> ## Documentation Index
> Fetch the complete documentation index at: https://learn.cleftnotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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="warning">
  **🟡 In Review** — Coming soon to Zapier directory. [Learn more about the template](https://zapier.com/webintent/create-zap?template=255679828).
</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" role="button" aria-expanded="false">
  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" role="button" aria-expanded="false">
  Create separate Zaps for different WorkFlowy lists. Use filters to organize by project or topic.
</Accordion>

<Accordion title="Add to Nested Bullets" role="button" aria-expanded="false">
  WorkFlowy supports nesting. Configure your Zap to add bullets under specific parent items.
</Accordion>

<Accordion title="Organize by Theme" role="button" aria-expanded="false">
  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" role="button" aria-expanded="false">
    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" role="button" aria-expanded="false">
    Edit the Zap and select the correct WorkFlowy list or location.
  </Accordion>
</AccordionGroup>

## Template Details

* **Template ID**: 255679828
* **Status**: 🟡 In Review
* **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 cols={2} role="group" 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)
* **Cleft Support**: [support.cleftnotes.com](https://support.cleftnotes.com)
* **Zapier Help**: [help.zapier.com](https://help.zapier.com)

***

Ready to outline with voice? [View the template →](https://zapier.com/webintent/create-zap?template=255679828) (Coming soon)