexity
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/cleft-note-to-perplexity

Send Cleft notes to Perplexity for AI research and analysis

Send your Cleft note content directly to Perplexity for AI-powered research and analysis. Perfect for expanding your notes with AI insights.

## What It Does

Seamlessly connect Cleft with Perplexity. Voice notes instantly become research sessions with AI-powered insights.

## Quick Install

<Card title="Cleft Note to Perplexity" icon="bolt" href="https://www.icloud.com/shortcuts/b901b9f9fe334cefbaacdaf1b3033d6f" aria-label="Download Cleft Note to Perplexity shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Takes your Cleft note content
2. Opens Perplexity
3. Automatically inputs your note content
4. Starts a new AI research session
5. Ready for in-depth analysis and exploration

## Requirements

* **Apps Required**: Cleft, Perplexity
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Perplexity App**: Must be installed

## Use Cases

### Deep Research

Voice research questions, get Perplexity's comprehensive analysis.

**Time saved**: 30 minutes per research (search + synthesis)

### Topic Exploration

Voice ideas about topics, get structured exploration.

**Time saved**: 25 minutes per topic (research + organization)

### Knowledge Building

Voice questions about subject areas, build understanding.

**Time saved**: 20 minutes per learning session (research + explanation)

## Tips for Best Results

* Perplexity excels at synthesizing multiple sources
* Ask comprehensive questions for better results
* Use for topics requiring deep exploration
* Perfect for academic and professional research

## Perfect For

* 🔬 **Researchers** exploring topics deeply
* 🎓 **Students** learning subject matter
* 📊 **Analysts** synthesizing information
* 💼 **Professionals** researching markets
* 🧠 **Lifelong learners** exploring interests

## Related Shortcuts

<CardGroup aria-label="Related research shortcuts">
  <Card title="Advanced Search" href="/user-guides/integrations/apple-shortcuts/shortcuts/advanced-search" aria-label="ChatGPT with web search">
    For ChatGPT research
  </Card>

  <Card title="Basic Conversation" href="/user-guides/integrations/apple-shortcuts/shortcuts/basic-conversation" aria-label="Start ChatGPT conversations">
    For AI analysis
  </Card>
</CardGroup>

## Support

* **Perplexity app not opening?** Ensure app is installed
* **Content not sending?** Check clipboard permissions
* **No response?** Verify Perplexity account is active


# Cleft Voice Note to Daily Reflect Note
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/cleft-voice-note-to-daily-reflect-note

Append voice notes directly to your daily note in Reflect

Append your Cleft Voice Notes directly to your daily note in Reflect, perfect for maintaining a connected knowledge base and daily journaling practice.

## What It Does

Seamlessly connect Cleft and Reflect. Voice capture in Cleft, automatically append to your daily Reflect note with timestamp.

## Quick Install

<Card title="Cleft Voice Note to Daily Reflect Note" icon="bolt" href="https://www.icloud.com/shortcuts/fece26c5775140ab85fbcbcd35d70937" aria-label="Download Cleft Voice Note to Daily Reflect Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Finds your daily note in Reflect
4. Appends the new content with a timestamp
5. Maintains your networked note-taking system

## Requirements

* **Apps Required**: Cleft, [Reflect](https://reflect.app/)
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Reflect Version**: Latest

## Setup Instructions

1. Install shortcut
2. Ensure you have a daily note structure in Reflect
3. Run shortcut to start voice capturing
4. Notes automatically append to today's daily note

## Use Cases

### Daily Journaling

Build a chronological record of daily thoughts and reflections.

**Time saved**: 10 minutes per day (no manual transcription)

### Knowledge Base Building

Append insights to your networked note system throughout the day.

**Time saved**: 20 minutes per day (no copy-paste)

### Capture and Connect

Voice ideas while they happen, automatically connected to your knowledge graph.

**Time saved**: 15 minutes per day (connection building)

## Tips for Best Results

* Voice capture multiple times per day as ideas occur
* Reflect's backlinks automatically connect related ideas
* Timestamps help track idea flow throughout day
* Your knowledge base grows naturally

## Perfect For

* 🧠 **Knowledge workers** building networked notes
* 📖 **Journalers** maintaining daily records
* 🎯 **Thinkers** exploring connected ideas
* 🗣️ **Voice-first** knowledge builders
* 📚 **Researchers** creating networked references

## Related Shortcuts

<CardGroup aria-label="Related knowledge management shortcuts">
  <Card title="Cleft Voice Note to Drafts Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/cleft-voice-note-to-drafts-inbox" aria-label="Send voice notes to Drafts">
    For batch processing
  </Card>

  <Card title="Voice Note to Craft Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-craft-inbox" aria-label="Send voice notes to Craft">
    For document organization
  </Card>
</CardGroup>

## Support

* **Daily note not found?** Ensure Reflect sync is up to date
* **Timestamp not showing?** Check Reflect date settings
* **Connection failed?** Verify Reflect app permissions


# Cleft Voice Note to Drafts Inbox
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/cleft-voice-note-to-drafts-inbox

Send Cleft voice notes directly to your Drafts inbox for processing

Send your Cleft Voice Notes directly to your Drafts inbox for further processing and organization.

## What It Does

Streamlines capture to Drafts workflow. Voice capture in Cleft, automatically send to Drafts for processing, organizing, or sharing.

## Quick Install

<Card title="Cleft Voice Note to Drafts Inbox" icon="bolt" href="https://www.icloud.com/shortcuts/5ac8e4fa2b94436e9d54bc89fbcf3f62" aria-label="Download Cleft Voice Note to Drafts Inbox shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Automatically sends it to your Drafts inbox
4. Maintains formatting and structure
5. Ready for further organization in Drafts

## Requirements

* **Apps Required**: Cleft, [Drafts](https://getdrafts.com/)
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Drafts Version**: Latest

## Use Cases

### Quick Capture with Batch Processing

Rapid voice capture throughout the day, then process all drafts at once.

**Time saved**: 15 minutes per day (batch organization)

### Content Writing

Voice-capture blog ideas, then refine and edit in Drafts.

**Time saved**: 20 minutes per post (capture + refinement)

### Email Drafting

Voice-record email ideas, fine-tune in Drafts before sending.

**Time saved**: 10 minutes per email (composition + editing)

## Tips for Best Results

* Speak in complete thoughts for better processing
* Use Drafts powerful editing and markdown support
* Tags automatically sync between Cleft and Drafts
* Access your drafts from any device via sync

## Perfect For

* ✍️ **Writers** capturing and refining ideas
* 📧 **Email creators** composing thoughtfully
* 📝 **Content creators** with editing workflows
* 🗣️ **Voice-first** users who edit later
* 🔄 **Batch processors** who organize later

## Related Shortcuts

<CardGroup aria-label="Related capture and processing shortcuts">
  <Card title="Cleft Voice Note to Daily Reflect Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/cleft-voice-note-to-daily-reflect-note" aria-label="Send voice notes to Reflect">
    For knowledge base integration
  </Card>

  <Card title="Voice Note to Craft Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-craft-inbox" aria-label="Send voice notes to Craft">
    For knowledge management
  </Card>
</CardGroup>

## Support

* **Drafts not opening?** Ensure Drafts is installed and up to date
* **Content not appearing?** Check Drafts sync is enabled
* **Connection issues?** Verify Drafts has Cleft permissions


# Custom Instructions Voice Note
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/custom-instructions-voice-note

Create Cleft voice notes with pre-configured custom instructions

Create a new Cleft Voice Note with pre-configured custom instructions. Perfect for specialized note-taking scenarios with specific AI processing requirements.

## What It Does

Combines Cleft launch with custom instruction setup. Voice notes with specific AI processing configured automatically.

## Quick Install

<Card title="Custom Instructions Voice Note" icon="bolt" href="https://www.icloud.com/shortcuts/f72a456e4fe247028a1c4d7bed84bd20" aria-label="Download Custom Instructions Voice Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Launches Cleft with a new Cleft Voice Note
2. Automatically applies your pre-configured custom instructions
3. Sets up the AI processing parameters
4. Prepares for voice input with specialized settings
5. Ready for focused note-taking with custom processing

## Requirements

* **Apps Required**: Cleft
* **Platform**: macOS
* **Cleft Version**: v1.10.0 or later
* **Setup**: Custom instructions configured in Cleft

## Setup Instructions

1. Open Cleft and configure your custom instructions
2. Save your instruction set
3. Install this shortcut
4. Customize shortcut to reference your instruction set

## Use Cases

### Meeting Minutes

Voice capture with instruction set for auto-formatting meeting notes.

**Time saved**: 10 minutes per meeting (formatting + transcription)

### Email Summaries

Voice notes with instruction to summarize and generate email responses.

**Time saved**: 15 minutes per email (composition + formatting)

### Code Documentation

Voice describe code, auto-generate documentation formatted.

**Time saved**: 20 minutes per function (documentation creation)

## Tips for Best Results

* Create specific instruction sets for different use cases
* Test instructions before using in workflow
* Keep instruction sets focused and clear
* Adjust instructions based on results

## Perfect For

* 💼 **Professionals** with specialized workflows
* 📝 **Documentarians** with formatting needs
* 🎓 **Academics** with citation needs
* 🔬 **Researchers** with data formatting needs
* 🎯 **Specialists** with domain-specific processes

## Custom Instruction Examples

### Meeting Minutes Template

```
Format as structured meeting minutes with:
- Attendees
- Agenda items
- Decisions made
- Action items with owners
- Next meeting date
```

### Email Summary Template

```
Create professional email response summary:
- Thank them for email
- 3-4 sentence summary of key points
- Clear action items
- Professional closing
```

### Code Documentation Template

```
Generate technical documentation:
- Clear description of functionality
- Parameters and return values
- Example usage
- Known limitations
```

## Related Shortcuts

<CardGroup aria-label="Related specialized shortcuts">
  <Card title="Launch and Create Cleft Voice Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/launch-and-create-cleft-voice-note" aria-label="Quick note launch">
    For basic voice notes
  </Card>

  <Card title="Voice Note to Apple Notes Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-apple-notes-inbox" aria-label="Save to Apple Notes">
    For Apple Notes integration
  </Card>
</CardGroup>

## Support

* **Instructions not applying?** Check custom instruction configuration
* **No voice recording?** Verify microphone permissions
* **Wrong formatting?** Review and adjust instruction set


# Email Integration
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/email-integration

Convert Cleft voice notes into draft emails in Gmail

Send your Cleft note content directly to Gmail as a draft or new email. Perfect for quickly turning voice notes into emails.

## What It Does

Streamlines email composition workflow. Voice capture in Cleft, automatically opens Gmail with draft pre-populated.

## Quick Install

<Card title="Email Integration" icon="bolt" href="https://www.icloud.com/shortcuts/87adca2030de4419b0e20b50d2015117" aria-label="Download Email Integration shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Copies your Cleft note content
2. Opens Gmail with a new draft
3. Pastes the content into the email body
4. Preserves formatting and structure
5. Ready for you to add recipients and send

## Requirements

* **Apps Required**: Cleft, Gmail
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later

## Use Cases

### Professional Emails

Voice compose professional emails without typing.

**Time saved**: 5 minutes per email (composition)

### Status Updates

Quick voice status updates to stakeholders.

**Time saved**: 8 minutes per update (composition + formatting)

### Meeting Follow-ups

Voice record meeting outcomes, send as email summary.

**Time saved**: 15 minutes per meeting (transcription + composition)

## Tips for Best Results

* Speak in professional tone for business emails
* Compose complete thoughts for coherent emails
* Edit and refine in Gmail before sending
* Works best with structured note-taking

## Perfect For

* 📧 **Professionals** composing emails quickly
* 💼 **Business communicators** saving time
* 🗣️ **Voice-first** communicators
* 📝 **Email responders** with high volume
* ⏰ **Busy professionals** optimizing time

## Related Shortcuts

<CardGroup aria-label="Related communication shortcuts">
  <Card title="Basic Conversation" href="/user-guides/integrations/apple-shortcuts/shortcuts/basic-conversation" aria-label="Start ChatGPT conversations">
    For AI-powered responses
  </Card>

  <Card title="Cleft Note to Perplexity" href="/user-guides/integrations/apple-shortcuts/shortcuts/cleft-note-to-perplexity" aria-label="Send notes to Perplexity">
    For research-backed responses
  </Card>
</CardGroup>

## Support

* **Gmail not opening?** Ensure Gmail app is installed
* **Content not pasting?** Check clipboard permissions
* **Formatting lost?** Verify plain text compatibility


# Launch and Create Cleft Voice Note
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/launch-and-create-cleft-voice-note

macOS shortcut to launch Cleft and create a new voice note with one action

Boost your productivity! This shortcut launches Cleft, centers the app, and triggers a new Cleft Voice Note with a simple AppleScript command.

## What It Does

One-click Cleft activation. Seamlessly launch Cleft and create a new voice note without manual navigation.

## Quick Install

<Card title="Launch and Create Cleft Voice Note" icon="bolt" href="https://www.icloud.com/shortcuts/f99f6498bd114625b15e4c44f016cafd" aria-label="Download Launch and Create Cleft Voice Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Launches Cleft if it's not already running
2. Centers the app window for optimal visibility
3. Automatically starts a new Cleft Voice Note session
4. Prepares the app for immediate voice input
5. Handles all the setup with a single tap

## Requirements

* **Apps Required**: Cleft
* **Platform**: macOS only
* **Cleft Version**: v1.10.0 or later
* **Mac OS Version**: 11.0 or later

## Use Cases

### Quick Capture from Menu Bar

One-click note creation from macOS menu bar.

**Time saved**: 3 seconds per note (vs manual app opening)

### Keyboard Shortcut Activation

Assign to keyboard shortcut for instant activation.

**Time saved**: 5 minutes per day (reduced friction)

### Workflow Integration

Trigger from other macOS automations and workflows.

**Time saved**: 10 minutes per workflow (elimination of manual steps)

## Tips for Best Results

* Assign a keyboard shortcut for lightning-fast activation
* Works perfectly from Mac menu bar
* Runs in background without stealing focus
* Ideal for quick captures while working in other apps

## Perfect For

* 💻 **macOS users** wanting quick activation
* ⚡ **Power users** with keyboard shortcuts
* 🚀 **Productivity focused** professionals
* 🎯 **Deep work** practitioners
* 📝 **Quick capture** enthusiasts

## Setup Recommendations

### Keyboard Shortcut

1. Open System Preferences → Keyboard → Shortcuts
2. Add this shortcut to a custom keyboard combination
3. Use Cmd+Shift+V or similar for fastest activation

### Menu Bar Integration

1. Add this shortcut to your Shortcuts menu bar
2. Click to activate anytime

## Related Shortcuts

<CardGroup aria-label="Related macOS shortcuts">
  <Card title="Custom Instructions Voice Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/custom-instructions-voice-note" aria-label="Create voice notes with instructions">
    For specialized note-taking
  </Card>

  <Card title="Voice Note to Apple Notes Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-apple-notes-inbox" aria-label="Save voice notes to Apple Notes">
    For capturing to Apple Notes
  </Card>
</CardGroup>

## Support

* **Cleft not launching?** Check that Cleft is installed
* **Window not centering?** Update Cleft to latest version
* **No voice recording?** Check microphone permissions


# Markdown to Rich Text Note
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/markdown-to-rich-text-note

Transform Markdown from clipboard into rich text Apple Notes

Transform Markdown into rich text Apple Notes in seconds! This shortcut grabs your clipboard, converts Markdown, and saves it as a note.

## Best Path for Cleft Notes

In Cleft v1.15.0 or later, use **Copy Rich Text** in the app first. Open the note, choose **Send → Copy Rich Text**, then paste into Apple Notes. Cleft copies formatted text plus a readable plain-text fallback, so you do not need this shortcut for most Cleft notes.

Keep this shortcut for Markdown copied from other apps or when using Cleft v1.14.3 or earlier.

## What It Does

Reads Markdown text from your clipboard, intelligently converts it to rich text formatting, and creates a beautifully formatted Apple Note.

## Quick Install

<Card title="Markdown to Rich Text Note" icon="bolt" href="https://www.icloud.com/shortcuts/2d6832188b69437eaa190ebe618fb929" aria-label="Download Markdown to Rich Text Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Reads Markdown text from your clipboard
2. Intelligently converts Markdown syntax to rich text formatting
3. Preserves headings, lists, bold, italic, and other formatting
4. Creates a new note in Apple Notes
5. Maintains the visual hierarchy of your content

## Requirements

* **Apps Required**: Apple Notes, Cleft
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Input**: Markdown text in clipboard

## Use Cases

### Meeting Notes

Paste formatted meeting notes with bullets and emphasis directly into Apple Notes.

**Time saved**: 5 minutes per meeting (manual formatting)

### Project Plans

Convert Markdown project outlines with headings and task lists.

**Time saved**: 10 minutes per plan (reformatting)

### Article Summaries

Save summarized articles with proper formatting and hierarchy.

**Time saved**: 8 minutes per article (manual recreation)

## Tips for Best Results

* Copy valid Markdown to your clipboard first
* Use standard Markdown syntax (# for headings, - for lists, **bold**, *italic*)
* The shortcut handles multi-level lists and nested formatting
* Result appears immediately in Apple Notes

## Perfect For

* 📚 **Students** saving formatted notes
* 📝 **Writers** archiving structured content
* 💼 **Professionals** organizing project plans
* 🔬 **Researchers** creating formatted references
* 📖 **Readers** collecting articles with structure

## Related Shortcuts

<CardGroup aria-label="Related Apple shortcuts for notes">
  <Card title="Share Markdown as Rich Text Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/share-markdown-as-rich-text-note" aria-label="Convert shared Markdown to rich text">
    From shared content
  </Card>

  <Card title="Voice Note to Apple Notes Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-apple-notes-inbox" aria-label="Save voice notes to Apple Notes">
    From voice input
  </Card>
</CardGroup>

## Support

* **Clipboard empty?** Copy Markdown text before running shortcut
* **Formatting not working?** Check that Markdown syntax is valid
* **Note not saving?** Verify Apple Notes permissions are enabled


# Morning Selfie Workflow
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/morning-selfie-workflow

iOS shortcut for your morning routine - Endel soundscape, camera, and organization

Play Endel, adjust playbook settings, set volume, snap a photo, and save it as 'Morning selfie', all in one smooth iOS-only shortcut.

## What It Does

Comprehensive morning routine automation. One tap activates soundscape, opens camera, captures photo, and organizes it automatically.

## Quick Install

<Card title="Morning Selfie Workflow" icon="bolt" href="https://www.icloud.com/shortcuts/59b901910d0c4ac9abd5a698d3ab72d6" aria-label="Download Morning Selfie Workflow shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Starts your preferred Endel soundscape for focus
2. Automatically adjusts audio settings for optimal morning listening
3. Opens the camera in selfie mode
4. Captures your photo with preset morning lighting settings
5. Saves it with the 'Morning selfie' tag for easy organization
6. Integrates with your morning productivity flow

## Requirements

* **Apps Required**: Cleft, Camera, Photos, Endel
* **Platform**: iOS only
* **Cleft Version**: v1.10.0 or later
* **Endel**: Must be installed and configured

## Use Cases

### Daily Progress Tracking

Snap a selfie each morning to track progress over time.

**Time saved**: 2 minutes per day (consolidation of multiple actions)

### Consistency Building

Automated routine building for morning accountability.

**Time saved**: 5 minutes per morning (elimination of friction)

### Mood Documentation

Visual record of daily mood and energy levels.

**Time saved**: 3 minutes per morning (photo + organization)

## Tips for Best Results

* Run at consistent time each morning for best results
* Endel settings automatically optimize for focus time
* Photos automatically tagged for easy recall
* Build consistency with daily repetition

## Morning Routine Optimization

### Before Running Shortcut

* Ensure Endel is configured with your favorite soundscape
* Have phone positioned for selfie
* Set volume to comfortable listening level

### During Execution

* Allow camera to open naturally
* Strike comfortable pose for daily photo
* Let shortcut handle all organization

### After Completion

* Your soundscape is playing for focus time
* Your photo is saved and organized
* Continue with rest of morning routine

## Perfect For

* 📱 **iOS users** with morning routines
* 🎵 **Music lovers** using Endel for focus
* 📸 **Visual trackers** documenting progress
* 🎯 **Consistency builders** automating habits
* ⏰ **Time optimizers** reducing friction

## Customization Ideas

### Change Soundscape

Modify the Endel track selection for different moods:

* Focus mode morning
* Meditation morning
* Energy boost morning
* Calm morning

### Adjust Timing

Set different times for:

* Workout check-in
* Midday mindfulness
* Evening reflection

### Photo Variants

Create variations for different purposes:

* Morning energy level
* Post-workout selfie
* Outfit of the day
* Current mood

## Related Shortcuts

<CardGroup aria-label="Related iOS workflow shortcuts">
  <Card title="Launch and Create Cleft Voice Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/launch-and-create-cleft-voice-note" aria-label="Quick note creation">
    For voice journaling
  </Card>

  <Card title="Voice Note to Apple Notes Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-apple-notes-inbox" aria-label="Save voice notes">
    For routine documentation
  </Card>
</CardGroup>

## Support

* **Endel not playing?** Ensure Endel is installed and playing
* **Camera not opening?** Check camera permissions
* **Photo not saving?** Verify photo library access
* **Volume issues?** Adjust volume in Endel settings


# Share Markdown as Rich Text Note
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/share-markdown-as-rich-text-note

Convert and save Markdown seamlessly as a rich text Apple Note

Share Markdown seamlessly! Use this shortcut to convert shared content into rich text and save it directly as an Apple Note.

## Best Path for Cleft Notes

In Cleft v1.15.0 or later, use **Copy Rich Text** in the app first. Open the note, choose **Send → Copy Rich Text**, then paste into Apple Notes. Cleft copies formatted text plus a readable plain-text fallback, so you do not need this shortcut for most Cleft notes.

Keep this shortcut for Markdown shared from other apps or when using Cleft v1.14.3 or earlier.

## What It Does

Automatically converts Markdown formatting to rich text and creates a new Apple Note. Perfect for saving formatted text from websites, documents, or any app that supports sharing.

## Quick Install

<Card title="Share Markdown as Rich Text Note" icon="bolt" href="https://www.icloud.com/shortcuts/5f3b96b150cf4a0fbd32df480255c3bf" aria-label="Download Share Markdown as Rich Text Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

When you activate this shortcut:

1. It captures the content you're sharing from any app
2. Processes any Markdown formatting in the content
3. Converts it to rich text while preserving formatting
4. Creates a new Apple Note with the formatted content
5. Saves it to your Apple Notes instantly

## Requirements

* **Apps Required**: Apple Notes, Cleft
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later

## Use Cases

### Academic Notes

Save formatted study materials with proper heading hierarchy and list formatting.

**Time saved**: 5 minutes per note (manual formatting)

### Research Collection

Capture web articles with proper formatting, links, and emphasis.

**Time saved**: 10 minutes per article (reformatting)

### Documentation

Save technical documentation with code blocks and formatting preserved.

**Time saved**: 15 minutes per doc (manual recreation)

## Tips for Best Results

* Copy Markdown content to your clipboard before activating
* Ensure your Apple Notes folder is selected
* The shortcut preserves all Markdown syntax (headings, bold, italic, lists)
* Works with any Markdown-formatted content from any app

## Perfect For

* 📚 **Students** collecting formatted study materials
* 🔬 **Researchers** saving web articles with structure
* 📝 **Writers** capturing formatted reference material
* 💻 **Developers** saving technical documentation
* 📖 **Readers** archiving meaningful articles

## Related Shortcuts

<CardGroup aria-label="Related Apple shortcuts for notes">
  <Card title="Markdown to Rich Text Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/markdown-to-rich-text-note" aria-label="Create rich text notes from clipboard Markdown">
    From clipboard Markdown
  </Card>

  <Card title="Voice Note to Apple Notes Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-apple-notes-inbox" aria-label="Save voice notes to Apple Notes">
    From Cleft voice notes
  </Card>
</CardGroup>

## Support

* **Issue with shortcut?** Check that sharing is enabled in the app
* **Notes not saving?** Verify Apple Notes permissions in Settings
* **Formatting not preserved?** Ensure Markdown is valid before sharing


# Voice Note to Apple Notes Inbox
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-apple-notes-inbox

Send Cleft voice notes directly to Apple Notes in a dedicated inbox folder

Create Cleft Voice Notes and automatically send them to a dedicated Cleft inbox folder in Apple Notes.

## What It Does

Seamlessly capture voice notes in Cleft and automatically transfer them to a dedicated Cleft inbox folder in Apple Notes, maintaining perfect organization.

## Quick Install

<Card title="Voice Note to Apple Notes Inbox" icon="bolt" href="https://www.icloud.com/shortcuts/c09d756d30d249cb9f19c3176869e545" aria-label="Download Voice Note to Apple Notes Inbox shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Creates a new note in your Cleft inbox folder in Apple Notes
4. Preserves all formatting
5. Keeps your notes organized in one place

## Requirements

* **Apps Required**: Cleft, Apple Notes
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Setup**: Create a "Cleft Inbox" folder in Apple Notes first

## Setup Instructions

1. Open Apple Notes
2. Create a new folder named "Cleft Inbox"
3. Install this shortcut
4. Run shortcut to begin voice capturing

## Use Cases

### Daily Journaling

Voice capture your daily thoughts and automatically file them in Apple Notes.

**Time saved**: 5 minutes per entry (no manual transfer)

### Quick Capture

Instantly voice-record ideas without worrying about organization.

**Time saved**: 10 minutes per day (elimination of manual filing)

### Meeting Notes

Record meeting insights and have them automatically organized.

**Time saved**: 8 minutes per meeting (transcription + filing)

## Tips for Best Results

* Ensure "Cleft Inbox" folder exists in Apple Notes before running
* Speak clearly for accurate transcription
* The shortcut handles formatting automatically
* Notes appear immediately after saving

## Perfect For

* 📝 **Journalists** capturing interviews
* 📚 **Students** recording lectures
* 💼 **Professionals** saving meeting notes
* 🗣️ **Voice-first** users who prefer speaking
* 📖 **Storytellers** capturing narrative ideas

## Related Shortcuts

<CardGroup aria-label="Related Apple Notes shortcuts">
  <Card title="Share Markdown as Rich Text Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/share-markdown-as-rich-text-note" aria-label="Convert Markdown to rich text">
    For text input
  </Card>

  <Card title="Markdown to Rich Text Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/markdown-to-rich-text-note" aria-label="Transform clipboard Markdown">
    From formatted text
  </Card>
</CardGroup>

## Support

* **Folder not found?** Create "Cleft Inbox" in Apple Notes Settings
* **Voice not recording?** Check microphone permissions
* **Note not appearing?** Verify Apple Notes is open and synced


# Voice Note to Craft Inbox
Source: https://learn.cleftnotes.com/user-guides/integrations/apple-shortcuts/shortcuts/voice-note-to-craft-inbox

Send Cleft voice notes to a dedicated inbox in Craft

Send your Cleft Voice Notes directly to a dedicated Cleft inbox in Craft for seamless integration with your knowledge management system.

## What It Does

Streamlines voice capture to knowledge base workflow. Voice notes in Cleft automatically appear in your Craft inbox ready for organization and connection.

## Quick Install

<Card title="Voice Note to Craft Inbox" icon="bolt" href="https://www.icloud.com/shortcuts/274aa4bc80284894b96f85f1a9fcfd37" aria-label="Download Voice Note to Craft Inbox shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Creates a new document in your Craft Cleft inbox
4. Preserves formatting and structure
5. Ready for further organization in Craft

## Requirements

* **Apps Required**: Cleft, [Craft](https://www.craft.do/)
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Craft Version**: Latest

## Setup Instructions

1. Open Craft and create a "Cleft Inbox" space
2. Install this shortcut
3. Run shortcut to begin capturing
4. Notes automatically appear in your inbox

## Use Cases

### Idea Collection

Voice capture ideas throughout the day, organize in Craft later.

**Time saved**: 15 minutes per day (batch organization)

### Project Documentation

Voice record project notes, integrate into Craft workspace.

**Time saved**: 20 minutes per project (transcription + formatting)

### Team Knowledge Base

Build knowledge base from voice contributions.

**Time saved**: 30 minutes per day (elimination of manual entry)

## Tips for Best Results

* Create a "Cleft Inbox" space in Craft before first run
* Speak in complete thoughts for better transcription
* Use Craft's powerful editing and organization tools
* Set up scheduled review to process your inbox

## Perfect For

* 🧠 **Knowledge workers** building team documentation
* 📚 **Teams** creating knowledge bases
* 📝 **Documentarians** capturing and organizing
* 🗣️ **Voice-first** knowledge builders
* 🔄 **Workflow orchestrators** integrating tools

## Related Shortcuts

<CardGroup aria-label="Related knowledge management shortcuts">
  <Card title="Cleft Voice Note to Daily Reflect Note" href="/user-guides/integrations/apple-shortcuts/shortcuts/cleft-voice-note-to-daily-reflect-note" aria-label="Send voice notes to Reflect">
    For personal knowledge graphs
  </Card>

  <Card title="Cleft Voice Note to Drafts Inbox" href="/user-guides/integrations/apple-shortcuts/shortcuts/cleft-voice-note-to-drafts-inbox" aria-label="Send voice notes to Drafts">
    For editing workflows
  </Card>
</CardGroup>

## Support

* **Inbox not found?** Create "Cleft Inbox" in Craft workspace
* **Note not appearing?** Check Craft sync status
* **Connection failed?** Verify Craft app permissions


# Create Asana tasks from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes

Automatically turn voice-captured action items into Asana tasks with project assignment

Transform voice-captured ideas into organized Asana tasks with automatic project assignment and team collaboration features. Perfect for teams managing complex workflows with dependencies and timelines.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Create Asana tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679787" aria-label="Install Zapier template to create Asana tasks from Cleft notes">
  One-click setup for your Asana workspace. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in Asana from Cleft voice notes. Voice capture your action items with checkboxes and they instantly appear in your Asana projects, ready to assign, schedule, and track with your team.

## How It Works

<Steps>
  <Step title="Voice Capture">
    Create a new note in Cleft with your ideas or action items
  </Step>

  <Step title="Format with Checkboxes">
    Add checkboxes for items you want to track:

    ```markdown theme={null}
    - [ ] Design new landing page
    - [ ] Review Q4 budget proposal
    - [ ] Schedule client presentation
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the items before they sync to Asana as tasks.
  </Step>

  <Step title="Trigger">
    When you save the note, automation starts immediately
  </Step>

  <Step title="Extract">
    Python code pulls all unchecked checkboxes
  </Step>

  <Step title="Create Tasks">
    Each checkbox becomes an Asana task
  </Step>

  <Step title="Team Visibility">
    Tasks appear in your project, ready for assignment and scheduling
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Asana** workspace and project access
* ✅ **Zapier** account (free tier works)
* ✅ Permission to create tasks in your Asana project

## Installation Steps

1. Click Install Template above
2. Connect your Cleft account
3. Connect your Asana workspace
4. Select your target project
5. Customize field mappings if needed
6. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Asana as tasks.

Start voice-capturing your team's action items!

## Use Cases

### 1. Sprint Planning → Backlog

Voice your sprint planning session in Cleft with checkboxes. Tasks flow into Asana's project backlog automatically.

**Time saved**: 40 minutes per planning session

### 2. Client Meetings → Project Tasks

Capture client feedback and requests in Cleft during calls. Asana tasks appear for your team to execute.

**Time saved**: 30 minutes per meeting (no manual data entry)

### 3. Team Standup → Daily Tasks

Voice-log standup updates with action items as checkboxes. Your Asana board updates automatically with team commitments.

**Time saved**: 15 minutes per standup

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Asana, with no review step.
</Accordion>

<Accordion title="Assign to Team Members">
  Auto-assign tasks to specific team members:

  1. Edit the Zap in Zapier
  2. Add assignee field in "Create Task" step
  3. Map to team members or use filters to route based on content
</Accordion>

<Accordion title="Set Due Dates and Dependencies">
  Enhance tasks with timeline information:

  1. Add due date field in Zapier
  2. Set dependencies if your Asana plan supports it
  3. Include in project timelines automatically
</Accordion>

<Accordion title="Use Custom Fields">
  Leverage Asana's custom fields:

  1. Map priority levels
  2. Set status or category
  3. Track effort estimates
  4. All configurable in the Zap editor
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each checkbox becomes a separate Asana task in your selected project.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing in Asana">
    1. **Checkbox format**: Verify `- [ ] text` format
    2. **Zap is ON**: Check Zapier dashboard
    3. **Project access**: Ensure you can create tasks in that project
    4. **Asana connection**: Verify Asana is properly connected
  </Accordion>

  <Accordion title="Tasks going to wrong project">
    Edit your Zap and select the correct Asana project in the "Create Task" step.
  </Accordion>

  <Accordion title="Missing custom fields">
    Some Asana custom fields may not be available in Zapier templates. You can fill them in manually after creation or set default values in Zapier.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679787
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Asana
* **Setup Time**: \~2 minutes
* **Best For**: Team collaboration and complex projects

## Perfect For

* 👥 **Collaborative teams** managing shared projects
* 📋 **Project managers** coordinating multiple workstreams
* 🎯 **Cross-functional teams** with dependencies
* 📊 **Enterprise teams** using Asana's advanced features
* ⏱️ **Timeline-driven** projects with milestones

## Related Templates

<CardGroup aria-label="Similar project management templates">
  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    For visual Kanban workflows
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="Create ClickUp tasks from Cleft notes">
    For all-in-one project management
  </Card>

  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    For software development tracking
  </Card>

  <Card title="Notion" href="/user-guides/integrations/notion/zaps/create-notion-database-items-from-cleft-notes" aria-label="Create Notion items from Cleft notes">
    For knowledge base management
  </Card>
</CardGroup>

## Support

* **Asana Help**: [asana.com/guide](https://help.asana.com/s/?language=en_US)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to automate your Asana workflow? [View the template →](https://zapier.com/webintent/create-zap?template=255679787)


# Bear
Source: https://learn.cleftnotes.com/user-guides/integrations/bear/overview

Bring Cleft notes into Bear via manual import, with a native URL-scheme integration on the way

<Note>
  Bear stores notes in its own database, not as files on disk, so it isn't folder-watched. A native **Send to Bear** integration via URL scheme is on the roadmap. For now, the path into Bear is manual import of `.md` files written by [Local Sync](/user-guides/integrations/local-sync/overview).
</Note>

## Today: Local Sync + manual import

Local Sync is free on Mac, iPhone, and iPad and writes every Cleft note to disk as a `.md` file. Pick a folder you can easily reach from Bear, or use Cleft's Documents/Cleft Notes folder, then drag the file into Bear or use Bear's **File → Import From → Files** to pull it in.

Once imported, the inline `#hashtags` Cleft appends after the body resolve as Bear tags. No manual tagging required.

```markdown theme={null}
---
cleft_id: 12431
title: "Meeting with Jonny"
tags: ["work", "ideas"]
created: 2026-05-06T10:30:00Z
updated: 2026-05-06T11:15:00Z
source: cleft
transcript: "full transcript on one line, newlines collapsed to spaces"
---
AI-generated summary body goes here.

#work #ideas
```

After import, this looks like:

* A new Bear note with the AI summary as the body
* `#work` and `#ideas` registered as Bear tags in the sidebar
* The YAML block visible as text at the top of the note (Bear has no Properties concept)

## Bear-specific tips

* **Tags work after import.** Bear's `#tag` syntax matches the inline hashtags Cleft appends, so tags resolve correctly the moment you drop a Cleft `.md` into Bear.
* **Frontmatter shows as text.** YAML keys like `title:`, `tags:`, `cleft_id:` appear as plain text at the top of the imported note. If that bothers you, edit it out after import, or wait for the URL-scheme integration, which sends just the body content.

## Limitations

* **Bear isn't folder-watched.** Cleft's `.md` files won't appear in Bear automatically. Drag-drop or **File → Import From → Files** is required for now.
* **No frontmatter rendering.** Bear has no Properties UI, so YAML appears as visible text at the top of imported notes.
* **No bidirectional sync.** Edits you make in Bear after import don't propagate back to Cleft, and the original `.md` in your Local Sync folder will keep updating from Cleft on its own.

## Coming: native Send to Bear

A native integration via Bear's `bear://x-callback-url/create?title=…&text=…&tags=…` URL scheme is on the roadmap, same shape as the planned [Drafts](/user-guides/integrations/drafts/overview) URL-scheme action. It'll send a Cleft note straight into Bear with title, body, and tags pre-populated, no manual import. We'll add a setup guide here when it ships.


# Advanced Search
Source: https://learn.cleftnotes.com/user-guides/integrations/chatgpt/shortcuts/advanced-search

ChatGPT conversation with web search for context-rich AI analysis

ChatGPT with web search capabilities for more informed conversations with current information.

## Quick Install

<Card title="Advanced Search" icon="bolt" href="https://www.icloud.com/shortcuts/707571f1ea6e46dc9b61912533225d79" aria-label="Download Advanced Search shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Takes your Cleft note content
2. Performs relevant web searches
3. Combines note and search results
4. Starts ChatGPT conversation
5. Provides context-rich responses

## Requirements

* **Apps Required**: Cleft, ChatGPT
* **Platform**: iOS, macOS

## Use Cases

* 🔬 Research questions with current information
* 📊 Market analysis and trends
* 📰 Fact-checking with web sources

## Related Shortcuts

<Card title="Basic Conversation" href="/user-guides/integrations/chatgpt/shortcuts/basic-conversation" aria-label="Basic ChatGPT conversation">
  For quick analysis without web search
</Card>


# Basic Conversation
Source: https://learn.cleftnotes.com/user-guides/integrations/chatgpt/shortcuts/basic-conversation

Start a ChatGPT conversation with your Cleft note content

Start a ChatGPT conversation with your Cleft note content for AI-powered analysis and insights.

## Quick Install

<Card title="Basic Conversation" icon="bolt" href="https://www.icloud.com/shortcuts/1ec7017813714973b400c09fc4bba354" aria-label="Download Basic Conversation shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Takes your Cleft note content
2. Opens ChatGPT app
3. Starts a new conversation
4. Automatically inputs your note
5. Ready for AI interaction

## Requirements

* **Apps Required**: Cleft, ChatGPT
* **Platform**: iOS, macOS

## Use Cases

* 💡 Idea analysis and exploration
* 🎯 Problem solving with AI
* ✍️ Content feedback and critique

## Related Shortcuts

<Card title="Advanced Search" href="/user-guides/integrations/chatgpt/shortcuts/advanced-search" aria-label="ChatGPT with web search">
  For research with current information
</Card>


# Create ClickUp tasks from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes

Automatically populate your ClickUp workspace with voice-captured action items and checkboxes

Transform voice notes into organized ClickUp tasks across your entire workspace. Perfect for teams using ClickUp's all-in-one workspace management system who want seamless integration with voice capture.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Create ClickUp tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679464" aria-label="Install Zapier template to create ClickUp tasks from Cleft notes">
  One-click setup for your ClickUp workspace. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in ClickUp from voice-captured checkboxes. Perfect for teams managing everything in ClickUp: work management, planning, and execution all in one place.

## How It Works

<Steps>
  <Step title="Voice Capture in Cleft">
    Create a note with your action items
  </Step>

  <Step title="Add Checkboxes">
    Format items as checkboxes:

    ```markdown theme={null}
    - [ ] Update website copy
    - [ ] Review design mockups
    - [ ] Prepare Q4 presentation
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the items before they sync to ClickUp as tasks.
  </Step>

  <Step title="Trigger">
    Save the note to start automation
  </Step>

  <Step title="Extract">
    Python extracts all unchecked checkboxes
  </Step>

  <Step title="Create in ClickUp">
    Each checkbox becomes a ClickUp task
  </Step>

  <Step title="Workspace Ready">
    Tasks appear in your ClickUp workspace, assigned and organized
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **ClickUp** workspace with project access
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click Install Template above
2. Connect your Cleft account
3. Connect your ClickUp workspace
4. Select your target list or space
5. Configure assignments if desired
6. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to ClickUp as tasks.

