Skip to main content
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.
✅ Public Template — Ready to use now with Cleft Plus

​
Install Template

Create Microsoft To Do tasks from Cleft notes

One-click setup. Integrates with your Microsoft 365 account. Takes 2 minutes.

​
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:
1

Voice Capture

Create a new note in Cleft with your ideas or action items
2

Format with Checkboxes

Add checkboxes for items you want to track:
- [ ] Review Q4 budget
- [ ] Schedule team meeting
- [ ] Send client proposal
3

Tag with 'tasks'

Add the tasks tag to your note. This is your human review checkpoint—review the checkboxes before automation runs.
4

Trigger

When you save the note, the automation starts immediately
5

Extract

Python code pulls all unchecked checkboxes from your note
6

Loop

Creates a To Do task for each checkbox
7

Sync

Tasks appear in your To Do list within seconds

​
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

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.
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
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
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

​
Checkbox Format

Use standard Markdown checkboxes: 
- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
Each checkbox becomes a separate To Do task.

​
Troubleshooting

  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
Make sure your checkboxes have text:
  • Correct: - [ ] Review budget
  • Wrong: - [ ] (empty checkbox)
Your Microsoft account may have disconnected. Reconnect in Zapier and turn the Zap back on.

​
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

Todoist

For power users and cross-platform task management

Things

For macOS/iOS native GTD

Google Tasks

For Google Workspace integration

TickTick

For advanced task management with habits

​
Support

Ready to automate your Microsoft To Do? Install now →