Professional Note-Taking in Reflect Deep Dive Beginner's Course

## Introduction [(00:00:00)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=0s) - The video is about professional note-taking in Reflect. [(00:00:00)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=0s) - Sam from Reflect will be featured in the video. [(00:00:02)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=2s) ## Overview of Reflect [(00:00:05)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=5s) - Reflect is a note-taking, [[PK machine gun | PKM]], or outliner application. [(00:00:08)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=8s) - Reflect is considered more accessible than other tools like Tana. [(00:00:21)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=21s) - Reflect is already used by many busy professionals. [(00:00:27)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=27s) ## Paperless Movement and Reflect [(00:00:51)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=51s) - The chapter of the [[YouTube]] video titled "Paperless Movement and Reflect" begins. [(00:00:51)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=51s) - A greeting is given to someone named Sam. [(00:00:53)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=53s) ## Meet Sam from Reflect [(00:00:56)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=56s) - An outline has been created to aid in providing a demonstration. [(00:00:58)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=58s) - Note-taking is particularly beneficial for individuals who have difficulty remembering things. [(00:01:03)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=63s) - The demonstration will be conducted in a step-by-step, sequential manner. [(00:01:12)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=72s) ## Note-taking landscape overview [(00:01:16)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=76s) - People tend to not miss details about topics they enjoy. [(00:01:16)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=76s) - Interruptions to ask questions are welcome. [(00:01:18)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=78s) - A brief introduction will precede the main content. [(00:01:25)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=85s) ## Intro to Reflect features [(00:01:27)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=87s) - The note-taking app market offers a wide variety of options, with the best choice depending on individual preferences and work styles. [(00:01:27)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=87s) - Reflect is a minimalist note-taking application, more akin to [[Apple Inc. | Apple]] Notes than to feature-rich platforms like [[Notion (productivity software) | Notion.]] [(00:01:36)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=96s) - Users who find themselves consistently returning to Apple Notes after experimenting with other note-taking tools may appreciate Reflect. [(00:01:42)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=102s) ## Key features of Reflect [(00:01:52)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=112s) - Reflect is designed to be fast and frictionless, allowing for quick thought capture, information saving, and easy retrieval of saved content. [(00:01:52)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=112s) - The app prioritizes security with end-to-end encryption, ensuring that user notes are private and inaccessible even to the developers. [(00:01:58)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=118s) - Reflect promotes efficient thinking through its simplicity and instant cross-device syncing capabilities. [(00:02:13)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=133s) ## Reflect's encryption and simplicity [(00:02:34)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=154s) - Reflect is similar to [[Apple Inc. | Apple]] Notes in its in-app functionality and syncing speed between devices. [(00:02:34)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=154s) - Reflect is easy to access and available on all devices. [(00:02:50)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=170s) - Tana does not have a mobile app, and other note-taking tools often have limited mobile functionality. [(00:02:57)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=177s) ## Reflect's cross-device sync [(00:03:07)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=187s) - Reflect is a note-taking application that is available on mobile devices. [(00:03:14)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=194s) - Reflect is available on [[IOS | iOS]] devices through the [[Apple Inc. | Apple]] [[App Store (Apple) | App Store]]. [(00:03:19)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=199s) - The Reflect app for [[IPad | iPad]] is currently in beta testing and available through [[TestFlight | TestFlight.]] [(00:03:23)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=203s) ## Reflect on mobile devices [(00:03:34)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=214s) - Reflect is primarily an iOS app. [(00:03:38)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=218s) - The mobile browser experience is not ideal. [(00:03:46)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=226s) - [[Android (operating system) | Android]] presents significant development challenges. [(00:04:00)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=240s) ## Why not Android? [(00:04:03)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=243s) - The design and development processes for [[IOS | iOS]] and Android are very different. iOS is more standardized, while Android is more open and less structured. [(00:04:03)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=243s) - Developing an Android app is a much larger undertaking than developing an iOS app. [(00:04:12)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=252s) - Releasing an Android app at this time would likely consume all available resources and negatively impact the development of other apps. [(00:04:24)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=264s) ## iOS vs Android discussion [(00:04:47)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=287s) - The standard of mobile apps on [[Android (operating system) | Android]] is not comparable to iOS. [(00:04:57)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=297s) - [[IOS | iOS]] apps have better standardization and familiarity. [(00:05:03)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=303s) ## Dive into Reflect functionality [(00:05:14)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=314s) - The speaker will be explaining the functionality of something. [(00:05:14)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=314s) - The speaker attempted to organize the information in a specific order. [(00:05:19)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=319s) ## Daily Notes format [(00:05:22)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=322s) - The significance of components within a system, particularly in scenarios where users might choose