Start capturing your team's work!

## Use Cases

### 1. Team Planning → ClickUp Space

Voice your sprint planning directly into ClickUp. Checkboxes auto-populate your space as tasks.

**Time saved**: 45 minutes per sprint (no manual task creation)

### 2. Client Calls → Work Queue

Capture client requests in Cleft during calls. ClickUp tasks appear immediately for your team.

**Time saved**: 30 minutes per call

### 3. Standup Updates → Daily Tasks

Voice your standup notes with action items. Your ClickUp board stays current automatically.

**Time saved**: 20 minutes per standup

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to ClickUp, with no review step.
</Accordion>

<Accordion title="Route to Different Spaces/Lists">
  Create separate Zaps for different ClickUp locations. Use filters to organize tasks by project or team.
</Accordion>

<Accordion title="Assign and Prioritize">
  Customize task assignments and priority levels directly in Zapier.
</Accordion>

<Accordion title="Add Custom Fields">
  Use ClickUp's custom fields for tracking status, effort, or other metadata.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each becomes a ClickUp task.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing">
    1. **Checkbox format**: Verify `- [ ] text`
    2. **Zap is ON**: Check Zapier
    3. **ClickUp connection**: Verify proper setup
  </Accordion>

  <Accordion title="Wrong location">
    Edit the Zap and select the correct ClickUp space/list.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679464
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: ClickUp
* **Setup Time**: \~2 minutes
* **Best For**: All-in-one workspace management

## Related Templates

<CardGroup aria-label="Similar project management templates">
  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Create Asana tasks from Cleft notes">
    For complex project workflows
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    For visual Kanban boards
  </Card>

  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    For software development
  </Card>

  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    For developer workflows
  </Card>
</CardGroup>

## Support

* **ClickUp Help**: [clickup.com/help](https://clickup.com/help)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to automate your ClickUp workspace? [View the template →](https://zapier.com/webintent/create-zap?template=255679464)


# Voice Note to Craft Inbox
Source: https://learn.cleftnotes.com/user-guides/integrations/craft/shortcuts/voice-note-to-craft-inbox

Send Cleft voice notes to a dedicated inbox in Craft

Send your Cleft Voice Notes directly to a dedicated Cleft inbox in Craft for seamless integration with your knowledge management system.

## What It Does

Streamlines voice capture to knowledge base workflow. Voice notes in Cleft automatically appear in your Craft inbox ready for organization and connection.

## Quick Install

<Card title="Voice Note to Craft Inbox" icon="bolt" href="https://www.icloud.com/shortcuts/274aa4bc80284894b96f85f1a9fcfd37" aria-label="Download Voice Note to Craft Inbox shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Creates a new document in your Craft Cleft inbox
4. Preserves formatting and structure
5. Ready for further organization in Craft

## Requirements

* **Apps Required**: Cleft, Craft
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Craft Version**: Latest

## Setup Instructions

1. Open Craft and create a "Cleft Inbox" space
2. Install this shortcut
3. Run shortcut to begin capturing
4. Notes automatically appear in your inbox

## Use Cases

### Idea Collection

Voice capture ideas throughout the day, organize in Craft later.

**Time saved**: 15 minutes per day (batch organization)

### Project Documentation

Voice record project notes, integrate into Craft workspace.

**Time saved**: 20 minutes per project (transcription + formatting)

### Team Knowledge Base

Build knowledge base from voice contributions.

**Time saved**: 30 minutes per day (elimination of manual entry)

## Tips for Best Results

* Create a "Cleft Inbox" space in Craft before first run
* Speak in complete thoughts for better transcription
* Use Craft's powerful editing and organization tools
* Set up scheduled review to process your inbox

## Perfect For

* 🧠 **Knowledge workers** building team documentation
* 📚 **Teams** creating knowledge bases
* 📝 **Documentarians** capturing and organizing
* 🗣️ **Voice-first** knowledge builders
* 🔄 **Workflow orchestrators** integrating tools

## Related Integrations

<CardGroup aria-label="Related knowledge management shortcuts">
  <Card title="All Apple Shortcuts" href="/user-guides/integrations/apple-shortcuts/gallery" aria-label="Browse all available Apple Shortcuts">
    For other shortcuts
  </Card>

  <Card title="Reflect Voice Note Shortcut" href="/user-guides/integrations/reflect/shortcuts/cleft-voice-note-to-daily-reflect-note" aria-label="Send voice notes to Reflect">
    For personal knowledge graphs
  </Card>
</CardGroup>

## Support

* **Inbox not found?** Create "Cleft Inbox" in Craft workspace
* **Note not appearing?** Check Craft sync status
* **Connection failed?** Verify Craft app permissions


# Drafts
Source: https://learn.cleftnotes.com/user-guides/integrations/drafts/overview

Send Cleft notes into Drafts via Apple Shortcuts, with Local Sync as a fallback

<Note>
  Drafts stores notes in its own database, not as files on disk, so it isn't folder-watched. The natural fit for Drafts is the **[Apple Shortcut](/user-guides/integrations/drafts/shortcuts/cleft-voice-note-to-drafts-inbox)**, which sends a note straight into Drafts via URL scheme. **Local Sync** is also available if you want a file-based archive alongside Drafts.
</Note>

## Recommended: Apple Shortcut

For a one-tap **Send to Drafts** flow, use the [Cleft → Drafts shortcut](/user-guides/integrations/drafts/shortcuts/cleft-voice-note-to-drafts-inbox). It uses Drafts' URL scheme (`drafts://x-callback-url/create?text=...`) so notes appear directly in your Drafts inbox without any file imports.

This is the primary integration path for Drafts users.

## Alternative: Local Sync

If you prefer a file-based archive (for example, to keep `.md` files alongside an Obsidian vault or NotePlan folder that Drafts can occasionally pull from), [Local Sync](/user-guides/integrations/local-sync/overview) is free on Mac, iPhone, and iPad and auto-exports every note as a `.md` file. [Cleft Plus](/user-guides/upgrade-to-plus) lets you point exports at a Drafts-adjacent folder instead of Cleft's Documents/Cleft Notes folder.

Here's what a synced note looks like:

```markdown theme={null}
---
cleft_id: 12431
title: "Meeting with Jonny"
tags: ["work", "ideas"]
created: 2026-05-06T10:30:00Z
updated: 2026-05-06T11:15:00Z
source: cleft
transcript: "full transcript on one line, newlines collapsed to spaces"
---
AI-generated summary body goes here.

#work #ideas
```

In Drafts, this renders as:

* **Body** containing the full file. Frontmatter shows up as visible text at the top (Drafts has no Properties concept), then the AI summary, then inline hashtags
* **Tag pane** picks up `#work` and `#ideas` from the inline hashtags, clickable for filtering
* **Drafts library** does **not** auto-import the file. You have to drag-drop it in or run an Action that reads the folder

This is one-way sync: Cleft → folder. Edits you make to the `.md` file are overwritten on the next Cleft sync of that note.

## Drafts-specific tips

* **Tags:** Inline `#tag` syntax at the end of the body is clickable in Drafts' tag panel. Multi-word tags become `#multi-word` and slashed tags like `#work/meetings` are preserved.
* **Frontmatter as body content:** Drafts has no Properties UI, so the YAML block appears at the top of the draft as visible text. If that bothers you, use the Apple Shortcut path instead; it sends just the body content.
* **Drag-drop import:** Drafts doesn't watch folders by default. To pull a `.md` file into Drafts, drag-drop it onto the Drafts window or use a custom Drafts Action that reads from your Local Sync folder.

## Limitations

* **Not folder-watched.** Drafts stores notes in its own database, so `.md` files written by Local Sync won't appear in Drafts automatically. You'll need to import them manually or via a Drafts Action.
* **No frontmatter rendering.** YAML keys like `title`, `tags`, `cleft_id` show up as text, not structured fields.
* **No bidirectional sync.** Edits you make in Drafts to an imported `.md` don't propagate back. If you also have Local Sync writing to the same `.md`, your Drafts edits get overwritten.

For most Drafts workflows, the [Apple Shortcut](/user-guides/integrations/drafts/shortcuts/cleft-voice-note-to-drafts-inbox) is the right choice.


# Cleft Voice Note to Drafts Inbox
Source: https://learn.cleftnotes.com/user-guides/integrations/drafts/shortcuts/cleft-voice-note-to-drafts-inbox

Send Cleft voice notes directly to your Drafts inbox for processing

Send your Cleft Voice Notes directly to your Drafts inbox for further processing and organization.

## What It Does

Streamlines capture to Drafts workflow. Voice capture in Cleft, automatically send to Drafts for processing, organizing, or sharing.

## Quick Install

<Card title="Cleft Voice Note to Drafts Inbox" icon="bolt" href="https://www.icloud.com/shortcuts/5ac8e4fa2b94436e9d54bc89fbcf3f62" aria-label="Download Cleft Voice Note to Drafts Inbox shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Automatically sends it to your Drafts inbox
4. Maintains formatting and structure
5. Ready for further organization in Drafts

## Requirements

* **Apps Required**: Cleft, Drafts
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Drafts Version**: Latest

## Use Cases

### Quick Capture with Batch Processing

Rapid voice capture throughout the day, then process all drafts at once.

**Time saved**: 15 minutes per day (batch organization)

### Content Writing

Voice-capture blog ideas, then refine and edit in Drafts.

**Time saved**: 20 minutes per post (capture + refinement)

### Email Drafting

Voice-record email ideas, fine-tune in Drafts before sending.

**Time saved**: 10 minutes per email (composition + editing)

## Tips for Best Results

* Speak in complete thoughts for better processing
* Use Drafts powerful editing and markdown support
* Tags automatically sync between Cleft and Drafts
* Access your drafts from any device via sync

## Perfect For

* ✍️ **Writers** capturing and refining ideas
* 📧 **Email creators** composing thoughtfully
* 📝 **Content creators** with editing workflows
* 🗣️ **Voice-first** users who edit later
* 🔄 **Batch processors** who organize later

## Related Integrations

<CardGroup aria-label="Related capture and processing shortcuts">
  <Card title="All Apple Shortcuts" href="/user-guides/integrations/apple-shortcuts/gallery" aria-label="Browse all available Apple Shortcuts">
    For other shortcuts
  </Card>

  <Card title="Craft Voice Note Shortcut" href="/user-guides/integrations/craft/shortcuts/voice-note-to-craft-inbox" aria-label="Send voice notes to Craft">
    For knowledge management
  </Card>
</CardGroup>

## Support

* **Drafts not opening?** Ensure Drafts is installed and up to date
* **Content not appearing?** Check Drafts sync is enabled
* **Connection issues?** Verify Drafts has Cleft permissions


# Create GitHub issues from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes

Automatically convert voice-captured feedback, bugs, and features into tracked GitHub issues

Turn voice-captured feedback, customer requests, and bugs directly into GitHub issues with full context and automatic labeling. Perfect for engineering teams who want retroactive batch processing with review-then-create workflows.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus. [Install the template](https://zapier.com/webintent/create-zap?template=255679911).
</Note>

## What It Does

This template uses the "Tag Changed on Note" trigger, allowing you to capture multiple notes and batch-create GitHub issues when you're ready. Perfect for converting customer interviews, feature requests, and feedback sessions into organized, tracked engineering work without manual transcription or issue creation.

## How It Works (Retroactive Batch Processing)

This template is different from others. It uses **tag-based triggers** instead of automatic processing:

<Steps>
  <Step title="Voice Capture (Anytime)">
    Create Cleft notes whenever inspiration strikes, during calls, meetings, or sessions. No immediate action needed.
  </Step>

  <Step title="Add Checkboxes">
    Include checkboxes for items you want to track:

    ```markdown theme={null}
    - [ ] Add dark mode to editor
    - [ ] Improve search performance
    - [ ] Fix mobile rendering bug
    ```
  </Step>

  <Step title="Save & Move On">
    Notes are saved. No automation yet. Use them as context-rich notebooks.
  </Step>

  <Step title="Review & Tag">
    Later (minutes, hours, or days), tag the notes with "tasks" when you're ready to create issues
  </Step>

  <Step title="Extract & Process">
    Automation runs immediately on all checked items in that note
  </Step>

  <Step title="Issues Created">
    Each checkbox becomes a GitHub issue with "from-cleft" label and source link back to your note
  </Step>
</Steps>

## Key Differences from Other Templates

| Feature        | GitHub                              | Other Templates          |
| -------------- | ----------------------------------- | ------------------------ |
| **Trigger**    | Tag Changed on Note (retroactive)   | Note Created (immediate) |
| **Processing** | Batch when you add "tasks" tag      | Automatic on every note  |
| **Control**    | Review before creating              | Automatic, hands-off     |
| **Best For**   | Intentional, curated workflows      | Continuous capture       |
| **Use Case**   | Feature requests, customer feedback | Daily task capture       |

This retroactive approach is perfect when you want to:

* Review notes before converting to issues
* Batch-process multiple related notes at once
* Capture context that may not immediately need action
* Control when automation happens

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **GitHub** account with repository access
* ✅ **Zapier** account (free tier works)
* ✅ Permission to create issues in your GitHub repo

## Installation Steps

1. Click [Install GitHub Template](https://zapier.com/webintent/create-zap?template=255679911)
2. Connect your Cleft account
3. Connect your GitHub account
4. Select your target repository
5. Configure optional field mapping
6. Turn on the Zap

Then start using the workflow:

1. Create notes in Cleft capturing ideas and feedback
2. When ready, tag them with the "tasks" tag
3. Automation runs and creates GitHub issues

## Real-World Examples

### Example 1: Customer Interview → Feature Backlog

**Monday 9 AM**: Sarah attends customer calls. She voice-records in Cleft:

```markdown theme={null}
Meeting with Acme Corp - Feature requests from CTO

- [ ] REST API rate limiting configuration
- [ ] Batch export to CSV format
- [ ] SAML/OAuth single sign-on
- [ ] Custom webhook security headers
```

**Monday 4 PM**: Sarah reviews her notes and tags with "tasks".

**Result**: Four GitHub issues created automatically:

* Title: "REST API rate limiting configuration"
* Title: "Batch export to CSV format"
* Labels: "from-cleft" (tracking origin)
* Source: Link back to original Cleft note

**Time saved**: 30 minutes (customer interview + transcription + GitHub issue creation)

### Example 2: Product Review → Sprint Backlog

**Weekly Product Meeting**: Team discusses roadmap and priorities. Marcus captures in Cleft:

```markdown theme={null}
Q4 Product Review - Engineering asks

- [ ] Refactor authentication module for 2FA
- [ ] Performance optimization for search
- [ ] Fix reported UI glitch in dashboard
- [ ] Add analytics event tracking
- [ ] Update API documentation
```

**After meeting**: Marcus tags "tasks", issues appear in GitHub.

**Result**: Engineering team has 5 new backlog items ready to estimate.

**Time saved**: 40 minutes (note review + GitHub issue creation + team discussion in one place)

### Example 3: Support → Issue Triage

**Support Tickets**: Incoming customer bugs via email. Support team voice-logs in Cleft:

```markdown theme={null}
Support intake from email - Critical bugs

- [ ] Users cannot change password
- [ ] Export fails with special characters
- [ ] Mobile app crashes on iOS 16
- [ ] Dashboard widget rendering
```

**Tagged in Cleft**: Automation runs.

**Result**: Engineering sees 4 tracked issues with full context and source links.

**Time saved**: 20 minutes per batch (triage + issue creation + context preservation)

## Advanced: Retroactive Batch Processing

One of the most powerful features: **you can tag old notes**. This enables:

* **Brainstorm sessions**: Capture 30 ideas, tag 5-10 when you're ready to work them
* **Meeting notes**: Tag the important meeting 3 hours later
* **Archive mining**: Find old notes and batch-create issues from historical feedback
* **Controlled rollout**: Spread work across multiple sprints by tagging over time

This is perfect for teams that want voice capture without being locked into immediate automation.

## Customization

<Accordion title="Customize GitHub Issue Fields">
  In Zapier, you can customize:

  * **Repository**: Change which repo receives issues
  * **Labels**: Auto-add labels like "from-cleft", "customer-request", "feature-request"
  * **Assignee**: Auto-assign to specific team members
  * **Milestone**: Assign to sprint milestones
  * **Project**: Add to GitHub Projects board

  Edit the Zap in Zapier to access these options.
</Accordion>

<Accordion title="Include Source Context">
  The template automatically links back to your Cleft note in the GitHub issue. This gives engineers full context:

  1. They can see the original note text
  2. Understand the source (customer feedback, meeting, etc.)
  3. Jump back to the full Cleft note for details

  No context lost, full traceability maintained.
</Accordion>

<Accordion title="Filter Which Notes Create Issues">
  Only certain tags trigger issue creation:

  1. The "tasks" tag is the default
  2. You can add multiple tags (e.g., "tasks" or "bugs" both trigger)
  3. Use different tags for different workflows if needed

  This gives you fine-grained control over when automation runs.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] GitHub issue title here
- [ ] Another issue to track
- [ ] And one more for the backlog
```

**Requirements**:

* Start with dash and space: `- `
* Empty brackets: `[ ]` (not `[x]`)
* Text after brackets becomes the issue title
* One checkbox = one GitHub issue

## Troubleshooting

<AccordionGroup>
  <Accordion title="Nothing happens when I tag a note">
    1. **Zap is ON**: Check Zapier dashboard
    2. **Correct tag**: Make sure you're using the "tasks" tag
    3. **Checkbox format**: Verify `- [ ] text` format
    4. **GitHub connection**: Ensure GitHub is properly connected
    5. **Check Runs**: Look at Zapier's activity log to see if it triggered
  </Accordion>

  <Accordion title="Issues created but they're in the wrong repo">
    Edit your Zap and select the correct GitHub repository in the "Create Issue" step.
  </Accordion>

  <Accordion title="Issues have missing information">
    Make sure each checkbox has complete text:

    * **Correct**: `- [ ] Implement user authentication`
    * **Wrong**: `- [ ]` (empty), `- [ ] ` (just spaces)
  </Accordion>

  <Accordion title="Can I create issues in a different repo per note?">
    Create multiple Zaps, one per repository. Use filters to route notes to the right Zap based on tags or content.
  </Accordion>
</AccordionGroup>

## Perfect For

* 👨‍💻 **Engineering teams** managing customer feedback
* 🔍 **QA teams** logging bugs from testing
* 📦 **Open source** projects accepting community requests
* 🚀 **Startup teams** moving fast from ideas to issues
* 📊 **Product-led** companies capturing user requests
* 🎯 **Dev teams** doing customer interviews and discovery

## Why Use GitHub + Cleft?

* **Voice capture**: No typing while listening to customers
* **Full context**: Keep original notes linked to issues
* **Retroactive control**: Tag when ready, not on capture
* **Zero transcription**: Automatic extraction from notes
* **Traceability**: Every issue links back to source
* **Team alignment**: Issues immediately visible to engineering

## Template Details

* **Template ID**: 255679911
* **Status**: ✅ Public
* **Trigger Type**: Tag Changed on Note (retroactive)
* **Target Platform**: GitHub
* **Setup Time**: \~2 minutes
* **Best For**: Customer feedback, feature requests, bug reports

## Related Templates

<CardGroup aria-label="Similar issue tracking templates">
  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    For enterprise issue tracking
  </Card>

  <Card title="Reflect" href="/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft" aria-label="Create Reflect notes from Cleft">
    For daily note consolidation
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    For visual issue tracking
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="Create ClickUp tasks from Cleft notes">
    For team-wide project management
  </Card>
</CardGroup>

## Support

* **GitHub Help**: [docs.github.com](https://docs.github.com/en)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to capture customer feedback as tracked GitHub issues? [View the template →](https://zapier.com/webintent/create-zap?template=255679911)


# Email Integration
Source: https://learn.cleftnotes.com/user-guides/integrations/gmail/shortcuts/email-integration

Convert Cleft voice notes into draft emails in Gmail

Send your Cleft note content directly to Gmail as a draft or new email. Perfect for quickly turning voice notes into emails.

## Quick Install

<Card title="Email Integration" icon="bolt" href="https://www.icloud.com/shortcuts/87adca2030de4419b0e20b50d2015117" aria-label="Download Email Integration shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Copies your Cleft note content
2. Opens Gmail with a new draft
3. Pastes the content into the email body
4. Preserves formatting
5. Ready to add recipients and send

## Requirements

* **Apps Required**: Cleft, Gmail
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later

## Use Cases

* 📧 **Professional emails** composed by voice
* 💼 **Status updates** to stakeholders
* 🗣️ **Voice-first** communicators

## Perfect For

* 📧 Professionals composing emails quickly
* 💼 Business communicators saving time
* 🗣️ Voice-first communicators

## Browse All Shortcuts

<Card title="All Apple Shortcuts" href="/user-guides/integrations/apple-shortcuts/gallery" aria-label="Browse all available Apple Shortcuts">
  View complete shortcuts library
</Card>


# Create Google Tasks from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes

Automatically sync voice-captured action items to Google Tasks for Google Workspace integration

Keep your Google Tasks perfectly in sync with voice-captured action items. Ideal for teams fully invested in Google Workspace who want seamless integration between Gmail, Calendar, and Tasks.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Create Google Tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679811" aria-label="Install Zapier template to create Google Tasks from Cleft notes">
  One-click setup for your Google account. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in Google Tasks from Cleft voice notes. Perfect for Google Workspace users who want voice capture without leaving their Gmail/Calendar ecosystem.

## How It Works

<Steps>
  <Step title="Voice Capture">
    Create a note in Cleft with your action items
  </Step>

  <Step title="Add Checkboxes">
    Format with checkboxes:

    ```markdown theme={null}
    - [ ] Complete expense report
    - [ ] Schedule team lunch
    - [ ] Review quarterly goals
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the items before they sync to Google Tasks.
  </Step>

  <Step title="Save">
    Automation triggers immediately
  </Step>

  <Step title="Extract">
    Python pulls all unchecked checkboxes
  </Step>

  <Step title="Create in Google Tasks">
    Each checkbox becomes a task in your Google account
  </Step>

  <Step title="Google Ecosystem">
    Tasks integrate with Gmail, Calendar, and other Google tools
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Google Account** with Tasks enabled
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click Install Template
2. Connect your Cleft account
3. Connect your Google account (same one as Gmail/Calendar)
4. Select your tasks list
5. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Google Tasks.

Your Google Tasks will auto-populate from Cleft!

## Use Cases

### 1. Gmail-Based Workflow

Process your inbox, voice-log action items in Cleft. Google Tasks auto-updates alongside your Gmail management.

**Time saved**: 20 minutes per day

### 2. Calendar + Tasks Coordination

Capture meeting follow-ups during calendar reviews. Tasks flow into Google Tasks automatically.

**Time saved**: 15 minutes per meeting

### 3. Google Workspace Integration

Keep your entire Google productivity suite synchronized: Calendar, Gmail, Drive, and Tasks all connected.

**Time saved**: 30 minutes per day (unified system)

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Google Tasks, with no review step.
</Accordion>

<Accordion title="Use Different Task Lists">
  Google Tasks supports multiple lists. Create separate Zaps for:

  * Work tasks
  * Personal tasks
  * Project-specific tasks

  Use filters to route items to the right list.
</Accordion>

<Accordion title="Add Due Dates">
  Google Tasks supports natural language due dates. Mention dates in your Cleft note and map them in Zapier.
</Accordion>

<Accordion title="Link to Gmail Threads">
  Some automation can include Gmail references for full context.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each becomes a Google Task.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing">
    1. **Checkbox format**: Verify `- [ ] text`
    2. **Zap is ON**: Check Zapier dashboard
    3. **Google connection**: Ensure proper authentication
    4. **Tasks enabled**: Verify Tasks is enabled in your Google account
  </Accordion>

  <Accordion title="Wrong task list">
    Edit the Zap and select the correct Google Tasks list.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679811
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Google Tasks
* **Setup Time**: \~2 minutes
* **Best For**: Google Workspace integration

## Perfect For

* 📧 **Gmail-centric** professionals
* 📅 **Calendar-driven** workflows
* 🔗 **Google Workspace** teams
* 🌐 **Cross-platform** Google integration
* ☁️ **Cloud-native** tool users

## Related Templates

<CardGroup aria-label="Similar task management templates">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For advanced task management
  </Card>

  <Card title="Microsoft To Do" href="/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes" aria-label="Create Microsoft To Do tasks from Cleft notes">
    For Microsoft 365 integration
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="Create TickTick tasks from Cleft notes">
    For power users
  </Card>

  <Card title="Things" href="/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes" aria-label="Create Things todos from Cleft notes">
    For Apple ecosystem
  </Card>
</CardGroup>

## Support

* **Google Tasks Help**: [support.google.com](https://support.google.com)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to sync your Google Tasks? [View the template →](https://zapier.com/webintent/create-zap?template=255679811)


# Create Jira issues from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes

Automatically turn Cleft voice notes and checkboxes into tracked Jira issues for engineering teams

Transform your team's voice-captured ideas and feedback into properly tracked engineering issues in Jira. Perfect for developers, engineering managers, and product teams who want to eliminate manual data entry.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus
</Note>

## Install Template

<Card title="Create Jira issues from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679510" aria-label="Install Zapier template to create Jira issues from Cleft notes">
  One-click installation. No Jira experience needed. Takes 2 minutes to set up.
</Card>

## What It Does

Automatically create Jira issues from Cleft notes when you capture action items as checkboxes. Perfect for converting customer feedback, feature requests, bug reports, and meeting notes directly into your engineering workflow without manual transcription.

## How It Works

This template follows a simple 7-step automation pattern:

<Steps>
  <Step title="Capture in Cleft">
    Create a voice note or text note in Cleft with your ideas, feedback, or action items
  </Step>

  <Step title="Add Checkboxes">
    Format action items as checkboxes:

    ```markdown theme={null}
    - [ ] Implement dark mode toggle
    - [ ] Fix login button styling
    - [ ] Add keyboard shortcuts
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the checkboxes before issues are created in Jira.
  </Step>

  <Step title="Note Saved">
    When you save the note, the automation triggers immediately
  </Step>

  <Step title="Extract Checkboxes">
    Python code automatically extracts all unchecked checkboxes from your note
  </Step>

  <Step title="Create for Each Item">
    The system loops through each checkbox and creates a separate Jira issue
  </Step>

  <Step title="Issues Appear in Jira">
    Each checkbox becomes a new Jira issue in your project, ready for the team
  </Step>
</Steps>

## Setup Requirements

Before installing, make sure you have:

<div aria-label="Setup requirements">
  * ✅ **Cleft Plus** subscription (required)
  * ✅ **Jira Cloud** account with project access
  * ✅ **Zapier** account (free tier works)
  * ✅ Permission to create issues in your Jira project
</div>

## Installation Steps

1. **Click the Install Template button** above (opens Zapier)
2. **Sign in** with your Cleft account (or create one)
3. **Select your Jira workspace** and target project
4. **Review the field mapping**:
   * Summary: Checkbox text
   * Project: Your selected project
   * Issue Type: Task or Bug (customizable)
5. **Turn on the Zap** and you're done!

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Jira as issues.

## Use Cases

### 1. Customer Interview → Feature Backlog

Voice record a customer interview in Cleft, noting feature requests as checkboxes. Within seconds, each request becomes a backlog item in Jira that engineering can estimate and schedule.

**Time saved**: 30 minutes per interview (eliminates typing)

### 2. Product Feedback Session → Sprint Planning

During a weekly product review, capture feedback in Cleft with checkboxes for action items. Your team gets 5-10 new Jira issues automatically, ready for the next sprint planning session.

**Time saved**: 40 minutes per session (no manual issue creation)

### 3. Support Escalations → Engineering Queue

Support team voice-logs critical bugs directly in Cleft with reproducible steps as checkboxes. Engineering sees the issues in Jira immediately, prioritized and ready to investigate.

**Time saved**: 20 minutes per batch (eliminating Jira form filling)

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Jira, with no review step.
</Accordion>

<Accordion title="Customize Issue Fields">
  By default, checkboxes become issue summaries. You can customize:

  * **Project**: Change which Jira project receives issues
  * **Issue Type**: Use Bug, Task, Story, or Epic
  * **Labels**: Auto-tag all issues (e.g., "from-cleft", "voice-capture")
  * **Assignee**: Auto-assign to team members
  * **Priority**: Set default priority for all issues

  To customize, open the Zap in Zapier and edit the "Create Jira Issue" step.
</Accordion>

<Accordion title="Add Filters for Specific Notes">
  Want only certain notes to create issues? Add a filter step:

  1. In Zapier, add a Filter between "Note Created" and "Extract Checkboxes"
  2. Filter by note title, content, or tags
  3. Only notes matching your criteria will create Jira issues

  Example: Only process notes tagged with "bugs" or containing "critical"
</Accordion>

<Accordion title="Link Issues Back to Cleft">
  Include your note's link in the Jira issue description so engineers can see the full context:

  1. Edit the "Create Issue" step in Zapier
  2. In the Description field, add:
     ```
     Source note: [Link to Cleft note]
     ```
  3. This gives your team full context without context-switching
</Accordion>

## Checkbox Format Guide

For Jira to create issues, use this exact format in Cleft:

```markdown theme={null}
- [ ] Issue title here
- [ ] Another issue to track
- [ ] And one more
```

**Important**:

* Start each line with a dash and space: `- `
* Include empty brackets: `[ ]` (not `[x]`)
* Each checkbox becomes a separate Jira issue
* Completed checkboxes (`[x]`) are skipped

## Troubleshooting

<AccordionGroup>
  <Accordion title="No issues are being created">
    **Check these items:**

    1. **Zap is ON**: Open Zapier and verify the Zap toggle is ON (blue)
    2. **Checkbox format**: Confirm you used `- [ ] text` (with space after dash)
    3. **Jira connection**: Verify Jira is properly connected to your Zapier account
    4. **Project permissions**: Ensure your Jira account can create issues in that project
    5. **Zap runs**: Check Zapier's "Runs" tab to see if the automation even triggered
  </Accordion>

  <Accordion title="Wrong project is receiving issues">
    1. Open the Zapier Zap editor
    2. Go to the "Create Jira Issue" step
    3. Check the Project field. Make sure it's set to the correct project
    4. Save and test again
  </Accordion>

  <Accordion title="Issues have blank titles">
    This means your checkboxes don't match the expected format. Make sure each line:

    * Starts with `- ` (dash and space)
    * Has `[ ]` (empty brackets)
    * Has text after the brackets

    **Correct**: `- [ ] Fix button styling`
    **Wrong**: `- [ ]` (empty), `- [ ] ` (just spaces), `[ ] Fix button` (missing dash)
  </Accordion>

  <Accordion title="Zap turned off unexpectedly">
    Zapier may pause your Zap if it encounters repeated errors. Common causes:

    * Cleft account disconnected
    * Jira project permissions changed
    * Jira API limit exceeded

    **Fix**: Reconnect your accounts in Zapier and turn the Zap back on.
  </Accordion>

  <Accordion title="Creating too many issues">
    If every note is creating issues and you only want certain notes:

    1. Add a Filter step in Zapier (between trigger and code step)
    2. Filter by note title, tags, or content
    3. Only matching notes will create issues

    Example: Only process notes with title containing "bugs"
  </Accordion>
</AccordionGroup>

## Advanced Tips

<Tabs>
  <Tab title="Batch Processing">
    You can create many issues at once! Add 10+ checkboxes to a single note, and each will become a separate Jira issue. Useful for processing meeting notes or feedback sessions with multiple action items.
  </Tab>

  <Tab title="Auto-Labeling">
    In the Jira "Create Issue" step, add a label like `from-cleft` to all auto-created issues. This makes it easy to filter and audit issues that came from voice capture vs manual creation.
  </Tab>

  <Tab title="Different Issue Types">
    By default, checkboxes become Tasks. You can create different issue types for different scenarios:

    * 🐛 Bug reports (use Bug type)
    * ✨ Feature requests (use Story type)
    * 🎯 Engineering tasks (use Task type)

    Just create separate Zaps with different settings!
  </Tab>

  <Tab title="Team Assignment">
    Assign issues to specific team members automatically:

    1. Add an assignee field in the Zapier step
    2. Map it to a specific person or use a custom field
    3. All new issues will be assigned automatically
  </Tab>
</Tabs>

## Template Details

* **Template ID**: 255679510
* **Status**: ✅ Public (live and ready)
* **Trigger Type**: Note Created (immediate)
* **Target Platform**: Jira Cloud
* **Prerequisites**: Cleft Plus, Jira account, Zapier account
* **Setup Time**: \~2 minutes
* **Annual Time Savings**: \~15-20 hours (depending on volume)

## Perfect For

* 👨‍💻 **Engineering teams** capturing bugs and feature requests
* 📋 **Product managers** feeding customer feedback into backlog
* 🎯 **Team leads** organizing action items from meetings
* 🔧 **DevOps teams** logging infrastructure tasks and improvements

## Related Templates

<CardGroup aria-label="Similar project management templates">
  <Card title="GitHub Issues" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    For open-source and developer-first workflows
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    For visual, Kanban-style project management
  </Card>

  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Create Asana tasks from Cleft notes">
    For complex project workflows with dependencies
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="Create ClickUp tasks from Cleft notes">
    For all-in-one workspace management
  </Card>
</CardGroup>

## Need Help?

* 💬 **Cleft Support**: [Contact our support team](https://cleftnotes.com/contact)
* 🐛 **Report an Issue**: [Contact support](https://cleftnotes.com/contact)

***

Ready to turn voice notes into tracked issues? [Install the Jira template now →](https://zapier.com/webintent/create-zap?template=255679510)


# Local Sync
Source: https://learn.cleftnotes.com/user-guides/integrations/local-sync/overview

Save every Cleft note as a Markdown file on Mac, iPhone, or iPad. Works with Obsidian, NotePlan, Logseq, Drafts, or any folder

<Note>
  Local Sync is **free for every Mac, iPhone, and iPad user** as of v1.14.0. [Cleft Plus](/user-guides/upgrade-to-plus) lets you point exports at a custom folder: your Obsidian vault, a NotePlan project, a Logseq graph, or anywhere on disk. Free users get Cleft's Documents/Cleft Notes folder.
</Note>

## What is Local Sync?

Local Sync writes every Cleft note to your device as a `.md` file (and, if you want, the original audio recording next to it as an `.m4a`). When you record a new note, edit a title, change a tag, or a note arrives via cross-device sync, the file on disk updates to match. Works on Mac, iPhone, and iPad.

Local Sync is an export. It adds copies to your folder without changing how Cleft otherwise stores, syncs, or processes your notes and recordings.

This is **one-way sync**: Cleft is the source of truth. Edits you make to the `.md` files in your vault are silently overwritten the next time Cleft syncs that note. Same contract as Notion auto-send.

## Free or Plus

|                        | Free                                 | Plus                                                                       |
| ---------------------- | ------------------------------------ | -------------------------------------------------------------------------- |
| Local Sync             | Default-on                           | Default-on                                                                 |
| Where files land       | Cleft's Documents/Cleft Notes folder | Any folder you pick (Obsidian vault, NotePlan project, Logseq graph, etc.) |
| Audio companion (.m4a) | Free toggle                          | Free toggle                                                                |
| Turn it off            | Free toggle                          | Free toggle                                                                |

Plus differentiates on **destination choice**, not feature existence. Free users who want exports inside an Obsidian vault, NotePlan folder, or anywhere other than Cleft's Documents/Cleft Notes folder upgrade to Plus to unlock the picker.

## First launch

The first time you open Cleft on Mac, iPhone, or iPad running v1.14.0 or later, a one-time sheet introduces Local Sync:

* **Use default folder.** Accepts Cleft's Documents/Cleft Notes folder. Nothing else to configure.
* **Choose folder.** Pick your own folder ([Plus](/user-guides/upgrade-to-plus)). Routes to the picker if you're already on Plus, or to the upgrade screen if you're not.
* **Don't save files.** Turns Local Sync off entirely. You can change your mind any time in **Settings → Local Sync**.

If you choose either folder option, Cleft then asks whether to **Save existing notes as files** or leave that for later. New and edited notes keep saving automatically either way.

You'll only see the first-launch sheet once. After that, the master "Save notes as files" toggle in Settings is the off-switch.

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS first-run Local Sync prompt asking whether to save portable copies of notes, with Use default folder, Choose folder, and Don't save files buttons." />
    </picture>
  </Frame>
</div>

<Tip>
  **Already had Local Sync set up before v1.14.0?** You'll see a different sheet (a one-time migration heads-up) that explains what's about to change on disk and lets you reveal your vault for a backup first. See [Migrating from earlier versions](#migrating-from-earlier-versions) below.
</Tip>

## How files are named

Filenames are readable in your vault sidebar:

```
2026-05-06-meeting-with-jonny-12431.md
```

* The date is `createdAt` in UTC, so a 23:30-recorded note doesn't drift across day boundaries on a different-timezone device.
* The slug is a kebab-case ASCII-folded rendering of your title, capped at 60 characters.
* The trailing number is the immutable Cleft note ID. Multiple "untitled" notes never collide, and it's how files get matched up when titles change.

**Smart title renames.** When your title changes (and the slug regenerates), Cleft renames the existing file *before* overwriting content. On recent Obsidian (1.4 and later) this usually lets Obsidian recognise the rename and keep your wikilinks pointing at the note. It stays best-effort, though: on a slow disk, a busy system, or an iOS-only Obsidian setup, the rename can register as a delete-and-create and break links. If that happens, recover the note by its `cleft_id:` (see Troubleshooting).

## What's inside each file

```markdown theme={null}
---
cleft_id: 12431
title: "My note title"
tags: ["work", "ideas"]
created: 2026-05-06T10:30:00Z
updated: 2026-05-06T11:15:00Z
source: cleft
transcript: "full transcript on one line"
---

AI-generated summary goes here.

