## Introduction to Reflect's AI features [(00:00:00)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=0s) - The core AI features of [[Reflect]] include the AI assistant and the ability to chat with notes using AI, which is the primary focus of this section [(00:00:00)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=0s). - The voice transcribers, also powered by AI, will not be covered in this section as they were already discussed in a previous video [(00:00:10)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=10s). - The AI features to be covered are what people typically associate with AI note-taking, and examples will be provided after explaining each feature [(00:00:19)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=19s). - The explanation will start with the AI assistant, which is one of the key AI features of Reflect [(00:00:19)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=19s). ## Using Reflect's AI assistant [(00:00:24)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=24s) - The AI assistant can be used to run and manage prompts, with examples including a call transcript, a daily reflection, and an action list, which can be organized and formatted into useful information [(00:00:24)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=24s). - A call transcript can be used to extract key takeaways and action items, and can also be used to generate a project proposal, using custom prompts to format the text into a usable format [(00:00:49)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=49s). - A daily reflection can be formatted into a standard template, including sections for gratitude, journaling, and affirmation, using a custom prompt to organize the text [(00:02:15)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=135s). - An action list can be generated from a voice note, allowing users to quickly and easily create a to-do list by speaking about their tasks [(00:03:15)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=195s). - The AI assistant can be used on any text in notes, including voice transcriptions, articles, and outlines, but is most commonly used with voice transcriptions to format and organize the text [(00:03:43)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=223s). - Custom prompts can be created to format text into specific templates, such as a project proposal or a daily reflection, and can be used to generate a variety of different outputs [(00:04:08)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=248s). - The most common use case for the AI assistant is to use it with voice notes, which can be used to generate a variety of different outputs, including article outlines and project proposals [(00:04:20)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=260s). ## Creating and saving custom prompts [(00:04:35)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=275s) - Custom prompts can be used to achieve specific tasks, such as creating a project proposal, and these prompts can be expanded to show exactly what the AI is being asked to do, allowing for a high degree of customization [(00:04:35)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=275s). - The AI assistant has a feature that allows users to create custom prompts by cloning and editing existing system prompts, which can be found by scrolling down through the list of available prompts [(00:06:00)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=360s). - Cloning a system prompt allows users to edit it and create a custom prompt, which can be saved and used for specific tasks, such as creating a project proposal for a particular platform like LinkedIn [(00:06:26)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=386s). - To create a custom prompt, it is helpful to first write the desired format in a note, and then copy and paste it into the custom prompt, which can save time and effort [(00:07:05)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=425s). - The AI can also be used to convert text to markdown format, which can be useful for creating custom prompts, and it is recommended to choose an original prompt that is closest to the new one being created [(00:07:56)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=476s). - Tips for creating custom prompts include starting with a clear idea of the desired format, using existing system prompts as a starting point, and tweaking the prompt as needed to achieve the desired result [(00:08:05)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=485s). - Creating custom prompts and using the open prompt field in the AI assistant makes it easier to work with text, and the open field text box can be used for one-off requests by highlighting text and pulling up the AI assistant [(00:08:24)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=504s). - The AI assistant can be used to generate text based on a prompt, such as turning text into a one-pager for a client, and it is useful to save custom prompts because the AI system will not remember them if closed [(00:08:48)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=528s). - The open field text box can be used to ask the AI system questions or request text generation, and it can be accessed by highlighting text and using the Command J shortcut [(00:09:11)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=551s). - The AI assistant's preferences can be tweaked to change the AI provider, such as switching from Anthropics to [[OpenAI | Open AI]], which uses [[Generative pre-trained transformer | GPT]], and users can also access unlimited AI prompting by adding their own API keys [(00:09:30)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=570s). - Users can find information about the available tokens and AI usage at [[Reflect Academy]] slash artificial intelligence, and they can set up a billing account with a provider to use their own API keys and bypass usage limits [(00:09:52)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=592s). - The cost of AI usage is relatively cheap, with most users spending no more than a dollar or two per day, and the AI provider and API keys are the most important settings in the preferences [(00:10:14)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=614s). - The transcription settings are also available, but the most important ones are the AI provider and API keys, which allow users to customize their AI experience and access more features [(00:10:41)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=641s). ## Chatting with your notes using AI [(00:10:59)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=659s) - The AI chat feature is accessed through the advanced search function, which allows users to narrow down the context window by adding filters, enabling the AI to pull context from the user's notes [(00:10:59)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=659s). - By selecting specific tags, such as a book tag, users can effectively chat with their own digital library, asking questions like what kinds of books they like to read, and the AI will provide answers based on the filtered notes [(00:11:10)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=670s). - The AI chat feature uses [[Gemini (chatbot) | Google Gemini]], allowing it to take in a large number of notes for context, and users can ask follow-up questions, such as requesting book recommendations based on their reading history [(00:11:22)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=682s). - The AI chat can also be used to summarize daily notes over a specified period, such as the past year, and provide main categories and concepts, although it is not capable of data scraping or providing extremely specific information [(00:12:15)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=735s). - The AI chat is designed to provide general summaries and pull out concepts and themes, similar to how a person would respond to a question, and it can be used to repurpose notes or summarize them [(00:12:27)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=747s). - A persistent search feature has been added, allowing users to save their search results and come back to them later, and a reset button is available to clear the search and start again [(00:13:40)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=820s). - The advanced search function offers various search types, including fuzzy, exact, and semantic searches, and users can add filters and change the search type to refine their results [(00:14:38)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=878s). - The AI chat feature can be used in various ways, such as chatting with a recipe book or other categorized notes, and using the tag filter is a useful way to chat with different categories of notes [(00:14:19)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=859s). ## AI features on Reflect's iPhone app [(00:14:49)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=889s) - The AI assistant is available on the [[IPhone | iPhone]] [[IOS | iOS]] app and works in the same way as it does on desktop computers, allowing users to access the same features and functionality [(00:14:49)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=889s). - Custom prompts saved on the desktop app are also available on the iPhone app and vice versa, enabling seamless switching between devices [(00:15:09)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=909s). - The AI assistant on the iPhone app can be used to generate content, such as emails, and provides options to replace or modify the generated text [(00:15:16)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=916s). - The AI chat with notes feature is not currently available on the iPhone app due to the lack of advanced search functionality, but it is available on the [[IPad | iPad]] app [(00:15:35)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=935s). - Both the AI assistant and AI chat with notes features can be used across devices, including the iPad app, and can be combined with the voice transcriber feature available on mobile apps [(00:15:43)](https://www.youtube.com/watch?v=c1XrHJZpV-Q&t=943s). ## Sources - [website](https://www.youtube.com/watch?v=c1XrHJZpV-Q?si=-v_uQlk1_-sSNkMv)