> ## 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.
# 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.
These templates work with Cleft Plus custom instructions. [Upgrade here](/user-guides/upgrade-to-plus) to access AI-powered note processing.
## 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
Select and copy the template that matches your needs
Modify sections, add your own categories, or adjust the format
In Cleft, create a custom instruction using your modified template
Try it with real voice notes and adjust based on results
Learn how to create and manage custom instructions effectively
Master advanced formatting techniques for better output