#work #ideas
```

All keys are lowercase English (never localised), so Obsidian Properties, NotePlan, and Dataview queries work the same regardless of your device language.

| Field        | What it is                                                                                                                                                                                                                                              |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `cleft_id`   | Stable Cleft note ID. Namespaced under `cleft_` so it can't collide with `id:` fields written by other tools (Readwise, Notion exports, Templater) sharing your vault. Grep `^cleft_id: 12431` to find a note by ID even after manual filename changes. |
| `title`      | Your note's title (YAML-quoted, so titles with `:` or `"` round-trip safely)                                                                                                                                                                            |
| `tags`       | Array of tags as a YAML flow-sequence, clickable in Obsidian's Properties panel                                                                                                                                                                         |
| `created`    | When the note was created (UTC, ISO 8601). For Dataview sorting, NotePlan calendar grouping, Drafts smart folders                                                                                                                                       |
| `updated`    | When the note was last changed (UTC, ISO 8601)                                                                                                                                                                                                          |
| `source`     | Always `cleft`. Filter for Cleft-originated notes via Dataview                                                                                                                                                                                          |
| `transcript` | Full transcript on one line (newlines collapsed to spaces)                                                                                                                                                                                              |

Inline `#hashtags` after the body light up tag clickability in Obsidian preview, NotePlan search, and Drafts' tag panel. None of those see the YAML `tags:` field as clickable.

<Tip>
  **Version-controlling your vault?** Re-exporting an unchanged note produces a byte-identical file, so a `git diff` only flips lines for real changes. One caveat: when a note's title changes, Cleft renames the file, which git records as a delete plus an add, so per-file history doesn't carry across the rename. The note is still recoverable by its `cleft_id:`.
</Tip>

## Audio companion

A free toggle in **Settings → Local Sync** controls whether Cleft writes the original audio recording next to each markdown file. Default is **on for new installs**, **off for existing Local Sync users** (so a vault inside iCloud Drive, Dropbox, or Obsidian Sync doesn't suddenly start syncing hundreds of MB of audio).

* The exported `.m4a` is the recording **as it was made**. No perceptual filters touch the file, and only AAC codec artefacts apply. Cleft does not re-encode to MP3, WAV, or FLAC.
* Filename mirrors the markdown's basename: `2026-05-06-meeting-12431.m4a` next to `2026-05-06-meeting-12431.md`. In Obsidian, an embed like `![[2026-05-06-meeting-12431.m4a]]` works without manual wiring.
* **Notes recorded on iPhone or Apple Watch:** the markdown exports immediately, but the original audio is per-device-local. On a device (like your Mac) that does not yet have the recording, the audio sidecar is skipped until you download or play that note there. The note text, tags, and summary still sync as usual.
* **On-disk footprint** is shown in Settings (file count and total size) so the cost is visible at a glance.

## Setup

### macOS (Plus: pick a custom folder)

If you're on Plus and want exports to land in your Obsidian vault, NotePlan project, Logseq graph, or anywhere other than the default folder:

<Steps>
  <Step title="Open Cleft Settings">
    1. Open Cleft Settings (press `⌘ + ,` or click the gear icon)
    2. Go to **Local Sync**
    3. Find **Local Sync** and click **Choose Custom Folder…**
  </Step>

  <Step title="Select a parent folder">
    Pick the parent folder: your Obsidian vault root, NotePlan folder, Logseq graph root, or any folder you want Cleft to write into.

    On Mac, Cleft creates a dedicated subfolder inside it so your Cleft exports stay separate and never collide with your existing file structure.

    <div>
      <Frame>
        <picture>
          <source />

          <img alt="Cleft macOS Local Sync settings showing Save notes as files, Sync Folder controls, Show path, Choose Custom Folder, Include audio files, and Save existing notes." />
        </picture>
      </Frame>
    </div>
  </Step>

  <Step title="Use the folder">
    Click **Use Folder** on the alert. Cleft now has permission to write to the folder, and your notes start exporting instantly.

    <Tip>
      Use the reveal button on the Sync Folder row to open your active sync folder in Finder, or **Show path** to check the exact location. To change folder later, click **Choose Custom Folder…** again. The old folder stays untouched on disk.
    </Tip>
  </Step>
</Steps>

### iPhone and iPad

Setup is the same on iPhone and iPad. Open Settings, go to **Local Sync**, and pick a folder:

* **Free users** get Cleft's Documents/Cleft Notes folder (out of the box, no configuration needed). On iPhone and iPad you'll find it in the Files app under **On My iPhone → Cleft** (or **On My iPad → Cleft**).
* **Plus users** tap **Choose Custom Folder…** to pick any folder on the device: an Obsidian vault "Store on this iPhone," a Bear local notebook, or your own custom folder via Files app. On iPhone and iPad, Cleft writes to the exact folder you select.

iCloud Drive folders work but are best-effort; Files-app local folders are the recommended path. Once you've picked a folder, your notes start exporting immediately. Use **Show path** in Settings to check the active location.

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft iPhone Local Sync settings showing Save notes as files, Sync Folder, Show path, Include audio files, and Save existing notes." />
    </picture>
  </Frame>
</div>

## Save existing notes as files

Local Sync saves new and updated notes automatically once it is on. If you want Markdown files for notes that were already in Cleft, including archived notes, use **Save existing notes as files** in Settings.

While the backfill runs, Cleft shows progress and keeps the regular Local Sync controls available. You can cancel the backfill without turning off automatic saving for new or updated notes.

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS Local Sync settings while Save existing notes as files is running, showing a progress bar, note count, disabled Save existing notes button, and Cancel button." />
    </picture>
  </Frame>
</div>

## App-specific guides

The setup is the same for every app. Point Local Sync at the right folder. Each app page covers how the synced files render and any app-specific tips:

* **[Obsidian](/user-guides/integrations/obsidian/overview).** Frontmatter renders as Properties; wikilinks preserved on title renames; Dataview-friendly.
* **[NotePlan](/user-guides/integrations/noteplan/overview).** Inline tags clickable; project-folder workflow; calendar views are filename-driven.
* **[Logseq](/user-guides/integrations/logseq/overview).** Point the picker at `<your-graph>/pages/`. Cleft notes appear as Logseq pages alongside the rest of the graph; inline `#tags` work natively.
* **[Drafts](/user-guides/integrations/drafts/overview).** Drafts is database-backed, not folder-watched, so the [Apple Shortcut](/user-guides/integrations/drafts/shortcuts/cleft-voice-note-to-drafts-inbox) is the recommended path. Local Sync works as a file-based fallback you can drag-drop or import.
* **[Bear](/user-guides/integrations/bear/overview).** Like Drafts, Bear stores notes in its own database, so it isn't folder-watched. Local Sync + manual import works today; a native Bear URL-scheme integration is on the roadmap.

## Migrating from earlier versions

If you had Local Sync set up before v1.14.0, you'll see a one-time sheet on Mac, iPhone, or iPad launch explaining what's about to change on disk:

1. **Filenames** migrate from `cleft_12431.md` to `2026-05-06-meeting-with-jonny-12431.md`. Migration is **lazy and per-note**. Each file gets renamed forward the next time that note is edited or re-exported. Notes you never touch again keep the old name indefinitely (frontmatter is correct either way).
2. **Frontmatter** gains `cleft_id:` as the first field and switches to lowercase English keys (`title:` not `Title:`). Any Dataview or Templater queries on the old `Title` key will need updating.
3. **Audio companion** export is available but stays **off** for you on this update. Turn it on from Settings if you want it. Defaulting it on for an existing vault inside iCloud Drive or Dropbox would create a sudden bandwidth spike on the next recording.

The sheet has a "Reveal Vault in Finder" button (Mac) so you can take a backup before the migration begins. On iPhone and iPad, navigate to your folder via Files for the same effect. The "Got it" button dismisses the sheet permanently.

## Troubleshooting

**Notes aren't showing up**

1. Check **Settings → Local Sync**. Is the master "Save notes as files" toggle on? It wins over every other setting.
2. Look for the folder. Free users land in Cleft's Documents/Cleft Notes folder, which is in the Files app under On My iPhone (or iPad) → Cleft. On Mac, Plus users with a custom folder land in a dedicated subfolder inside the parent you picked. On iPhone or iPad, Cleft writes to the folder you picked via the Files app.
3. On Mac, use the reveal control on the Sync Folder row to open the active folder in Finder, or **Show path** to check the exact location. On iPhone and iPad, use **Show path**, then open that location in Files.
4. Did the note actually save in Cleft? If it's not in Cleft's own list, this is a recording issue, not a sync issue.
5. On iPhone or iPad, is your folder inside iCloud Drive? iCloud Drive support is best-effort in this release. Try a local Files-app folder (Obsidian "Store on this iPhone", Bear local notebook, or any local folder) for the most reliable path.
6. On Mac, folder on a network drive (SMB, Dropbox)? Those can be flaky with security-scoped bookmarks. Try a local folder first.

**My German/French/Spanish title shows `Titel:` instead of `title:` in Obsidian Properties**

This was a bug in builds before v1.14.0. Update Cleft, and re-exporting will fix the frontmatter. The file syncs on any change: title regen, tag edit, append, or sync arrival.

**Old filenames like `cleft_12431.md` are still in my vault**

That's the pre-v1.14.0 format. Migration is lazy: files get renamed to `{YYYY-MM-DD}-{slug}-{noteId}.md` the next time that note is edited or re-exported. Notes you never touch again keep the old name indefinitely. To force migration of every file at once, bulk-regenerate summaries; there's no one-shot sweep.

**Wikilinks broke after I retitled a note**

Obsidian's external-rename heuristic is best-effort. On a slow disk, busy system, or iOS-only setup, renames can coalesce into delete+create instead of a pure rename. Recover the note ID via the `cleft_id:` field in frontmatter (`grep "^cleft_id: 12431" *.md`) and manually update the wikilink to the new filename.

**Markdown is appearing but the audio file is missing for some notes**

Expected for notes whose original recording has not downloaded to this device yet. Cross-device sync moves the *note* (text, metadata, summary), but the audio file is per-device-local. Play or download the note on this device and the next export catches it.

**Audio files aren't appearing at all, only markdown**

Check **Settings → Local Sync**. Is the audio toggle on? Default is on for new installs but off for users who had Local Sync set up before v1.14.0. Flip it on and your next note will export the audio.

## iOS and iPadOS

Local Sync is available on iPhone and iPad as of v1.14.0. The setup is the same: **Settings → Local Sync**. Free users get Cleft's Documents/Cleft Notes folder, Plus users can pick any folder on the device.

**File apps:** The folder picker works with any folder in the Files app: Obsidian "Store on this iPhone" vaults, Bear local notebooks, or your own custom folder. **iCloud Drive folders are best-effort** in this release; Files-app local folders are the recommended path.

**Reveal location:** iPhone and iPad can show the active path in Settings, but they cannot reveal an arbitrary security-scoped folder in Files the way Mac can reveal it in Finder. Navigate directly via Files instead.

## Limitations

* **One-way sync.** Cleft → folder, never the reverse. Edits in your vault are overwritten on the next Cleft sync of that note.
* **No wikilinks in the template.** Cleft 1.x has no data model for inter-note references; coming with the Studio engine in 2.0.
* **Persistent failures surface in Settings.** Local Sync keeps retrying automatically. If the folder stays inaccessible, Cleft shows a Settings banner; custom-folder users can choose the folder again from there.
* **iCloud Drive on iOS/iPadOS is best-effort.** Reads of not-yet-downloaded files and recovery after iOS clears cached content aren't fully handled yet. Local Files-app folders are the recommended path for now.
* **Network and cloud-synced folders are best-effort on Mac too.** Custom folders on SMB shares, Dropbox, or other network drives can lose access intermittently. Cleft retries on the next sync, but a local folder is the most reliable destination.

## What's different from Notion auto-send?

| Aspect            | Local Sync                                                                     | Notion                                                  |
| ----------------- | ------------------------------------------------------------------------------ | ------------------------------------------------------- |
| Retry on failure  | Automatic on every poll; Local Sync keeps retrying even after a banner appears | Paused after 3 failures (account-state errors)          |
| User notification | Settings banner after persistent folder access failures                        | Toast on failure + Settings banner on persistent issues |
| Subscription gate | Folder picker is Plus-only; existing custom folders keep working if you lapse  | Runtime check; lapses disable auto-send                 |

Filesystem errors (security-scope wobble, briefly-locked files, full disk) are usually transient, so silent retry is the right answer. Notion failures are typically account-state (auth expired, database deleted), so a pause-and-notify is needed.


# Logseq
Source: https://learn.cleftnotes.com/user-guides/integrations/logseq/overview

Sync Cleft notes into a Logseq graph as readable Markdown pages

<Note>
  Cleft integrates with Logseq via **[Local Sync](/user-guides/integrations/local-sync/overview)** on Mac, iPhone, and iPad. Local Sync itself is free; [Cleft Plus](/user-guides/upgrade-to-plus) lets you point exports at your Logseq graph (or any folder you choose). On Free, exports land in Cleft's Documents/Cleft Notes folder.
</Note>

## What you get

Point Local Sync at your Logseq graph's `pages/` folder and your Cleft notes appear as Logseq pages alongside the rest of the graph. Each note becomes one page with:

* **Readable filenames** like `2026-05-06-meeting-with-jonny-12431.md` (Logseq uses the filename as the page name)
* **YAML frontmatter** with title, tags, timestamps, and the full transcript
* **Inline hashtags** at the end of the body, clickable as Logseq tag-page references
* **Audio companion.** The original `.m4a` recording sits next to the page if the audio toggle is on

Here's what a synced note looks like:

```markdown theme={null}
---
cleft_id: 12431
title: "Meeting with Jonny"
tags: ["work", "ideas"]
created: 2026-05-06T10:30:00Z
updated: 2026-05-06T11:15:00Z
source: cleft
transcript: "full transcript on one line, newlines collapsed to spaces"
---
AI-generated summary body goes here.

#work #ideas
```

In Logseq, this renders as:

* A page named `2026-05-06-meeting-with-jonny-12431` in your graph
* The AI summary as the body
* `#work` and `#ideas` clickable as tag-page references
* The YAML block visible as text at the top of the page

This is one-way sync: Cleft → Logseq. Edits you make in Logseq are overwritten on the next Cleft sync (same contract as Notion auto-send).

## Setup

<Steps>
  <Step title="Pick your graph's pages folder">
    Open **Settings → Local Sync** and click **Choose Custom Folder…** ([Plus](/user-guides/upgrade-to-plus)).

    1. Select `<your-graph>/pages/` (or any subfolder inside the graph)
    2. On Mac, Cleft creates a dedicated subfolder inside it. On iPhone and iPad, Cleft writes to the exact folder you select in Files.
    3. Use the selected folder and you're done

    Full setup guide: [Local Sync](/user-guides/integrations/local-sync/overview)
  </Step>

  <Step title="That's it">
    Open Logseq and your Cleft notes appear as pages alongside the rest of the graph. New recordings show up the moment they finish processing.
  </Step>
</Steps>

## Logseq-specific tips

* **Inline tags work natively.** Logseq treats `#tag` at the end of the body as a tag-page reference, so the inline hashtags Cleft appends light up clickability without any extra setup. Multi-word tags (`#multi-word`) and slashed tags (`#work/meetings`) both work.
* **No `id::` collision.** Cleft emits `cleft_id:` (YAML, single colon), not `id::` (Logseq's double-colon block-property syntax), so there's no collision with Logseq's auto-generated block IDs.
* **Recovery by ID.** Every note carries a `cleft_id` field in frontmatter. If you ever rename pages manually, `grep "^cleft_id: 12431" *.md` finds the original note even in a mixed graph.

## Limitations

* **No `key:: value` block properties.** Cleft emits standard YAML frontmatter (`---`-delimited), which Logseq parses but doesn't surface in its native property panel (which expects `key:: value` syntax). The content is fully readable; it just doesn't light up Logseq's property UI. A Logseq-shaped format profile is on the roadmap for the Studio engine in 2.x.
* **No journal-page auto-population.** Cleft's filename format is `2026-05-06-meeting-with-jonny-12431.md`, not Logseq's journal format (`2026_05_06.md`). Notes appear as regular pages, not in the journal day view.
* **No block references.** Cleft 1.x has no data model for blocks. A Cleft note becomes a single Logseq page, not pre-split into blocks. Inter-note references and block-level linking are coming with the Studio engine in 2.0.


# Create Microsoft To Do tasks from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes

Automatically sync voice-captured action items to Microsoft To Do for seamless task management

Keep your Microsoft 365 task list in sync with your voice-captured action items. Perfect for teams already invested in the Microsoft ecosystem who want voice-to-task automation without leaving their workflow.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus
</Note>

## Install Template

<Card title="Create Microsoft To Do tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679816" aria-label="Install Zapier template to create Microsoft To Do tasks from Cleft notes">
  One-click setup. Integrates with your Microsoft 365 account. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in Microsoft To Do from Cleft voice notes. Voice capture your action items with checkboxes and they instantly appear in your To Do lists, keeping your personal and team productivity perfectly synchronized.

## How It Works

Simple 7-step automation:

<Steps>
  <Step title="Voice Capture">
    Create a new note in Cleft with your ideas or action items
  </Step>

  <Step title="Format with Checkboxes">
    Add checkboxes for items you want to track:

    ```markdown theme={null}
    - [ ] Review Q4 budget
    - [ ] Schedule team meeting
    - [ ] Send client proposal
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the checkboxes before automation runs.
  </Step>

  <Step title="Trigger">
    When you save the note, the automation starts immediately
  </Step>

  <Step title="Extract">
    Python code pulls all unchecked checkboxes from your note
  </Step>

  <Step title="Loop">
    Creates a To Do task for each checkbox
  </Step>

  <Step title="Sync">
    Tasks appear in your To Do list within seconds
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Microsoft To Do** account (free with Microsoft account)
* ✅ **Zapier** account (free tier works)
* ✅ Access to create lists in To Do

## Installation Steps

1. Click the Install button above
2. Connect your Cleft account
3. Connect your Microsoft account (same account as To Do)
4. Select which To Do list receives tasks
5. Review the settings and turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Microsoft To Do.

Done! Start voice-capturing your tasks.

## Use Cases

### 1. Daily Standup → Task List

Voice your standup updates in Cleft, add checkboxes for action items. They flow into To Do instantly, giving you a unified task list.

**Time saved**: 10 minutes per standup

### 2. Email Triage → Prioritized Tasks

Review emails and voice-log priority items in Cleft with checkboxes. To Do auto-updates with your inbox action items.

**Time saved**: 15 minutes per day

### 3. Meeting Notes → Shared Tasks

Capture meeting action items in Cleft, let them flow into To Do. Your team stays in sync without manual typing.

**Time saved**: 20 minutes per meeting

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Microsoft To Do, with no review step.
</Accordion>

<Accordion title="Use Different Lists">
  Change which To Do list receives tasks:

  1. Edit the Zap in Zapier
  2. Select a different list in the "Create Task" step
  3. Save and test
</Accordion>

<Accordion title="Add Due Dates">
  Set task due dates automatically:

  1. Add your due date in the note (e.g., "Tomorrow" or "Friday")
  2. In Zapier, map this to the Due Date field
  3. All tasks get the same due date, or parse from your note text
</Accordion>

<Accordion title="Organize with Categories">
  Group tasks by priority or type:

  1. Use different To Do lists for different categories
  2. Create multiple Zaps with filters
  3. Only certain notes go to certain lists based on keywords
</Accordion>

## Checkbox Format

Use standard Markdown checkboxes:

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each checkbox becomes a separate To Do task.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing in To Do">
    1. **Check checkbox format**: Use `- [ ] text` with space
    2. **Verify Zap is ON**: Check Zapier dashboard
    3. **Check permissions**: Ensure your Microsoft account can create tasks
    4. **Wrong list**: Verify you're checking the right To Do list
  </Accordion>

  <Accordion title="Tasks have missing information">
    Make sure your checkboxes have text:

    * **Correct**: `- [ ] Review budget`
    * **Wrong**: `- [ ]` (empty checkbox)
  </Accordion>

  <Accordion title="Zap keeps turning off">
    Your Microsoft account may have disconnected. Reconnect in Zapier and turn the Zap back on.
  </Accordion>
</AccordionGroup>

## Microsoft Ecosystem Integration

Perfect for:

* Teams using Outlook and Microsoft 365
* Organizations standardized on Microsoft productivity tools
* Users wanting integrated calendar + task management
* Those preferring web and mobile-first task management

## Template Details

* **Template ID**: 255679816
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Microsoft To Do
* **Setup Time**: \~2 minutes
* **Best For**: Microsoft 365 users

## Related Templates

<CardGroup aria-label="Similar personal task management templates">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For power users and cross-platform task management
  </Card>

  <Card title="Things" href="/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes" aria-label="Create Things todos from Cleft notes">
    For macOS/iOS native GTD
  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Create Google Tasks from Cleft notes">
    For Google Workspace integration
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="Create TickTick tasks from Cleft notes">
    For advanced task management with habits
  </Card>
</CardGroup>

## Support

* **Microsoft To Do Help**: [support.microsoft.com](https://support.microsoft.com/en-US/microsoft-365)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to automate your Microsoft To Do? [Install now →](https://zapier.com/webintent/create-zap?template=255679816)


# NotePlan
Source: https://learn.cleftnotes.com/user-guides/integrations/noteplan/overview

Sync Cleft notes to your NotePlan folder as readable Markdown files

<Note>
  Cleft integrates with NotePlan via **[Local Sync](/user-guides/integrations/local-sync/overview)** on Mac, iPhone, and iPad. Local Sync itself is free; [Cleft Plus](/user-guides/upgrade-to-plus) lets you point exports at a NotePlan project folder (or any folder you choose). On Free, exports land in Cleft's Documents/Cleft Notes folder.
</Note>

## What you get

When you enable Local Sync and point Cleft to a NotePlan folder, your notes are automatically saved as `.md` files with:

* **Readable filenames** like `2026-05-06-meeting-with-jonny-12431.md` (date + title slug + unique ID)
* **YAML frontmatter** with title, tags, timestamps, and the full transcript
* **Inline hashtags** at the end of the body, clickable in NotePlan search and smart folders
* **Smart title renames** when you retitle a note in Cleft

Here's what a synced note looks like in your NotePlan folder:

```markdown theme={null}
---
cleft_id: 12431
title: "Meeting with Jonny"
tags: ["work", "ideas"]
created: 2026-05-06T10:30:00Z
updated: 2026-05-06T11:15:00Z
source: cleft
transcript: "full transcript on one line, newlines collapsed to spaces"
---
AI-generated summary body goes here.

#work #ideas
```

In NotePlan, this renders as:

* **Body** with the AI summary as the readable artefact
* **Tag pane / search** picks up `#work` and `#ideas` from the inline hashtags at the end of the body
* **Frontmatter** appears at the top of the note. NotePlan tolerates it but doesn't surface unfamiliar keys as structured fields

This is one-way sync: Cleft → NotePlan. Edits you make in NotePlan are overwritten on the next Cleft sync (same contract as Notion auto-send).

## Setup

<Steps>
  <Step title="Pick your NotePlan folder as the destination">
    Open **Settings → Local Sync** and click **Choose Custom Folder…** ([Plus](/user-guides/upgrade-to-plus)).

    1. Select the folder where NotePlan stores your project notes (or any folder NotePlan watches)
    2. On Mac, Cleft creates a dedicated subfolder inside it. On iPhone and iPad, Cleft writes to the exact folder you select in Files.
    3. Use the selected folder and you're done

    Full setup guide: [Local Sync](/user-guides/integrations/local-sync/overview)
  </Step>

  <Step title="That's it">
    Your notes sync automatically. Open NotePlan and check the active Local Sync folder. You'll see `.md` files with readable names and inline tags.
  </Step>
</Steps>

## NotePlan-specific tips

* **Project notes:** Point Local Sync at a NotePlan project folder and Cleft notes become part of that project's note list. Best fit for the natural NotePlan workflow.
* **Tags:** Inline `#tag` syntax at the end of the body is what NotePlan indexes. It's clickable in search results and powers smart folders. Multi-word tags become `#multi-word` (sanitised), and slashed tags like `#work/meetings` are preserved.
* **Frontmatter:** NotePlan parses YAML but doesn't display unfamiliar keys as structured fields, so `title`, `tags`, `created`, `updated`, `source`, and `cleft_id` appear as text at the top of the note. Your timestamps are still there if you want to query them via export or other tooling.
* **Calendar views:** NotePlan's calendar views are driven by filename (`YYYYMMDD.md` daily-note format), not frontmatter. Cleft uses `YYYY-MM-DD-{slug}-{id}.md`, so notes won't auto-populate calendar views. They live as project / project-folder notes instead.

## Limitations

* **No daily-note auto-population.** Cleft's filename format is readable-first (`2026-05-06-meeting-with-jonny-12431.md`), not NotePlan's calendar format (`20260506.md`). Notes appear in folder lists, not in calendar day views.
* **No `@person` mention extraction.** NotePlan recognises `@person` syntax for collaborators; Cleft doesn't extract mentions from transcripts.
* **No task syntax.** Cleft summaries aren't structured as tasks (`* task >2026-05-06`). They're prose summaries with inline tags.


# Notion
Source: https://learn.cleftnotes.com/user-guides/integrations/notion/overview

Send Cleft notes straight to your Notion workspace

<Note>
  The Notion integration is a **Plus feature**. [Upgrade to Plus](/user-guides/upgrade-to-plus) to connect Cleft and Notion.
</Note>

Cleft sends notes to Notion in one direction. Capture in Cleft, land in a Notion database. Edits you make in Notion stay in Notion.

## Connect Notion

<Steps>
  <Step title="Open Settings">
    Tap the gear icon in Cleft and go to **Integrations**.
  </Step>

  <Step title="Connect Notion">
    Tap **Connect Notion**. Notion opens in your browser to confirm.
  </Step>

  <Step title="Pick the pages Cleft can see">
    In Notion's authorisation screen, choose the pages or databases you want Cleft to write to. Tip: a single "Cleft Inbox" database is the simplest setup.
  </Step>

  <Step title="Come back to Cleft">
    Settings will show **Connected** once Notion confirms.
  </Step>
</Steps>

<Tip>
  On Mac, if Settings still shows **Not connected** right after you authorise, click into the Cleft window and reopen Settings. Cleft refreshes the connection state when the app comes to the foreground.
</Tip>

## Send a note

<Tabs>
  <Tab title="Manual Send">
    Open a note, tap the paperplane Send button on the toolbar, and pick **Notion**.

    * **One database**: Cleft sends straight to it.
    * **Multiple databases**: Cleft shows a picker so you can choose.
    * **Auto-send configured** (see below): Cleft reuses your auto-send database with no picker. Disable auto-send if you want the picker back.

    A toast confirms the send.
  </Tab>

  <Tab title="Auto-send">
    Turn on **Auto-send to Notion** in Settings → Integrations → Notion, then pick a database. From then on, every finished recording is sent to that database automatically. Continued recordings (when you append more audio to an existing note) push a fresh page with the combined transcript and a regenerated summary.

    Auto-send is silent on success. If a send fails, Cleft shows a one-off toast and tries again on your next recording. After three failures in a row, auto-send pauses itself and Settings shows a banner. Toggle it off and on to resume.
  </Tab>

  <Tab title="Auto-archive after Send">
    Turn on **Archive after Send** in Settings → Integrations → Notion to move a note to your Archived filter as soon as a manual Send to Notion succeeds. Useful as an "I'm done with this one" gesture.

    Auto-archive applies to **manual** Send only. Auto-send leaves your local notes in place by design, so a long drive of recordings does not silently empty your library.
  </Tab>
</Tabs>

## What goes to Notion

* **Title.** From your note title.
* **Transcript and summary.** Your full transcript and the cleaned-up summary, formatted to match your [Writing Style](/user-guides/custom-instructions).
* **One page per recording.** Append more audio to a note in Cleft and auto-send pushes a new page with the combined transcript. The previous page stays where it is, so the most recent send is the canonical one.

<Warning>
  Notion is one-way. Edits you make in Notion never come back to Cleft.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="My notes are not showing up in Notion">
    Walk through the list:

    1. **Auto-send is on.** Settings → Integrations → Notion. The toggle should be enabled and a database picked.
    2. **A database is chosen.** The toggle on its own does nothing without a destination row.
    3. **Notion is connected.** Settings shows **Connected**, not **Not connected**. If it is showing **Not connected**, reconnect.
    4. **Auto-send is not paused.** Three failed sends in a row pause auto-send and a Settings banner appears. Toggle off and on to retry.
    5. **The Notion database still exists.** If you deleted or moved the destination database in Notion, repick one in Cleft.
  </Accordion>

  <Accordion title="Manual Send no longer shows my picker">
    That is the auto-send default working as designed. With auto-send configured, manual Send reuses the same database without showing a picker. Disable auto-send in Settings to bring the picker back. Your destination is preserved, so re-enabling auto-send restores it instantly.
  </Accordion>

  <Accordion title="My note disappeared after I tapped Send">
    Auto-archive is on. The note moved to **Archived** as soon as Notion confirmed the send. It is not deleted. Filter your list by Archived to see it, or turn off **Archive after Send** in Settings if you would rather keep notes in your main library.
  </Accordion>

  <Accordion title="Mac says Not connected after I authorised">
    Bring Cleft to the foreground and reopen Settings. Cleft re-checks the Notion connection when the app becomes active. If Settings still says **Not connected** after a foreground refresh, the authorisation probably did not complete in the browser. Tap **Connect Notion** again.
  </Accordion>
</AccordionGroup>


# Create Notion database items from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/notion/zaps/create-notion-database-items-from-cleft-notes

Automatically build searchable knowledge bases from voice-captured ideas in Notion

Transform voice-captured ideas into structured Notion database entries. Perfect for teams building knowledge bases, product requirements, or documentation from real-time capture and voice input.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Create Notion database items from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679508" aria-label="Install Zapier template to create Notion items from Cleft notes">
  One-click setup for your Notion workspace. Takes 2 minutes.
</Card>

## What It Does

Automatically create entries in your Notion databases from Cleft voice notes. Perfect for capturing customer interviews, product feedback, content ideas, and research findings directly into your team's shared knowledge base.

## How It Works

<Steps>
  <Step title="Voice Capture">
    Record a customer interview, brainstorm session, or research findings in Cleft
  </Step>

  <Step title="Add Checkboxes">
    Itemize key insights or action items:

    ```markdown theme={null}
    - [ ] Customers want dark mode
    - [ ] Need better export options
    - [ ] API documentation needs update
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint, so you can review the items before they sync to Notion.
  </Step>

  <Step title="Trigger">
    Save the note to start the automation
  </Step>

  <Step title="Extract">
    Python code extracts all checkboxes from your note
  </Step>

  <Step title="Create Items">
    Each checkbox becomes a new Notion database entry
  </Step>

  <Step title="Organize">
    Items appear in your database, ready to organize and track
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Notion** workspace with a database
* ✅ **Zapier** account (free tier works)
* ✅ Access to create items in your Notion database

## Installation Steps

1. Click Install Template above
2. Connect your Cleft account
3. Connect your Notion workspace
4. Select your target database
5. Customize field mappings if needed
6. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Notion.

Your Notion database will now auto-populate from Cleft notes!

## Use Cases

### 1. Customer Interview → Product Requirements

Voice your customer interviews in Cleft. Key requirements become Notion database entries, tagged and searchable for the entire product team.

**Time saved**: 45 minutes per interview (transcription + database entry)

### 2. Content Brainstorm → Content Calendar

Brainstorm article ideas in Cleft with checkboxes for topics. They flow into Notion's content calendar database with automatic categorization.

**Time saved**: 30 minutes per brainstorm session

### 3. Research Session → Knowledge Base

Capture research findings in Cleft with checkboxes for key insights. Notion entries appear with source links, building your team's knowledge base automatically.

**Time saved**: 1 hour per research session (no manual transcription)

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Notion, with no review step.
</Accordion>

<Accordion title="Map to Database Properties">
  Customize which Notion properties get populated:

  1. Edit the Zap in Zapier

  2. In the "Create Database Item" step, map fields:
     * Title → Checkbox text
     * Status → Automatic (New, In Progress, Done)
     * Tags → Category from note tags
     * Custom fields → Any other Notion properties

  3. Save and test

  This allows you to capture everything you need in one automation.
</Accordion>

<Accordion title="Use Multiple Databases">
  Create different Zaps for different databases:

  1. **Database 1**: Customer feedback (one Zap)
  2. **Database 2**: Product ideas (another Zap)
  3. **Database 3**: Documentation TODOs (third Zap)

  Use filters to route notes to the right database based on tags or keywords.
</Accordion>

<Accordion title="Add Linked Records">
  Link your Cleft notes to Notion entries:

  1. In Zapier, add the Cleft note URL to the Notion entry
  2. This gives teams full context with one click
  3. They can jump back to your original voice note from Notion
</Accordion>

## Checkbox Format

Standard Markdown:

```markdown theme={null}
- [ ] Feature request: Dark mode support
- [ ] Bug: Export crashes on large files
- [ ] Improvement: Better API documentation
```

Each becomes a Notion database entry.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Items not appearing in Notion">
    1. **Checkbox format**: Verify `- [ ] text` format
    2. **Zap is ON**: Check Zapier dashboard
    3. **Notion permissions**: Ensure you can create items in that database
    4. **Database selection**: Verify you selected the correct database
  </Accordion>

  <Accordion title="Wrong database receiving items">
    Edit the Zap and select the correct database in the "Create Item" step.
  </Accordion>

  <Accordion title="Missing database properties">
    Some Notion properties (multi-select, relations) aren't available in Zapier templates. You can:

    1. Leave them empty when creating
    2. Fill them in manually after creation
    3. Add them in a second Zap if needed
  </Accordion>
</AccordionGroup>

## Perfect For

* 📚 **Teams building knowledge bases** from customer feedback
* 🎯 **Product teams** capturing requirements and feedback
* 📝 **Content creators** building content calendars
* 🔬 **Research teams** organizing findings and insights
* 📊 **Business analysts** tracking competitive intelligence

## Template Details

* **Template ID**: 255679508
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Notion
* **Setup Time**: \~2-3 minutes
* **Best For**: Knowledge management and structured capture

## Related Templates

<CardGroup aria-label="Similar knowledge management templates">
  <Card title="Reflect" href="/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft" aria-label="Create Reflect daily notes from Cleft notes">
    For daily reflection and journaling
  </Card>

  <Card title="WorkFlowy" href="/user-guides/integrations/workflowy/zaps/create-workflowy-bullets-from-cleft-notes" aria-label="Create WorkFlowy bullets from Cleft notes">
    For hierarchical outlining and organization
  </Card>

  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For task-focused items needing tracking
  </Card>

  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Create Asana tasks from Cleft notes">
    For team projects with dependencies
  </Card>
</CardGroup>

## Support

* **Notion Help**: [notion.so/help](https://notion.so/help)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to turn voice notes into organized knowledge? [Install now →](https://zapier.com/webintent/create-zap?template=255679508)


# Obsidian
Source: https://learn.cleftnotes.com/user-guides/integrations/obsidian/overview

Sync Cleft notes to your Obsidian vault as readable Markdown files

<Note>
  Cleft integrates with Obsidian via **[Local Sync](/user-guides/integrations/local-sync/overview)** on Mac, iPhone, and iPad. Local Sync itself is free; [Cleft Plus](/user-guides/upgrade-to-plus) lets you point exports at your Obsidian vault (or any folder you choose). On Free, exports land in Cleft's Documents/Cleft Notes folder.
</Note>

## What you get

When you enable Local Sync and point Cleft to your Obsidian vault, your notes are automatically saved as `.md` files with:

* **Readable filenames** like `2026-05-06-meeting-with-jonny-12431.md` (date + title slug + unique ID)
* **YAML frontmatter** that renders as Obsidian Properties: title, tags, timestamps, and the full transcript
* **Inline hashtags** at the end of the body for easy tag navigation
* **Smart title renames** that preserve your wikilinks when you retitle a note
* **Audio companion.** The original `.m4a` recording sits next to each markdown file, ready for `![[…m4a]]` embeds (free toggle)

Here's what a synced note looks like in your vault:

```markdown theme={null}
---
cleft_id: 12431
title: "Meeting with Jonny"
tags: ["work", "ideas"]
created: 2026-05-06T10:30:00Z
updated: 2026-05-06T11:15:00Z
source: cleft
transcript: "full transcript on one line, newlines collapsed to spaces"
---
AI-generated summary body goes here.

