> ## 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.

# NotePlan

> Sync Cleft notes to your NotePlan folder as readable Markdown files

<Note>
  Cleft integrates with NotePlan via **[Local Sync](/user-guides/integrations/local-sync/overview)** on Mac, iPhone, and iPad. Local Sync itself is free; [Cleft Plus](/user-guides/upgrade-to-plus) lets you point exports at a NotePlan project folder (or any folder you choose). On Free, exports land in Cleft's Documents/Cleft Notes folder.
</Note>

## What you get

When you enable Local Sync and point Cleft to a NotePlan folder, your notes are automatically saved as `.md` files with:

* **Readable filenames** like `2026-05-06-meeting-with-jonny-12431.md` (date + title slug + unique ID)
* **YAML frontmatter** with title, tags, timestamps, and the full transcript
* **Inline hashtags** at the end of the body, clickable in NotePlan search and smart folders
* **Smart title renames** when you retitle a note in Cleft

Here's what a synced note looks like in your NotePlan folder:

```markdown theme={null}
---
cleft_id: 12431
title: "Meeting with Jonny"
tags: ["work", "ideas"]
created: 2026-05-06T10:30:00Z
updated: 2026-05-06T11:15:00Z
source: cleft
transcript: "full transcript on one line, newlines collapsed to spaces"
---
AI-generated summary body goes here.

#work #ideas
```

In NotePlan, this renders as:

* **Body** with the AI summary as the readable artefact
* **Tag pane / search** picks up `#work` and `#ideas` from the inline hashtags at the end of the body
* **Frontmatter** appears at the top of the note. NotePlan tolerates it but doesn't surface unfamiliar keys as structured fields

This is one-way sync: Cleft → NotePlan. Edits you make in NotePlan are overwritten on the next Cleft sync (same contract as Notion auto-send).

## Setup

<Steps>
  <Step title="Pick your NotePlan folder as the destination">
    Open **Settings → Local Sync** and click **Choose Custom Folder…** ([Plus](/user-guides/upgrade-to-plus)).

    1. Select the folder where NotePlan stores your project notes (or any folder NotePlan watches)
    2. On Mac, Cleft creates a dedicated subfolder inside it. On iPhone and iPad, Cleft writes to the exact folder you select in Files.
    3. Use the selected folder and you're done

    Full setup guide: [Local Sync](/user-guides/integrations/local-sync/overview)
  </Step>

  <Step title="That's it">
    Your notes sync automatically. Open NotePlan and check the active Local Sync folder. You'll see `.md` files with readable names and inline tags.
  </Step>
</Steps>

## NotePlan-specific tips

* **Project notes:** Point Local Sync at a NotePlan project folder and Cleft notes become part of that project's note list. Best fit for the natural NotePlan workflow.
* **Tags:** Inline `#tag` syntax at the end of the body is what NotePlan indexes. It's clickable in search results and powers smart folders. Multi-word tags become `#multi-word` (sanitised), and slashed tags like `#work/meetings` are preserved.
* **Frontmatter:** NotePlan parses YAML but doesn't display unfamiliar keys as structured fields, so `title`, `tags`, `created`, `updated`, `source`, and `cleft_id` appear as text at the top of the note. Your timestamps are still there if you want to query them via export or other tooling.
* **Calendar views:** NotePlan's calendar views are driven by filename (`YYYYMMDD.md` daily-note format), not frontmatter. Cleft uses `YYYY-MM-DD-{slug}-{id}.md`, so notes won't auto-populate calendar views. They live as project / project-folder notes instead.

## Limitations

* **No daily-note auto-population.** Cleft's filename format is readable-first (`2026-05-06-meeting-with-jonny-12431.md`), not NotePlan's calendar format (`20260506.md`). Notes appear in folder lists, not in calendar day views.
* **No `@person` mention extraction.** NotePlan recognises `@person` syntax for collaborators; Cleft doesn't extract mentions from transcripts.
* **No task syntax.** Cleft summaries aren't structured as tasks (`* task >2026-05-06`). They're prose summaries with inline tags.