not to utilize AI features, is discussed. [(00:05:22)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=322s) - The user is currently using a daily note format, which is analogous to [[Apple Inc. | Apple]] Notes. [(00:05:34)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=334s) - A daily note refers to the creation of a new note for each day. [(00:05:38)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=338s) ## Collapsible lists [(00:05:42)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=342s) - Reflect's organizational structure extends infinitely into the future and past, similar to a calendar. [(00:05:42)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=342s) - A traditional notebook or daily journal often involves creating a new note for each day. [(00:05:52)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=352s) - The human brain tends to operate in a similar manner to using a new note for each day. [(00:05:58)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=358s) ## Daily notes as segments [(00:06:02)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=362s) - Human brains segment and divide information; this is most apparent when a new day begins after waking up from sleep. [(00:06:02)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=362s) - [[Apple Inc. | Apple]] Notes on the [[IPad | iPad]] offers a similar functionality. [(00:06:11)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=371s) - The iPad's settings can be adjusted to create a new note each day, but the same note can be accessed throughout the day. [(00:06:21)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=381s) ## Managing daily notes [(00:06:28)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=388s) - Reflect uses the same principle of daily notes, allowing users to scroll through past days. [(00:06:33)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=393s) - Tana requires users to flip through days, potentially because each day is a self-contained node. [(00:06:38)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=398s) - Reflect's outliner capabilities are introduced, highlighting that in Tana, each day is a closed container or node. [(00:06:47)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=407s) ## Using Reflect for daily tasks [(00:07:03)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=423s) - Reflect allows users to collapse bullet points, providing a condensed view of information. [(00:07:26)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=446s) - Collapsing bullet points can be useful for organizing various types of information, such as meeting minutes or grocery lists. [(00:07:32)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=452s) - The ability to collapse and expand bullet points is a key feature of outline editors and enhances information management. [(00:07:38)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=458s) ## Audio memos and quick captures [(00:08:06)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=486s) - Daily notes can function as a "home base" for capturing various thoughts and ideas throughout the day, regardless of their specific content or category. [(00:08:06)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=486s) - Daily notes in Reflect are "append-only," allowing for continuous addition of information without the need for extensive organization or removal of past entries. [(00:08:36)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=516s) - Reflect automatically associates notes with timestamps and often with locations, which can enhance memory and provide context to the recorded information. [(00:08:44)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=524s) ## Backlinks and tags [(00:09:23)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=563s) - Reflect has a feature that allows users to create checklists within their notes. [(00:09:26)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=566s) - Users can view a comprehensive list of all tasks from their notes in one centralized location. [(00:09:40)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=580s) - The task list is accessible regardless of where the tasks were originally created within the notes. [(00:09:58)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=598s) ## Task management in Reflect [(00:10:07)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=607s) - Tasks can be categorized as current, upcoming, or overdue. [(00:10:16)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=616s) - Tasks can be pinned to notes for easy access and organization. [(00:10:21)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=621s) - Tasks retain the label of their parent bullet list, allowing for hierarchical organization within notes. [(00:10:45)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=645s) ## Handling long-term tasks [(00:11:11)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=671s) - It is possible to collapse bullet points within notes, but not within the "Current" tab. [(00:11:11)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=671s) - To make a note appear in the "Current" tab, it must be moved into a daily note. [(00:12:02)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=722s) - The mobile app has a feature that allows users to reschedule notes by adding a date to them. [(00:12:14)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=734s) ## Backlinks overview [(00:12:46)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=766s) - [[Workflowy]] does not have a journal feature for daily notes. [(00:12:55)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=775s) - Workflowy allows users to input dates using natural language, which are automatically added and displayed in the "upcoming" section. [(00:13:04)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=784s) - The speaker distinguishes between tasks and checklist items using checkboxes, which are only displayed for tasks. [(00:13:21)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=801s) ## Visualizing backlinks [(00:13:29)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=809s) - A method for managing daily tasks involves recording a voice note and then converting it into a checklist of everything that needs to be done. [(00:13:51)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=831s) - Essential tasks that must be completed on that day are then converted from checkboxes into tasks within the app. [(00:14:13)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=853s) - Unconverted checklist items remain as checkboxes in the daily note as a reminder of less urgent tasks. [(00:14:54)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=894s) ## AI integration in Reflect [(00:15:22)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=922s) - A good example of a daily habit that does not need to be carried over to the next day is meditation. [(00:15:26)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=926s) - The use of the different features in the software depends on personal preference and