#work #ideas
```

In Obsidian, this renders as:

* **Properties panel** showing `title`, `tags` (clickable chips), `created`, `updated`, `source`, `cleft_id`, and `transcript`
* **Body** with the AI summary as the readable artefact
* **Tag pane** picks up `#work` and `#ideas` from the inline hashtags at the end of the body

This is one-way sync: Cleft → Obsidian. Edits you make in Obsidian are overwritten on the next Cleft sync (same contract as Notion auto-send).

## Setup

<Steps>
  <Step title="Pick your Obsidian vault as the destination">
    Open **Settings → Local Sync** and click **Choose Custom Folder…** ([Plus](/user-guides/upgrade-to-plus)).

    1. Select your Obsidian vault root folder
    2. On Mac, Cleft creates a dedicated subfolder inside it. On iPhone and iPad, Cleft writes to the exact folder you select in Files.
    3. Use the selected folder and you're done

    Full setup guide: [Local Sync](/user-guides/integrations/local-sync/overview)
  </Step>

  <Step title="That's it">
    Your notes sync automatically. Open the active Local Sync folder in Obsidian and you'll see `.md` files with readable names and YAML frontmatter (and `.m4a` audio next to them if the audio toggle is on).
  </Step>
</Steps>

## Obsidian-specific tips

* **Properties panel:** Frontmatter renders as searchable, clickable properties. Use `source: cleft` filters in Dataview to see only Cleft notes.
* **Wikilinks:** When you title-regenerate a note, Cleft renames the file *before* updating content. This helps Obsidian's sync recognize the rename and preserve your `[[wikilinks]]`. (Best-effort; slow disks or iOS-only Obsidian may coalesce into delete+create.)
* **Timestamps for sorting:** Created/updated fields are ISO 8601 UTC, so Dataview queries like `WHERE created >= date("2026-05-01")` work naturally.
* **Audio embeds:** With the audio companion toggle on, each note's `.m4a` lives next to its `.md` with the same basename. Embed it in another note with `![[2026-05-06-meeting-12431.m4a]]` for inline playback.
* **Recovery by ID:** Every note carries a `cleft_id` field in frontmatter. If you ever rename files manually, `grep "^cleft_id: 12431" *.md` finds the original note even in a mixed vault.

## Legacy: Front Matter Title Plugin

If you're on an older build or using the legacy `cleft_{noteId}.md` format, you may have been using the [Front Matter Title Plugin](obsidian://show-plugin?id=obsidian-front-matter-title-plugin).

As of v1.14.0, **Local Sync eliminates the need for this plugin**. Cleft now emits readable filenames and proper YAML frontmatter that Obsidian recognizes natively. You can uninstall the plugin if you're on the latest version.

If you do keep it for other vaults, enable all features in its settings to ensure properties render correctly.


# Integrations
Source: https://learn.cleftnotes.com/user-guides/integrations/overview

Connect Cleft to your favourite notes, task, and automation tools. Apple, Obsidian, Notion, NotePlan, Drafts, Zapier, and more.

Cleft connects to the tools you already use. Voice in, structured notes out, into your existing workflow.

## Pick your destination

<CardGroup>
  <Card title="Apple apps" icon="apple" href="/user-guides/integrations/apple-notes/overview">
    Apple Notes, Apple Reminders, and Apple Shortcuts. First-class on iOS, iPadOS, and macOS.
  </Card>

  <Card title="Local Sync" icon="folder" href="/user-guides/integrations/local-sync/overview">
    Auto-export Markdown to a folder on Mac, iPhone, or iPad. Powers Obsidian, NotePlan, Logseq, and Drafts.
  </Card>

  <Card title="Obsidian" icon="book" href="/user-guides/integrations/obsidian/overview">
    Readable filenames, YAML frontmatter as Properties, wikilink-preserving renames.
  </Card>

  <Card title="NotePlan" icon="calendar" href="/user-guides/integrations/noteplan/overview">
    Project-folder workflow with inline tags and full-transcript frontmatter.
  </Card>

  <Card title="Drafts" icon="pen" href="/user-guides/integrations/drafts/overview">
    Apple Shortcut for instant Send-to-Drafts; Local Sync as a file-based fallback.
  </Card>

  <Card title="Notion" icon="square-n" href="/user-guides/integrations/notion/overview">
    Native auto-send to a database. Plus feature.
  </Card>

  <Card title="Zapier" icon="bolt" href="/user-guides/integrations/zapier/templates">
    Rich note fields and triggers for tasks, projects, comments, and shared links.
  </Card>

  <Card title="Apple Shortcuts gallery" icon="wand-magic-sparkles" href="/user-guides/integrations/apple-shortcuts/gallery">
    ChatGPT, Perplexity, Craft, Gmail, Reflect, and more, all via Shortcuts.
  </Card>
</CardGroup>

## All integrations, A-Z

### Notes & knowledge

* **[Apple Notes](/user-guides/integrations/apple-notes/overview).** Native send + Shortcuts for rich-text formatting.
* **[Bear](/user-guides/integrations/bear/overview).** Manual Markdown import, with native send on the roadmap.
* **[Craft](/user-guides/integrations/craft/shortcuts/voice-note-to-craft-inbox).** Voice note to Craft inbox via Shortcut.
* **[Drafts](/user-guides/integrations/drafts/overview).** Apple Shortcut (recommended) or Local Sync.
* **[NotePlan](/user-guides/integrations/noteplan/overview).** Local Sync into a project folder.
* **[Notion](/user-guides/integrations/notion/overview).** Native database auto-send (Plus).
* **[Obsidian](/user-guides/integrations/obsidian/overview).** Local Sync into your vault.
* **[Reflect](/user-guides/integrations/reflect/shortcuts/cleft-voice-note-to-daily-reflect-note).** Shortcut + Zap to daily notes.

### Task managers

* **[Asana](/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes).** Zap.
* **[Apple Reminders](/user-guides/integrations/apple-reminders/overview).** Native.
* **[ClickUp](/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes).** Zap.
* **[GitHub Issues](/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes).** Zap.
* **[Google Tasks](/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes).** Zap.
* **[Jira](/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes).** Zap.
* **[Microsoft To Do](/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes).** Zap.
* **[Things](/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes).** Zap.
* **[TickTick](/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes).** Zap.
* **[Todoist](/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes).** Zap.
* **[Trello](/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes).** Zap.
* **[WorkFlowy](/user-guides/integrations/workflowy/zaps/create-workflowy-bullets-from-cleft-notes).** Zap.

### AI & utilities

* **[ChatGPT](/user-guides/integrations/chatgpt/shortcuts/basic-conversation).** Shortcuts for conversation and search.
* **[Gmail](/user-guides/integrations/gmail/shortcuts/email-integration).** Shortcut to draft emails from notes.
* **[Perplexity](/user-guides/integrations/perplexity/shortcuts/cleft-note-to-perplexity).** Shortcut to research a note.

### Automation hubs

* **[Apple Shortcuts](/user-guides/integrations/apple-shortcuts/overview).** Full gallery of pre-built Shortcuts.
* **[Local Sync](/user-guides/integrations/local-sync/overview).** Auto-export Markdown to any folder on Mac, iPhone, or iPad (free; Plus picks the destination).
* **[Zapier](/user-guides/integrations/zapier/templates).** Ready-made Zaps plus richer Cleft fields for notes, tags, comments, and shared links.

## How they fit together

Most integrations fall into one of three patterns:

* **Native.** Built into Cleft. Apple Notes, Apple Reminders, Notion auto-send, and Local Sync (Obsidian / NotePlan / Drafts). One-tap setup, no extra tools.
* **Apple Shortcuts.** Recipes that call Cleft via URL scheme or Share Sheet, then hand off to a target app. Works on iOS, iPadOS, and macOS.
* **Zapier.** For tools without a native or Shortcut path. Trigger on new notes, note updates, tag changes, shared-link changes, or comments, then map Cleft fields into your destination app. See [Cleft Task Zaps](/user-guides/integrations/task-zaps-overview) for task workflows.

If you're not sure where to start, the [Apple apps](/user-guides/integrations/apple-notes/overview) are the quickest, and [Local Sync](/user-guides/integrations/local-sync/overview) is the most flexible.


# Cleft Note to Perplexity
Source: https://learn.cleftnotes.com/user-guides/integrations/perplexity/shortcuts/cleft-note-to-perplexity

Send Cleft notes to Perplexity for AI research and analysis

Send your Cleft note content directly to Perplexity for AI-powered research and synthesis.

## Quick Install

<Card title="Cleft Note to Perplexity" icon="bolt" href="https://www.icloud.com/shortcuts/b901b9f9fe334cefbaacdaf1b3033d6f" aria-label="Download Cleft Note to Perplexity shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Takes your Cleft note content
2. Opens Perplexity
3. Automatically inputs your note content
4. Starts a new AI research session
5. Ready for in-depth analysis

## Requirements

* **Apps Required**: Cleft, Perplexity
* **Platform**: iOS, macOS

## Use Cases

* 🔬 Deep research and topic exploration
* 🎓 Learning and understanding subject matter
* 📊 Information synthesis and analysis

## Perfect For

* Researchers exploring topics deeply
* Students learning new subjects
* Professionals researching markets


# Cleft Voice Note to Daily Reflect Note
Source: https://learn.cleftnotes.com/user-guides/integrations/reflect/shortcuts/cleft-voice-note-to-daily-reflect-note

Append voice notes directly to your daily note in Reflect

Append your Cleft Voice Notes directly to your daily note in Reflect, perfect for maintaining a connected knowledge base and daily journaling practice.

## What It Does

Seamlessly connect Cleft and Reflect. Voice capture in Cleft, automatically append to your daily Reflect note with timestamp.

## Quick Install

<Card title="Cleft Voice Note to Daily Reflect Note" icon="bolt" href="https://www.icloud.com/shortcuts/fece26c5775140ab85fbcbcd35d70937" aria-label="Download Cleft Voice Note to Daily Reflect Note shortcut">
  Direct iCloud link to shortcut
</Card>

## How It Works

1. Creates a new Cleft Voice Note
2. Processes and transcribes the content
3. Finds your daily note in Reflect
4. Appends the new content with a timestamp
5. Maintains your networked note-taking system

## Requirements

* **Apps Required**: Cleft, Reflect
* **Platform**: iOS, macOS
* **Cleft Version**: v1.10.0 or later
* **Reflect Version**: Latest

## Setup Instructions

1. Install shortcut
2. Ensure you have a daily note structure in Reflect
3. Run shortcut to start voice capturing
4. Notes automatically append to today's daily note

## Use Cases

### Daily Journaling

Build a chronological record of daily thoughts and reflections.

**Time saved**: 10 minutes per day (no manual transcription)

### Knowledge Base Building

Append insights to your networked note system throughout the day.

**Time saved**: 20 minutes per day (no copy-paste)

### Capture and Connect

Voice ideas while they happen, automatically connected to your knowledge graph.

**Time saved**: 15 minutes per day (connection building)

## Tips for Best Results

* Voice capture multiple times per day as ideas occur
* Reflect's backlinks automatically connect related ideas
* Timestamps help track idea flow throughout day
* Your knowledge base grows naturally

## Perfect For

* 🧠 **Knowledge workers** building networked notes
* 📖 **Journalers** maintaining daily records
* 🎯 **Thinkers** exploring connected ideas
* 🗣️ **Voice-first** knowledge builders
* 📚 **Researchers** creating networked references

## Related Integrations

<CardGroup aria-label="Related integration shortcuts">
  <Card title="Reflect Zap" href="/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft" aria-label="Zapier automation for Reflect">
    For automated task-to-note creation
  </Card>

  <Card title="All Apple Shortcuts" href="/user-guides/integrations/apple-shortcuts/gallery" aria-label="Browse all available Apple Shortcuts">
    For other shortcuts
  </Card>
</CardGroup>

## Support

* **Daily note not found?** Ensure Reflect sync is up to date
* **Timestamp not showing?** Check Reflect date settings
* **Connection failed?** Verify Reflect app permissions


# Add to Reflect daily notes from Cleft
Source: https://learn.cleftnotes.com/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft

Automatically consolidate action items from multiple Cleft notes into your Reflect daily note

Consolidate scattered action items from multiple meetings and notes into a single daily reflection point in Reflect. Perfect for daily planning, evening reviews, and creating a cohesive action list from fragmented voice captures.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Add to Reflect daily notes from Cleft" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679905" aria-label="Install Zapier template to append Cleft action items to Reflect daily notes">
  One-click setup for daily note consolidation. Takes 2 minutes.
</Card>

## What It Does

This template uses the "Tag Changed on Note" trigger for retroactive batch processing. Capture notes throughout your day, then tag them with "tasks" when you're ready to consolidate into your daily note. All action items from tagged notes flow into a single Reflect daily note, perfect for morning planning or evening review rituals.

## How It Works (Batch Consolidation)

Unlike automatic templates, this one gives you control:

<Steps>
  <Step title="Capture Throughout the Day">
    Voice record meetings, calls, and brainstorms in Cleft as they happen
  </Step>

  <Step title="Add Checkboxes">
    Include action items as checkboxes:

    ```markdown theme={null}
    Morning standup notes:
    - [ ] Review PRs before noon
    - [ ] Update documentation

    Customer call with Acme:
    - [ ] Send proposal by Friday
    - [ ] Schedule follow-up call
    ```
  </Step>

  <Step title="Save & Continue">
    Notes are saved for context. No immediate automation.
  </Step>

  <Step title="Review & Tag">
    Later (end of day, morning planning), tag relevant notes with "tasks"
  </Step>

  <Step title="Consolidate">
    All checkboxes from tagged notes append to today's Reflect daily note
  </Step>

  <Step title="Single Action List">
    Your Reflect daily note shows all commitments in one place with source links
  </Step>
</Steps>

## Key Differences from Other Templates

| Feature        | Reflect                           | Other Templates                 |
| -------------- | --------------------------------- | ------------------------------- |
| **Trigger**    | Tag Changed on Note (retroactive) | Note Created (immediate)        |
| **Output**     | Single daily note (consolidation) | Individual items (distribution) |
| **Processing** | Batch when ready                  | Automatic per note              |
| **Best For**   | Daily planning & reflection       | Real-time task execution        |
| **Use Case**   | End-of-day review                 | Continuous capture              |

This is perfect for:

* **Morning planning**: Tag yesterday's notes to build today's plan
* **Evening review**: Consolidate the day's commitments
* **Weekly reflection**: Review all notes and tag for next week's planning

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Reflect** account
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click Install Template above
2. Connect your Cleft account
3. Connect your Reflect account
4. Turn on the Zap

Then use the workflow:

1. Capture notes throughout your day with action items (checkboxes)
2. **Tag them with "tasks"** when you're ready to consolidate. This triggers the automation
3. All action items from tagged notes append to today's Reflect daily note

**Key: The "tasks" tag is your automation trigger.** This gives you control over when items consolidate, perfect for intentional daily planning and review rituals.

## Real-World Examples

### Example 1: Multi-Meeting Day → Daily Action Plan

**Monday Morning**: Emma has 5 customer calls. She voice-records each in Cleft with action items as checkboxes.

**Monday 4 PM**: Emma reviews her notes and tags 4 relevant ones with "tasks".

**Result**: Her Reflect daily note shows 18 consolidated action items from all 4 meetings, each linked back to the source Cleft note.

**Time saved**: 10 minutes (no manual consolidation or copy-paste)

### Example 2: Brainstorm Session → Implementation Tasks

**Tuesday AM**: Team brainstorms 30 ideas for Q4. David captures in Cleft with checkboxes for immediate actions.

**Tuesday PM**: David tags the brainstorm note with "tasks".

**Result**: 8 high-priority implementation tasks appear in today's Reflect daily note, ready to work.

**Time saved**: 15 minutes (automatic extraction + consolidation)

### Example 3: Email Triage → Daily Commitments

**Wednesday Morning**: Marcus reviews inbox, voice-logging priority items in Cleft with checkboxes.

**After email review**: Marcus tags the note with "tasks".

**Result**: Email action items appear in Reflect's daily note alongside meeting commitments, single source of truth for the day.

**Time saved**: 8 minutes (no manual transcription to daily note)

## Batch Processing Power

One of the most powerful features: **tag multiple notes at once**:

* **Morning routine**: Tag yesterday's meeting notes to build today's plan
* **End of day**: Tag today's notes to see tomorrow's commitments
* **Weekly planning**: Tag the week's notes for next week's priorities
* **Controlled rollout**: Spread action items across days by tagging strategically

Perfect for teams that want voice capture without losing the ritual of daily planning.

## Customization

<Accordion title="Customize Daily Note Format">
  In Zapier, you can customize how items appear in your daily note:

  * **Prefix**: Add "📋 From Meeting:" before each item
  * **Grouping**: Group by source note title
  * **Timestamps**: Include when the note was captured
  * **Source links**: Auto-link back to Cleft (enabled by default)

  Edit the Zap's "Append to Daily Note" step to customize.
</Accordion>

<Accordion title="Filter Which Notes Append">
  Only certain notes should go to your daily note:

  1. Use the "tasks" tag for action items
  2. Create separate tags for different workflows (e.g., "reflect" for journal items)
  3. Filter by note title or content if needed

  This gives you fine-grained control over consolidation.
</Accordion>

<Accordion title="Time-Based Batching">
  Create different workflows for different times:

  * **Morning planning**: Tag notes from yesterday
  * **Midday check-in**: Tag morning notes
  * **Evening review**: Tag today's notes for tomorrow

  Use different tags or Zaps to separate these rituals.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Action item 1
- [ ] Action item 2
- [ ] Action item 3
```

**Requirements**:

* Start with dash and space: `- `
* Empty brackets: `[ ]` (not `[x]`)
* Each checkbox becomes a line item in your Reflect daily note
* Source link preserved for full context

## Troubleshooting

<AccordionGroup>
  <Accordion title="Nothing appears in my daily note">
    1. **Zap is ON**: Check Zapier dashboard
    2. **Correct tag**: Verify you're using "tasks" tag
    3. **Checkbox format**: Confirm `- [ ] text` format
    4. **Reflect connection**: Ensure Reflect is properly connected
    5. **Check today's date**: Items append to today's note only
  </Accordion>

  <Accordion title="Items appearing in wrong daily note">
    The template appends to **today's** Reflect daily note (when the Zap runs). If you tag an old note today, items go to today's note, not the note's original creation date.

    This is by design for flexibility (you can review old notes and add to today's plan).
  </Accordion>

  <Accordion title="Too many items in daily note">
    Only tag notes that have action items relevant to your daily plan. If you're seeing too many:

    1. Be more selective about which notes you tag
    2. Use different tags for different purposes
    3. Create separate Reflect notes for different contexts
  </Accordion>

  <Accordion title="Can't see source links">
    Source links are added automatically. Make sure:

    1. The Zap includes the "Source Note" field
    2. Your Reflect account supports links (all accounts do)
    3. Check the daily note in Reflect web or mobile app
  </Accordion>
</AccordionGroup>

## Perfect For

* 📅 **Daily planners** who use morning/evening rituals
* 🧘 **Reflective thinkers** consolidating scattered thoughts
* 👥 **Meeting-heavy professionals** tracking commitments
* 📊 **Product managers** consolidating feedback
* ✍️ **Journalers** who want action items in daily notes
* 🎯 **GTD practitioners** using daily note as trusted system

## Why Use Reflect + Cleft?

* **Consolidation**: All action items in one daily note
* **Context**: Source links back to full Cleft notes
* **Control**: Tag when ready, not on capture
* **Ritual**: Supports morning/evening planning workflows
* **Flexibility**: Batch process old notes for retrospective planning
* **Simplicity**: Single daily note vs dozens of task items

## Template Details

* **Template ID**: 255679905
* **Status**: ✅ Public
* **Trigger Type**: Tag Changed on Note (retroactive batch)
* **Target Platform**: Reflect
* **Setup Time**: \~2 minutes
* **Best For**: Daily planning and reflection

## Related Templates

<CardGroup aria-label="Similar knowledge and planning templates">
  <Card title="Notion" href="/user-guides/integrations/notion/zaps/create-notion-database-items-from-cleft-notes" aria-label="Create Notion items from Cleft notes">
    For database-style knowledge bases
  </Card>

  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    For engineering issue tracking
  </Card>

  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For individual task execution
  </Card>

  <Card title="WorkFlowy" href="/user-guides/integrations/workflowy/zaps/create-workflowy-bullets-from-cleft-notes" aria-label="Create WorkFlowy bullets from Cleft notes">
    For hierarchical note organization
  </Card>
</CardGroup>

## Support

* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)

***

Ready to consolidate your daily action items? [View the template →](https://zapier.com/webintent/create-zap?template=255679905)


# Cleft Task Zaps
Source: https://learn.cleftnotes.com/user-guides/integrations/task-zaps-overview

Turn voice-captured action items into tasks across 13+ platforms in minutes

Transform your voice-captured ideas into actionable tasks across your favorite platforms. Our **Cleft Task Zaps** collection brings together 13 pre-built templates that sync checkboxes from Cleft directly to task managers, project tools, and knowledge bases.

<Note>
  **The fastest way to automate your workflow.** From voice capture to task creation in 4 simple steps.
</Note>

## How Cleft Task Zaps Work

<Steps>
  <Step title="Voice Capture">
    Create a Cleft note with your ideas, meetings, or brainstorms
  </Step>

  <Step title="Add Checkboxes">
    Format action items as checkboxes:

    ```markdown theme={null}
    - [ ] Task 1
    - [ ] Task 2
    - [ ] Task 3
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint before automation runs.
  </Step>

  <Step title="Auto-Sync">
    All checkboxes instantly flow to your chosen platform (or all 13 if you prefer!)
  </Step>
</Steps>

Perfect for turning voice notes into structured work without manual transcription.

## Choose Your Platform

Pick one template or install multiple Zaps for different task managers. Mix and match to build your ideal automation stack.

### Task Managers (Personal & Team)

<CardGroup aria-label="Personal and team task management templates">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    GTD-style task management for power users
  </Card>

  <Card title="Microsoft To Do" href="/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes" aria-label="Create Microsoft To Do tasks from Cleft notes">
    Seamless Microsoft 365 integration
  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Create Google Tasks from Cleft notes">
    Gmail, Calendar, and Tasks unified
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="Create TickTick tasks from Cleft notes">
    Advanced features with habits & recurring tasks
  </Card>

  <Card title="Things" href="/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes" aria-label="Create Things todos from Cleft notes">
    Beautiful Apple ecosystem GTD app
  </Card>
</CardGroup>

### Project Management (Team & Enterprise)

<CardGroup aria-label="Project management and team collaboration templates">
  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    Engineering teams and issue tracking
  </Card>

  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Create Asana tasks from Cleft notes">
    Team projects with dependencies and timelines
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="Create ClickUp tasks from Cleft notes">
    All-in-one workspace management
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    Visual Kanban boards for workflow
  </Card>

  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    Engineering feedback with batch processing
  </Card>
</CardGroup>

### Knowledge & Notes (Personal Knowledge Management)

<CardGroup aria-label="Knowledge base and note-taking templates">
  <Card title="Notion" href="/user-guides/integrations/notion/zaps/create-notion-database-items-from-cleft-notes" aria-label="Create Notion database items from Cleft notes">
    Database-driven knowledge bases
  </Card>

  <Card title="Reflect" href="/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft" aria-label="Add to Reflect daily notes from Cleft">
    Daily consolidation and reflection
  </Card>

  <Card title="WorkFlowy" href="/user-guides/integrations/workflowy/zaps/create-workflowy-bullets-from-cleft-notes" aria-label="Create WorkFlowy bullets from Cleft notes">
    Hierarchical outlining and organization
  </Card>
</CardGroup>

## Quick Setup (All Templates)

Every Cleft Task Zap follows the same simple pattern:

1. **Click any template above** (or use the install links below)
2. **Connect your Cleft account** (one-time setup)
3. **Connect your task platform** (Todoist, Jira, etc.)
4. **Select your target** (list, project, or space)
5. **Turn on the Zap** and start using it immediately

All templates support the same workflow:

* ✅ Automatic checkbox extraction
* ✅ "tasks" tag trigger for human review
* ✅ Rich Cleft fields for title, body, tags, timestamps, and published links
* ✅ Customizable to run on all notes (no review step)
* ✅ Works with Cleft Plus subscription

## Common Use Cases

### 1. Meeting Notes → Action Items

Capture meeting decisions with checkboxes in Cleft. Tag with "tasks" at the end. Your task manager updates automatically with all action items.

**Platforms**: Todoist, Asana, Jira, Microsoft To Do

### 2. Customer Feedback → Feature Backlog

Voice-log customer interviews in Cleft, note feature requests as checkboxes. Tag when done reviewing. Your backlog (Notion, GitHub, Jira) has new items ready for prioritization.

**Platforms**: Jira, GitHub, Notion, Asana

### 3. Daily Standup → Team Board

Team members voice their updates in Cleft with action items. Tag with "tasks". Their assigned work appears on Trello, ClickUp, or Asana boards.

**Platforms**: Trello, ClickUp, Asana, Jira

### 4. Brain Dump → Organized System

Quick voice capture of 30+ ideas in Cleft. Review and tag only the ones worth pursuing. Immediate sync to your task system with no extra effort.

**Platforms**: All 13. Choose your favorite.

## Installation Links

Install any template with one click:

| Platform            | Template Link                                                                  |
| ------------------- | ------------------------------------------------------------------------------ |
| **Todoist**         | [Install Template](https://zapier.com/webintent/create-zap?template=255679802) |
| **Microsoft To Do** | [Install Template](https://zapier.com/webintent/create-zap?template=255679816) |
| **Google Tasks**    | [Install Template](https://zapier.com/webintent/create-zap?template=255679811) |
| **TickTick**        | [Install Template](https://zapier.com/webintent/create-zap?template=255679820) |
| **Things**          | [Install Template](https://zapier.com/webintent/create-zap?template=255679890) |
| **Jira**            | [Install Template](https://zapier.com/webintent/create-zap?template=255679510) |
| **Asana**           | [Install Template](https://zapier.com/webintent/create-zap?template=255679787) |
| **ClickUp**         | [Install Template](https://zapier.com/webintent/create-zap?template=255679464) |
| **Trello**          | [Install Template](https://zapier.com/webintent/create-zap?template=255679516) |
| **GitHub**          | [Install Template](https://zapier.com/webintent/create-zap?template=255679911) |
| **Notion**          | [Install Template](https://zapier.com/webintent/create-zap?template=255679508) |
| **Reflect**         | [Install Template](https://zapier.com/webintent/create-zap?template=255679905) |
| **WorkFlowy**       | [Install Template](https://zapier.com/webintent/create-zap?template=255679828) |

## Comparison: Which Platform?

Choosing between multiple task managers? Here's a quick guide:

### Best For Personal Use

* **Todoist**: GTD enthusiasts, power users
* **Things**: Apple ecosystem users
* **Microsoft To Do**: Microsoft 365 subscribers
* **Google Tasks**: Gmail-first workflow

### Best For Teams

* **Asana**: Complex projects with dependencies
* **Jira**: Engineering teams
* **ClickUp**: All-in-one workspace
* **Trello**: Visual Kanban workflows

### Best For Knowledge Management

* **Notion**: Database-driven systems
* **Reflect**: Daily planning & reflection
* **WorkFlowy**: Outline-based thinking

## Key Features (All Templates)

Every Cleft Task Zap includes:

* 🎯 **Checkbox extraction.** Automatically pulls `- [ ]` items from notes.
* 🏷️ **"tasks" tag trigger.** Human review checkpoint before sync.
* 🔄 **Batch processing.** Create multiple tasks from one note.
* 🎨 **Customizable.** Change triggers, routing, and field mapping.
* 📱 **Works on all devices.** Cleft on phone, tasks everywhere.
* ⚡ **Lightning fast.** Tasks appear in seconds.

## Customization Guide

### Change Trigger to All Notes

By default, only notes tagged with "tasks" trigger automation. To sync every note:

1. Open the Zap in Zapier
2. Edit the trigger step
3. Remove the "tags contains tasks" filter
4. Save and turn on

### Route to Different Lists/Projects

Create multiple Zaps for different destinations:

* Work Zap → Work project
* Personal Zap → Personal list
* Team Zap → Team board

Use filters to route by note content or tags.

### Add Custom Fields

Most platforms support custom fields. In Zapier, you can map:

* Priority levels
* Due dates
* Assignees
* Categories/labels
* Custom metadata

### Use More Cleft Triggers

Cleft can also start Zaps when a note is updated, a tag changes, someone comments on a shared note, or a shared link is published or unpublished. Edit the first step in Zapier and choose the Cleft trigger that matches the workflow you want.

## Getting Started Now

1. **Pick a platform** from the cards above
2. **Read the template guide** (2-3 minute read)
3. **Click Install** and follow the setup steps
4. **Create a test note** in Cleft with checkboxes
5. **Tag it with "tasks"** and watch the magic happen

Questions? Check individual template pages for platform-specific setup, troubleshooting, and advanced customization.

***

Ready to automate? [Pick your platform →](#choose-your-platform) or [learn more about Zapier integration](/user-guides/integrations/zapier/templates) 🚀


# Create Things todos from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes

Automatically populate Things with voice-captured action items for seamless Apple ecosystem integration

Seamlessly integrate voice capture with Things, the macOS/iOS GTD powerhouse. Perfect for Apple ecosystem users who want native, beautiful task management with voice input.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Create Things todos from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679890" aria-label="Install Zapier template to create Things todos from Cleft notes">
  One-click setup for your Things app. Takes 2 minutes.
</Card>

## What It Does

Automatically create todos in Things from Cleft voice-captured checkboxes. Perfect for Apple users running GTD-style systems who want the power of voice capture with Things' beautiful interface.

## How It Works

<Steps>
  <Step title="Voice in Cleft">
    Create a Cleft note with your ideas
  </Step>

  <Step title="Format Checkboxes">
    Add action items:

    ```markdown theme={null}
    - [ ] Review project proposal
    - [ ] Call client about timeline
    - [ ] Update team on status
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the items before they sync to Things as todos.
  </Step>

  <Step title="Save">
    Automation starts immediately
  </Step>

  <Step title="Extract">
    Python pulls checkboxes
  </Step>

  <Step title="Add to Things">
    Each checkbox becomes a Things todo
  </Step>

  <Step title="GTD Ready">
    Todos appear in Things' Inbox for processing
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Things** account (macOS, iOS, or iCloud sync)
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click Install Template
2. Connect your Cleft account
3. Connect your Things account (via iCloud)
4. Configure the target list
5. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Things as todos.

Things will auto-populate from Cleft!

## Use Cases

### 1. Daily Voice Capture

Voice your daily ideas in Cleft. Things auto-populates your Inbox with todos ready for GTD processing.

**Time saved**: 15 minutes per day

### 2. Meeting Notes

Capture meeting action items in Cleft with checkboxes. Things gets updated with todos for follow-up.

**Time saved**: 25 minutes per meeting

### 3. Apple Ecosystem

Keep your macOS and iOS apps perfectly synchronized through voice capture in Cleft.

**Time saved**: Unified workflow across devices

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Things, with no review step.
</Accordion>

<Accordion title="Route to Different Areas">
  Things uses Areas for organization. Create separate Zaps for different Areas:

  * Work
  * Personal
  * Health
  * Family

  Use filters to organize by content or tags.
</Accordion>

<Accordion title="Set Deadlines">
  Add deadline information in your notes and map to Things' due dates.
</Accordion>

<Accordion title="Add to Projects">
  Route todos to specific Things projects directly from Zapier.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Todo 1
- [ ] Todo 2
- [ ] Todo 3
```

Each becomes a Things todo.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Todos not appearing in Things">
    1. **Checkbox format**: Verify `- [ ] text`
    2. **Zap is ON**: Check Zapier
    3. **Things sync**: Ensure Things is syncing to iCloud
    4. **Connection**: Verify Things is connected in Zapier
  </Accordion>

  <Accordion title="Not syncing across devices">
    Make sure your Things account has iCloud sync enabled. Check Settings > Accounts in Things.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679890
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Things
* **Setup Time**: \~2 minutes
* **Best For**: Apple ecosystem GTD users

## Perfect For

* 🍎 **Apple users** invested in macOS/iOS
* 📲 **GTD practitioners** using Things
* 💻 **Mac-first** professionals
* 🎯 **Minimalist** productivity systems
* 🔄 **Sync-focused** cross-device workflows

## Related Templates

<CardGroup aria-label="Similar personal task management templates">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For power users across platforms
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="Create TickTick tasks from Cleft notes">
    For advanced features
  </Card>

  <Card title="Microsoft To Do" href="/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes" aria-label="Create Microsoft To Do tasks from Cleft notes">
    For Microsoft 365
  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Create Google Tasks from Cleft notes">
    For Google Workspace
  </Card>
</CardGroup>

## Support

* **Things Help**: [culturedcode.com/things](https://culturedcode.com/things/)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to bring voice to Things? [View the template →](https://zapier.com/webintent/create-zap?template=255679890)


# Create TickTick tasks from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes

Automatically turn voice notes into TickTick tasks with smart features and habit tracking

Power your TickTick workflow with voice-captured action items. Perfect for power users leveraging TickTick's advanced features like habit tracking, recurring tasks, and cross-platform synchronization.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Create TickTick tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679820" aria-label="Install Zapier template to create TickTick tasks from Cleft notes">
  One-click setup for your TickTick account. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in TickTick from voice-captured checkboxes. Perfect for users leveraging TickTick's advanced features (habits, recurring tasks, sub-tasks, and smart lists) with hands-free voice input.

## How It Works

<Steps>
  <Step title="Voice Capture">
    Create a Cleft note with your ideas
  </Step>

  <Step title="Format Checkboxes">
    Add action items:

    ```markdown theme={null}
    - [ ] Exercise 30 minutes
    - [ ] Read productivity article
    - [ ] Team sync meeting prep
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the items before they sync to TickTick as tasks.
  </Step>

  <Step title="Save">
    Automation triggers immediately
  </Step>

  <Step title="Extract">
    Python extracts all unchecked items
  </Step>

  <Step title="Create in TickTick">
    Each checkbox becomes a TickTick task
  </Step>

  <Step title="Smart Features">
    Tasks integrate with TickTick's habits, recurring, and list systems
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **TickTick** account (free or Premium)
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click Install Template
2. Connect your Cleft account
3. Connect your TickTick account
4. Select your target list
5. Configure optional features
6. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to TickTick as tasks.

Your TickTick lists will auto-populate!

## Use Cases

### 1. Daily Habit + Task Capture

Voice your habits and tasks in Cleft with checkboxes. TickTick separates them intelligently.

**Time saved**: 20 minutes per day (voice vs manual entry)

### 2. Project Management

Capture project tasks in Cleft. TickTick organizes them with advanced features like dependencies.

**Time saved**: 30 minutes per project kick-off

### 3. Recurring Task Setup

Voice your recurring tasks in Cleft. TickTick handles frequency and scheduling automatically.

**Time saved**: 15 minutes per task type

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to TickTick, with no review step.
</Accordion>

<Accordion title="Separate by List/Project">
  Create separate Zaps for different TickTick lists:

  * Work
  * Personal
  * Health
  * Projects

  Use filters to route based on content.
</Accordion>

<Accordion title="Add Priority and Due Dates">
  Enhance tasks with priority levels and due dates. TickTick supports natural language dates.
</Accordion>

<Accordion title="Set Recurring Tasks">
  Configure recurring patterns directly in TickTick for habits and repeating work.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each becomes a TickTick task.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing">
    1. **Checkbox format**: Verify `- [ ] text`
    2. **Zap is ON**: Check Zapier dashboard
    3. **TickTick connection**: Ensure proper authentication
  </Accordion>

  <Accordion title="Wrong list">
    Edit the Zap and select the correct TickTick list.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679820
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: TickTick
* **Setup Time**: \~2 minutes
* **Best For**: Advanced task management with habits

## Perfect For

* ⚡ **Power users** leveraging advanced features
* 🎯 **Habit trackers** building streaks
* 📊 **Productivity enthusiasts** tracking metrics
* 🔄 **Cross-platform** sync users
* 🏆 **Goal-oriented** professionals

## Related Templates

<CardGroup aria-label="Similar task management templates">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For GTD-style task management
  </Card>

  <Card title="Microsoft To Do" href="/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes" aria-label="Create Microsoft To Do tasks from Cleft notes">
    For Microsoft 365 users
  </Card>

  <Card title="Things" href="/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes" aria-label="Create Things todos from Cleft notes">
    For Apple ecosystem
  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Create Google Tasks from Cleft notes">
    For Google Workspace
  </Card>
</CardGroup>

## Support

* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)

***

Ready to power up your TickTick workflow? [View the template →](https://zapier.com/webintent/create-zap?template=255679820)


# Create Todoist tasks from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes

Turn voice-captured action items into organized Todoist tasks with one click

Automate your personal productivity by syncing voice-captured tasks directly to Todoist. Perfect for getting-things-done enthusiasts who want hands-free task capture while maintaining their GTD system.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus
</Note>

## Install Template

<Card title="Create Todoist tasks from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679802" aria-label="Install Zapier template to create Todoist tasks from Cleft notes">
  One-click setup. Works with any Todoist account. Takes 2 minutes.
</Card>

## What It Does

Automatically create tasks in Todoist from Cleft voice notes. Capture your thoughts with checkboxes and they instantly appear in your Todoist inbox, ready to organize and track.

## How It Works

<Steps>
  <Step title="Voice Capture">
    Create a Cleft note with your ideas and action items
  </Step>

  <Step title="Add Checkboxes">
    Format items as checkboxes:

    ```markdown theme={null}
    - [ ] Buy groceries
    - [ ] Call dentist
    - [ ] Review proposal
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the checkboxes before automation runs.
  </Step>

  <Step title="Save">
    When you save, the automation triggers instantly
  </Step>

  <Step title="Extract">
    Python pulls all unchecked checkboxes from your note
  </Step>

  <Step title="Create Tasks">
    Loops through each checkbox, creating Todoist tasks
  </Step>

  <Step title="Inbox Ready">
    Tasks appear in your Todoist inbox within seconds
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Todoist** account (free or paid)
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click the Install Template button
2. Connect your Cleft account
3. Connect your Todoist account
4. Select your target Todoist project (usually Inbox)
5. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Todoist.

Start voice-capturing your tasks immediately!

## Use Cases

### 1. Morning Standup → Task List

Voice your standup updates in Cleft, add checkboxes for action items. Your Todoist list auto-updates as you talk.

**Time saved**: 10 minutes per standup

### 2. Inbox Zero with Voice

Process your email inbox, voice-log action items in Cleft. Todoist gets updated automatically without manual typing.

**Time saved**: 20 minutes per day (no manual entry)

### 3. Brain Dump → Organized Tasks

Do a quick brain dump in Cleft with checkboxes. Everything flows into Todoist, your trusted task system.

**Time saved**: 15 minutes per capture (voice capture + organization)

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Todoist, with no review step.
</Accordion>

<Accordion title="Send to Different Projects">
  Create separate Zaps for different Todoist projects:

  1. Personal Zap → Personal project
  2. Work Zap → Work project
  3. Home Zap → Home project

  Use filters based on note tags or keywords to route items to the right project.
</Accordion>

<Accordion title="Add Priority Levels">
  Set task priorities automatically:

  1. Edit the Zap in Zapier
  2. In the "Create Task" step, set a default priority
  3. Or parse priority from your note text (e.g., "!!!" for high priority)
</Accordion>

<Accordion title="Add Due Dates">
  Todoist supports natural language due dates:

  1. In your Cleft note, mention due dates naturally
  2. Map to Todoist's due date field in Zapier
  3. Todoist automatically parses "tomorrow", "next Monday", etc.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
```

Each checkbox becomes a separate Todoist task in your selected project.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Tasks not appearing in Todoist">
    1. **Checkbox format**: Confirm `- [ ] text` with space
    2. **Zap is ON**: Check Zapier dashboard
    3. **Project selected**: Verify your Todoist project is selected
    4. **Todoist permissions**: Ensure your account can create tasks
  </Accordion>

  <Accordion title="Tasks going to wrong project">
    Edit your Zap and select the correct Todoist project in the "Create Task" step.
  </Accordion>

  <Accordion title="Zap keeps failing">
    Check if your Todoist subscription is active. Some features require Todoist Premium.
  </Accordion>
</AccordionGroup>

## Todoist Features You'll Love

* **Natural language processing**: Add due dates like "tomorrow" or "next Friday"
* **Project organization**: Route tasks to different projects
* **Priority levels**: Mark important tasks as P1, P2, P3
* **Recurring tasks**: Set up recurring actions
* **Karma tracking**: Watch your productivity score grow

## Template Details

* **Template ID**: 255679802
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Todoist
* **Setup Time**: \~2 minutes
* **Best For**: GTD enthusiasts and personal productivity

## Perfect For

* 🎯 **GTD practitioners** using the Getting Things Done system
* 📝 **Personal productivity** focused individuals
* ✅ **Task-centric** workflow managers
* 🧠 **Brain dump** processors who need inbox management
* 📱 **Cross-device** users (web, mobile, sync everywhere)

## Related Templates

<CardGroup aria-label="Similar personal task management templates">
  <Card title="Microsoft To Do" href="/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes" aria-label="Create Microsoft To Do tasks from Cleft notes">
    For Microsoft 365 integration
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="Create TickTick tasks from Cleft notes">
    For advanced task management
  </Card>

  <Card title="Things" href="/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes" aria-label="Create Things todos from Cleft notes">
    For Apple ecosystem users
  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Create Google Tasks from Cleft notes">
    For Google Workspace users
  </Card>
</CardGroup>

## Support

* **Todoist Help**: [todoist.com/help](https://www.todoist.com/help)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to capture tasks hands-free? [Install now →](https://zapier.com/webintent/create-zap?template=255679802)


# Create Trello cards from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes

Automatically turn Cleft voice notes and checkboxes into visual Trello cards

Build your visual project boards directly from voice notes. Perfect for teams using Kanban-style workflows who want to skip manual card creation and focus on moving work forward.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus
</Note>

## Install Template

<Card title="Create Trello cards from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679516" aria-label="Install Zapier template to create Trello cards from Cleft notes">
  One-click setup for your Trello board. Takes 2 minutes.
</Card>

## What It Does

Automatically create cards on your Trello boards from voice-captured checkboxes. Perfect for brainstorming sessions, sprint planning, or any workflow where you want to move from idea capture directly to your visual board.

## How It Works

<Steps>
  <Step title="Voice Capture">
    Create a Cleft note with your ideas or action items
  </Step>

  <Step title="Format Checkboxes">
    Add checkboxes for items you want on your board:

    ```markdown theme={null}
    - [ ] Redesign landing page
    - [ ] Fix mobile responsiveness
    - [ ] Update pricing page
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the items before they become Trello cards.
  </Step>

  <Step title="Save Note">
    When you save, the automation triggers
  </Step>

  <Step title="Extract Items">
    Python extracts all unchecked checkboxes
  </Step>

  <Step title="Create Cards">
    Each checkbox becomes a Trello card
  </Step>

  <Step title="Visual Board">
    Cards appear on your board, ready to organize
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **Trello** account with a board
* ✅ **Zapier** account (free tier works)
* ✅ Permission to add cards to your Trello board

## Installation Steps

1. Click the Install Template button above
2. Connect your Cleft account
3. Connect your Trello account
4. Select your target board and list
5. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to Trello.

Your Trello board will auto-populate from Cleft notes!

## Use Cases

### 1. Brainstorm Session → Sprint Board

Brainstorm ideas in Cleft with checkboxes. Cards appear on your Trello sprint board instantly, ready to estimate and assign.

**Time saved**: 25 minutes per session (no manual card entry)

### 2. Product Review → Backlog

Capture feature requests during product review in Cleft. Trello cards automatically populate your backlog, saving planning time.

**Time saved**: 30 minutes per review (no manual data entry)

### 3. Customer Feedback → Feature Requests

Voice-log customer feedback in Cleft with checkboxes for feature ideas. They flow into Trello's feature request list for prioritization.

