Quick Setup Guide
1
Install Cleft
Make sure you have the latest version of Cleft from the App Store
2
Open Shortcuts App
Launch Apple Shortcuts on your iOS/iPadOS device or Mac
3
Enable Cleft Actions
Cleft actions will appear automatically in your Shortcuts library
4
Customize for Your Workflow
Copy the shortcuts below and modify them for your specific needs
Essential Shortcuts
Quick Capture Shortcuts
Voice Brain Dump
Voice Brain Dump
Use for: Capturing scattered thoughts quicklyTrigger: “Hey Siri, brain dump”Actions:
- Text input: “What’s on your mind?”
- Start Cleft recording
- Speak your thoughts
- Auto-save to “Brain Dump” folder
- Optional: Set reminder to review in 1 hour
- Add time/date stamp to recording title
- Auto-tag with #braindump
- Send to specific folder based on time of day
Meeting Prep Recorder
Meeting Prep Recorder
Use for: Quick pre-meeting preparationTrigger: “Hey Siri, prep meeting”Actions:
- Get upcoming calendar event
- Text input: “Meeting objectives and key points”
- Start Cleft recording with meeting title
- Auto-tag with #meeting-prep
- Set reminder 5 minutes before meeting
- Pull meeting attendees from calendar
- Auto-create follow-up reminder
- Export prep notes to calendar event
Idea Capture on the Go
Idea Capture on the Go
Use for: Capturing ideas while walking, driving, or away from deskTrigger: Double-tap Apple Watch or “Hey Siri, idea”Actions:
- Start Cleft recording immediately
- Auto-title with current location and time
- Add #idea tag
- Save to “Ideas” folder
- Optional: Add to daily review list
- Include weather/location context
- Auto-share with specific team members
- Create calendar reminder to review ideas weekly
Workflow Automation Shortcuts
Daily Planning Assistant
Daily Planning Assistant
Use for: Structured daily planning routineTrigger: Time-based (7:00 AM) or manualActions:
- Display motivational quote or weather
- Start Cleft recording for daily planning
- Prompt: “Today’s priorities, energy level, and intentions”
- Auto-tag with #daily-planning
- Export summary to calendar for reference
- Set evening review reminder
- Include previous day’s incomplete tasks
- Add health data (sleep, steps) for energy context
- Connect to task manager for priority alignment
Project Status Recorder
Project Status Recorder
Use for: Regular project updates and trackingTrigger: “Hey Siri, project update”Actions:
- Choose from list of active projects
- Start Cleft recording with project name
- Prompt structured questions: “Progress, blockers, next steps”
- Auto-tag with project name
- Export to project management tool or email stakeholders
- Pull current project status from task manager
- Auto-schedule next update reminder
- Create different templates for different project types
Learning Session Processor
Learning Session Processor
Use for: Capturing insights from books, courses, or meetingsTrigger: “Hey Siri, capture learning”Actions:
- Text input: “Source (book, course, meeting)”
- Start Cleft recording
- Prompt: “Key insights, applications, and follow-up questions”
- Auto-tag with #learning and source category
- Add to reading/learning database
- Create follow-up reminders for application
- Connect to reading list or course tracker
- Auto-create study/review reminders
- Export key quotes to note-taking system
Advanced Automation Shortcuts
Smart Meeting Follow-up
Smart Meeting Follow-up
Use for: Comprehensive meeting follow-up workflowTrigger: When calendar event endsActions:
- Pull meeting details from calendar
- Start Cleft recording: “Action items, decisions, follow-ups”
- Process recording with custom instructions
- Extract action items and assign due dates
- Create calendar events for follow-up tasks
- Send summary email to attendees
- Add to project tracking system
- Different templates for different meeting types
- Integration with CRM for client meetings
- Automatic project milestone updates
Weekly Review Orchestrator
Weekly Review Orchestrator
Use for: Comprehensive weekly planning and reviewTrigger: Sunday evening or Friday afternoonActions:
- Gather data: completed tasks, calendar events, metrics
- Start structured Cleft recording with prompts:
- “Week’s accomplishments and lessons learned”
- “Goal progress and priority adjustments”
- “Next week’s focus areas”
- Process with custom instructions
- Update goal tracking systems
- Create next week’s priority list
- Schedule time for top priorities
- Send accountability update to coach/partner
- Include health/habit tracking data
- Connect to financial or business metrics
- Create different versions for different life areas
Specialized Use Case Shortcuts
For Sales Professionals
Post-Call Client Summary
Post-Call Client Summary
Trigger: After ending a call in specific contactsActions:
- Pull contact information and call duration
- Start Cleft recording: “Client needs, next steps, proposal requirements”
- Process with sales-specific custom instructions
- Update CRM with call summary and next actions
- Schedule follow-up activities
- Add to sales pipeline tracking
For Content Creators
Content Idea Processor
Content Idea Processor
Trigger: “Hey Siri, content idea”Actions:
- Start Cleft recording for content brainstorming
- Process with content-specific custom instructions
- Extract title, key points, and target audience
- Add to content calendar
- Create research reminders for supporting materials
- Set creation and publication timeline
For Students
Lecture Note Enhancer
Lecture Note Enhancer
Trigger: When leaving class locationActions:
- Identify which class based on calendar/location
- Start Cleft recording: “Key insights and questions from lecture”
- Process with academic custom instructions
- Create study reminders based on content
- Add questions to office hours list
- Update study schedule with new material
For Consultants
Client Discovery Session
Client Discovery Session
Trigger: Before client meetingsActions:
- Pull client information from CRM
- Start pre-meeting Cleft recording for discovery questions
- After meeting: Record insights and recommendations
- Process with consulting-specific custom instructions
- Generate client summary and proposal outline
- Create project timeline and resource estimates
- Schedule proposal follow-up
Integration Shortcuts
Task Management Integration
Voice-to-Task Processor
Voice-to-Task Processor
Actions:
- Start Cleft recording for task capture
- Process with task-specific custom instructions
- Extract actionable items with priorities
- Create tasks in your preferred task manager
- Set appropriate due dates and contexts
- Add to daily/weekly planning lists
Calendar Integration
Meeting Scheduler Assistant
Meeting Scheduler Assistant
Actions:
- Voice record meeting requirements and preferences
- Process scheduling constraints and attendee needs
- Find available meeting times
- Create calendar events with agenda items
- Send meeting invites with preparation materials
- Set pre-meeting preparation reminders
Communication Integration
Email Draft Generator
Email Draft Generator
Actions:
- Choose recipient and email type
- Start Cleft recording with message content
- Process with professional email custom instructions
- Generate draft with proper formatting and tone
- Review and send or save as draft
- Create follow-up reminders if needed
Shortcut Customization Tips
Making Shortcuts Your Own
Personalize Triggers
Choose voice commands, time triggers, or location triggers that fit your natural workflow
Adjust Processing
Modify custom instructions to match your communication style and organizational needs
Connect Your Tools
Integrate with your existing task managers, calendars, and communication tools
Start Simple
Begin with basic shortcuts and add complexity as you get comfortable with the workflow
Troubleshooting Common Issues
Shortcut doesn't trigger consistently
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
Cleft integration not working
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
Custom instructions producing poor results
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
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:- Capture → Process → Organize → Act → Review
- Input → Enhance → Distribute → Track → Follow-up
- Research → Synthesize → Decide → Plan → Execute