AI Palette

You can use Artificial Intelligence directly within Reflect to drastically improve your note-taking and writing. Think of it as a digital assistant you can call on at any time, and ask anything you think of.

Reflect’s AI tools give you the option to now use either GPT-4o (the latest model from OpenAI) or Claude 3.5 Sonnet (the latest model from Anthropic). You can toggle between these in your preferences.

How to access the AI palette

To use it, first highlight some text, and then press cmd j (or control j on Windows). That’ll popup the AI palette. You can select from one of our dozen or so prompts, like ‘list key takeaways’ or ‘list action-items’. Alternatively, you can ask AI anything you’d like without highlighting text first.

https://youtu.be/yncgppHUyDM

What kind of things can you do?

We provide some ready-to-go prompts that let you do things like:

List action-items and key takeaways from meeting notes
Perfectly edit your writing
Generate article outlines from your scattered thoughts
List key takeaways from your meeting notes
Create summaries of articles
Fix grammar, spelling, and improve your writing
Save your own custom prompts
And more!

Save custom prompts

You can also ask the AI palette anything you’d like using the open text field, and save it as a custom prompt to quickly call on again later.

Start by expanding an existing prompt. You will be able to see exactly how we’ve instructed the AI for that prompt, then “clone”, edit and save your new one.

Reflect GPT4 GIF 2.gif

You can watch a demo of how to do all of this here.

Here is what an open prompt looks like:

Untitled

The {{selectedText}} placeholder, surrounded by triple quotation marks, distinguishes your highlighted text from the prompt. Otherwise, your selected text could say 'actually don't worry about that' and it would break out of the prompt.

See how others are using the AI palette

Join our Discord community and check out the Workflows channel to see how other members are using AI in their notes and writing.

Chat with your notes

Reflect’s advanced search lets you chat with your notes using AI – it’s like talking directly with your brain!

If you have any filters selected within the search, the chat function will call on those notes specifically.

For example, you can:

Filter your notes by the #person tag, and then ask the chat information about people in your personal CRM.
Ask the chat about major themes in your notes, or ideas you had in the past week.
Search a topic like “painting” or “artificial intelligence”, and have the chat summarize your knowledge.

MCP Beta for Claude Code, Codex, and Cursor

Reflect has an MCP server that allows AI coding assistants like Claude Code, Codex, and Cursor to search, read, and write to your Reflect notes directly from the terminal or chat interface.

What you can do:

Search notes by text, tag, date, or backlinks
Retrieve any note or your daily note
Create new notes and append to your daily note
Browse and manage tags

To use Reflect’s MCP server:

Enable MCP server in Reflect desktop app settings
Add Reflect to Your Tool
- For Claude Code, run the following command in your terminal
```
claude mcp add --scope user --transport http reflect-notes <http://127.0.0.1:7676/mcp>
```
- For Codex, run the following command in your terminal
```
codex mcp add reflect-notes --url <http://127.0.0.1:7676/mcp>
```
- For Cursor, click this link

Or, simply download this file below and upload it to Claude Code, Codex, or Cursor. Ask it to setup Reflect’s MCP server for you:

reflect-mcp-setup-guide.md

FAQ

What are you using behind the scenes to make this work?
Is this feature available to everyone?
How does the AI Palette impact security and end-to-end encryption?
How does the AI Search impact security and end-to-end encryption?
Do you, or OpenAI, use any of my data as training data?
Are there limits to how much you can use it?
How can I connect my API key for unlimited use?