**Time saved**: 20 minutes per batch (skip transcription and card creation)

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to Trello, with no review step.
</Accordion>

<Accordion title="Send Cards to Different Lists">
  Route cards to different lists based on content:

  1. Create multiple Zaps with different list targets
  2. Use filters to route based on note tags or content
  3. Example:
     * Bugs → "Bug List"
     * Features → "Feature Requests"
     * General → "To Do"
</Accordion>

<Accordion title="Add Labels and Metadata">
  Enhance cards with Trello labels and metadata:

  1. Edit your Zap in Zapier
  2. Add labels in the "Create Card" step
  3. Add checklists or descriptions
  4. This helps with prioritization and filtering
</Accordion>

<Accordion title="Set Card Position">
  Control where cards appear on your list:

  1. Set cards to appear at top (urgent items)
  2. Or at bottom (backlog items)
  3. Decide based on your workflow
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Design mockups
- [ ] Get stakeholder approval
- [ ] Implement feature
```

Each checkbox becomes a Trello card in your selected list.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Cards not appearing on board">
    1. **Checkbox format**: Verify `- [ ] text` format
    2. **Zap is ON**: Check Zapier dashboard
    3. **List selected**: Confirm you chose the correct Trello list
    4. **Board access**: Ensure your Trello account can add to that board
    5. **Zap runs**: Check Zapier's activity log
  </Accordion>

  <Accordion title="Cards going to wrong list">
    Edit your Zap and select the correct Trello list in the "Create Card" step.
  </Accordion>

  <Accordion title="Card titles are truncated">
    Trello card titles have character limits. Use concise checkbox text:

    * **Good**: `- [ ] Fix login page bug`
    * **Too long**: `- [ ] Fix the login page bug that occurs when users try to reset their password using a custom domain`
  </Accordion>
</AccordionGroup>

## Trello Workflow Tips

* **Use swimlanes** for different projects or teams
* **Kanban columns**: To Do → In Progress → In Review → Done
* **Color labels**: Red for bugs, yellow for features, blue for tasks
* **Combine with Power-Ups**: Add extra functionality to Trello
* **Bulk operations**: Move multiple cards at once for sprint planning

## Template Details

* **Template ID**: 255679516
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: Trello
* **Setup Time**: \~2 minutes
* **Best For**: Kanban and visual project management

## Perfect For

* 🎨 **Visual thinkers** who need to see the board
* 👥 **Collaborative teams** sharing visible project status
* 🔄 **Agile teams** running sprints and standups
* 📋 **Flexible workflows** with Kanban columns
* 🚀 **Fast-moving** teams capturing ideas into projects

## Related Templates

<CardGroup aria-label="Similar project management templates">
  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    For engineering and software tracking
  </Card>

  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Create Asana tasks from Cleft notes">
    For complex project workflows
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="Create ClickUp tasks from Cleft notes">
    For all-in-one workspace management
  </Card>

  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    For developer-focused issue tracking
  </Card>
</CardGroup>

## Support

* **Trello Help**: [trello.com/help](https://support.atlassian.com/trello/)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to build your Trello boards from voice notes? [Install now →](https://zapier.com/webintent/create-zap?template=255679516)


# Create WorkFlowy bullets from Cleft notes
Source: https://learn.cleftnotes.com/user-guides/integrations/workflowy/zaps/create-workflowy-bullets-from-cleft-notes

Automatically transform voice-captured items into hierarchical WorkFlowy bullets

Add voice-captured items as structured bullets in your WorkFlowy outline. Perfect for note-takers and outline-focused thinkers who want to preserve hierarchy and structure from voice input.

<Note type="success">
  **✅ Public Template.** Ready to use now with Cleft Plus.
</Note>

## Install Template

<Card title="Create WorkFlowy bullets from Cleft notes" icon="bolt" href="https://zapier.com/webintent/create-zap?template=255679828" aria-label="Install Zapier template to create WorkFlowy bullets from Cleft notes">
  One-click setup for your WorkFlowy account. Takes 2 minutes.
</Card>

## What It Does

Automatically create bullets in your WorkFlowy outline from Cleft voice-captured checkboxes. Perfect for outline-based thinking and hierarchical note organization with voice input.

## How It Works

<Steps>
  <Step title="Voice Capture">
    Create a Cleft note with your ideas
  </Step>

  <Step title="Format Checkboxes">
    Add items as checkboxes:

    ```markdown theme={null}
    - [ ] Project Alpha kickoff
    - [ ] Team brainstorm session
    - [ ] Client feedback integration
    ```
  </Step>

  <Step title="Tag with 'tasks'">
    Add the **tasks** tag to your note. This is your human review checkpoint. Review the items before they sync to WorkFlowy as bullets.
  </Step>

  <Step title="Save">
    Automation triggers immediately
  </Step>

  <Step title="Extract">
    Python pulls all unchecked items
  </Step>

  <Step title="Create Bullets">
    Each checkbox becomes a WorkFlowy bullet
  </Step>

  <Step title="Outline Ready">
    Bullets appear in your WorkFlowy for organization and nesting
  </Step>
</Steps>

## Setup Requirements

* ✅ **Cleft Plus** subscription
* ✅ **WorkFlowy** account (free or Premium)
* ✅ **Zapier** account (free tier works)

## Installation Steps

1. Click Install Template
2. Connect your Cleft account
3. Connect your WorkFlowy account
4. Select your target list
5. Turn on the Zap

**Important**: When creating a note, add the **tasks** tag to trigger automation. This gives you a chance to review items before they sync to WorkFlowy as bullets.

WorkFlowy will auto-populate from Cleft!

## Use Cases

### 1. Brain Dump → Outline

Voice your raw ideas in Cleft. WorkFlowy turns them into a structured outline for later organization.

**Time saved**: 20 minutes per session

### 2. Research Collection → Reference

Gather research findings in Cleft with checkboxes. WorkFlowy builds a hierarchical knowledge base.

**Time saved**: 30 minutes per research session

### 3. Project Planning → Outline Structure

Capture project ideas in Cleft. WorkFlowy creates the initial outline for detailed planning.

**Time saved**: 25 minutes per project

## Customization

<Accordion title="Change Trigger to All Notes">
  By default, only notes tagged with **tasks** will trigger automation (your human review checkpoint). To trigger from every note instead:

  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the "tags contains tasks" filter
  4. Save and turn on

  Now every note with checkboxes will auto-sync to WorkFlowy, with no review step.
</Accordion>

<Accordion title="Route to Different Lists">
  Create separate Zaps for different WorkFlowy lists. Use filters to organize by project or topic.
</Accordion>

<Accordion title="Add to Nested Bullets">
  WorkFlowy supports nesting. Configure your Zap to add bullets under specific parent items.
</Accordion>

<Accordion title="Organize by Theme">
  Route different content to different WorkFlowy projects or lists based on keywords or tags.
</Accordion>

## Checkbox Format

```markdown theme={null}
- [ ] Bullet 1
- [ ] Bullet 2
- [ ] Bullet 3
```

Each becomes a WorkFlowy bullet.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Bullets not appearing">
    1. **Checkbox format**: Verify `- [ ] text`
    2. **Zap is ON**: Check Zapier dashboard
    3. **WorkFlowy connection**: Ensure proper setup
  </Accordion>

  <Accordion title="Wrong list or location">
    Edit the Zap and select the correct WorkFlowy list or location.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679828
* **Status**: ✅ Public
* **Trigger Type**: Note Created
* **Target Platform**: WorkFlowy
* **Setup Time**: \~2 minutes
* **Best For**: Hierarchical outline organization

## Perfect For

* 📝 **Outline-first** thinkers
* 🎯 **GTD practitioners** using WorkFlowy
* 🧠 **Brainstorm** processors
* 📚 **Knowledge collectors** building reference systems
* 🔍 **Research-oriented** professionals

## Related Templates

<CardGroup aria-label="Similar knowledge management templates">
  <Card title="Notion" href="/user-guides/integrations/notion/zaps/create-notion-database-items-from-cleft-notes" aria-label="Create Notion items from Cleft notes">
    For database-style knowledge bases
  </Card>

  <Card title="Reflect" href="/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft" aria-label="Create Reflect notes from Cleft">
    For daily reflection
  </Card>

  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    For task execution
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    For visual project management
  </Card>
</CardGroup>

## Support

* **WorkFlowy Help**: [workflowy.com/help](https://workflowy.com/help/get-started)
* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com/hc/en-us)

***

Ready to outline with voice? [View the template →](https://zapier.com/webintent/create-zap?template=255679828)


# Zapier Template Library
Source: https://learn.cleftnotes.com/user-guides/integrations/zapier/templates

Ready-to-use Zapier workflows that send Cleft notes to your task, project, and knowledge tools

Send Cleft notes to the tools you already use. Start from a template, connect your Cleft account once, then choose which fields your Zap should send on.

<Note type="info">
  **Requires Cleft Plus.** The Zapier integration needs an active Cleft Plus subscription. [Upgrade here](/user-guides/upgrade-to-plus) to get started.
</Note>

## What Zapier Gets From Cleft

<Note>
  **Already using Cleft with Zapier?** Existing Zaps keep working. You do not need to reconnect Cleft to get the latest fields and trigger reliability.
</Note>

Every Cleft Zap can receive note title, Markdown, plain text, tags, timestamps, published-link details, audio details, and ready-to-map combinations such as title plus note body. Use the fields your destination app needs and ignore the rest.

Available Cleft triggers include:

* **Note Created.** Run when a finished note is created.
* **Note Updated.** Run when a note changes.
* **Tag Changed on Note.** Run when a tag is added or removed.
* **Comment Added.** Run when someone comments on a shared note.
* **Note Published.** Run when a shared link is turned on.
* **Note Unpublished.** Run when a shared link is turned off.

## Task Management Templates

Capture tasks from voice notes and sync them automatically to your task manager.

<CardGroup aria-label="Task management Zapier templates">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Create Todoist tasks from Cleft notes">
    ✅ Public • \~2 min • Saves 10 min/day
    GTD workflow automation
  </Card>

  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Create Asana tasks from Cleft notes">
    ✅ Public • \~2 min • Saves 15 min/day
    Team project management
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="Create ClickUp tasks from Cleft notes">
    ✅ Public • \~2 min • Saves 12 min/day
    All-in-one workspace
  </Card>

  <Card title="Things" href="/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes" aria-label="Create Things todos from Cleft notes">
    ✅ Public • \~2 min • Saves 8 min/day
    Apple ecosystem task manager
  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Create Google Tasks from Cleft notes">
    ✅ Public • \~2 min • Saves 10 min/day
    Google Workspace integration
  </Card>

  <Card title="Microsoft To Do" href="/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes" aria-label="Create Microsoft To Do tasks from Cleft notes">
    ✅ Public • \~2-3 min • Saves 12 min/day
    Microsoft 365 integration
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="Create TickTick tasks from Cleft notes">
    ✅ Public • \~2 min • Saves 10 min/day
    Advanced task management
  </Card>
</CardGroup>

## Issue Tracking Templates

Turn voice notes into structured issues and cards in your project tracking system.

<CardGroup aria-label="Issue tracking Zapier templates">
  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="Create GitHub issues from Cleft notes">
    ✅ Public • \~2 min • Saves 15 min/day
    Developer workflow automation
  </Card>

  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Create Jira issues from Cleft notes">
    ✅ Public • \~2-3 min • Saves 20 min/day
    Enterprise project management
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Create Trello cards from Cleft notes">
    ✅ Public • \~2 min • Saves 10 min/day
    Visual board management
  </Card>
</CardGroup>

## Knowledge Management Templates

Capture ideas and sync them directly to your knowledge base or note system.

<CardGroup aria-label="Knowledge management Zapier templates">
  <Card title="Notion" href="/user-guides/integrations/notion/zaps/create-notion-database-items-from-cleft-notes" aria-label="Create Notion database items from Cleft notes">
    ✅ Public • \~2-3 min • Saves 20 min/day
    All-in-one workspace
  </Card>

  <Card title="WorkFlowy" href="/user-guides/integrations/workflowy/zaps/create-workflowy-bullets-from-cleft-notes" aria-label="Create WorkFlowy bullets from Cleft notes">
    ✅ Public • \~2 min • Saves 15 min/day
    Hierarchical note organization
  </Card>
</CardGroup>

## Note-Taking Templates

Append voice notes directly to your daily notes or journaling system.

<CardGroup aria-label="Note-taking Zapier templates">
  <Card title="Reflect" href="/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft" aria-label="Add to Reflect daily notes from Cleft">
    ✅ Public • \~2 min • Saves 10 min/day
    Daily journaling automation
  </Card>
</CardGroup>

## Installation Steps

Getting started with any template takes a few minutes:

1. **Click** the template card above
2. **Review** the full documentation and setup requirements
3. **Click** "Install Template" button on the template page
4. **Connect** your Cleft account and target platform
5. **Configure** options if needed
6. **Turn on** the Zap and start automating!

Most templates are ready in 2 to 3 minutes.

## Popular Use Cases

### Voice-to-Task Workflow

Capture action items by voice throughout your day, automatically synced to your task manager.

**Time saved**: 10-20 minutes per day

### Meeting Notes to Issues

Record meeting decisions and action items, auto-create issues for your dev team.

**Time saved**: 15-30 minutes per meeting

### Brain Dump to Knowledge Base

Quick voice capture sessions automatically organized into your Notion or WorkFlowy.

**Time saved**: 15-20 minutes per session

### Standup Automation

Voice your standup updates, auto-create tasks for the team.

**Time saved**: 10-15 minutes per standup

## Browse by Platform

Find templates for your favorite tools:

<CardGroup aria-label="Browse Zapier templates by platform">
  <Card title="Todoist" href="/user-guides/integrations/todoist/zaps/create-todoist-tasks-from-cleft-notes" aria-label="Todoist Zapier templates">
    Task management
  </Card>

  <Card title="Asana" href="/user-guides/integrations/asana/zaps/create-asana-tasks-from-cleft-notes" aria-label="Asana Zapier templates">
    Team projects
  </Card>

  <Card title="ClickUp" href="/user-guides/integrations/clickup/zaps/create-clickup-tasks-from-cleft-notes" aria-label="ClickUp Zapier templates">
    All-in-one workspace
  </Card>

  <Card title="GitHub" href="/user-guides/integrations/github/zaps/create-github-issues-from-cleft-notes" aria-label="GitHub Zapier templates">
    Issue tracking
  </Card>

  <Card title="Jira" href="/user-guides/integrations/jira/zaps/create-jira-issues-from-cleft-notes" aria-label="Jira Zapier templates">
    Enterprise management
  </Card>

  <Card title="Notion" href="/user-guides/integrations/notion/zaps/create-notion-database-items-from-cleft-notes" aria-label="Notion Zapier templates">
    Knowledge base
  </Card>

  <Card title="Reflect" href="/user-guides/integrations/reflect/zaps/add-to-reflect-daily-notes-from-cleft" aria-label="Reflect Zapier templates">
    Daily journaling
  </Card>

  <Card title="Trello" href="/user-guides/integrations/trello/zaps/create-trello-cards-from-cleft-notes" aria-label="Trello Zapier templates">
    Visual boards
  </Card>

  <Card title="Google Tasks" href="/user-guides/integrations/google-tasks/zaps/create-google-tasks-from-cleft-notes" aria-label="Google Tasks Zapier templates">
    Google Workspace
  </Card>

  <Card title="Microsoft To Do" href="/user-guides/integrations/microsoft-to-do/zaps/create-microsoft-to-do-tasks-from-cleft-notes" aria-label="Microsoft To Do Zapier templates">
    Microsoft 365
  </Card>

  <Card title="TickTick" href="/user-guides/integrations/ticktick/zaps/create-ticktick-tasks-from-cleft-notes" aria-label="TickTick Zapier templates">
    Advanced tasks
  </Card>

  <Card title="Things" href="/user-guides/integrations/things/zaps/create-things-todos-from-cleft-notes" aria-label="Things Zapier templates">
    Apple ecosystem
  </Card>

  <Card title="WorkFlowy" href="/user-guides/integrations/workflowy/zaps/create-workflowy-bullets-from-cleft-notes" aria-label="WorkFlowy Zapier templates">
    Hierarchical notes
  </Card>
</CardGroup>

## Support & Resources

* **Cleft Support**: [Contact support](https://cleftnotes.com/contact)
* **Need help?** [Contact our team](/user-guides/contact-support)

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding" aria-label="Book onboarding call with founders">
  Get personalized help setting up your Zapier workflows ✨
</Card>


# iOS
Source: https://learn.cleftnotes.com/user-guides/ios

Voice notes on iPhone, from the lock screen, the Action Button, Siri, CarPlay, or your wrist

Cleft on iPhone is built for the seconds before a thought slips. Hit the Action Button, tap the lock screen widget, or just say "Hey Siri, new Cleft note." Talk for a minute, and the formatted note is waiting next time you look at your phone.

## Start fast

Five ways to start a note without unlocking or opening the app:

<div>
  <ul>
    <li><strong>Action Button.</strong> iPhone 15 Pro and later, one press</li>
    <li><strong>Lock Screen widget.</strong> Long-press the lock screen → Customize → add Cleft</li>
    <li><strong>Control Center tile</strong> (iOS 18+). Pull down from the top-right, tap Cleft Record</li>
    <li><strong>Siri.</strong> "Hey Siri, new Cleft note"</li>
    <li><strong>CarPlay</strong> (iOS 26.4+). Cleft appears on the dashboard when you plug in</li>
  </ul>
</div>

Once a recording starts, the timer runs in the Dynamic Island and a Live Activity sits on the lock screen. Tap to expand and stop or save without opening the app.

## Record a note

<Steps>
  <Step title="Tap +">
    Tap **+** in the app, the lock screen widget, or your Action Button. Talk, pause and resume as you go, and don't bother organising your thoughts.

    <img alt="Cleft recording on iPhone with wireframe sphere visualization, timer, and pause/stop controls" />
  </Step>

  <Step title="Tap stop">
    Cleft transcribes and formats your note. You can lock the phone. Processing continues in the background.

    <img alt="Cleft processing a voice note on iPhone, 'This is good stuff' with word count" />
  </Step>

  <Step title="Read the formatted note">
    A summary, key points, and any action items are waiting when you come back. Edit, share, or send onward.
  </Step>
</Steps>

For mic technique and language settings, see [Recording Voice Notes](/user-guides/recording-voice-notes).

## What iPhone is best at

<CardGroup>
  <Card title="Always-on capture" icon="bolt" href="/user-guides/widgets-and-action-button">
    Action Button, lock screen widget, Control Center, Live Activity, five ways to start without unlocking.
  </Card>

  <Card title="Hands-free voice" icon="microphone" href="/user-guides/integrations/apple-shortcuts/overview">
    Siri, Apple Shortcuts, and Focus filters trigger recording while your hands are busy.
  </Card>

  <Card title="CarPlay recording" icon="car" href="/user-guides/carplay">
    Hands-free voice notes from the driver's seat. Recordings transfer to your phone the moment you disconnect.
  </Card>

  <Card title="Apple Watch handoff" icon="watch" href="/user-guides/apple-watch">
    Catch a thought on your wrist, finish it on your phone. The audio transfers automatically.
  </Card>

  <Card title="Spotlight search" icon="magnifying-glass">
    Cleft notes show up in iPhone Spotlight. Swipe down from the home screen and type a phrase to find any note.
  </Card>

  <Card title="Local Sync" icon="folder" href="/user-guides/integrations/local-sync/overview">
    Save every note as Markdown on your iPhone. Free for everyone, with the default folder under On My iPhone → Cleft in Files; Plus can point it at an Obsidian vault or any Files location. Set it up right from iPhone Settings.
  </Card>

  <Card title="Offline by default" icon="wifi-slash" href="/user-guides/using-cleft-offline">
    Record on the subway, the trail, the plane. Notes queue locally and sync the moment you're back online.
  </Card>
</CardGroup>

## iPhone moments worth stealing

### Catch a thought before it slips

You're walking. An idea lands. Press the Action Button (or tap the lock screen widget), talk for 30 seconds, lock the phone. The note is formatted and tagged by the time you're at your desk, no app to open, no unlock to do.

Pair with [Writing Style](/user-guides/custom-instructions) so quick brain-dumps come back as decisions and follow-ups, not a wall of text.

### A daily note you add to all day

Pin one note (a daily journal, a project log, a travel diary) to a home-screen widget. Tap the widget every time you have something to add and Cleft appends to that note instead of starting a new one.

Setup: [Pin a note to your widget](/user-guides/widgets-and-action-button) · [Appending to Notes](/user-guides/appending-to-notes) · [Daily Capture Routines](/user-guides/daily-capture-routines)

### Hands-free in the car

Plug into CarPlay and Cleft appears on the dashboard with a voice control template: start, pause, save, all without touching the screen. The audio transfers back to your phone for transcription as soon as you disconnect.

No CarPlay? "Hey Siri, new Cleft note" works the same way over your car's speakers.

Full setup in [CarPlay](/user-guides/carplay).

### Between meetings, before you forget

Step out of a call, hit the Action Button, talk through what just happened. The Live Activity in the Dynamic Island lets you stop recording from any app. By the time the next meeting starts, Cleft is formatting it in the background.

Repeatable structure: [Meeting Notes System](/user-guides/meeting-notes-system).

### From wrist to vault

Record on Apple Watch when your phone isn't out. The audio hands off to your iPhone for transcription, then Local Sync can save the finished note to your Markdown folder on iPhone, iPad, or Mac.

[Apple Watch](/user-guides/apple-watch) · [Exporting to a folder](/user-guides/exporting-notes)

### Pull a thought back via Spotlight

Forgot which note had the quote you wanted? Swipe down on your home screen, type a phrase, and Cleft notes appear right alongside Mail, Messages, and Files. Tap to jump straight to the note.

### Send straight to where you actually work

Once a note's done, send it on without leaving Cleft:

* **Notion.** [Notion integration](/user-guides/integrations/notion/overview) (Plus can auto-send every note)
* **Apple Reminders / Things / Todoist.** [Task integrations](/user-guides/integrations/apple-reminders/overview)
* **Anywhere with a share sheet.** Mail, Messages, Slack, Drafts

See [Sending Notes](/user-guides/send) for the full list.

## Lock screen, Dynamic Island, and widgets

<AccordionGroup>
  <Accordion title="Lock Screen widget" aria-label="Lock screen widget">
    Add a Cleft accessory to your lock screen and start a recording without unlocking. Long-press the lock screen → **Customize** → add Cleft above or below the clock.
  </Accordion>

  <Accordion title="Home Screen widgets" aria-label="Home screen widgets">
    Three widget types ship today: **New Note** (start a recording), **Continue Last Note** (append to whatever you recorded last), and **Pinned Note** (always append to the same note, great for journals and project logs).

    Full setup: [Widgets and Action Button](/user-guides/widgets-and-action-button).
  </Accordion>

  <Accordion title="Dynamic Island and Live Activities" aria-label="Dynamic Island and Live Activities">
    While Cleft is recording, the timer sits in the Dynamic Island and a Live Activity appears on the lock screen. Tap to expand and you'll get tappable controls (stop, save, or cancel) without ever opening the app.
  </Accordion>

  <Accordion title="Control Center (iOS 18+)" aria-label="Control Center tile">
    Add the Cleft Record or Continue tile to Control Center: pull down from the top-right of the screen, tap **+**, find Cleft. Then start a recording from any app.
  </Accordion>

  <Accordion title="Action Button (iPhone 15 Pro and later)" aria-label="Action Button">
    Map the Action Button to Cleft via **Settings → Action Button**. One press starts a new voice note, no unlock, no app launch.
  </Accordion>

  <Accordion title="Siri and Apple Shortcuts" aria-label="Siri and Apple Shortcuts">
    "Hey Siri, new Cleft note" starts a recording hands-free. Build custom Apple Shortcuts on top of Cleft's App Intents, or trigger Cleft from Focus filters.

    Recipes: [Apple Shortcuts integration](/user-guides/integrations/apple-shortcuts/overview).
  </Accordion>
</AccordionGroup>

## Audio

<AccordionGroup>
  <Accordion title="Input devices">
    Cleft uses whichever microphone iOS routes to it:

    * **Built-in microphone.** Works out of the box, optimised for voice
    * **AirPods Pro / Max.** Better in noisy spots thanks to noise cancellation
    * **Wired or Bluetooth headsets.** Pick up automatically once paired
  </Accordion>

  <Accordion title="Permissions">
    iOS asks for microphone access the first time you record. If recording fails, open **iOS Settings → Cleft → Microphone** and make sure it's enabled. Check **Focus** mode permissions too. Some Focus filters silence the mic.
  </Accordion>

  <Accordion title="Tips for cleaner audio">
    * Hold the phone six to eight inches from your mouth
    * Step away from background music or busy traffic when you can
    * For long recordings, AirPods cut down ambient noise more than the built-in mic
  </Accordion>
</AccordionGroup>

## Settings

Open Cleft and tap the gear icon:

* **General.** Theme, transcription language, date and time format, Preflight Mode for offline
* **Writing Style** - Your Rules, output styles, copy format, and custom styles
* **Integrations** - Notion, Zapier, and other destinations
* **Local Sync** - save notes as Markdown files, flip the audio companion, check your storage, and choose a folder with Plus
* **Widgets.** In-app guide for adding lock and home screen widgets
* **Account and Support**

System-level controls (microphone permission, Siri phrase, Focus filters, Action Button mapping) live in the iOS Settings app.

## Troubleshooting

<Warning>
  **Microphone not working?** iOS Settings → Cleft → Microphone → make sure it's enabled. Check Focus mode permissions too.

  **Notes not syncing?** Open the note and pull down on the detail view to refresh. Confirm you're signed in to the same account on every device.

  **Widget not updating?** Remove and re-add the widget. iOS schedules widget refreshes on its own. They don't update instantly.

  **Still stuck?** [Contact support](/user-guides/contact-support).
</Warning>

## Related guides

* [Recording Voice Notes](/user-guides/recording-voice-notes). Mic technique, languages, recording length
* [Widgets and Action Button](/user-guides/widgets-and-action-button). Every widget, every entry point
* [CarPlay](/user-guides/carplay). Hands-free recording from the road
* [Apple Watch](/user-guides/apple-watch). Capture on your wrist
* [Apple Shortcuts](/user-guides/integrations/apple-shortcuts/overview). Automate Cleft anywhere on iOS
* [Writing Style](/user-guides/custom-instructions) - shape how Cleft formats your notes
* [iPadOS](/user-guides/ipados). What changes when you move to a tablet
* [macOS](/user-guides/macos). The keyboard-first sibling


# iPadOS
Source: https://learn.cleftnotes.com/user-guides/ipados

Voice notes on iPad. Multi-window capture, Apple Pencil, Magic Keyboard, and the iPhone feature set on a bigger canvas

Cleft on iPad is the iPhone app, scaled up. Same recording, same widgets, same Siri, with a two-column layout, multi-window, Apple Pencil, and Magic Keyboard on top. Read on one side, capture on the other; squeeze the Pencil to start a thought without putting your tea down.

<div>
  <img alt="Cleft on iPad in landscape with notes list on the left and a call-notes summary on the right" />
</div>

## Start fast

Five ways to begin a note without stopping what you're doing:

<div>
  <ul>
    <li><strong>Apple Pencil Pro squeeze.</strong> Squeeze the barrel to start a voice note (iPadOS 17.5+, Pencil Pro only)</li>
    <li><strong>Lock Screen widget.</strong> Long-press the lock screen → Customize → add Cleft</li>
    <li><strong>Control Center tile</strong> (iPadOS 18+). Pull from the top-right, tap Cleft Record</li>
    <li><strong>Magic Keyboard.</strong> Open Cleft, hit <strong>+</strong>, or use <code>⌘ + ⏎</code> in the editor</li>
    <li><strong>Siri.</strong> "Hey Siri, new Cleft note"</li>
  </ul>
</div>

Once recording starts, the timer sits in a Live Activity on the lock screen and the Dynamic Island (M4 iPad Pro). Tap to stop or save without opening the app.

## Record a note

<Steps>
  <Step title="Tap +, squeeze the Pencil, or ask Siri">
    Cleft starts a recording in the foreground while you keep doing whatever else you were doing, reading a PDF in Split View, typing in another app, sketching in the Pencil Pro grip.
  </Step>

  <Step title="Talk, then stop">
    Pause and resume as you go. Use **Space** to pause/resume, **Esc** to cancel, **Return** to finish, when you have a Magic Keyboard or Smart Keyboard attached.
  </Step>

  <Step title="Read the formatted note">
    A summary, key points, and any action items are waiting on the right pane. Edit with Pencil Scribble or Magic Keyboard, send onward.

    <img alt="Cleft on iPad in portrait with notes list on the left and a formatted note with headings, bullets, and action items on the right" />
  </Step>
</Steps>

For mic technique and language settings, see [Recording Voice Notes](/user-guides/recording-voice-notes).

## What iPad is best at

<CardGroup>
  <Card title="Two windows at once" icon="window-restore">
    Stage Manager and Split View let you keep a source document open while you draft a note in Cleft right next to it.
  </Card>

  <Card title="Apple Pencil capture" icon="pen">
    Squeeze Apple Pencil Pro to start a voice note. Use Scribble to handwrite edits straight into the editor.
  </Card>

  <Card title="Magic Keyboard control" icon="keyboard" href="#all-keyboard-shortcuts">
    Format, send, and navigate with shortcuts, no trackpad needed when you're docked.
  </Card>

  <Card title="Local Sync" icon="folder" href="/user-guides/integrations/local-sync/overview">
    Save every note as Markdown on iPad. Free for everyone, with the default folder under On My iPad → Cleft in Files; Plus can point it at an Obsidian vault or any Files location. Set it up right from iPad Settings.
  </Card>

  <Card title="Inherits the iPhone toolkit" icon="bolt" href="/user-guides/ios">
    Lock-screen widgets, Control Center, Siri, App Shortcuts, Spotlight, Focus filters. All the iPhone surfaces work on iPad too.
  </Card>

  <Card title="Couch-friendly long form" icon="couch" href="/user-guides/recording-voice-notes">
    The bigger canvas and better speakers make iPad the right place for 20-minute think-out-louds and lecture capture.
  </Card>

  <Card title="Spotlight search" icon="magnifying-glass">
    Cleft notes show up in iPadOS Spotlight. Swipe down on the Home Screen and type a phrase to find any note.
  </Card>
</CardGroup>

## iPad moments worth stealing

### Read on the left, capture on the right

Open a paper, transcript, or web article in one window; open Cleft in the other via Split View. Hit **+** in Cleft and narrate your reactions as you read: quotes, push-back, questions. The note ends up structured by [Writing Style](/user-guides/custom-instructions) so it's a usable artefact, not a wall of stream-of-consciousness.

Setup: see [Multi-window and Stage Manager](#multi-window-and-stage-manager) below.

### Squeeze the Pencil, talk, get back to drawing

You're sketching or annotating with Apple Pencil Pro. An idea lands. Squeeze the barrel. Cleft starts a new voice note in the background. Talk for thirty seconds, lock the iPad, keep drawing. The formatted note is waiting next time you open Cleft.

Use [Writing Style](/user-guides/custom-instructions) to shape that rough thirty seconds into something structured.

### A daily note you append to all day

Pin one note (a daily journal, a project log, a travel diary) to a Home Screen widget. Tap the widget every time you have something to add and Cleft appends to that note instead of starting a new one.

Setup: [Pin a note to your widget](/user-guides/widgets-and-action-button) · [Appending to Notes](/user-guides/appending-to-notes) · [Daily Capture Routines](/user-guides/daily-capture-routines)

### Magic Keyboard meeting station

Dock the iPad in the Magic Keyboard, hit **+** to start recording, talk through the call. After, edit the summary with Scribble or the keyboard, then:

* `⌘ + ⇧ + S`. Generate a [public link](/user-guides/shareable-links) for collaborators
* `⌥ + P`. Push straight into [Notion](/user-guides/integrations/notion/overview)
* `⌘ + C`. Copy as Markdown for Slack, email, anything

Repeatable structure: [Meeting Notes System](/user-guides/meeting-notes-system).

### Long-form thinking on the couch

iPad is the best Cleft device for 15-to-30 minute recordings, better speakers and battery than iPhone, none of the desk-bound posture of Mac. Prop it on a stand, hit record, talk through a problem out loud. The transcript and summary are ready when you sit back down.

Mic technique: [Recording Voice Notes](/user-guides/recording-voice-notes).

### From iPhone or Watch, finish on iPad

Capture on the move with iPhone or Apple Watch; pick up the formatted note on iPad to edit, tag, and send onward. Sync happens through your Cleft account, no extra setup.

[Apple Watch](/user-guides/apple-watch) · [iOS](/user-guides/ios) · [Working with Notes](/user-guides/managing-voice-notes)

### Pull a thought back via Spotlight

Forgot which note had the quote you wanted? Swipe down on the Home Screen, type a phrase, and Cleft notes appear right alongside Mail, Messages, and Files. Tap to jump straight to the note.

## Multi-window and Stage Manager

iPad lets you run two Cleft windows side by side, useful for referencing one note while editing another, or recording in one window while reading in the other.

<Steps>
  <Step title="Open a second window">
    Swipe up to reveal the Dock, long-press the Cleft icon, choose **Open in New Window**. Or drag the Cleft icon out of the Dock onto the screen.
  </Step>

  <Step title="Use Split View or Stage Manager">
    Drag a window to the left or right edge for Split View, or enable Stage Manager from Control Center to free-arrange windows.
  </Step>

  <Step title="Resize freely">
    The layout adapts as you resize. Below \~600pt wide, Cleft collapses to a single column.
  </Step>
</Steps>

<Note>
  **Each window syncs independently.** A note created in one window appears in the other after the next sync. Pull to refresh in the lagging window for an immediate update.
</Note>

## Apple Pencil

* **Scribble.** Handwrite anywhere you can type; iPadOS converts to text.
* **Apple Pencil Pro squeeze.** Squeeze to start a new voice note (iPadOS 17.5+, Pencil Pro only). Toggle in **iPadOS Settings → Apple Pencil**.

Cleft does not have a drawing or annotation surface. Pencil input is for text and quick capture.

## All keyboard shortcuts

Hold **⌘** in any screen to see the chords available in the current context.

### Notes and editing

* **⌘ + ⌥ + S**. Show or hide the sidebar
* **⌘ + ⏎**. Save and finish a text note
* **⌘ + B**. Bold
* **⌘ + I**. Italic
* **⌘ + K**. Add link
* **⌘ + ⌥ + 1 / 2 / 3**. Heading 1, 2, 3
* **⌘ + ⇧ + 7**. Numbered list
* **⌘ + ⇧ + 8**. Bulleted list
* **⌘ + ⇧ + X**. Strikethrough
* **⌘ + ⇧ + '**. Block quote
* **⌘ + ⇧ + C**. Inline code

### Send

* **⌘ + C**. Copy as Markdown
* **⌘ + ⇧ + S**. Publish a public link
* **⌥ + P**. Send to Notion

### While recording

* **Space**. Pause or resume
* **Return**. Finish and save
* **Esc**. Cancel

The cross-platform reference lives at [Keyboard Shortcuts](/user-guides/keyboard-shortcuts).

## Lock screen, widgets, and Siri

<AccordionGroup>
  <Accordion title="Lock Screen widget" aria-label="Lock screen widget">
    Long-press the lock screen → **Customize** → add a Cleft accessory above or below the clock. Tap to start a recording without unlocking.
  </Accordion>

  <Accordion title="Home Screen widgets" aria-label="Home screen widgets">
    Three widget types: **New Note** (start a recording), **Continue Last Note** (append to whatever you recorded last), and **Pinned Note** (always append to the same note, great for journals and project logs).

    Full setup: [Widgets and Action Button](/user-guides/widgets-and-action-button).
  </Accordion>

  <Accordion title="Live Activity and Dynamic Island" aria-label="Live Activity and Dynamic Island">
    While Cleft is recording, a Live Activity appears on the lock screen with stop, save, and cancel controls. M4 iPad Pro shows the same status in the Dynamic Island.
  </Accordion>

  <Accordion title="Control Center (iPadOS 18+)" aria-label="Control Center tile">
    Pull from the top-right, tap **+**, find Cleft. Adds a Record or Continue tile so you can start a note from any app.
  </Accordion>

  <Accordion title="Siri and App Shortcuts" aria-label="Siri and App Shortcuts">
    "Hey Siri, new Cleft note" works the same as on iPhone. Build custom Apple Shortcuts on top of Cleft's App Intents, or trigger Cleft from a Focus filter.

    Recipes: [Apple Shortcuts integration](/user-guides/integrations/apple-shortcuts/overview).
  </Accordion>
</AccordionGroup>

## Audio

<AccordionGroup>
  <Accordion title="Input devices">
    Cleft uses whichever microphone iPadOS routes to it:

    * **Built-in microphone.** Works out of the box; iPad Pro's array is genuinely good for couch dictation
    * **AirPods Pro / Max.** Better in noisy spots thanks to noise cancellation
    * **USB-C and Bluetooth headsets.** Pick up automatically once paired
  </Accordion>

  <Accordion title="Permissions">
    iPadOS asks for microphone access the first time you record. If recording fails, open **Settings → Cleft → Microphone** and make sure it's enabled. Check **Focus** mode permissions too. Some Focus filters silence the mic.
  </Accordion>

  <Accordion title="Tips for cleaner audio">
    * Use a stand for long sessions; \~12-18 inches from the mic array works well
    * AirPods are the safest bet in shared or noisy spaces
    * Record in landscape if you'll be near speakers, keeps the mic away from playback bleed
  </Accordion>
</AccordionGroup>

## Settings

Open Cleft and tap the gear icon:

* **General.** Theme, transcription language, date and time format, Preflight Mode for offline
* **Writing Style** - Your Rules, output styles, copy format, and custom styles
* **Integrations** - Notion, Zapier, and other destinations
* **Local Sync** - save notes as Markdown files, flip the audio companion, check your storage, and choose a folder with Plus
* **Widgets.** In-app guide for adding lock and home screen widgets
* **Account and Support**

System-level controls (microphone permission, Siri phrase, Focus filters, Apple Pencil, Stage Manager) live in the iPadOS Settings app.

## Troubleshooting

<Warning>
  **Apple Pencil squeeze not starting a note?** Confirm the Pencil is Apple Pencil Pro, iPadOS is 17.5 or later, and squeeze is enabled in **Settings → Apple Pencil**.

  **Keyboard shortcut not firing?** Tap into the editor first so the field has focus. Hold **⌘** to confirm the chord is listed in the current screen.

  **Two Cleft windows showing different notes?** Each window syncs independently. Pull to refresh in the lagging window.

  **Microphone not working?** Settings → Cleft → Microphone → make sure it's enabled. Check Focus mode permissions too.

  **Still stuck?** [Contact support](/user-guides/contact-support).
</Warning>

## Related guides

* [Recording Voice Notes](/user-guides/recording-voice-notes). Mic technique, languages, recording length
* [Writing Style](/user-guides/custom-instructions). Shape how Cleft formats your notes
* [Widgets and Action Button](/user-guides/widgets-and-action-button). Every widget, every entry point
* [Apple Shortcuts](/user-guides/integrations/apple-shortcuts/overview). Automate Cleft anywhere on iPadOS
* [Keyboard Shortcuts](/user-guides/keyboard-shortcuts). Cross-platform reference
* [iOS](/user-guides/ios). The pocket sibling, where most capture happens
* [macOS](/user-guides/macos). The keyboard-first big sibling


# Keyboard Shortcuts
Source: https://learn.cleftnotes.com/user-guides/keyboard-shortcuts

Glide through capture without your hands leaving the keyboard

<Note>
  Keyboard shortcuts are macOS-only. iPhone and iPad rely on touch and Siri; see [Voice Commands](#voice-commands) below.
</Note>

## The pattern

* **Just one key** (`N`, `C`). Your most-used actions
* **Command key combos** (`⌘N`, `⌘E`). Standard Mac conventions
* **Shift variants** (`⇧N`, `⌘⇧N`). Variations on the base action
* **Global shortcut** (`⌥⌘N`). Start or stop recording even when Cleft is hidden
* **Standard Mac shortcuts** (`⌘Z`, `⌘B`, `⌘I`). Writing tools you already know

### Global Recording

| Action                  | Shortcut |
| ----------------------- | -------- |
| Start or stop recording | `⌥⌘N`    |

Change or clear the global shortcut in **Settings → Shortcuts**.

### Creating and Recording Notes

| Action                 | Shortcut |
| ---------------------- | -------- |
| New voice note         | `N`      |
| New text note          | `⌘N`     |
| Append voice to note   | `⇧N`     |
| Edit summary           | `⌘⇧N`    |
| Pause/resume recording | `Space`  |
| Finish voice note      | `⏎`      |
| Finish text note       | `⌘⏎`     |
| Cancel note            | `Esc`    |

### View and Note Management

| Action                    | Shortcut     |
| ------------------------- | ------------ |
| Toggle read/edit mode     | `⌘E`         |
| Toggle summary/transcript | `⌘T`         |
| Copy note                 | `C`          |
| Add tags                  | `⌘L`         |
| Open visible note 1-9     | `⌘1` to `⌘9` |

### Sharing

| Action             | Shortcut |
| ------------------ | -------- |
| Share note         | `⌘⇧S`    |
| Share private link | `⌘⇧P`    |
| Send to Notion     | `⌥P`     |

<Note>
  "Share public link" lives in the Edit menu but doesn't have a keyboard shortcut today.
</Note>

### Filtering

| Action                 | Shortcut |
| ---------------------- | -------- |
| Show/hide filter panel | `⌘/`     |
| Previous filter        | `⌘⇧[`    |
| Next filter            | `⌘⇧]`    |

### Text Editing

| Action        | Shortcut |
| ------------- | -------- |
| Undo          | `⌘Z`     |
| Redo          | `⌘⇧Z`    |
| Copy          | `⌘C`     |
| Paste         | `⌘V`     |
| Bold text     | `⌘B`     |
| Italicize     | `⌘I`     |
| Insert link   | `⌘K`     |
| Find in note  | `⌘F`     |
| Strikethrough | `⌘⇧X`    |
| Heading 1     | `⌘⌥1`    |
| Heading 2     | `⌘⌥2`    |
| Heading 3     | `⌘⌥3`    |
| Numbered list | `⌘⇧7`    |
| Bulleted list | `⌘⇧8`    |
| Block quote   | `⌘⇧'`    |
| Inline code   | `⌘⇧C`    |

### Zoom (Accessibility)

| Action      | Shortcut |
| ----------- | -------- |
| Zoom in     | `⌘+`     |
| Zoom out    | `⌘-`     |
| Actual size | `⌘0`     |

### App Settings and Navigation

| Action                | Shortcut |
| --------------------- | -------- |
| Refresh notes         | `⌘R`     |
| Open Settings         | `⌘,`     |
| Open Writing Style    | `⌘.`     |
| Select multiple notes | `⌘Click` |
| Close window          | `⌘W`     |
| Hide Cleft            | `⌘H`     |
| Minimize Cleft        | `⌘M`     |
| Quit Cleft            | `⌘Q`     |

## Get Started with Shortcuts

* **Start with the simplest**: Try just `N` for a new voice note, then `⇧N` to append to it. That's the core workflow.
* **Learn one at a time**: Pick a new shortcut each day. Within a week, you'll be flying.
* **Build your flow**: `N` to capture, `C` to copy, then paste into email or messages without your hands leaving the keyboard.
* **The rest is just standard Mac**: If you know `⌘B` for bold or `⌘Z` for undo, you already know half of Cleft's shortcuts.

## Siri & App Intents

Use your voice to control Cleft hands-free.

### Voice Commands

| Say this                                 | What happens                  | Platforms         |
| ---------------------------------------- | ----------------------------- | ----------------- |
| "Hey Siri, new Cleft note"               | Start a new voice recording   | All (incl. Watch) |
| "Hey Siri, start Cleft"                  | Start a new voice recording   | All (incl. Watch) |
| "Hey Siri, stop Cleft"                   | Stop and save your recording  | All (incl. Watch) |
| "Hey Siri, continue Cleft"               | Add more to your last note    | iPhone, iPad, Mac |
| "Hey Siri, get my last Cleft note"       | Hear your most recent summary | iPhone, iPad, Mac |
| "Hey Siri, get my last Cleft transcript" | Hear your full transcript     | iPhone, iPad, Mac |

<Note>
  **Apple Watch:** Start and Stop commands work on watchOS. Continue, Get Last Note, and Get Transcript require iPhone, iPad, or Mac.
</Note>

### Apple Shortcuts App

You can also use these intents in the Shortcuts app to build custom automations:

* **Start Recording.** Trigger a new voice note from any shortcut (all platforms)
* **Stop Recording.** Save the current recording (all platforms)
* **Continue Last Note.** Append audio to your most recent note (iOS/macOS)
* **Get Last Note.** Retrieve your latest summary (iOS/macOS)
* **Get Last Transcript.** Retrieve your latest full transcript (iOS/macOS)

<Info>
  Want to build a custom automation? Check out our [Apple Shortcuts integration guide](/user-guides/integrations/apple-shortcuts/overview).
</Info>

## Found an Edge Case?

If a shortcut isn't working as expected, [let us know](mailto:hello+fix@cleftnotes.com?subject=Keyboard%20Shortcut%20Issue).


# Knowledge Management
Source: https://learn.cleftnotes.com/user-guides/knowledge-management

Build a searchable database of insights, learning, and organizational knowledge

⏱️ **5-30 minutes setup** • 📊 **Intermediate** • 🆓 **Free** (🌟 **Plus for advanced integrations**)

Transform voice captures into a powerful, searchable knowledge base. Perfect for building personal wisdom, organizational memory, and connecting insights across time and projects.

## Quick Start: The Learning Loop

Build knowledge-building habits in 5 minutes:

<Steps>
  <Step title="Capture Insights">
    After reading, meetings, or problem-solving, record key insights while they're fresh
  </Step>

  <Step title="Add Context">
    Include where this insight came from and why it matters to you
  </Step>

  <Step title="Connect Ideas">
    Voice-note how this relates to other concepts or projects you're working on
  </Step>
</Steps>

<Note>
  **The Power**: Voice capture preserves the emotional context and reasoning behind insights - much richer than simple text notes.
</Note>

## Complete Knowledge Management Systems

### Personal Knowledge Base

Build your external brain with systematic voice capture:

<Accordion title="Knowledge Capture Framework">
  **Daily Learning Capture** (5-10 minutes):

