🟡 In Review — Coming soon to Zapier directory. Learn more about the template.
What It Does
This template uses a unique “Tag Attached” 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:1
Voice Capture (Anytime)
Create Cleft notes whenever inspiration strikes—during calls, meetings, or sessions. No immediate action needed.
2
Add Checkboxes
Include checkboxes for items you want to track:
3
Save & Move On
Notes are saved. No automation yet. Use them as context-rich notebooks.
4
Review & Tag
Later (minutes, hours, or days), tag the notes with “tasks” when you’re ready to create issues
5
Extract & Process
Automation runs immediately on all checked items in that note
6
Issues Created
Each checkbox becomes a GitHub issue with “from-cleft” label and source link back to your note
Key Differences from Other Templates
| Feature | GitHub | Other Templates |
|---|---|---|
| Trigger | Tag Attached (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 |
- 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
- Click Install GitHub Template
- Connect your Cleft account
- Connect your GitHub account
- Select your target repository
- Configure optional field mapping
- Turn on the Zap
- Create notes in Cleft capturing ideas and feedback
- When ready, tag them with the “tasks” tag
- 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:- Title: “REST API rate limiting configuration”
- Title: “Batch export to CSV format”
- Labels: “from-cleft” (tracking origin)
- Source: Link back to original Cleft note
Example 2: Product Review → Sprint Backlog
Weekly Product Meeting: Team discusses roadmap and priorities. Marcus captures in Cleft:Example 3: Support → Issue Triage
Support Tickets: Incoming customer bugs via email. Support team voice-logs in Cleft: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
Customization
Customize GitHub Issue Fields
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
Include Source Context
Include Source Context
The template automatically links back to your Cleft note in the GitHub issue. This gives engineers full context:
- They can see the original note text
- Understand the source (customer feedback, meeting, etc.)
- Jump back to the full Cleft note for details
Filter Which Notes Create Issues
Filter Which Notes Create Issues
Only certain tags trigger issue creation:
- The “tasks” tag is the default
- You can add multiple tags (e.g., “tasks” or “bugs” both trigger)
- Use different tags for different workflows if needed
Checkbox Format
- Start with dash and space:
- - Empty brackets:
[ ](not[x]) - Text after brackets becomes the issue title
- One checkbox = one GitHub issue
Troubleshooting
Nothing happens when I tag a note
Nothing happens when I tag a note
- Zap is ON: Check Zapier dashboard
- Correct tag: Make sure you’re using the “tasks” tag
- Checkbox format: Verify
- [ ] textformat - GitHub connection: Ensure GitHub is properly connected
- Check Runs: Look at Zapier’s activity log to see if it triggered
Issues created but they're in the wrong repo
Issues created but they're in the wrong repo
Edit your Zap and select the correct GitHub repository in the “Create Issue” step.
Issues have missing information
Issues have missing information
Make sure each checkbox has complete text:
- Correct:
- [ ] Implement user authentication - Wrong:
- [ ](empty),- [ ](just spaces)
Can I create issues in a different repo per note?
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.
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: 🟡 In Review (coming soon)
- Trigger Type: Tag Attached (retroactive)
- Target Platform: GitHub
- Setup Time: ~2 minutes
- Best For: Customer feedback, feature requests, bug reports
Related Templates
Jira
For enterprise issue tracking
Reflect
For daily note consolidation
Trello
For visual issue tracking
ClickUp
For team-wide project management
Support
- GitHub Help: docs.github.com
- Cleft Support: support.cleftnotes.com
- Zapier Help: help.zapier.com
Ready to capture customer feedback as tracked GitHub issues? View the template → (Coming soon to Zapier directory)