workflow. [(00:15:38)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=938s) - The discussion will move on to backlinks and tags. [(00:15:44)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=944s) ## AI prompts and features [(00:15:46)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=946s) - Backlinks in Reflect function similarly to hyperlinks, connecting two notes and representing an association between two ideas. [(00:16:17)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=977s) - The graph view in Reflect visually represents notes as dots and backlinks as lines connecting them, illustrating the interconnectedness of ideas. [(00:16:39)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=999s) - While some users find functional uses for the graph view, it primarily serves as a visual representation of the evolving network of notes and connections. [(00:17:21)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1041s) ## Voice transcription and AI [(00:17:36)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1056s) - The graph visualization feature in Reflect encourages users to be more diligent about backlinking. [(00:17:52)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1072s) - The visualization of note associations makes the concept of backlinking less abstract and easier to understand. [(00:18:05)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1085s) - The speaker believes that backlinking is a relatively new concept in digital note-taking. [(00:17:46)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1066s) ## Daily habits and note management [(00:18:10)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1090s) - Proper nouns, such as people, places, things, companies, and projects, are recommended for backlinking. [(00:18:46)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1126s) - An AI prompt is available to assist with adding backlinks. [(00:18:56)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1136s) - The AI assistant can be accessed by highlighting text and pressing command J. [(00:19:03)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1143s) ## Advanced search functionality [(00:19:27)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1167s) - Reflect uses square brackets to indicate a backlink. [(00:19:27)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1167s) - Reflect can be used for a variety of AI functions, such as creating to-do lists, summarizing text, writing analogies, generating counterarguments, outlining articles, copy and text editing, and simplifying and condensing text. [(00:19:38)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1178s) - Reflect's AI capabilities are similar to [[ChatGPT | ChatGPT.]] [(00:20:01)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1201s) ## Chat with your notes feature [(00:20:12)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1212s) - To create a new prompt from scratch, you must clone an existing prompt. [(00:20:22)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1222s) - The Super Summarizer prompt is a good prompt to clone because it contains an introduction, guidelines, a format, selected text, and a conclusion. [(00:20:28)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1228s) - Once you have cloned a prompt, you can edit the title, introduction, guidelines, and format. [(00:21:13)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1273s) ## Reflect Chrome extension [(00:21:33)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1293s) - The Reflect [[Google Chrome | Chrome]] extension allows users to run prompts on text within the [[PK machine gun | PKM]], which is more powerful than using [[ChatGPT]] without plugins. [(00:21:57)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1317s) - A user can create a prompt for project proposals and then run the prompt on a transcription of a call with a client to automatically generate a proposal. [(00:22:16)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1336s) - Transcripts can be used to extract essential information, such as feedback from members, which can then be used to automatically generate testimonials. [(00:22:48)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1368s) ## Using AI to assist in Reflect [(00:23:11)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1391s) - Reflect's voice transcriber, accessible via a microphone icon, uses OpenAI's Whisper for transcription. [(00:23:15)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1395s) - The transcriber, while generally accurate, can misinterpret names and accents, requiring manual correction through a helper text feature in preferences. [(00:23:43)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1423s) - The mobile app offers voice recording initiated by a plus sign button or a lock screen widget, with transcriptions appearing in daily notes. [(00:24:34)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1474s) ## Reflect YouTube and tweets integration [(00:24:56)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1496s) - Reflect can integrate with [[YouTube]] and [[Twitter]], allowing users to import tweets and YouTube transcripts directly into their notes. [(00:24:56)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1496s) - Reflect can transcribe audio notes and identify key takeaways and action items. [(00:25:26)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1526s) - Reflect offers advanced search functionalities, including filtering by date, tags, backlinks, and semantic similarity. [(00:26:38)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1598s) ## Reflect for meetings and collaboration [(00:27:25)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1645s) - Reflect's search function allows users to search for notes based on keywords, even if the exact wording is different. [(00:27:26)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1646s) - Reflect has a "chat with results" feature that uses [[Generative pre-trained transformer | GPT]] to answer user questions based on their notes and general knowledge. [(00:28:17)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1697s) - When providing answers, Reflect cites the source of the information, whether it's from the user's notes or external knowledge. [(00:28:39)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1719s) ## Summary and future updates [(00:29:00)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1740s) - The [[Google Chrome | Chrome]] extension allows users to highlight text on websites and have it appear in their Reflect account, similar to how it works with [[Amazon Kindle | Kindle]]. [(00:30:43)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=1843s) - Reflect can embed tweets and [[YouTube]] videos, and the AI can analyze the text content within these embeds. [(00:35:40)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=2140s) - Reflect plans to improve contact and meeting note features, with new developments expected later in the year. [(00:41:30)](https://www.youtube.com/watch?v=qFPKPyrD-Y4&t=2490s) ## Sources - [website](https://www.youtube.com/watch?v=qFPKPyrD-Y4)