  ```
  After significant learning experiences, record:
  - Key insights or "aha" moments
  - How this connects to existing knowledge
  - Specific applications or next actions
  - Questions this raises for further exploration
  ```

  **Custom Instructions for Processing**:

  ```
  Organize this learning capture into:
  - Main Insights: Key takeaways and breakthroughs
  - Connections: How this relates to existing knowledge/projects  
  - Applications: Specific ways to use this information
  - Further Exploration: Questions or topics to investigate
  - Source Context: Where/when this learning occurred
  ```

  **Weekly Synthesis** (15-20 minutes):

  ```
  Review the week's learning captures and identify:
  - Patterns across different insights
  - Conflicting information that needs resolution
  - Themes emerging in your thinking
  - Knowledge gaps becoming apparent
  ```
</Accordion>

### Project Knowledge Repository

Capture and organize project-specific learning:

<Steps>
  <Step title="Project Inception">
    Voice-record project context, assumptions, and initial approach
  </Step>

  <Step title="Decision Documentation">
    Capture why decisions were made, alternatives considered, and trade-offs
  </Step>

  <Step title="Learning Extraction">
    Regular voice reflection on what's working, what is not, and why
  </Step>

  <Step title="Knowledge Transfer">
    Create voice summaries for team members or future project reference
  </Step>
</Steps>

### Meeting Intelligence Database

Transform meeting notes into searchable organizational knowledge:

### Decision Archive

**Capture**: Why decisions were made, who was involved, what factors mattered
**Value**: Avoid re-debating settled issues, understand decision patterns

### People Insights

**Capture**: Communication styles, preferences, expertise areas
**Value**: More effective collaboration and relationship building

### Process Learning

**Capture**: What workflows succeed or fail, why processes break down
**Value**: Continuous improvement and better system design

### Strategic Context

**Capture**: Market insights, competitive intelligence, strategic reasoning
**Value**: Better decision-making and pattern recognition

## Advanced Knowledge Organization

### The Zettelkasten Method with Voice

Build a network of interconnected insights:

<Tabs>
  <Tab title="Atomic Ideas">
    **One Insight Per Capture**:

    * Record single concepts or insights clearly
    * Include enough context to understand later
    * Add tags or categories for discoverability

    **Example Voice Note**:

    ```
    "Insight about remote team communication: 
    Async-first communication actually improves decision quality 
    because it forces clearer thinking and documentation. 
    Connects to previous note about meeting reduction strategies.
    Relevant for Project Phoenix team structure planning."
    ```
  </Tab>

  <Tab title="Linking & Connecting">
    **Voice Connection Making**:

    * Reference previous insights when capturing new ones
    * Explicitly state relationships between ideas
    * Build conceptual bridges across different domains

    **Connection Template**:

    ```
    "This builds on my earlier insight about [topic]. 
    The connection is [relationship]. 
    This changes my thinking about [area] because [reasoning].
    Questions this raises: [follow-up questions]"
    ```
  </Tab>

  <Tab title="Concept Evolution">
    **Iterative Insight Development**:

    * Revisit and expand on previous insights
    * Voice-record how your thinking has evolved
    * Document when and why you change positions

    **Evolution Tracking**:

    ```
    "Update to my thinking on [topic] from [date]:
    New evidence: [what changed]
    Revised position: [updated view]
    Implications: [what this means for decisions/actions]"
    ```
  </Tab>
</Tabs>

### Progressive Summarization

Build layers of understanding through voice processing:

<AccordionGroup>
  <Accordion title="Layer 1: Raw Capture">
    **Initial Voice Capture**:

    * Stream-of-consciousness insights and reactions
    * Full context and emotional responses
    * All details while they're fresh and accessible
  </Accordion>

  <Accordion title="Layer 2: Key Points Extraction">
    **Distillation Process**:

    ```
    Custom Instructions:
    "From this longer capture, extract:
    - The 3 most important insights
    - Key supporting evidence or examples
    - Most actionable takeaways
    - Questions for further exploration"
    ```
  </Accordion>

  <Accordion title="Layer 3: Synthesis & Integration">
    **Knowledge Integration**:

    * How these insights connect to broader themes
    * Changes to mental models or frameworks
    * New hypotheses or theories emerging
    * Implications for current projects or decisions
  </Accordion>

  <Accordion title="Layer 4: Wisdom Distillation">
    **Principle Extraction**:

    * Underlying principles or patterns
    * Transferable frameworks or mental models
    * Conditions when these insights apply
    * Warning signs or exceptions to consider
  </Accordion>
</AccordionGroup>

## Specialized Knowledge Applications

### Research & Learning

For students, researchers, and continuous learners:

<Accordion title="Academic Research System">
  **Literature Review Process**:

  ```
  For each paper/source, voice-record:
  - Main argument and supporting evidence
  - Methodology and its strengths/weaknesses  
  - How this relates to your research questions
  - Quotes or data points to potentially use
  - Critique and evaluation of conclusions
  ```

  **Research Synthesis Sessions**:

  ```
  Weekly voice sessions to:
  - Connect insights across multiple sources
  - Identify gaps in current understanding
  - Generate hypotheses for testing
  - Plan next research directions
  - Refine research questions based on learning
  ```
</Accordion>

### Professional Development

Build career-relevant knowledge systematically:

<Steps>
  <Step title="Skill Development Tracking">
    Voice-document learning from courses, books, and practical experience
  </Step>

  <Step title="Industry Intelligence">
    Capture insights from conferences, articles, and peer conversations
  </Step>

  <Step title="Best Practices Library">
    Record what works well in your field and why
  </Step>

  <Step title="Failure Analysis">
    Document mistakes, lessons learned, and prevention strategies
  </Step>
</Steps>

### Organizational Memory

Help teams and companies preserve and share knowledge:

### Process Documentation

Voice-record how complex processes actually work, including edge cases

### Cultural Knowledge

Capture unwritten rules, values, and "how we do things here"

### Customer Insights

Build database of customer feedback, needs, and behavioral patterns

### Competitive Intelligence

Organize market observations and strategic intelligence

## Integration with Knowledge Tools

### Export to Knowledge Bases

<Tabs>
  <Tab title="Obsidian">
    **Perfect for**: Networked thinking and concept mapping

    * Export voice insights as connected markdown notes
    * Use tags and links to build knowledge networks
    * Visualize concept relationships with graph view
  </Tab>

  <Tab title="Notion">
    **Perfect for**: Structured databases and team knowledge

    * Create knowledge base databases with metadata
    * Build team-accessible insight repositories
    * Combine with project management workflows
  </Tab>

  <Tab title="Apple Notes">
    **Perfect for**: Quick reference and personal insights

    * Simple folder organization by topic
    * Easy searching across all insights
    * Seamless integration with iOS ecosystem
  </Tab>

  <Tab title="Logseq">
    **Perfect for**: Daily knowledge building and block-based thinking

    * Daily insight capture with automatic backlinking
    * Block-level connections between ideas
    * Privacy-focused local storage
  </Tab>
</Tabs>

### Search and Retrieval

Make your knowledge base actually useful:

<AccordionGroup>
  <Accordion title="Effective Tagging Systems">
    **Voice Tagging Strategy**:

    * Include tags naturally in speech: "This insight about project management..."
    * Use consistent taxonomy: People, Projects, Concepts, Industries
    * Add temporal tags: "This was relevant during the Q4 planning process"
  </Accordion>

  <Accordion title="Context-Rich Summaries">
    **Searchable Descriptions**:

    * Start insights with context: "During the client meeting with X about Y..."
    * Include emotional context: "I was frustrated by..." or "This was exciting because..."
    * Reference related projects or people for cross-connections
  </Accordion>

  <Accordion title="Regular Knowledge Gardening">
    **Maintenance Practices**:

    * Monthly review of recent insights for connections
    * Quarterly consolidation of related concepts
    * Annual review of knowledge themes and gaps
  </Accordion>
</AccordionGroup>

## Success Metrics for Knowledge Management

Track the value of your knowledge system:

* **Insight Retrieval**: Can you find relevant knowledge when you need it?
* **Decision Quality**: Are you making better decisions based on accumulated wisdom?
* **Learning Acceleration**: Are you building on previous insights rather than starting over?
* **Knowledge Sharing**: Can others benefit from your captured insights?

## Common Knowledge Management Challenges

<AccordionGroup>
  <Accordion title="I capture insights but never review them">
    * **Solution**: Build regular review sessions into your workflow
    * **Tip**: Start with weekly 10-minute knowledge review sessions
    * **System**: Link knowledge review to project planning or goal setting
  </Accordion>

  <Accordion title="I cannot find insights when I need them">
    * **Solution**: Improve your tagging and context-setting during capture
    * **Tip**: Include project names, people, and time context in voice notes
    * **Practice**: Test search-ability by looking for insights during actual work
  </Accordion>

  <Accordion title="My knowledge feels scattered across different tools">
    * **Solution**: Choose one primary knowledge repository and stick with it
    * **Tip**: Use Cleft as the capture point, then export to your chosen system
    * **Integration**: Set up automated workflows to consolidate insights
  </Accordion>

  <Accordion title="I do not see the value of past insights">
    * **Solution**: Practice connecting new insights to previous knowledge
    * **Tip**: Before major decisions, search your knowledge base for relevant insights
    * **Habit**: Include "how does this connect to what I already know?" in captures
  </Accordion>
</AccordionGroup>

<CardGroup>
  <Card title="Batch Processing" icon="clock" href="/user-guides/batch-processing">
    Turn clusters of captured insights into organized reference material
  </Card>

  <Card title="Integration Workflows" icon="workflow" href="/user-guides/integration-workflows">
    Set up automated knowledge processing pipelines
  </Card>
</CardGroup>


# Languages
Source: https://learn.cleftnotes.com/user-guides/languages

Transcription language options and what's officially supported

Cleft can attempt transcription in 60+ languages. The 58 listed below have good accuracy based on Whisper benchmarks. US English gets the best results. Everything else uses the same model but hasn't been officially tested.

## Changing Your Language

Go to **Settings > General** and use the **Transcription Language** picker. Choose a specific language or leave it on **Auto-Detect**.

<Tip>
  See the full list of [Whisper-supported languages](https://developers.openai.com/api/docs/guides/speech-to-text) on OpenAI's docs.
</Tip>

## Supported Languages

Based on [Whisper benchmarks](https://developers.openai.com/api/docs/guides/speech-to-text), these 57 languages score below 50% word error rate (WER), the standard threshold for usable speech-to-text accuracy:

* Afrikaans
* Arabic
* Armenian
* Azerbaijani
* Belarusian
* Bosnian
* Bulgarian
* Catalan
* Chinese
* Croatian
* Czech
* Danish
* Dutch
* English
* Estonian
* Finnish
* French
* Galician
* German
* Greek
* Hebrew
* Hindi
* Hungarian
* Icelandic
* Indonesian
* Italian
* Japanese
* Kannada
* Kazakh
* Korean
* Latvian
* Lithuanian
* Macedonian
* Malay
* Marathi
* Maori
* Nepali
* Norwegian
* Persian
* Polish
* Portuguese
* Romanian
* Russian
* Serbian
* Slovak
* Slovenian
* Spanish
* Swahili
* Swedish
* Tagalog
* Tamil
* Thai
* Turkish
* Ukrainian
* Urdu
* Vietnamese
* Welsh

Languages not listed above may still return results, but you might see garbled output or mixed-language text.

Want official support for another language? Let us know at [support@cleftnotes.com](mailto:support@cleftnotes.com).


# macOS
Source: https://learn.cleftnotes.com/user-guides/macos

Voice notes on Mac. Full keyboard control, Spotlight, Apple Shortcuts, and folder sync to your vault

Cleft on Mac is built for the keyboard. Hit a shortcut, talk for a minute, and your thought lands in your folder, your vault, or Notion before you've switched apps.

<Note>
  **Global recording shortcut:** Press `⌥⌘N` to start or stop recording from anywhere on your Mac. Rebind it or clear it in **Settings → Shortcuts**.
</Note>

<div>
  <img alt="Cleft on macOS, finished note with AI-formatted summary, key decisions, and action items" />
</div>

## Start fast

Launch with `⌥⌘N`, Spotlight (⌘ + Space, "Cleft"), the Dock, or Launchpad.

<div>
  <strong>The shortcuts you'll use every day:</strong>

  <ul>
    <li><code>⌥⌘N</code> - Start or stop recording from anywhere</li>
    <li><code>N</code>. New voice note</li>
    <li><code>⌘ + N</code>. New text note</li>
    <li><code>Shift + N</code>. Continue last note</li>
    <li><code>⌘ + 1</code> to <code>⌘ + 9</code> - Jump to a note in the current list</li>
    <li><code>⌘ + ⏎</code>. Save note</li>
    <li><code>⌘ + R</code>. Refresh</li>
    <li><code>⌘ + F</code>. Find</li>
    <li><code>⌘ + /</code>. Toggle filter</li>
    <li><code>⌘ + ,</code>. Settings</li>
    <li><code>⌘ + .</code>. Writing Style</li>
    <li><code>⌘ + W</code>. Close window</li>
  </ul>
</div>

## Record a note

<Steps>
  <Step title="Hit N (or click +)">
    Press **N** with no note selected, click the **+** button, or pick **File → New Voice Note** from the menu bar.

    <img alt="Cleft recording a voice note on MacBook with wireframe sphere visualization, timer at 0:07, and pause and stop controls" />
  </Step>

  <Step title="Talk, then stop">
    Use **Space** to pause and resume, **Esc** to cancel. Hit Stop when you're done.

    <img alt="Cleft processing a voice note on macOS, 'Connecting the dots' with word count and time" />
  </Step>

  <Step title="Read the formatted note">
    Cleft gives you back a summary, key points, and any action items. Edit with **⌘ + E**, switch to the raw transcript with **⌘ + T**.

    <img alt="Finished voice note on macOS with AI-formatted summary, key decisions, and next steps" />
  </Step>
</Steps>

For mic technique and language settings, see [Recording Voice Notes](/user-guides/recording-voice-notes).

## What Mac is best at

<CardGroup>
  <Card title="Local Sync" icon="folder" href="/user-guides/integrations/local-sync/overview">
    Auto-export every note as Markdown to a folder on your Mac. Free for everyone; Plus lets you point it at your Obsidian vault, NotePlan project, Logseq graph, or any folder you pick.
  </Card>

  <Card title="Apple Shortcuts" icon="bolt" href="/user-guides/integrations/apple-shortcuts/overview">
    Trigger Cleft from any Shortcut, Raycast command, or Alfred workflow.
  </Card>

  <Card title="Spotlight search" icon="magnifying-glass">
    Cleft notes show up in system Spotlight. Find a thought from anywhere on your Mac.
  </Card>

  <Card title="Keyboard everything" icon="keyboard" href="/user-guides/keyboard-shortcuts">
    Capture, edit, share, and send to Notion without touching the trackpad.
  </Card>
</CardGroup>

## Mac moments worth stealing

### Between meetings, before you forget

Hop out of a Zoom call, press `⌥⌘N`, talk for 30 seconds while it's fresh, then save. The next meeting starts before the formatting finishes, and the note is waiting when you get back.

Pair with [Writing Style](/user-guides/custom-instructions) so post-meeting brain-dumps come back as decisions + follow-ups rather than a wall of text.

### Turn a meeting into a shareable summary

Record the meeting (or a recap right after), edit the summary with **⌘ + Shift + N**, then:

* **⌘ + Shift + S**. Share via Mail, Messages, or any share-sheet app
* **⌘ + Shift + P**. Generate a [private link](/user-guides/shareable-links) for collaborators
* **Option + P**. Push straight into [Notion](/user-guides/integrations/notion/overview)
* **⌘ + L**. Add tags so it's findable next quarter

For repeatable meeting structure, see [Meeting Notes System](/user-guides/meeting-notes-system).

### Daily journal with append

One note per day, added to throughout. Use **Shift + N** to continue the last note instead of starting a new one, your morning intentions, midday wins, and evening reflection all stack into a single entry.

Full setup in [Daily Capture Routines](/user-guides/daily-capture-routines) and [Appending to Notes](/user-guides/appending-to-notes).

### Sync everything to your Markdown vault

Cleft can write every note to a folder on disk. Free for everyone; Plus lets you pick a custom destination (your Obsidian vault, NotePlan project, Logseq graph, or anywhere). Anything you record on Mac, iPhone, or Apple Watch lands there as Markdown, formatted, tagged, and timestamped.

Settings can reveal your active save folder in Finder or show you its exact path, whether you're on Free or Plus and whether you kept the default folder or picked your own. Turn on the audio toggle and the original recording saves right beside the written note, and Settings shows how many files you have and the total size at a glance.

* **Set it up:** Settings → Local Sync
* **Full guide:** [Local Sync](/user-guides/integrations/local-sync/overview)
* **App-specific notes:** [Obsidian](/user-guides/integrations/obsidian/overview), [NotePlan](/user-guides/integrations/noteplan/overview), [Logseq](/user-guides/integrations/logseq/overview), [Drafts](/user-guides/integrations/drafts/overview), [Bear](/user-guides/integrations/bear/overview)

### Automate the boring parts

Apple Shortcuts and App Intents expose Cleft's actions to the rest of macOS. Some starting points:

* **Raycast / Alfred:** Map a hotkey to "Start a Cleft voice note" so capture is one keystroke from anywhere.
* **Calendar trigger:** Auto-create a "Meeting prep" note 5 minutes before each calendar event.
* **End-of-day:** A Shortcut that copies today's notes into your daily review doc.

Recipes and templates: [Apple Shortcuts integration](/user-guides/integrations/apple-shortcuts/overview).

### Pull a thought back via Spotlight

Forgot which note had the quote you wanted? ⌘ + Space, type a phrase, and Cleft notes appear alongside Mail and Files. Click through and Cleft opens directly to that note.

## All keyboard shortcuts

### Recording and notes

* **⌥⌘N** - Start or stop recording from anywhere on Mac
* **N**. New voice note (no note selected)
* **⌘ + N**. New text note
* **Shift + N**. Continue last note
* **⌘ + Shift + N**. Edit summary
* **⌘ + E**. Toggle read/edit
* **⌘ + ⏎**. Save note
* **⌘ + T**. Toggle summary / transcript
* **⌘ + 1** through **⌘ + 9** - Open the matching note in the current list, filter, or search result
* **C**. Copy note (no note selected)
* **⌘ + R**. Refresh
* **Space**. Pause / resume while recording
* **Esc**. Cancel recording

### Editing

* **⌘ + B**. Bold
* **⌘ + I**. Italic
* **⌘ + K**. Insert link
* **⌘ + Shift + X** - Strikethrough
* **⌘ + Option + 1 / 2 / 3** - Heading 1, 2, or 3
* **⌘ + Shift + 7** - Numbered list
* **⌘ + Shift + 8** - Bulleted list
* **⌘ + Shift + '** - Block quote
* **⌘ + Shift + C** - Inline code

### Sharing and tags

* **⌘ + Shift + S**. Share note
* **⌘ + Shift + P**. Share private link
* **Option + P**. Send to Notion
* **⌘ + L**. Add tags

### Filters

* **⌘ + /**. Toggle filter
* **⌘ + Shift + \[**. Previous filter
* **⌘ + Shift + ]**. Next filter

### View

* **⌘ + +**. Zoom in
* **⌘ + −**. Zoom out
* **⌘ + 0**. Actual size

### Window

* **⌘ + M**. Minimize
* **⌘ + Control + F**. Full screen
* **⌘ + W**. Close window
* **⌘ + Q**. Quit Cleft

The full cross-platform list is on [Keyboard Shortcuts](/user-guides/keyboard-shortcuts).

## Window behaviour

Cleft uses one main window. Settings (⌘ + ,) and Writing Style (⌘ + .) open in their own windows so you can keep them visible while you work.

⌘ + W closes the window without quitting. Cleft stays in your Dock. Bring it back from the Dock, ⌘ + Tab, or **Window → Notes** in the menu bar.

## Staying up to date

When a newer version of Cleft is ready, a gentle reminder appears on your Home screen and takes you straight to the update. It never blocks a recording, and you can dismiss it for now.

## Audio

<AccordionGroup>
  <Accordion title="Input devices">
    Pick your mic from the recording controls:

    * **Built-in microphone.** Works out of the box
    * **External USB mic.** For studio-quality input
    * **AirPods and Bluetooth headsets.** Paired devices switch in automatically

    AirPods switch in cleanly without re-pairing or restarting recording.
  </Accordion>

  <Accordion title="Permissions">
    macOS asks for microphone access the first time you record. If recording fails:

    * Open **System Settings → Privacy & Security → Microphone**
    * Make sure Cleft is allowed
    * Restart Cleft after granting access
  </Accordion>
</AccordionGroup>

## Appearance

Cleft follows your macOS appearance, Light, Dark, or Auto. Change it in **System Settings → Appearance**.

## Troubleshooting

<Warning>
  **Microphone not detected?** System Settings → Privacy & Security → Microphone → make sure Cleft is allowed, then restart Cleft.

  **Sync issues?** Check your connection, confirm you're signed in to the same Cleft account on every device, and press `⌘R` to refresh.

  **Slow or unresponsive?** Quit and reopen Cleft (⌘ + Q, then relaunch). If it persists, [contact support](/user-guides/contact-support).
</Warning>

## Related guides

* [Recording Voice Notes](/user-guides/recording-voice-notes). Mic technique, languages, recording length
* [Writing Style](/user-guides/custom-instructions) - shape how Cleft formats your notes
* [Keyboard Shortcuts](/user-guides/keyboard-shortcuts). Every shortcut across every platform
* [Local Sync](/user-guides/integrations/local-sync/overview). Auto-export every note as Markdown to a folder you choose
* [Apple Shortcuts](/user-guides/integrations/apple-shortcuts/overview). Automate Cleft from anywhere on your Mac
* [iOS](/user-guides/ios). The pocket sibling, where most capture happens
* [iPadOS](/user-guides/ipados). What changes when you move to a tablet


# Note Actions
Source: https://learn.cleftnotes.com/user-guides/managing-voice-notes

Copy, share, merge, archive, and more. Everything you can do with a note

<div />

Every note has two action surfaces.

* The **Send** button (paperplane) on the toolbar gets a note **out** of Cleft. See [Sending Notes](/user-guides/send).
* The **`•••`** menu next to it covers actions you take **on** the note inside Cleft.

On iOS, long-press a note in the list to open the same set of actions as a context menu. On macOS, right-click a note in the list.

## Actions on a note (the ••• menu)

* **Continue.** Append more audio to an existing note.
* **Pin to Widget** (iOS only). Pin this note as the focus of your home screen Pinned Note widget. One note at a time. See [Widgets](/user-guides/widgets-and-action-button#pinned-note-widget).
* **Rewrite.** Regenerate the summary from the transcript. Useful after you tweak your Writing Style.
* **Duplicate.** Create a copy of the note.
* **Merge.** Combine two selected notes into one. Select two notes first to unlock this option.
* **Archive / Unarchive** (`⌘⇧A`). Move the note in or out of your Archived filter.
* **Delete.** Permanently remove the note.

## Sending and copying

Send and copy options live under the paperplane **Send** button on the toolbar. See [Sending Notes](/user-guides/send) for the full menu, [Copying Notes](/user-guides/copying-notes) for copy formats, and [Shareable Links](/user-guides/shareable-links) for web links.

## Multi-Select

Select multiple notes for bulk operations:

* **Delete.** Remove multiple notes at once.
* **Archive.** Archive or unarchive in bulk.
* **Tags.** Add or remove tags across selected notes.

On macOS, use `⌘ + Click` to select individual notes or `⇧ + Click` for a range.

## Audio Playback

Tap the play button on any voice note to listen back:

* **Play / Pause.** Drag the scrubber to jump to any point.
* **Speed controls.** 1x, 1.5x, or 2x playback.
* **Layout.** On iPhone, the player opens as a sheet. On macOS and iPad, it plays inline.

## Storage

* **Audio is transcribed locally.** Speech-to-text runs on your device using Whisper, so your audio is never sent to AI partners.
* **Audio syncs to Cleft's servers.** Recordings upload to Cleft for cross-device access and sharing, but are never shared with third-party LLM providers like OpenAI.
* **Note data syncs.** Titles, transcripts, and summaries sync across your devices.
* **Offline support.** Notes created without a connection sync automatically when you're back online.

<Info>
  Only the text transcript is sent to AI for summarization. Your audio stays between you and Cleft. Cleft is an Irish company and all data is stored in the EU. Learn more in our [Trust Center](https://cleftnotes.com/trust).
</Info>


# Meeting Notes System
Source: https://learn.cleftnotes.com/user-guides/meeting-notes-system

Never enter a meeting unprepared or leave without clear action items

# Meeting Notes System

⏱️ **3-15 minutes setup** • 📊 **Beginner** • 🆓 **Free**

Transform chaotic meetings into productive sessions with clear preparation, active capture, and immediate follow-up. This system works for everything from 1:1s to board meetings.

## Quick Start: The 3-Step Meeting Flow

Perfect for any meeting type:

<Steps>
  <Step title="Pre-Meeting Prep (2 minutes)">
    Record your priorities, questions, and key points before joining
  </Step>

  <Step title="Live Capture (During meeting)">
    Use Cleft to capture decisions, action items, and key insights as they happen
  </Step>

  <Step title="Immediate Follow-up (2 minutes)">
    Record action items and next steps while they're fresh in your mind
  </Step>
</Steps>

## The Complete Meeting System

### Phase 1: Pre-Meeting Preparation

**When**: 5-10 minutes before any important meeting

<Accordion title="Pre-Meeting Voice Template">
  **Record these elements**:

  1. **Meeting Purpose** (30 seconds)
     * Why are you meeting?
     * What decision needs to be made?
     * What outcome do you want?

  2. **Your Priorities** (60 seconds)
     * Top 2-3 points you must communicate
     * Questions you need answered
     * Information you need to gather

  3. **Context & Background** (30 seconds)
     * Relevant updates since last meeting
     * Key constraints or considerations
     * Your current position on main topics

  **Custom Instructions Example**:

  ```
  Format this meeting prep as:
  - Meeting objective and desired outcome
  - My top 3 priorities to discuss
  - Key questions I need answered
  - Important context to share
  ```
</Accordion>

### Phase 2: Live Meeting Capture

**During the meeting**: Use these capture techniques

### Quick Captures

**30-second bursts for**:

* Key decisions made
* Action items with owners
* Important insights or quotes
* Questions that come up

### Detailed Recording

**2-3 minute captures for**:

* Complex explanations
* Strategic discussions
* Problem-solving sessions
* Detailed feedback

<Note>
  **Pro Tip**: Don't try to capture everything live. Focus on decisions, actions, and insights you might forget. You can always ask for clarification later.
</Note>

### Phase 3: Immediate Follow-up

**Within 5 minutes of meeting end**:

<Steps>
  <Step title="Action Items Review">
    Record who's doing what by when - be specific about deadlines and deliverables
  </Step>

  <Step title="Decision Summary">
    Capture key decisions made and their rationale while they're fresh
  </Step>

  <Step title="Next Steps">
    Note what needs to happen before the next meeting or interaction
  </Step>
</Steps>

## Meeting Type Specializations

### 1:1 Meetings

<Accordion title="1:1 Optimization">
  **Pre-Meeting**:

  * Review previous 1:1 notes for context
  * Prepare specific feedback or discussion topics
  * Note any team/project updates to share

  **During Meeting**:

  * Focus on capturing commitments and development goals
  * Record specific examples or situations discussed
  * Note emotional context and team dynamics

  **Follow-up**:

  * Summarize growth opportunities discussed
  * Document any promises or commitments made
  * Plan concrete next steps for development items
</Accordion>

### Team/Project Meetings

<Accordion title="Team Meeting System">
  **Pre-Meeting**:

  * Status updates from your area
  * Blockers or issues to raise
  * Decisions you need from the team

  **During Meeting**:

  * Project milestone updates and timeline changes
  * Resource needs and allocation decisions
  * Cross-team dependencies and coordination needs

  **Follow-up**:

  * Clear ownership for all action items
  * Updated project timelines or priorities
  * Communication needs for stakeholders not present
</Accordion>

### Client/External Meetings

<Accordion title="Client Meeting Framework">
  **Pre-Meeting**:

  * Relationship history and previous commitments
  * Current project status and any issues
  * Specific asks or proposals to present

  **During Meeting**:

  * Client feedback and reaction to proposals
  * Budget or timeline discussions and constraints
  * New requirements or scope changes

  **Follow-up**:

  * Formal next steps and proposal requirements
  * Timeline commitments made to client
  * Internal actions needed to deliver on promises
</Accordion>

### Strategic/Planning Meetings

<Accordion title="Strategic Meeting Approach">
  **Pre-Meeting**:

  * Key data or insights to contribute
  * Your position on major decisions
  * Questions about strategic direction

  **During Meeting**:

  * Strategic decisions and their reasoning
  * Resource allocation and priority changes
  * Risks and mitigation strategies discussed

  **Follow-up**:

  * Strategic direction changes to communicate
  * Resource or priority shifts affecting your work
  * Follow-up analysis or research needed
</Accordion>

## Advanced Techniques

### The Meeting Stack Method

For back-to-back meeting days:

<Steps>
  <Step title="Morning Batch Prep">
    Record 5-minute overview covering all day's meetings and priorities
  </Step>

  <Step title="Transition Captures">
    30-second brain dump between meetings to clear your head
  </Step>

  <Step title="End-of-Day Synthesis">
    10-minute comprehensive review of all meetings and unified action plan
  </Step>
</Steps>

### Meeting Intelligence System

Build a searchable meeting database:

<Tabs>
  <Tab title="Pattern Tracking">
    * **Recurring Issues**: What problems keep coming up?
    * **Decision Patterns**: How does your team/company make decisions?
    * **Communication Styles**: How do different stakeholders prefer to work?
  </Tab>

  <Tab title="Relationship Management">
    * **Individual Preferences**: How does each person like to receive information?
    * **Influence Patterns**: Who drives decisions in different contexts?
    * **Team Dynamics**: What communication patterns work best?
  </Tab>

  <Tab title="Strategic Context">
    * **Goal Evolution**: How do priorities change over time?
    * **Resource Constraints**: What limitations keep appearing?
    * **Success Metrics**: What outcomes matter most to leadership?
  </Tab>
</Tabs>

## Integration Workflows

### Export to Your System

### Task Management

Export action items to your task manager with proper due dates and context

### CRM/Notes

Send client meeting summaries to your CRM or contact management system

### Project Docs

Add strategic decisions and changes to your project documentation

### Calendar

Block time for follow-up actions and add context to future meetings

### Automation Ideas

**Apple Shortcuts**:

* Trigger meeting prep recording based on calendar events
* Automatically export action items to your task manager
* Send meeting summaries to relevant team members

**Zapier (Plus)**:

* Create calendar events for follow-up actions
* Add action items to project management tools
* Send summary emails to meeting participants

## Common Meeting Challenges

<AccordionGroup>
  <Accordion title="I cannot capture during fast-moving meetings">
    * **Solution**: Focus only on decisions and action items, not discussion
    * **Tip**: Use 15-30 second micro-captures for key points
    * **Alternative**: Do a 5-minute comprehensive recap immediately after
  </Accordion>

  <Accordion title="People talk over my recording">
    * **Solution**: Step away briefly or mute yourself while capturing
    * **Tip**: Use text notes during meeting, voice summary after
    * **Best Practice**: Let people know you're taking comprehensive notes
  </Accordion>

  <Accordion title="I forget to do follow-up">
    * **Solution**: Block 5 minutes immediately after in your calendar
    * **Tip**: Set phone reminder to capture within 10 minutes
    * **Automation**: Use shortcuts to trigger follow-up reminders
  </Accordion>

  <Accordion title="My notes are inconsistent across meetings">
    * **Solution**: Create custom instruction templates for different meeting types
    * **Tip**: Start each capture with meeting type and participants
    * **System**: Use consistent naming conventions and tags
  </Accordion>
</AccordionGroup>

## Success Metrics

Track your meeting system effectiveness:

* **Preparation Quality**: Do you feel confident and ready for meetings?
* **Action Item Completion**: Are you and others following through on commitments?
* **Decision Clarity**: Is everyone clear on what was decided and why?
* **Meeting Efficiency**: Are meetings shorter with better outcomes?

  ### Level Up: Task Management

  Convert meeting actions into systematic task workflows

  ### Advanced: Knowledge Management

  Build a searchable database of meeting insights and patterns


# Privacy & Data Security
Source: https://learn.cleftnotes.com/user-guides/privacy

How Cleft protects and handles your data

<div>
  ## Our Privacy Promise

  **At Cleft, your privacy is not just a priority; it is a key part of how we operate.** We help you keep your thoughts safe and private.

  <Check>
    **Key Commitments**:

    * We do not train on your data
    * We do not sell your data
    * We adhere to GDPR and CCPA standards
    * We maintain transparency about data handling
  </Check>

  <AccordionGroup>
    <Accordion title="Privacy Goals">
      Our service aims for:

      * Strong data management controls
      * Robust protection against unauthorized access
      * Consistent availability
      * Risk minimization
    </Accordion>

    <Accordion title="What Data We Collect">
      We collect and process:

      * Account information
      * Audio notes
      * Transcription data
      * Summary notes
      * Language preferences
      * Usage data
      * Device information
      * Communication records
    </Accordion>

    <Accordion title="How We Use Your Data">
      This information is used to:

      * Deliver and manage services
      * Improve user experience
      * Communicate with users
      * Ensure security
    </Accordion>
  </AccordionGroup>

  <Note>
    Using Cleft means you have checked to confirm you are okay with our [privacy policy](https://cleftnotes.com/privacy). You can always stop using Cleft if you disagree.
  </Note>

  ## Your Data Rights

  <AccordionGroup>
    <Accordion title="Data Ownership">
      You (our customer) own your data, including:

      * Prepared notes
      * Transcripts
      * Audio files
      * Generated summaries
    </Accordion>

    <Accordion title="Recording & Storage">
      * Voice recordings are captured and saved locally
      * Audio files are stored on your device for 1 hour
      * After 1 hour, files are securely stored on Cleft's servers
      * Download original audio files anytime
    </Accordion>

    <Accordion title="Transcription Process">
      * All transcription happens on your device using OpenAI's Whisper model
      * No audio is sent to external servers for transcription
      * Transcripts are stored locally and synced securely
    </Accordion>

    <Accordion title="AI Processing">
      * Only text (not audio) is processed by our AI systems
      * Custom instructions are processed securely
      * No data is used for model training
      * AI processing follows privacy-first principles
    </Accordion>
  </AccordionGroup>

  ## Features & Security

  <AccordionGroup>
    <Accordion title="Basic Plan Features">
      Free features include:

      * On-device transcription
      * End-to-end encryption
      * Local audio storage (1 hour)
      * Full data ownership
      * Manual data export
      * Custom AI processing
    </Accordion>

    <Accordion title="Plus Plan Additions">
      Additional features:

      * Everything in Basic
      * Extended recording time (30 min)
      * Advanced integrations
      * Priority support
    </Accordion>

    <Accordion title="Data Retention">
      Our retention policy:

      * All data kept for 2 years after last login
      * Includes notes, transcripts, and audio
      * Automatic deletion after retention period
      * Option for earlier deletion on request
    </Accordion>

    <Accordion title="Data Export Options">
      Export your data anytime:

      * Request export through Settings
      * Receive complete .zip file
      * Download individual audio files
      * Export specific notes
    </Accordion>
  </AccordionGroup>

  ## Privacy Controls

  <AccordionGroup>
    <Accordion title="Account Settings">
      * Secure email authentication
      * No password storage
      * Session management
      * Device authorization
    </Accordion>

    <Accordion title="Integration Permissions">
      * Granular app permissions
      * Selective sync options
      * Integration management
      * Access control
    </Accordion>

    <Accordion title="Data Management">
      * Export controls
      * Deletion requests
      * Storage preferences
      * Sync settings
    </Accordion>
  </AccordionGroup>

  ## Compliance & Support

  <AccordionGroup>
    <Accordion title="Standards We Follow">
      Cleft maintains compliance with:

      * GDPR (General Data Protection Regulation)
      * CCPA (California Consumer Privacy Act)
      * EU AI Act requirements
      * Industry security standards
    </Accordion>

    <Accordion title="Data Protection Officer">
      [Jonathan Cosgrove](https://www.linkedin.com/in/jonnycosgrove/)
      Founder, COO and Data Protection Officer

      Contact: [DPO@Cleftnotes.com](mailto:DPO@Cleftnotes.com)
    </Accordion>

    <Accordion title="Data Requests">
      **Data Portability**
      Email [hello@cleftnotes.com](mailto:hello@cleftnotes.com)

      **Subject Access Request**
      Submit through our [SAR form](https://tally.so/r/mee2dx)
    </Accordion>
  </AccordionGroup>

  ## Updates & Vendors

  <AccordionGroup>
    <Accordion title="Privacy Policy Updates">
      **Version 1.2 - September 18, 2024**

      * Updated privacy policy language
      * Standalone Cookie Policy
      * Added vendor documentation

      **Version 1.1 - February 22, 2024**

      * Revised for product features
      * Added SAR form
      * Public release alignment

      **Version 1.0 - December 27, 2023**

      * Initial privacy policy
      * Data protection standards
      * Handling procedures
    </Accordion>

    <Accordion title="Cloud & Infrastructure">
      * **Amazon Web Services (AWS)**: Cloud infrastructure
      * **Amazon SES**: System emails
    </Accordion>

    <Accordion title="AI & Development">
      * **OpenAI**: Primary LLM provider
      * **Groq**: Backup LLM provider
      * **Anthropic**: Additional LLM provider
      * **Apple**: iOS development
    </Accordion>

    <Accordion title="Design & Documentation">
      * **Figma**: Product design
      * **GitBook**: Documentation
      * **SoFriendly**: Design partners
      * **Screen Studio**: Video creation
    </Accordion>

    <Accordion title="Business Tools">
      * **GitHub**: Code repository
      * **Google Workspace**: Collaboration
      * **Slack**: Team communication
      * **Stripe**: Payments
      * **RevenueCat**: Subscriptions
    </Accordion>

    <Accordion title="Analytics & Marketing">
      * **Fathom**: Privacy-focused analytics
      * **Hubspot**: Customer management
      * **Mailerlite**: Email communications
      * **Social Media**: Various platforms
    </Accordion>
  </AccordionGroup>

  <Note>
    View our complete [Privacy Policy](https://cleftnotes.com/privacy) and [Terms of Service](https://cleftnotes.com/terms) on our website.
  </Note>
</div>


# Prompt Templates
Source: https://learn.cleftnotes.com/user-guides/prompt-templates

Copy-paste prompt templates for common voice note processing tasks

# Prompt Templates

Quick-reference library of copy-paste prompt templates for common voice note processing needs. Simply copy the template and customize for your specific use case.

<Note>
  These templates work with Cleft Plus custom instructions. [Upgrade here](/user-guides/upgrade-to-plus) to access AI-powered note processing.
</Note>

## Daily Productivity Templates

### Morning Planning Template

