Add to Reflect daily notes from Cleft

Automatically consolidate action items from multiple Cleft notes into your Reflect daily note

Consolidate scattered action items from multiple meetings and notes into a single daily reflection point in Reflect. Perfect for daily planning, evening reviews, and creating a cohesive action list from fragmented voice captures.

🟡 In Review — Coming soon to Zapier directory. Learn more about the template.

Install Template

Add to Reflect daily notes from Cleft

One-click setup for daily note consolidation. Takes 2 minutes.

What It Does

This template uses a unique “Tag Attached” trigger for retroactive batch processing. Capture notes throughout your day, then tag them with “tasks” when you’re ready to consolidate into your daily note. All action items from tagged notes flow into a single Reflect daily note—perfect for morning planning or evening review rituals.

How It Works (Batch Consolidation)

Unlike automatic templates, this one gives you control:

1. Capture Throughout the Day

   Voice record meetings, calls, and brainstorms in Cleft as they happen

2. Add Checkboxes

   Include action items as checkboxes:

   Morning standup notes:
   - [ ] Review PRs before noon
   - [ ] Update documentation
   
   Customer call with Acme:
   - [ ] Send proposal by Friday
   - [ ] Schedule follow-up call
   

3. Save & Continue

   Notes are saved for context. No immediate automation.

4. Review & Tag

   Later (end of day, morning planning), tag relevant notes with “tasks”

5. Consolidate

   All checkboxes from tagged notes append to today’s Reflect daily note

6. Single Action List

   Your Reflect daily note shows all commitments in one place with source links

Key Differences from Other Templates

Feature	Reflect	Other Templates
Trigger	Tag Attached (retroactive)	Note Created (immediate)
Output	Single daily note (consolidation)	Individual items (distribution)
Processing	Batch when ready	Automatic per note
Best For	Daily planning & reflection	Real-time task execution
Use Case	End-of-day review	Continuous capture

This is perfect for:

• Morning planning: Tag yesterday’s notes to build today’s plan
• Evening review: Consolidate the day’s commitments
• Weekly reflection: Review all notes and tag for next week’s planning

Setup Requirements

• ✅ Cleft Plus subscription
• ✅ Reflect account
• ✅ Zapier account (free tier works)

Installation Steps

1. Click Install Template above
2. Connect your Cleft account
3. Connect your Reflect account
4. Turn on the Zap

Then use the workflow:

1. Capture notes throughout your day with action items (checkboxes)
2. Tag them with “tasks” when you’re ready to consolidate — This triggers the automation
3. All action items from tagged notes append to today’s Reflect daily note

Key: The “tasks” tag is your automation trigger. This gives you control over when items consolidate, perfect for intentional daily planning and review rituals.

Real-World Examples

Example 1: Multi-Meeting Day → Daily Action Plan

Monday Morning: Emma has 5 customer calls. She voice-records each in Cleft with action items as checkboxes.

Monday 4 PM: Emma reviews her notes and tags 4 relevant ones with “tasks”.

Result: Her Reflect daily note shows 18 consolidated action items from all 4 meetings, each linked back to the source Cleft note.

Time saved: 10 minutes (no manual consolidation or copy-paste)

Example 2: Brainstorm Session → Implementation Tasks

Tuesday AM: Team brainstorms 30 ideas for Q4. David captures in Cleft with checkboxes for immediate actions.

Tuesday PM: David tags the brainstorm note with “tasks”.

Result: 8 high-priority implementation tasks appear in today’s Reflect daily note, ready to work.

Time saved: 15 minutes (automatic extraction + consolidation)

Example 3: Email Triage → Daily Commitments

Wednesday Morning: Marcus reviews inbox, voice-logging priority items in Cleft with checkboxes.

After email review: Marcus tags the note with “tasks”.

Result: Email action items appear in Reflect’s daily note alongside meeting commitments—single source of truth for the day.

Time saved: 8 minutes (no manual transcription to daily note)

Batch Processing Power

One of the most powerful features: tag multiple notes at once:

• Morning routine: Tag yesterday’s meeting notes to build today’s plan
• End of day: Tag today’s notes to see tomorrow’s commitments
• Weekly planning: Tag the week’s notes for next week’s priorities
• Controlled rollout: Spread action items across days by tagging strategically

Perfect for teams that want voice capture without losing the ritual of daily planning.

Customization

Customize Daily Note Format

In Zapier, you can customize how items appear in your daily note:

• Prefix: Add ”📋 From Meeting:” before each item
• Grouping: Group by source note title
• Timestamps: Include when the note was captured
• Source links: Auto-link back to Cleft (enabled by default)

Edit the Zap’s “Append to Daily Note” step to customize.

Filter Which Notes Append

Only certain notes should go to your daily note:

1. Use the “tasks” tag for action items
2. Create separate tags for different workflows (e.g., “reflect” for journal items)
3. Filter by note title or content if needed

This gives you fine-grained control over consolidation.

Time-Based Batching

Create different workflows for different times:

• Morning planning: Tag notes from yesterday
• Midday check-in: Tag morning notes
• Evening review: Tag today’s notes for tomorrow

Use different tags or Zaps to separate these rituals.

Checkbox Format

- [ ] Action item 1
- [ ] Action item 2
- [ ] Action item 3

Requirements:

• Start with dash and space: -
• Empty brackets: [ ] (not [x])
• Each checkbox becomes a line item in your Reflect daily note
• Source link preserved for full context

Troubleshooting

Nothing appears in my daily note

1. Zap is ON: Check Zapier dashboard
2. Correct tag: Verify you’re using “tasks” tag
3. Checkbox format: Confirm - [ ] text format
4. Reflect connection: Ensure Reflect is properly connected
5. Check today’s date: Items append to today’s note only

Items appearing in wrong daily note

The template appends to today’s Reflect daily note (when the Zap runs). If you tag an old note today, items go to today’s note—not the note’s original creation date.

This is by design for flexibility (you can review old notes and add to today’s plan).

Too many items in daily note

Only tag notes that have action items relevant to your daily plan. If you’re seeing too many:

1. Be more selective about which notes you tag
2. Use different tags for different purposes
3. Create separate Reflect notes for different contexts

Can't see source links

Source links are added automatically. Make sure:

1. The Zap includes the “Source Note” field
2. Your Reflect account supports links (all accounts do)
3. Check the daily note in Reflect web or mobile app

Perfect For

• 📅 Daily planners who use morning/evening rituals
• 🧘 Reflective thinkers consolidating scattered thoughts
• 👥 Meeting-heavy professionals tracking commitments
• 📊 Product managers consolidating feedback
• ✍️ Journalers who want action items in daily notes
• 🎯 GTD practitioners using daily note as trusted system

Why Use Reflect + Cleft?

• Consolidation: All action items in one daily note
• Context: Source links back to full Cleft notes
• Control: Tag when ready, not on capture
• Ritual: Supports morning/evening planning workflows
• Flexibility: Batch process old notes for retrospective planning
• Simplicity: Single daily note vs dozens of task items

Template Details

• Template ID: 255679905
• Status: 🟡 In Review (coming soon)
• Trigger Type: Tag Attached (retroactive batch)
• Target Platform: Reflect
• Setup Time: ~2 minutes
• Best For: Daily planning and reflection

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Support

• Reflect Help: reflect.app/help
• Cleft Support: support.cleftnotes.com
• Zapier Help: help.zapier.com

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Ready to consolidate your daily action items? View the template → (Coming soon to Zapier directory)