```
Convert this morning brain dump into a structured daily plan:

🎯 TODAY'S TOP 3 PRIORITIES:
1. [Most important task with specific outcome]
2. [Second priority with deadline/context] 
3. [Third priority with next action]

💭 IDEAS & THOUGHTS:
- [Capture interesting ideas mentioned]

⚠️ CONCERNS TO ADDRESS:
- [Things causing stress or blocking progress]

⚡ QUICK WINS (under 30 min):
- [Small tasks for momentum building]

📅 SCHEDULED ITEMS:
- [Meetings and time-blocked activities]

Make priorities actionable with clear next steps and time estimates.
```

### End-of-Day Reflection Template

```
Process this end-of-day reflection:

✅ TODAY'S WINS:
- [What was accomplished]

📚 LESSONS LEARNED:
- [Key insights or realizations]

🔄 WHAT TO IMPROVE:
- [What could have gone better]

⏭️ TOMORROW'S SETUP:
- [Top 3 priorities for tomorrow]
- [Any prep needed tonight]

🤝 FOLLOW-UPS NEEDED:
- [People to contact or things waiting on others]

Focus on specific accomplishments and actionable improvements.
```

### Weekly Review Template

```
Structure this weekly review:

📊 WEEK OVERVIEW:
- [Major accomplishments and progress]

🎯 GOAL PROGRESS:
- [Status on quarterly/monthly goals]

🔍 PATTERNS NOTICED:
- [Recurring themes, problems, or successes]

📈 WHAT'S WORKING:
- [Systems and approaches to continue]

🔧 WHAT NEEDS ADJUSTMENT:
- [Changes to make next week]

🗓️ NEXT WEEK'S FOCUS:
- [Top priorities and areas of emphasis]

Be honest about both successes and areas for improvement.
```

## Meeting & Communication Templates

### Meeting Prep Template

```
Organize this meeting preparation:

📋 MEETING: [Title/Purpose]
👥 ATTENDEES: [Key participants]

🎯 MY OBJECTIVES:
- [What I need to accomplish]

❓ QUESTIONS TO ASK:
- [Information I need to gather]

💬 KEY POINTS TO MAKE:
- [Important messages to communicate]

📊 MATERIALS TO BRING:
- [Documents, data, or examples needed]

⏰ TIME MANAGEMENT:
- [How to use the meeting time effectively]

Make objectives specific and questions actionable.
```

### Meeting Follow-up Template

```
Convert these meeting notes into structured follow-up:

📋 MEETING SUMMARY: [Topic and date]
👥 PARTICIPANTS: [Who attended]

🔑 KEY DECISIONS MADE:
- [Important decisions with reasoning]

📝 ACTION ITEMS:
- [Person] will [specific task] by [date]

📅 NEXT STEPS:
- [Follow-up meetings or milestones]

🗣️ COMMUNICATION NEEDED:
- [Who else needs to be informed]

🅿️ PARKING LOT:
- [Items mentioned but not resolved]

Ensure action items have clear owners and deadlines.
```

### Email Draft Template

```
Convert this voice note into a professional email:

**Subject:** [Clear, specific subject line]

Hi [Name],

[Opening: Context and pleasantries]

[Body: Main message in clear paragraphs]

[Call to Action: What you need from them]

[Closing: Next steps and timeline]

Best regards,
[Your name]

Tone: [Professional/Friendly/Urgent] - adjust formality as needed.
Keep paragraphs short and scannable.
```

## Project Management Templates

### Project Kickoff Template

```
Structure this project planning session:

🚀 PROJECT: [Clear project name]

🎯 SUCCESS DEFINITION:
- [What "done" looks like]
- [Key success metrics]

📋 SCOPE & DELIVERABLES:
- [What's included in the project]
- [What's explicitly out of scope]

🏃‍♂️ KEY MILESTONES:
- [Week/Month]: [Milestone with deliverable]

👥 TEAM & ROLES:
- [Person]: [Responsibility]

⚠️ RISKS & MITIGATION:
- [Risk]: [Prevention/response strategy]

▶️ IMMEDIATE NEXT ACTIONS:
1. [First concrete step]
2. [Second concrete step]
3. [Third concrete step]

Focus on clarity and actionable first steps.
```

### Project Status Update Template

```
Format this project update:

📊 PROJECT STATUS: [Name] - [Overall status: On track/At risk/Delayed]

✅ COMPLETED THIS PERIOD:
- [Specific accomplishments]

🎯 CURRENT FOCUS:
- [What the team is working on now]

📅 UPCOMING MILESTONES:
- [Next 2-3 key deliverables with dates]

⚠️ BLOCKERS & ISSUES:
- [Current obstacles and proposed solutions]

🆘 HELP NEEDED:
- [Specific support required from stakeholders]

📈 METRICS UPDATE:
- [Relevant project metrics and trends]

Keep updates factual and solution-oriented.
```

### Task Breakdown Template

```
Break down this complex task:

📋 MAIN OBJECTIVE: [Overall goal]

🔢 STEP-BY-STEP BREAKDOWN:
1. [First concrete action - 30min]
2. [Second action with time estimate]
3. [Continue with specific steps...]

🔗 DEPENDENCIES:
- [What must happen first]
- [Who else needs to be involved]

📊 SUCCESS CRITERIA:
- [How to know each step is complete]

⏰ TOTAL TIME ESTIMATE: [Realistic time needed]

🚫 POTENTIAL OBSTACLES:
- [What might go wrong and backup plans]

Make each step specific enough to start immediately.
```

## Learning & Knowledge Templates

### Learning Session Template

```
Process this learning content:

📚 SOURCE: [Book/Course/Article title]
👤 AUTHOR/INSTRUCTOR: [Name]

🎯 MAIN CONCEPTS:
- [3-5 key ideas or frameworks]

💡 KEY INSIGHTS:
- [Personal "aha" moments or breakthroughs]

🔧 PRACTICAL APPLICATIONS:
- [How to use this in my work/life]

🔗 CONNECTIONS:
- [How this relates to other knowledge]

❓ QUESTIONS RAISED:
- [What I want to explore further]

📋 ACTION ITEMS:
- [Specific things to implement or research]

💬 QUOTABLE MOMENTS:
- [Memorable quotes or key phrases]

Focus on practical application and personal relevance.
```

### Research Notes Template

```
Organize this research session:

🔍 RESEARCH QUESTION: [What I'm investigating]

📖 SOURCES CONSULTED:
- [Papers, articles, websites, interviews]

🔑 KEY FINDINGS:
- [Important data, facts, or insights]

📊 METHODOLOGY NOTES:
- [How research was conducted or evaluated]

🧩 PATTERNS IDENTIFIED:
- [Trends or connections across sources]

🤔 IMPLICATIONS:
- [What this means for my work/question]

⏭️ NEXT RESEARCH STEPS:
- [What to investigate next]

💭 HYPOTHESIS UPDATES:
- [How my thinking has evolved]

Maintain objectivity while noting personal insights.
```

### Book Summary Template

```
Summarize this book/long-form content:

📖 BOOK: [Title] by [Author]
⭐ RATING: [Your rating and why]

🎯 CENTRAL THESIS:
- [Main argument or key message]

📋 KEY CHAPTERS/SECTIONS:
- [Chapter]: [Main point and takeaway]

💡 BEST INSIGHTS:
- [Most valuable ideas for you personally]

🔧 ACTIONABLE TAKEAWAYS:
- [Specific things to implement]

💬 MEMORABLE QUOTES:
- [Passages worth remembering]

👎 LIMITATIONS:
- [What the book missed or got wrong]

🔗 CONNECTIONS:
- [How this relates to other books/knowledge]

📚 RECOMMENDED FOR:
- [Who would benefit from reading this]

Focus on practical value and personal application.
```

## Specialized Use Cases

### Client Work Template

```
Structure these client notes:

👤 CLIENT: [Company/Contact name]
📅 DATE: [Interaction date]
🔄 TYPE: [Call/Meeting/Email/Project work]

🏢 CLIENT CONTEXT:
- [Current situation and challenges]

💬 DISCUSSION POINTS:
- [Key topics covered]

✅ AGREEMENTS REACHED:
- [Decisions made or approvals given]

📋 DELIVERABLES:
- [What I'm providing by when]

💰 COMMERCIAL ITEMS:
- [Budget, pricing, or contract discussion]

⏭️ NEXT STEPS:
- [My actions]: [Specific tasks by specific dates]
- [Client actions]: [What they need to do]

🗓️ FOLLOW-UP SCHEDULE:
- [When and how to reconnect]

Maintain professional tone and document commitments clearly.
```

### Creative Work Template

```
Capture this creative session:

🎨 PROJECT: [Creative work title/description]

💡 INSPIRATION SOURCE:
- [What sparked this session]

🎯 CREATIVE GOALS:
- [What I'm trying to achieve]

⚡ IDEAS GENERATED:
- [New concepts, approaches, or solutions]

🔧 TECHNIQUES EXPLORED:
- [Methods or tools tried]

✅ WHAT WORKED:
- [Successful approaches to remember]

❌ WHAT DIDN'T:
- [Dead ends to avoid next time]

⏭️ NEXT CREATIVE STEPS:
- [How to build on this session]

📁 FILES/ASSETS CREATED:
- [Tangible outputs from the session]

Preserve both successful ideas and valuable "failures."
```

## How to Use These Templates

<Steps>
  <Step title="Copy the Template">
    Select and copy the template that matches your needs
  </Step>

  <Step title="Customize for Your Context">
    Modify sections, add your own categories, or adjust the format
  </Step>

  <Step title="Save as Custom Instruction">
    In Cleft, create a custom instruction using your modified template
  </Step>

  <Step title="Test and Refine">
    Try it with real voice notes and adjust based on results
  </Step>
</Steps>

<CardGroup>
  <Card title="Custom Instructions Library" icon="book" href="/user-guides/custom-instructions-library">
    Learn how to create and manage custom instructions effectively
  </Card>

  <Card title="Advanced Formatting" icon="palette" href="/user-guides/advanced-formatting">
    Master advanced formatting techniques for better output
  </Card>
</CardGroup>


# Creating Notes
Source: https://learn.cleftnotes.com/user-guides/recording-voice-notes

Voice and text, two ways to create notes in Cleft

## Voice Notes

Capture your thoughts instantly. Tap record, see your words. Minimal loading time thanks to our optimized Whisper model.

### Starting a Recording

1. **Tap the microphone icon** to begin recording
2. **Choose a note style** if you want this note to use a different format
3. **Speak clearly** into your device microphone
4. **Continue speaking** - Cleft will capture everything

<Tip>
  Position your device's microphone toward your mouth for best audio quality
</Tip>

### During Recording

<img alt="Cleft recording view on iPhone with wireframe sphere visualization, restart button in top right, pause and stop controls at the bottom, and timer showing recording progress" />

* **Pause recording** by tapping the pause button
* **Resume recording** by tapping the microphone again
* **Restart your note** by tapping the restart button, discards the current recording and starts fresh without leaving the recording screen
* **Cancel recording** by tapping the X, exits without saving
* **Monitor recording time** in the interface
* **Choose a note style** before you start, including Structured, Structured Prose, Clean Transcript, or a synced custom style

### Stopping a Recording

1. **Tap the stop button** when finished
2. Cleft transcribes your audio locally on your device
3. The transcript is then summarized to create your finished note
4. Your note appears, ready to edit, share, or export

See [Writing Style](/user-guides/custom-instructions) to set the default style, add Your Rules, or create custom styles with Cleft Plus.

See [Transcripts](/user-guides/transcripts) to view or edit the raw text.

### Audio Devices

Cleft works seamlessly with your audio devices.

#### Switch Devices Mid-Recording

On Mac, you can manually switch between audio devices at any time, even mid-recording. Cleft handles the transition without losing your recording. On iPhone and iPad, iOS routes audio automatically based on your connected devices.

* **AirPods / AirPods Pro.** Automatic detection when connected
* **Bluetooth headsets.** Full support for calls and recording
* **Built-in microphone.** Always available as fallback
* **Wired headphones.** Detected when plugged in

<Tip>
  Your preferred audio device "just works". Cleft remembers your last choice and uses it automatically.
</Tip>

#### Other Apps Can Use Audio

FaceTime, Spotify, and other apps work while Cleft is open. You can:

* Listen to music while reviewing notes
* Take a call without closing Cleft
* Use other audio apps alongside recording

### Recording Tips

* **Speak at a moderate pace** for better transcription
* **Use quiet environments** for clearer audio
* **Pause between topics** to create natural breaks
* **Speak directly toward the microphone** for best results
* **Don't worry about silence.** Cleft filters out phantom transcription artifacts (like false "Thank you" at the end of recordings)

<Info>
  Your note is ready the moment you stop recording. Transcription runs in parallel while you speak, so there's no waiting.
</Info>

## Text Notes

Can't speak? Type instead. Cleft processes text notes the same way.

<Steps>
  <Step title="Create new text note">
    Select (macOS) or long press (iOS/iPadOS) the `+` button and choose new text note (`⌘ + N`)
  </Step>

  <Step title="Save your note">
    When you're done, select the Save button (`⌘ + ⏎`)
  </Step>

  <Step title="Process note">
    Keep Cleft open to process and create your note
  </Step>
</Steps>

<Tip>
  Text notes are perfect for quiet environments like libraries or commuting, letting you quickly capture ideas when speaking isn't practical.
</Tip>


# Refresh Cleft
Source: https://learn.cleftnotes.com/user-guides/refresh

Pull the latest notes from the server when things aren't syncing

Notes not showing up? Refresh pulls the latest from the server.

## Mac

Press `⌘ + R` or click the sync icon in the toolbar.

<div>
  <img alt="Refresh button in the Cleft toolbar on macOS" />
</div>

<Tip>
  Cleft refreshes automatically when you return to the app on Mac.
</Tip>

## iPhone and iPad

Pull down on the notes list to refresh.

<div>
  <img alt="Pull to refresh on iPhone, pulling down on the notes list" />

  <img alt="Pull to refresh on iPhone, refresh indicator showing" />
</div>

## Still Not Syncing?

1. Check you're signed in with the **same email** on both devices (Settings > Account)
2. Make sure you have an internet connection
3. Try refreshing on both devices
4. If issues persist, check the [FAQ](/user-guides/faq) for more troubleshooting steps

For the full syncing guide, see [Syncing Notes](/user-guides/syncing-notes).


# Request a Feature
Source: https://learn.cleftnotes.com/user-guides/request-feature

Tell us what you want Cleft to do

## We Build What You Need

Cleft exists because of user feedback. Many of our best features started as emails from people like you.

<CardGroup>
  <Card title="Vote on Features" icon="thumbs-up" href="https://cleftnotes.com/roadmap" aria-label="Vote on features on the Cleft roadmap">
    **See what others want**

    Upvote existing ideas or add your own. We prioritize based on votes.
  </Card>

  <Card title="Email Us Directly" icon="envelope" href="mailto:hello@cleftnotes.com?subject=Feature%20Request&body=Hey%20Cleft%20team%2C%0A%0AI%27d%20love%20to%20see%20this%20feature%3A%0A%0AWhy%20it%20would%20help%20me%3A%0A%0A" aria-label="Email feature request to Cleft team">
    **Skip the formality**

    Just tell us what you need. Jonathan and Justin read every email.
  </Card>
</CardGroup>

## What Helps Us Most

When requesting a feature, tell us:

1. **What you want.** The clearer, the better
2. **Why you need it.** What problem does it solve for you?
3. **How you'd use it.** Real examples help us design it right

## Current Roadmap

See what's already planned:

<Card title="View Roadmap" icon="map" href="https://cleftnotes.com/roadmap" aria-label="View the Cleft roadmap">
  **Up Next & Exploring**

  Everything we're working on and considering.
</Card>

<Tip>
  Features with the most votes get built first. Your voice matters, literally.
</Tip>


# Restore Your Account & Purchases
Source: https://learn.cleftnotes.com/user-guides/restore-account-and-purchases

How to restore your Cleft Plus subscription, recover purchases, and regain access to premium features

<Note>
  Lost access to Plus features? Follow this guide to restore your subscription and purchases.
</Note>

## Quick Video Guide

<div>
  <iframe title="How to restore your Cleft Plus subscription" />

  <p>
    Watch how to restore your Cleft Plus subscription
  </p>
</div>

## Step-by-Step Instructions

<Steps>
  <Step title="Open Settings">
    Navigate to Settings in Cleft by clicking the gear icon ⚙️ or pressing `⌘ + ,`
  </Step>

  <Step title="Manage Subscription">
    Look for the "Manage Subscription" section in your account settings
  </Step>

  <Step title="Upgrade or manage subscription">
    Select the subscription action to view available plans, manage billing, or restore an existing purchase
  </Step>

  <Step title="Restore Purchases">
    Click "Restore Purchases" to reactivate your existing subscription
  </Step>
</Steps>

## Common Scenarios

<AccordionGroup>
  <Accordion title="New Device Setup">
    If you've just got a new device:

    1. Install Cleft from the App Store
    2. Sign in with your email
    3. Follow the restore steps above
  </Accordion>

  <Accordion title="After App Reinstall">
    If you've reinstalled Cleft:

    1. Sign in with your original email
    2. Go to Settings > Manage Subscription
    3. Click "Restore Purchases"
  </Accordion>

  <Accordion title="Lost Plus Features">
    If your Plus features suddenly disappeared:

    1. Check your subscription status in Settings
    2. Verify your login email matches your subscription
    3. Use "Restore Purchases" to reactivate
  </Accordion>

  <Accordion title="Subscription Renewal Issues">
    If your subscription didn't auto-renew:

    1. Check your payment method is up to date
    2. Verify subscription status in App Store
    3. Use "Restore Purchases" in Cleft
  </Accordion>
</AccordionGroup>

## Troubleshooting

<CardGroup>
  <Card title="Still Can't Access Plus?" icon="question">
    * Verify you're signed in with the correct email
    * Check App Store subscription status
    * Ensure payment method is valid
    * Try signing out and back in
  </Card>

  <Card title="Need More Help?" icon="headset">
    Contact our support team:

    * Email: [hello@cleftnotes.com](mailto:hello@cleftnotes.com)
    * Include your account email
    * Mention any error messages
    * We'll respond within 24 hours
  </Card>
</CardGroup>

<Note>
  Having a different issue? Check our [FAQ](/user-guides/faq) or email [hello@cleftnotes.com](mailto:hello@cleftnotes.com) for direct support.
</Note>


# Sending Notes
Source: https://learn.cleftnotes.com/user-guides/send

Send a finished note to Notion, copy it to your clipboard, or share it as a link

Once a note is processed, the **Send** button on the note toolbar puts your most common destinations one tap away. The paperplane icon means "send this somewhere."

## What Send does

Tap **Send** on any open note to choose:

* **Notion.** Push the note to a database in your Notion workspace. See the [Notion guide](/user-guides/integrations/notion/overview).
* **Copy Rich Text.** In Cleft v1.15.0 or later, copy headings, lists, links, and emphasis as formatted text, with a readable plain-text fallback. Best for Apple Notes, Mail, Pages, and Word.
* **Copy as Markdown.** Headers, lists, and emphasis preserved. Best for Notion, GitHub, Obsidian, anything markdown-aware.
* **Copy as Plain Text.** Clean text, no formatting. Drops into any app.
* **Copy Transcript.** The raw transcript only, no summary or formatting.
* **Create Shareable Link.** Generate a web link anyone can open in a browser. See [Shareable Links](/user-guides/shareable-links).
* **Share Sheet.** The system share sheet for Messages, Mail, AirDrop, and any other app.

## Send vs. the ••• menu

The **Send** button is for getting a note **out** of Cleft.

The ellipsis (`•••`) menu next to the Send button is for actions you take **on** the note inside Cleft. That's where you'll find:

* **Pin to Widget**
* **Archive**
* **Continue** (append more audio)
* **Rewrite** (regenerate the summary)
* **Duplicate**, **Merge**, **Delete**

For the full list, see [Note Actions](/user-guides/managing-voice-notes).

## Notion shortcuts

If you send most of your notes to Notion, two settings make Send instant.

<Tabs>
  <Tab title="Auto-send (Plus)">
    Pick a Notion database in **Settings → Integrations → Notion** and turn on **Auto-send to Notion**. Every finished recording lands in that database with no extra tap.

    With auto-send configured, tapping **Send → Notion** on a note also fires straight to that same database, no picker. Disable auto-send if you want the picker back.
  </Tab>

  <Tab title="Archive after Send (Plus)">
    Turn on **Archive after Send** in **Settings → Integrations → Notion** to move a note to your Archived filter the moment a manual Send to Notion succeeds. Useful as an "I'm done with this one" gesture. Off by default. The local note is always recoverable from the Archived filter.

    Archive after Send is for manual Send only. Auto-send leaves your local notes in place by design.
  </Tab>
</Tabs>

## Mac

* **`⌥P`.** Send the current note to Notion. With auto-send configured, fires to your default database. Without it, opens the database picker.
* **Right-click a note** in the list to get Send options from the context menu.

<Note>
  A long-press default-destination shortcut is on the v1.14.0 roadmap. Not in v1.13.0.
</Note>

## Where each thing goes

| You want to...                                                                   | Use                                 |
| -------------------------------------------------------------------------------- | ----------------------------------- |
| Send a finished note to Notion                                                   | **Send → Notion**                   |
| Paste a formatted note into Apple Notes, Mail, Pages, or Word (v1.15.0 or later) | **Send → Copy Rich Text**           |
| Copy Markdown to paste into a Markdown-aware app                                 | **Send → Copy as Markdown**         |
| Get just the raw transcript                                                      | **Send → Copy Transcript**          |
| Share with someone who doesn't use Cleft                                         | **Send → Create Shareable Link**    |
| Send to Messages, Mail, or AirDrop                                               | **Send → Share Sheet**              |
| Pin to your home screen widget (iOS)                                             | **••• → Pin to Widget**             |
| Archive without sending anywhere                                                 | **••• → Archive** (or `⌘⇧A` on Mac) |

<Tip>
  On macOS, press `C` with a note selected to copy it to your clipboard instantly. Format follows your **Auto-Copy** setting (see [Copying Notes](/user-guides/copying-notes)).
</Tip>


# Settings
Source: https://learn.cleftnotes.com/user-guides/settings

Configure Cleft on iPhone, iPad, and Mac

<Note>
  Some settings are Plus-only. Cleft syncs many preferences through iCloud, including theme, note style, copy format, note language, writing rules, Notion auto-send, and save-to-device choices. Folder permissions, device permissions, and first-launch Local Sync consent are still configured per device.
</Note>

## Accessing Settings

<Tabs>
  <Tab title="iOS / iPadOS">
    Tap the **gear icon** in the top-right corner of the notes list.
  </Tab>

  <Tab title="macOS">
    Press `⌘ + ,` or click **Cleft → Settings** in the menu bar.
  </Tab>
</Tabs>

***

## iOS / iPadOS Settings

On iPhone and iPad, settings are organised into sections that match the main tasks you configure.

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft iPhone Settings screen showing General, Writing Style, Integrations, Local Sync, Widgets, Account, Support, What's New, and Rate Cleft." />
    </picture>
  </Frame>
</div>

### General

* **Appearance.** Light, Dark, or System theme.
* **Language.** Transcription language, including Auto-Detect.
* **Date and time format.** Choose how dates and times appear throughout the app.
* **Preflight Mode.** Download note text for offline reading before a flight, commute, or low-signal stretch.

### Writing Style

* **Your Rules** (Plus). Set one standing instruction Cleft follows every time, up to 500 characters. Free users see example rules to learn from; setting your own is part of Cleft Plus.
* **Output Styles.** Pick from Structured, Structured Prose, Clean Transcript, and any custom styles you have made.
* **Custom styles** (Plus). Create up to two named note styles and reorder the full style list.
* **Copy Format** (Plus). Choose the format Cleft uses when copying notes.
* **Cleft Signature.** Add or remove the Cleft signature from copied notes.

### Integrations

* **Notion** (Plus). Connect, pick a database, and choose how notes flow:
  * **Auto-send to Notion.** Every finished recording lands in your chosen database automatically. Pauses itself after repeated failed sends with a banner that explains how to retry.
  * **Archive after Send.** Move a note to your Archived filter the moment a manual Send to Notion succeeds.
  * See [Notion](/user-guides/integrations/notion/overview) for the full setup.
* **Zapier** (Plus). Connect to automation workflows.
* **API Key.** Manage developer access where available.

### Local Sync

* **Save notes as files.** Auto-export every note as Markdown on Mac, iPhone, and iPad.
* **Sync Folder.** Free users use Cleft's Documents/Cleft Notes folder. Plus users can choose a custom folder, including an Obsidian vault, NotePlan project, Logseq graph, or another Files/Finder location.
* **Include audio files.** Save the original `.m4a` recording beside the Markdown file.
* **Save existing notes as files.** Export notes that already existed before Local Sync was enabled.
* **Show path.** On iPhone and iPad, reveal the current path so you can navigate to it in Files.

See [Local Sync](/user-guides/integrations/local-sync/overview) for the full file format and app-specific setup.

### Widgets

* **Lock Screen widgets.** Add quick recording entry points to the Lock Screen.
* **Home Screen widgets.** Start a new note, continue the last note, or pin a specific note for append workflows.
* **Live Activity and Control Center.** Configure recording surfaces that work outside the app.
* **Action Button and CarPlay guidance.** Follow setup steps for the system features that live outside Cleft.

<div />

### Account

<div>
  <Frame>
    <img alt="Cleft iPhone Account settings, with name, email, and app user ID hidden until revealed, plus subscription, log out, and delete account controls." />

    <img alt="Cleft iPhone Account settings, with name, email, and app user ID hidden until revealed, plus subscription, log out, and delete account controls." />
  </Frame>
</div>

* **What's Included.** View your plan features.
* **Manage Subscription.** Upgrade or manage billing.
* **Private account details.** Reveal your name, email, and App User ID only when you need them.
* **Copy App User ID.** Share your support ID with Cleft without showing your email on screen.
* **Email and display name.** Update account details.
* **Log Out.** Sign out of Cleft.
* **Delete Account.** Permanently remove your account and data.

### Support

* **Help & Support.** Get assistance.
* **Send Feedback.** Share ideas or report issues.
* **What's New.** See the latest release notes.
* **Rate Cleft.** Leave an App Store review.
* **Roadmap.** See what's coming next.
* **Privacy Policy and terms.** View legal documents.

***

## macOS Settings

On Mac, Settings uses a sidebar with seven sections. Open the window with `⌘,`, then choose the section you need.

### General

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS Settings window open to General, showing theme, launch at startup, language, date format, time format, Preflight Mode, and audio device controls." />
    </picture>
  </Frame>
</div>

* **Theme.** Light, Dark, or Match System.
* **Launch at Startup.** Start Cleft when your Mac starts.
* **Language.** Transcription language, including Auto-Detect.
* **Date and time format.** Choose how dates and times appear throughout the app.
* **Preflight Mode.** Download note text for offline reading.
* **Input Device.** Select your microphone.
* **Output Device.** Select audio output for playback.

### Integrations

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS Settings window open to Integrations, showing Zapier, Notion, auto-send, archive after manual send, and request integration controls." />
    </picture>
  </Frame>
</div>

* **Zapier** (Plus). Connect Cleft to automation workflows.
* **Notion** (Plus). Connect, pick a database, configure auto-send, and choose whether successful manual sends archive notes.
* **Request an integration.** Send feedback when the app you need is not listed yet.

### Local Sync

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS Settings window open to Local Sync, showing Save notes as files, Sync Folder, Show path, Choose Custom Folder, Include audio files, and Save existing notes." />
    </picture>
  </Frame>
</div>

* **Save notes as files.** Auto-export every note as Markdown.
* **Sync Folder.** Free users use Cleft's Documents/Cleft Notes folder. Plus users can pick a custom folder.
* **Reveal and Show path.** Reveal the active folder in Finder or copy/check the path, whether you use the default folder or a custom destination.
* **Include audio files.** Save original `.m4a` recordings beside Markdown exports and see the current audio footprint.
* **Save existing notes as files.** Backfill notes that existed before Local Sync was enabled.

### Writing Style

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS Settings window open to Writing Style, showing Your Rules, Output Styles, Copy Format, and Include Cleft signature." />
    </picture>
  </Frame>
</div>

* **Your Rules.** Add one standing instruction for Cleft to follow.
* **Output Styles.** Choose, create, and reorder note styles.
* **Copy Format.** Choose how Cleft copies note content.
* **Cleft Signature.** Add or remove the Cleft signature from copied notes.

### Shortcuts

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS Settings window open to Shortcuts, showing the search field, most used shortcuts, global Start or Stop Recording shortcut, and recording shortcuts." />
    </picture>
  </Frame>
</div>

* **Global Start or Stop Recording.** The default shortcut is `⌥⌘N`; rebind it or clear it here.
* **Searchable shortcut reference.** Find recording, editing, navigation, and sharing shortcuts from one place.
* **Most Used.** Keep the shortcuts you reach for most visible while you learn the set.

### Account

<div>
  <Frame>
    <img alt="Cleft macOS Settings window open to Account, with name, email, and app user ID hidden until revealed, plus plan, subscription, log out, and delete account controls." />

    <img alt="Cleft macOS Settings window open to Account, with name, email, and app user ID hidden until revealed, plus plan, subscription, log out, and delete account controls." />
  </Frame>
</div>

* **Private account details.** Reveal your name, email, and App User ID only when you need them.
* **Copy App User ID.** Share your support ID with Cleft without showing your email on screen.
* **Plan.** Current subscription tier.
* **Manage Subscription.** Upgrade or manage billing.
* **Log Out of Cleft.** Sign out without deleting local app data.
* **Delete Account.** Permanently remove your account and data.

### Help & Support

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft macOS Settings window open to Help and Support, showing version, update status, Report a Bug, Email Us, Request a Feature, What's New, Leave a Review, Roadmap, and Changelog." />
    </picture>
  </Frame>
</div>

* **Version.** Current app version and build number.
* **Report a Bug / Email Us / Request a Feature.** Get in touch.
* **What's New.** See the latest release notes.
* **Leave a Review.** Rate on the App Store.
* **Roadmap / Changelog / Terms / Privacy / Access.** Reference links.

***

## Platform Differences

| Feature                         | iOS / iPadOS                                                        | macOS                                                          |
| ------------------------------- | ------------------------------------------------------------------- | -------------------------------------------------------------- |
| Launch at Login                 | System setting                                                      | In Cleft Settings                                              |
| Input/Output Device             | Routed by the system                                                | In Cleft Settings                                              |
| Local Sync default folder       | Yes                                                                 | Yes                                                            |
| Custom Local Sync folder        | Plus, exact folder selected in Files                                | Plus, dedicated subfolder inside the folder selected in Finder |
| Show active Local Sync location | Show path                                                           | Finder reveal control and Show path                            |
| Global recording shortcut       | System surfaces such as Action Button, widgets, Siri, and Shortcuts | `⌥⌘N`, configurable in Settings                                |
| Widgets guide                   | Yes                                                                 | No                                                             |
| Settings sync through iCloud    | Many preferences                                                    | Many preferences                                               |

<Info>
  For folder export setup, file naming, and app-specific workflows, use the [Local Sync guide](/user-guides/integrations/local-sync/overview).
</Info>


# Send a link to your note
Source: https://learn.cleftnotes.com/user-guides/shareable-links

Share any note as a web link, no Cleft account needed

Send anyone a link to your note. They can read it in a browser without a Cleft account.

<Steps>
  <Step title="Open the Send menu">
    Tap the paperplane **Send** button and choose **Create Shareable Link**.
  </Step>

  <Step title="Configure (optional)">
    Set a password for extra security (Plus feature).
  </Step>

  <Step title="Share the link">
    Copy it to your clipboard and send it however you like.
  </Step>
</Steps>

## What Your Recipient Sees

The link opens your note in a browser. Anyone with the link can:

* **Read the full note.**
* **Leave comments.** You'll get an email notification for each one.

You can revoke access anytime by deleting the link.

## Comments

Comments on shared notes are a simple way to get feedback. You can also connect them to [Zapier](/user-guides/integrations/zapier/templates), for example sending new comments to Slack or creating tasks in your project management tool.

<Tip>
  Use the "Shared Links" filter to see all your shared notes in one place.
</Tip>


# Support
Source: https://learn.cleftnotes.com/user-guides/support

Get help with Cleft - comprehensive support resources, accessibility assistance, and community connections

<div aria-label="Support page navigation">
  <a href="#%F0%9F%86%98-getting-help">Skip to Getting Help</a>
</div>

## We're Here to Help 🤝

Every support request is handled personally by our founders. Whether you need technical help, have accessibility questions, or just want to share feedback - we're here for you.

<Callout type="default">
  **Personal Touch**: All support emails are read by Jonathan or Justin personally. We're a small team that genuinely cares about your success with Cleft.
</Callout>

## 🆘 Getting Help

* **[Quick Answers](/user-guides/faq)** - FAQ & troubleshooting, common questions, quick fixes, and step-by-step solutions
* **[Contact Support](/user-guides/contact-support)** - Email & direct help, personal support from our team with 24-hour response guarantee
* **[Onboarding Call](https://cleftnotes.com/onboarding)** - Free personal session, 30-minute 1:1 setup help from the Cleft team

## 🔐 Account & Billing

<Card title="Account Setup" icon="user-plus" href="/user-guides/account-setup" aria-label="Set up your Cleft account">
  **Getting Started**

  Create account, sync devices, and initial configuration
</Card>

<Card title="Restore Purchases" icon="refresh" href="/user-guides/restore-account-and-purchases" aria-label="Restore your purchases and subscription">
  **Subscription Help**

  Restore Plus features, manage billing, and transfer accounts
</Card>

## 🛡️ Privacy & Security

<Card title="Privacy Guide" icon="shield-check" href="/user-guides/privacy" aria-label="Learn about Cleft's privacy practices">
  **Privacy Protection**

  How we protect your data and thoughts
</Card>

<Card title="Your Data Rights" icon="scale-balanced" href="/user-guides/data-rights" aria-label="Understand your data rights under GDPR and CCPA">
  **GDPR & CCPA Rights**

  Access, export, and delete your data
</Card>

## 🌐 Accessibility Support

<Info>
  **Accessibility Commitment**: Cleft is committed to digital accessibility and EU Accessibility Act compliance (WCAG 2.1 AA standards). We continuously work to improve accessibility for all users.
</Info>

### Need Accessibility Help?

* **Technical Issues**: Email [hello@cleftnotes.com](mailto:hello@cleftnotes.com?subject=Accessibility%20Support) with "Accessibility Support" in the subject
* **Screen Reader Issues**: Include your screen reader software and version in your message
* **Keyboard Navigation**: Report any navigation issues for keyboard-only users
* **Alternative Formats**: Request documentation in alternative formats

### Accessibility Features

* **Screen Reader Support**\
  Full compatibility with NVDA, JAWS, VoiceOver, and other screen readers

* **Keyboard Navigation**\
  Complete keyboard navigation support with visible focus indicators

* **Voice Commands**\
  Built-in voice control and dictation compatibility

* **High Contrast**\
  Support for high contrast modes and custom color schemes

## 📞 Emergency Support

For urgent issues affecting business operations:

<Warning>
  **Business Critical Issues**: Include "URGENT" in your email subject. We monitor these 24/7 and respond immediately.
</Warning>

## 🔗 Community & Learning

Connect with other users and stay updated:

<Card title="Community" icon="users" href="/community" aria-label="Join the Cleft community">
  **User Community**

  Connect with other voice-first thinkers
</Card>

<Card title="Speak Easy Podcast" icon="podcast" href="/resources/speak-easy-podcast" aria-label="Listen to our podcast">
  **Podcast & Stories**

  Insights from founders and power users
</Card>

***

<Check>
  **Response Guarantee**: We respond to all support emails within 24 hours, usually much faster. Every message gets a personal response from our team.
</Check>


# Syncing Notes
Source: https://learn.cleftnotes.com/user-guides/syncing-notes

Access your notes on every device, even offline

Your notes sync automatically between your iPhone, iPad, and Mac. Create a note on one device and it appears on the others.

## Refresh Manually

If you want to check for the latest changes right away:

### iPhone and iPad

Pull down on your notes list to refresh.

### Mac

<Steps>
  <Step title="Keyboard shortcut">
    Press `⌘ + R`
  </Step>

  <Step title="Menu bar">
    Click **File** > **Refresh**
  </Step>
</Steps>

## When Does Syncing Happen?

<CardGroup>
  <Card title="Opening the App" icon="rocket">
    Notes refresh when you open Cleft
  </Card>

  <Card title="After Changes" icon="pen">
    Any edit or new note syncs right away
  </Card>

  <Card title="In the Background" icon="arrows-rotate">
    Cleft checks for updates while the app is open
  </Card>
</CardGroup>

## Going Offline

Turn on **Preflight Mode** to download all your notes before you lose connectivity (great for flights, commutes, or areas with poor signal).

Go to **Settings** > **General** > **Offline** and toggle **Preflight Mode** on. This downloads text only, so it's fast.

## Auto-Export to a Folder

Cleft can save every note to a folder on your device as a Markdown file (useful if you work with apps like Obsidian, NotePlan, Logseq, or any tool that reads from a folder). As of v1.14.0, this is **free on Mac, iPhone, and iPad**.

1. Open Cleft and go to **Settings → Local Sync**
2. Free users get Cleft's Documents/Cleft Notes folder out of the box. [Cleft Plus](/user-guides/upgrade-to-plus) lets you point exports at any folder you choose (your Obsidian vault, NotePlan project, etc.)
3. New notes appear there automatically, including ones that arrived via cross-device sync
4. Use **Save existing notes as files** if you want to backfill notes that were already in Cleft

<Tip>
  See [Local Sync](/user-guides/integrations/local-sync/overview) for the full setup, the file format, and per-app tips for Obsidian, NotePlan, Logseq, Drafts, and Bear.
</Tip>

<Info>
  * You need an internet connection for syncing
  * After editing on one device, give it a moment before opening the same note elsewhere
  * Many preferences sync through iCloud, including theme, note style, copy format, note language, writing rules, Notion auto-send, and Local Sync on/off choices
  * Folder permissions and device permissions are still configured per device
  * If something looks out of date, try a manual refresh
</Info>


# Task Management
Source: https://learn.cleftnotes.com/user-guides/task-management

Transform scattered thoughts into organized, actionable task systems

⏱️ **5-20 minutes setup** • 📊 **Beginner to Intermediate** • 🆓 **Free**

Turn voice captures into systematic task workflows. Whether you prefer GTD, time-blocking, or priority matrices, voice input makes task management faster and more natural.

## Quick Start: Voice-to-Task Pipeline

Get started in 5 minutes:

<Steps>
  <Step title="Capture Everything">
    Do a 2-minute brain dump: all tasks, ideas, and commitments on your mind
  </Step>

  <Step title="Quick Process">
    Listen back and identify: urgent items, important projects, and someday items
  </Step>

  <Step title="Export Actions">
    Send actionable items to your task manager or create a simple list
  </Step>
</Steps>

<Note>
  **The Magic**: Voice capture is faster than typing and captures emotional context that helps with prioritization later.
</Note>

## Complete Task Management Systems

### The GTD Voice Workflow

Based on David Allen's Getting Things Done methodology:

<Accordion title="GTD Capture & Process">
  **Daily Capture** (5 minutes):

  ```
  Record everything in one stream:
  - Tasks you need to complete
  - Projects you're thinking about  
  - Ideas and someday/maybe items
  - Waiting-for items and delegated tasks
  ```

  **Processing Session** (10-15 minutes weekly):

  ```
  Custom Instructions for Processing:
  "Organize this capture into GTD categories:
  - Next Actions (specific, actionable tasks)  
  - Projects (outcomes requiring multiple steps)
  - Waiting For (items dependent on others)
  - Someday/Maybe (ideas for future consideration)
  - Reference (information to keep)"
  ```

  **Review Triggers**:

  * Daily: Quick capture of new inputs
  * Weekly: Full review and context updates
  * Monthly: Project and goal alignment check
</Accordion>

### Time-Blocking with Voice

Perfect for calendar-driven professionals:

<Steps>
  <Step title="Morning Time Audit">
    Record a 2-minute assessment:

    * Energy level and focus capacity
    * Must-do items with time estimates
    * Flexible tasks that can move if needed
  </Step>

  <Step title="Block Planning">
    Voice-plan your day:

    * High-focus work during peak energy
    * Administrative tasks during low energy
    * Buffer time for unexpected items
  </Step>

  <Step title="Evening Review">
    Quick reflection:

    * What time estimates were off?
    * What energy patterns did you notice?
    * How can tomorrow be better planned?
  </Step>
</Steps>

### Priority Matrix System

Use voice to quickly categorize tasks by importance and urgency:

**Urgent & Important (Do First)**

* Crisis situations
* Emergency deadlines
* Critical problems

**Not Urgent & Important (Schedule)**

### Important, Not Urgent

**Schedule**

* Strategic planning
* Skill development
* Relationship building

### Urgent, Not Important

**Delegate**

* Interruptions
* Some emails/calls
* Routine tasks others can do

### Not Urgent or Important

**Eliminate**

* Time wasters
* Excessive social media
* Unnecessary meetings

<Accordion title="Voice Priority Processing">
  **Custom Instructions for Priority Matrix**:

  ```
  Categorize these tasks using the Eisenhower Matrix:

  URGENT & IMPORTANT (Do First):
  [List crisis/deadline items]

  IMPORTANT, NOT URGENT (Schedule): 
  [List strategic/development items]

  URGENT, NOT IMPORTANT (Delegate):
  [List interruptions/routine items]

  NOT URGENT OR IMPORTANT (Eliminate):
  [List time-wasters/low-value items]

  For each category, suggest specific next actions.
  ```
</Accordion>

## Specialized Task Workflows

### Project-Based Task Management

For complex projects with multiple streams:

<Tabs>
  <Tab title="Project Initiation">
    **Voice Project Planning** (10-15 minutes):

    * Overall project outcome and success criteria
    * Major milestones and key dependencies
    * Resource needs and potential obstacles
    * First concrete actions to get started

    **Custom Instructions**:

    ```
    Create a project outline with:
    - Clear project outcome
    - 5-7 major milestones  
    - Next 3 immediate actions
    - Key people to involve
    - Potential risks to monitor
    ```
  </Tab>

  <Tab title="Weekly Project Review">
    **Status & Planning** (5-10 minutes per project):

    * Progress since last review
    * Obstacles encountered and solutions
    * Priorities for upcoming week
    * Resource or timeline adjustments needed

    **Review Questions to Voice-Answer**:

    * What moved forward this week?
    * What got blocked and how can we unblock it?
    * What are the next 3 most important actions?
    * Who do I need to communicate with about changes?
  </Tab>

  <Tab title="Project Completion">
    **Wrap-up & Learning** (10 minutes):

    * Final outcomes vs. original goals
    * What worked well in the process
    * What could be improved for next time
    * Knowledge and templates to preserve
  </Tab>
</Tabs>

### Context-Based Task Organization

Organize by location, energy, or resources needed:

<AccordionGroup aria-label="Context-based task organization methods">
  <Accordion title="By Location/Context">
    **Voice Organize by Context**:

    * **Office**: Calls, computer work, meetings
    * **Home**: Personal tasks, family items
    * **Errands**: Shopping, appointments, pickups
    * **Online**: Research, email, digital tasks
    * **Waiting**: Items blocked by others
  </Accordion>

  <Accordion title="By Energy Level">
    **Voice Sort by Energy Required**:

    * **High Focus**: Strategic thinking, complex analysis
    * **Medium Energy**: Planning, communication, coordination
    * **Low Energy**: Administrative tasks, email processing
    * **Creative Energy**: Writing, design, brainstorming
    * **Social Energy**: Meetings, calls, collaboration
  </Accordion>

  <Accordion title="By Time Available">
    **Voice Batch by Duration**:

    * **5 minutes**: Quick emails, status updates
    * **15 minutes**: Planning sessions, brief calls
    * **30 minutes**: Focused work blocks, preparation
    * **1 hour+**: Deep work, major tasks, meetings
  </Accordion>
</AccordionGroup>

## Advanced Voice Task Techniques

### Emotional Context Capture

Voice captures emotional nuance that helps with motivation and prioritization:

<Steps>
  <Step title="Energy Assessment">
    Include how you feel about each task:

    * Excited/motivated vs. dreading
    * Confident vs. uncertain about approach
    * High vs. low energy requirements
  </Step>

  <Step title="Resistance Analysis">
    When procrastinating, voice-explore why:

    * What specifically feels difficult?
    * What would make it easier to start?
    * What's the worst that happens if delayed?
  </Step>

  <Step title="Motivation Capture">
    Record why tasks matter:

    * How does this serve larger goals?
    * Who benefits when this is complete?
    * What becomes possible after finishing?
  </Step>
</Steps>

### Task Relationship Mapping

Use voice to understand how tasks connect:

<Accordion title="Voice Relationship Analysis">
  **Dependencies & Sequences**:

  ```
  For each major task, voice-record:
  - What must happen before this can start?
  - What becomes possible once this is done?
  - Who else is affected by timing of this task?
  - What resources or information do I need first?
  ```

  **Impact Analysis**:

  ```
  Consider each task's ripple effects:
  - What other work does this enable or block?
  - How does delay affect other commitments?
  - What opportunities open up with completion?
  - Who else benefits from this being done well?
  ```
</Accordion>

## Integration with Task Management Tools

### Popular Tool Integrations

### Todoist

Export voice-processed tasks with due dates, projects, and priority levels

### Things 3

Send organized tasks with proper areas, projects, and scheduling

### Notion

Create task database entries with context, status, and relationships

### Asana/Trello

Generate project cards with descriptions, checklists, and assignments

### Apple Shortcuts Automation

**Task Capture Shortcut**:

* Trigger: Siri phrase "Capture tasks"
* Action: Open Cleft recording
* Follow-up: Process and export to your task manager

**Daily Planning Shortcut**:

* Trigger: Time-based (morning routine)
* Action: Open Cleft for day planning session
* Integration: Add time blocks to calendar

### Zapier Workflows (Plus Required)

**Automated Processing**:

* New Cleft note → Parse for action items → Add to task manager
* Task completion → Update project status → Notify team
* Weekly review → Generate progress reports → Send to stakeholders

## Common Task Management Challenges

<AccordionGroup aria-label="Common task management challenges and solutions">
  <Accordion title="I capture too much and get overwhelmed">
    * **Solution**: Separate capture from commitment - capture everything, choose what to do
    * **Tip**: Use someday/maybe category liberally
    * **Weekly Practice**: Regular review to archive or eliminate low-priority items
  </Accordion>

  <Accordion title="I do not follow through on captured tasks">
    * **Solution**: Be more specific about next actions and context
    * **Tip**: Include why the task matters and what happens when it's done
    * **System**: Set up regular review triggers and accountability
  </Accordion>

  <Accordion title="My priorities keep changing">
    * **Solution**: Build flexibility into your system with regular reviews
    * **Tip**: Focus on principles and outcomes rather than rigid task lists
    * **Practice**: Weekly priority reset based on current context
  </Accordion>

  <Accordion title="I cannot estimate time accurately">
    * **Solution**: Track actual vs. estimated time for learning
    * **Tip**: Add buffer time to all estimates initially
    * **Improvement**: Voice-reflect on what made tasks take longer/shorter
  </Accordion>
</AccordionGroup>

## Success Metrics

Measure your voice task management effectiveness:

* **Capture Completeness**: Are you getting everything out of your head?
* **Follow-Through Rate**: What percentage of committed tasks get completed?
* **Stress Levels**: Do you feel more in control of your commitments?
* **Goal Alignment**: Are daily tasks moving you toward larger objectives?

  ### Next: Knowledge Management

  Turn task insights into organizational knowledge

  ### Automate: Apple Shortcuts

  Build automation for your task workflows


# The Cleft Cookbook
Source: https://learn.cleftnotes.com/user-guides/the-cookbook

Practical workflows and automation recipes to boost your productivity

A collection of proven workflows, templates, and automation recipes. Choose your path based on your experience and goals.

<CardGroup aria-label="Cookbook main categories">
  <Card title="📝 Essential Workflows" icon="workflow" href="/user-guides/daily-capture-routines" aria-label="Explore essential workflows for daily capture, tasks, and knowledge management">
    Daily systems for capturing thoughts, managing tasks, and organizing knowledge
  </Card>

  <Card title="Writing Style" icon="wand-magic-sparkles" href="/user-guides/custom-instructions-library">
    Templates and prompts for better note formatting
  </Card>

  <Card title="⚡ Automation" icon="bolt" href="/user-guides/integrations/apple-shortcuts/gallery">
    Apple Shortcuts and Zapier workflows to automate your note-taking
  </Card>

  <Card title="💡 Advanced Techniques" icon="brain" href="/user-guides/voice-command-tips">
    Master advanced voice capture and processing strategies
  </Card>

  <Card title="Batch Processing" icon="clock" href="/user-guides/batch-processing">
    Process accumulated captures into organized notes, tasks, and knowledge
  </Card>
</CardGroup>

## Not Sure Where to Start?

<CardGroup>
  <Card title="Getting Started Guide" icon="play" href="/user-guides/getting-started">
    New to Cleft? Start here for the basics
  </Card>

  <Card title="Writing Style" icon="wand-magic-sparkles" href="/user-guides/custom-instructions">
    Learn how to customize how Cleft formats your notes
  </Card>
</CardGroup>

<Card title="Book your onboarding call" icon="calendar" href="https://cleftnotes.com/onboarding">
  Get personalized recommendations from the Cleft team
</Card>


# Transcripts
Source: https://learn.cleftnotes.com/user-guides/transcripts

View, edit, and regenerate the raw transcript behind any voice note

Want to see exactly what was said? Every voice note has a raw transcript. Tap the **Transcript** toggle at the top of any note to view it.

<div>
  <img alt="Cleft on macOS in dark mode with the Transcript toggle highlighted at the top of a note" />
</div>

## How Transcription Works

1. When you stop [recording](/user-guides/recording-voice-notes), Cleft transcribes your audio locally on your device using the Whisper model
2. You see live progress as your words are transcribed in real time
3. The transcript is then processed into your finished note based on your [Writing Style](/user-guides/custom-instructions)

Any future changes (regeneration, merging, appending) work with the text transcript rather than reprocessing the original audio.

## Editing a Transcript

Transcript not quite right? Edit it directly:

1. Tap the **Transcript** toggle to view the raw text
2. Edit. Fix names, technical terms, or anything the transcription got wrong
3. When you're done, choose to regenerate:
   * **Transcript only.** Updates the transcript text
   * **Transcript and summary.** Rewrites your note based on the corrected transcript

<Tip>
  Edit transcriptions while the recording is still fresh in your memory. You'll spot mistakes more easily.
</Tip>

For formatting your finished note (bold, headings, lists), see [Editing & Formatting Notes](/user-guides/editing-notes).


# Cleft Plus
Source: https://learn.cleftnotes.com/user-guides/upgrade-to-plus

What's in Cleft Plus and how to upgrade

Plus raises the 5-minute recording cap to 30 minutes, unlocks Your Rules and custom note styles in Writing Style, and adds Notion and Zapier sync. [Local Sync](/user-guides/integrations/local-sync/overview) is free for everyone: every Mac, iPhone, and iPad user gets notes saved as `.md` files in Cleft's Documents/Cleft Notes folder. Plus lets you choose the destination, so your notes land directly in your Obsidian vault, a NotePlan project, a Logseq graph, or any folder you pick.

## Pricing

| Plan    | Price      |                                             |
| :------ | :--------- | :------------------------------------------ |
| Monthly | \$6.99/mo  |                                             |
| Annual  | \$39.99/yr | \$3.33/mo equivalent. Save 52% vs. monthly. |

<Tip>
  Apple Family Sharing is included with the Annual plan. Monthly Plus is for one Apple ID.
</Tip>

Prices are in USD. Other regions follow Apple's local App Store pricing. There is no active Plus free trial right now.

## How to upgrade

In Cleft, go to **Settings → Upgrade to Plus**, pick Monthly or Annual, and complete the App Store purchase.

## What's in Plus

| Feature                                                                                                                                                                                                       |                Basic                |                          Plus                          |
| :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :---------------------------------: | :----------------------------------------------------: |
| [Recording length](/user-guides/recording-voice-notes)                                                                                                                                                        |              5 minutes              |                       30 minutes                       |
| [Writing Style](/user-guides/custom-instructions)                                                                                                                                                             | Built-in styles + 50-character rule | Built-in styles + 500-character rule + 2 custom styles |
| [Add to a note with your voice](/user-guides/appending-to-notes)                                                                                                                                              |                                     |                            ✓                           |
| [Attach images and files](/user-guides/attachments)                                                                                                                                                           |                                     |                            ✓                           |
| [Customize copy format](/user-guides/copying-notes)                                                                                                                                                           |                                     |                            ✓                           |
| [Remove Cleft signature on copy](/user-guides/copying-notes)                                                                                                                                                  |                                     |                            ✓                           |
| [Password-protect shared links](/user-guides/shareable-links)                                                                                                                                                 |                                     |                            ✓                           |
| [Notion sync](/user-guides/integrations/notion/overview)                                                                                                                                                      |                                     |                            ✓                           |
| [Local Sync, Cleft's folder (Mac, iPhone, iPad)](/user-guides/integrations/local-sync/overview)                                                                                                               |                  ✓                  |                            ✓                           |
| Local Sync, custom folder ([Obsidian](/user-guides/integrations/obsidian/overview), [NotePlan](/user-guides/integrations/noteplan/overview), [Logseq](/user-guides/integrations/logseq/overview), any folder) |                                     |                            ✓                           |
| [Zapier integration](/user-guides/integrations/zapier/templates)                                                                                                                                              |                                     |                            ✓                           |
| Priority support                                                                                                                                                                                              |            7-day response           |                        Priority                        |

## What Plus users say

<div>
  <Card>
    <div>★★★★★</div>
    <div>"Fits my brain like a glove. I absolutely love Cleft. It has been a game changer for me, allowing me to capture ideas and draft documents without losing my flow. I use Cleft wherever I can and being able to sync with my Obsidian notes is truly 🤯"</div>
    <div>Rafa</div>
  </Card>

  <Card>
    <div>★★★★★</div>
    <div>"Just say whatever's on my mind… your brain can take a sigh. Holy moly. All I have to do is just say what is ever on my mind, Cleft then wraps it right into Notion."</div>
    <div>Sara</div>
  </Card>

  <Card>
    <div>★★★★★</div>
    <div>"I need five minutes with Cleft to go from 10% of a rough draft to 50% of a completed article, all through speaking my ideas rather than writing them down."</div>
    <div>Yoel</div>
  </Card>

  <Card>
    <div>★★★★★</div>
    <div>"The output formats are awesome and the prompt engineering they've done behind it really is thoughtful."</div>
    <div>Sharfaroz</div>
  </Card>
</div>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I switch between plans?">
    Yes. You can upgrade, downgrade, or cancel at any time through your subscription settings.
  </Accordion>

  <Accordion title="What happens to my notes if I downgrade?">
    Existing notes stay accessible. You can still view and edit them, but new notes follow the Basic limits.
  </Accordion>

  <Accordion title="How do I manage my subscription?">
    **App Store subscriptions:**

    * iPhone and iPad: **Settings → Apple ID → Subscriptions**
    * Mac App Store: **Account → View Information → Subscriptions**

    **Stripe subscriptions (prior to November 2025):** open the Stripe billing portal from **Account** in Cleft, or sign in directly at [billing.stripe.com](https://billing.stripe.com/p/login/00gaGv39BdTUaOsdQQ).
  </Accordion>

  <Accordion title="What's the refund policy?">
    Cleft is sold through the App Store, so Apple handles all refunds. Follow [Apple's refund support page](https://support.apple.com/en-us/118223) to request one. If you subscribed via Stripe prior to November 2025, manage billing at [billing.stripe.com](https://billing.stripe.com/p/login/00gaGv39BdTUaOsdQQ) or email [support@cleftnotes.com](mailto:support@cleftnotes.com).
  </Accordion>

  <Accordion title="Do you offer student discounts?">
    No formal student plan yet. Email [students@cleftnotes.com](mailto:students@cleftnotes.com) and we'll find something that works.
  </Accordion>
</AccordionGroup>


# Using Cleft Offline
Source: https://learn.cleftnotes.com/user-guides/using-cleft-offline

Record and read notes without an internet connection

No internet? Cleft works offline. Record new notes, read existing ones, and everything syncs when you're back.

<iframe title="Capture notes offline on macOS or iOS" />

## What Works Offline

* **Record** voice or text notes
* **Read** cached notes (your last 50 are stored automatically)

Sharing, syncing, and other online features are unavailable until you reconnect.

## Preflight Mode

Need your full library offline? Turn on Preflight Mode and Cleft downloads all your notes ahead of time.

Go to **Settings > General > Offline** and toggle it on. Text content downloads immediately. Audio still streams when you're back online.

## Syncing

When you reconnect, open Cleft and your offline notes sync automatically. The sync icon in the toolbar shows a badge with the number of notes waiting to upload.

<Info>
  Open Cleft while online regularly to keep your cache fresh.
</Info>


# Voice Command Tips
Source: https://learn.cleftnotes.com/user-guides/voice-command-tips

Master advanced voice techniques for faster, more accurate note-taking

Transform your voice note efficiency with advanced speaking techniques, environmental optimization, and strategic approaches to verbal communication with AI.

## Speaking Fundamentals

### Optimal Voice Recording Technique

<CardGroup aria-label="Voice recording technique fundamentals">
  <Card title="Pace and Rhythm" icon="metronome" aria-label="Speaking pace and rhythm optimization">
    **Ideal Speed**: Slightly slower than normal conversation
    **Pause Strategy**: Brief pauses between major thoughts
    **Rhythm Pattern**: Consistent tempo with natural emphasis
    **Breathing**: Natural breath breaks help transcription accuracy
  </Card>

  <Card title="Articulation and Clarity" icon="microphone" aria-label="Speech clarity and articulation techniques">
    **Consonants**: Crisp pronunciation of word endings
    **Vowels**: Full vowel sounds, especially in important words
    **Word Boundaries**: Clear separation between words
    **Volume**: Consistent level, avoid trailing off at sentence ends
  </Card>
</CardGroup>

### Advanced Speaking Patterns

<Accordion title="The Structured Thinking Pattern">
  **Use for**: Complex analysis, decision-making, problem-solving

  **Pattern**: "First... Second... Third... In conclusion..."

  **Example**:

  ```
  "First, the client feedback indicates three main concerns about our proposal timeline. 
  Second, our technical team has identified two potential shortcuts that could reduce delivery time by 30%. 
  Third, the budget implications of the accelerated timeline need to be reviewed with finance. 
  In conclusion, I recommend we schedule a three-way meeting with the client, technical lead, and finance to align on the optimal approach."
  ```

  **Why It Works**: Creates clear structure that AI can easily parse and format
</Accordion>

<Accordion title="The Context-Setting Pattern">
  **Use for**: Meeting notes, project updates, decision records

  **Pattern**: "Context... Situation... Action... Outcome..."

  **Example**:

  ```
  "Context: This is a follow-up to yesterday's client escalation call. 
  Situation: The client is concerned about missed deadlines affecting their product launch. 
  Action: We committed to daily status updates and expedited testing protocols. 
  Outcome: Client agreed to proceed with revised timeline pending executive approval."
  ```

  **Why It Works**: Provides immediate context for future reference and team sharing
</Accordion>

<Accordion title="The Teaching Pattern">
  **Use for**: Knowledge capture, learning notes, explaining concepts

  **Pattern**: "The key insight is... This matters because... For example... The practical application is..."

  **Example**:

  ```
  "The key insight from today's negotiation training is the concept of anchoring in price discussions. 
  This matters because the first number mentioned sets the baseline for all subsequent negotiations. 
  For example, when the trainer started with a high anchor price, all counteroffers stayed within 20% of that number. 
  The practical application is to always research market rates before any pricing conversation."
  ```

  **Why It Works**: Captures both the information and the reasoning for better future recall
</Accordion>

## Environmental Optimization

### Ideal Recording Conditions

<Tabs>
  <Tab title="Physical Environment">
    **Noise Control**:

    * Choose quiet spaces when possible
    * Use fabric/soft furnishings to reduce echo
    * Position away from air conditioning, fans, traffic
    * Consider white noise apps if complete quiet is not available

    **Device Positioning**:

    * Hold phone 6-8 inches from mouth
    * Use consistent positioning for reliable results
    * Avoid covering microphone with fingers
    * Consider hands-free options for longer recordings
  </Tab>

  <Tab title="Acoustic Environment">
    **Best Spaces**:

    * Small to medium rooms with carpet/furniture
    * Cars (surprisingly good acoustic isolation)
    * Home office with books/soft materials
    * Outdoor spaces with minimal background noise

    **Avoid**:

    * Large empty rooms (echo and reverberation)
    * Kitchens during meal prep
    * Open office spaces during busy periods
    * Walking near busy streets
  </Tab>

  <Tab title="Timing Considerations">
    **Optimal Times**:

    * Early morning (quiet environment, clear thinking)
    * During commutes (focused time, consistent routine)
    * Between meetings (fresh context, immediate capture)
    * End of day (reflection time, summary opportunity)

    **Challenging Times**:

    * During meals (mouth sounds, unclear speech)
    * When tired (slurred speech, unclear thinking)
    * While multitasking (divided attention, incomplete thoughts)
    * In extreme weather (wind, rain affecting audio)
  </Tab>
</Tabs>

### Mobile Recording Strategies

<AccordionGroup aria-label="Mobile recording strategies">
  <Accordion title="Walking and Talking">
    **Best Practices**:

    * Maintain steady pace to avoid breathing changes
    * Use predictable routes to minimize distractions
    * Hold device steady to avoid handling noise
    * Plan talking points before starting walk

    **What to Avoid**:

    * Steep hills or strenuous routes
    * Unfamiliar areas requiring navigation attention
    * Busy intersections or high-traffic areas
    * Extreme weather conditions
  </Accordion>

  <Accordion title="Driving and Recording">
    **Safety First Approach**:

    * Use voice-activated triggers only
    * Keep recordings short (under 2 minutes)
    * Pull over for complex thoughts
    * Practice hands-free operation before using

    **Content Types That Work**:

    * Quick idea capture
    * Meeting follow-up thoughts
    * Daily planning priorities
    * Simple task lists

    **Avoid While Driving**:

    * Complex analysis requiring deep thought
    * Emotionally charged content
    * Detailed technical explanations
    * Long-form content creation
  </Accordion>
</AccordionGroup>

## Advanced Voice Techniques

### Strategic Pause Usage

<CardGroup aria-label="Strategic pause usage techniques">
  <Card title="Thought Organization Pauses" icon="brain" aria-label="Pauses for organizing complex thoughts">
    **When**: Between major concepts or sections
    **Duration**: 2-3 seconds
    **Purpose**: Allows AI to recognize content boundaries
    **Example**: "First priority... \[pause] ...is client presentation. Second priority... \[pause] ...is team feedback session."
  </Card>

  <Card title="Processing Pauses" icon="cogs" aria-label="Pauses before important insights">
    **When**: Before important conclusions or insights
    **Duration**: 3-5 seconds\
    **Purpose**: Signals significant content coming
    **Example**: "After reviewing all the data... \[pause] ...I believe the best approach is to pivot our strategy completely."
  </Card>
</CardGroup>

### Verbal Formatting Commands

Train yourself to include formatting cues naturally in speech:

<Accordion title="Structure Indicators">
  **List Formation**:

  * "First item: \[content]. Second item: \[content]. Third item: \[content]."
  * "The three key points are: number one, \[point]; number two, \[point]; number three, \[point]."

  **Hierarchy Creation**:

  * "Main topic: project timeline. Subtopic: milestone delivery. Detail: client review process."
  * "High-level strategy... getting more specific... tactical implementation..."

  **Emphasis and Priority**:

  * "Most important: \[critical item]. Also significant: \[secondary item]. Worth noting: \[tertiary item]."
  * "Critical action: \[urgent task]. Standard priority: \[normal task]."
</Accordion>

<Accordion title="Context Embedding">
  **Time References**:

  * "This relates to yesterday's client call when..."
  * "Following up on last week's decision to..."
  * "In preparation for tomorrow's presentation..."

  **People and Relationships**:

  * "John from marketing mentioned that..."
  * "This connects to Sarah's project because..."
  * "The client, ABC Corporation, specifically requested..."

  **Project and Topic Links**:

  * "This impacts the Q4 launch because..."
  * "Related to the budget discussion, we should also consider..."
  * "Building on the research findings from last month..."
</Accordion>

### Error Recovery Techniques

<AccordionGroup aria-label="Error recovery and complex thought techniques">
  <Accordion title="Self-Correction Patterns">
    **Simple Correction**:
    "I mean..." or "Actually..." or "Let me rephrase that..."

    **Complete Restart**:
    "Let me start over with that thought..."

    **Addition/Clarification**:
    "To add to that point..." or "More specifically..."

    **Example in Practice**:
    "The deadline is next Tuesday... actually, let me check that... I mean next Thursday. And to add to that point, we should also consider the client review time needed."
  </Accordion>

  <Accordion title="Handling Complex Thoughts">
    **When Thoughts Get Tangled**:

    * Pause and acknowledge: "Let me organize this thought..."
    * Break into components: "There are several parts to this..."
    * Use structure: "First the problem, then the solution approach..."

    **For Technical Content**:

    * Define terms first: "By API integration, I mean..."
    * Use analogies: "Think of this like a postal system where..."
    * Provide context: "This technical solution addresses the user problem of..."
  </Accordion>
</AccordionGroup>

## Content-Specific Voice Strategies

### Meeting Notes Optimization

<Accordion title="Real-time Meeting Capture">
  **Pre-meeting Setup**:

  ```
  "This is preparation for the [meeting name] with [attendees] at [time].
  My objectives are: [list goals].
  Key questions I need answered: [list questions].
  Points I must communicate: [list points]."
  ```

  **During Meeting Captures**:

  * Use participant names: "John suggested..." "Sarah disagreed with..."
  * Include decision rationale: "We chose option A because..."
  * Capture action items clearly: "Action: John will complete X by Friday"
  * Note parking lot items: "Tabled for later: discussion about..."

  **Post-meeting Summary**:

  ```
  "Meeting wrap-up: [meeting name]. 
  Key decisions made: [list decisions].
  Action items assigned: [list with owners and dates].
  Next meeting scheduled for: [date and purpose]."
  ```
</Accordion>

### Project Planning Voice Techniques

<Accordion title="Strategic Thinking Capture">
  **Vision Setting**:

  ```
  "Project vision: In six months, we will have [end state].
  Success looks like: [specific outcomes].
  We'll know we've succeeded when: [measurable criteria]."
  ```

  **Obstacle Planning**:

  ```
  "Potential obstacles: First, [obstacle] which we'll address by [mitigation].
  Second, [obstacle] which requires [preparation].
  Biggest risk is [risk] and our contingency is [backup plan]."
  ```

  **Resource Planning**:

  ```
  "Resources needed: People - [roles and time commitment].
  Budget - [cost categories and estimates].
  Timeline - [major milestones with dates].
  Dependencies - [external requirements]."
  ```
</Accordion>

### Learning and Knowledge Capture

<Accordion title="Active Learning Techniques">
  **While Reading/Studying**:

  ```
  "Key insight from [source]: [main point].
  This connects to [previous knowledge] because [relationship].
  I can apply this by [specific action].
  Questions this raises: [follow-up questions]."
  ```

  **After Conferences/Training**:

  ```
  "Session: [title] by [speaker].
  Best takeaway: [insight] which I'll implement by [specific action].
  Surprising information: [unexpected learning].
  Network connections: [people met and follow-up plans]."
  ```

  **Synthesis Sessions**:

  ```
  "Connecting ideas from [source 1] and [source 2]:
  The pattern I see is [common theme].
  This changes my thinking about [topic] because [reasoning].
  Next research direction: [what to explore]."
  ```
</Accordion>

## Troubleshooting Common Voice Issues

### Transcription Accuracy Problems

<AccordionGroup aria-label="Transcription accuracy solutions">
  <Accordion title="Names and Technical Terms">
    **Problem**: Proper names, technical jargon, company names transcribed incorrectly

    **Solutions**:

    * Spell out critical terms: "That's J-O-H-N-S-O-N, Johnson"
    * Use phonetic alternatives: "API, that's A-P-I" or "Application Programming Interface"
    * Provide context: "Microsoft, the software company" vs just "Microsoft"
    * Create consistent pronunciation for team names and technical terms
  </Accordion>

  <Accordion title="Numbers and Dates">
    **Problem**: Incorrect number transcription, ambiguous dates

    **Solutions**:

    * Say numbers clearly: "Twenty-five thousand" not "twenty-five k"
    * Use full date formats: "March fifteenth, twenty twenty-five"
    * Clarify large numbers: "One point five million dollars"
    * Repeat critical numbers: "The budget is fifty thousand, that's five-zero thousand dollars"
  </Accordion>

  <Accordion title="Homophones and Similar Words">
    **Problem**: "There/their/they're", "to/too/two", "by/buy/bye" confusion

    **Solutions**:

    * Add context: "Their proposal, T-H-E-I-R" when unclear
    * Use different phrasing: "Owned by them" instead of "their"
    * Spell out when critical: "That's B-U-Y not B-Y"
    * Choose clearer alternatives: "Purchase" instead of "buy"
  </Accordion>
</AccordionGroup>

### Efficiency Optimization

<Tabs>
  <Tab title="Speed vs Accuracy">
    **Finding the Balance**:

    * Practice consistent speaking rhythm
    * Prioritize clarity over speed for critical content
    * Use shortcuts for routine information
    * Develop personal speaking templates for common scenarios

    **Speed Techniques**:

    * Group related thoughts before speaking
    * Use bullet-point thinking: "Three key points..."
    * Eliminate filler words with practice
    * Create standard phrases for common concepts
  </Tab>

  <Tab title="Content Density">
    **Maximizing Information Value**:

    * Lead with conclusions, then provide supporting detail
    * Use active voice for clearer meaning
    * Eliminate redundancy and unnecessary words
    * Focus on actionable insights over general observations

    **Organization Techniques**:

    * Use consistent frameworks (SOAR, 5W1H, etc.)
    * Group similar information together
    * Separate facts from opinions clearly
    * Provide context before diving into details
  </Tab>
</Tabs>

<CardGroup aria-label="Related voice optimization resources">
  <Card title="Advanced Formatting" icon="paint-brush" href="/user-guides/advanced-formatting" aria-label="Learn advanced formatting techniques for voice notes">
    Apply these voice techniques to create perfectly formatted output
  </Card>

  <Card title="Custom Instructions Library" icon="library" href="/user-guides/custom-instructions-library" aria-label="Access custom instructions for optimized voice processing">
    Use voice optimization with custom processing for maximum effectiveness
  </Card>
</CardGroup>


# Widgets & Action Button
Source: https://learn.cleftnotes.com/user-guides/widgets-and-action-button

Pin a note, jump back into your last one, or start a recording in one tap

<Note>
  Widgets are available on iOS, iPadOS, and CarPlay (iOS 26.4 and later). The Action Button is available on iPhone 15 Pro, 15 Pro Max, 16 Pro, and 16 Pro Max.
</Note>

Cleft lives on every surface of your phone. Pin a note to your home screen, continue your last one from Control Center, start a recording from your Lock Screen, or trigger one with a press of the Action Button.

<div>
  <Frame>
    <img alt="iPhone home screen showing three Cleft widgets: a small New Cleft Note widget with a red plus button, a small Continue widget showing the most recent note titled Voice Memo Transcription Test, and a medium Pinned Note widget showing the same note with a Tap to add audio prompt" />
  </Frame>
</div>

<CardGroup>
  <Card title="Pinned Note" icon="thumbtack" href="#pinned-note-widget">
    Keep one note on your home screen until you change it.
  </Card>

  <Card title="Continue Last" icon="rotate-right" href="#continue-last-widget">
    Jump back into your most recent note from anywhere.
  </Card>

  <Card title="Lock Screen" icon="lock" href="#lock-screen-widget">
    Start a recording without unlocking your phone.
  </Card>

  <Card title="Home Screen recording" icon="circle-dot" href="#home-screen-recording-widget">
    Tap once on your home screen to record a fresh note.
  </Card>

  <Card title="Action Button" icon="bullseye" href="#action-button">
    Map the side button on iPhone 15 Pro and 16 Pro to record.
  </Card>

  <Card title="In-app guide" icon="compass" href="#in-app-guide">
    A walkthrough of every Cleft surface inside Settings.
  </Card>
</CardGroup>

## Pinned Note widget

The Pinned Note widget keeps one note on your home screen. Pin a note from inside the app and it stays on the widget until you pin a different one.

**Add the widget**

1. Long-press your home screen
2. Tap **+** in the top-left
3. Search for **Cleft** and pick **Pinned Note**
4. Add the widget at your preferred size

**Pin a note to the widget**

* **From your note list:** long-press the note and pick **Pin to Widget**.
* **From an open note:** tap the more (•••) menu and pick **Pin to Widget**.

A small pin glyph on the list row shows which note is currently anchored to the widget.

**On iOS 26 with the tinted theme.** The widget renders with a desaturated accent so it stays readable against your home screen tint. No setup needed.

## Continue Last widget

The Continue Last widget always shows your most recent note. No setup. Tap it and pick up right where you left off.

**Add the widget**

1. Long-press your home screen
2. Tap **+** in the top-left
3. Search for **Cleft** and pick **Continue Last**
4. Add the widget at your preferred size

The widget refreshes itself whenever you finish a recording or open a different note. On iOS 26, Smart Stack ranks the widget higher when you have a fresh note worth coming back to.

## Continue Last in Control Center

You can also reach your last note from Control Center.

**Add the control**

1. Open Control Center
2. Long-press an empty area, then tap **+ Add a Control**
3. Search for **Cleft** and pick **Continue Last Note**

Tap the control to open your most recent note from anywhere in iOS.

## Lock Screen widget

Add a Cleft widget to your Lock Screen to start a new recording without unlocking your phone.

1. Go to your Lock Screen
2. Long-press to customize, then tap **Add Widgets**
3. Find **Cleft** in the widget list and add the recording widget

Tap the widget to start a recording. The Live Activity takes over from there with a pause and resume button you can reach from the Dynamic Island.

## Home Screen recording widget

Want to start a fresh note straight from your home screen? Add the **New Cleft Note** widget the same way as the Pinned Note widget. Tap it once to start recording.

## Action Button

On iPhone 15 Pro, 15 Pro Max, 16 Pro, and 16 Pro Max, you can map the side Action Button to start and stop a Cleft recording.

1. Open **Settings → Action Button**
2. Swipe to find **Cleft**
3. Confirm the choice

Press the Action Button once to start recording. Press it again to stop. Cleft saves the note and runs your usual processing.

## In-app guide

Cleft has a guided tour of every widget surface at **Settings → Widgets** inside the app. It walks through Pinned Note, Continue Last, Dynamic Island, Control Center, CarPlay, and the Action Button so you can set them up without leaving the app.

<div>
  <Frame>
    <picture>
      <source />

      <img alt="Cleft iPhone Widgets guide showing setup steps for Home Screen widgets, Lock Screen widgets, and Pinned Note." />
    </picture>
  </Frame>
</div>

<Tip>
  The Pinned Note widget pairs well with iOS Focus modes. Pin your daily journal on a Personal home screen and your meeting prep on a Work home screen, and each one shows up automatically when its Focus is active.
</Tip>