Adding Notes to Cloze
Your brain is a terrible database. Get the conversation out of your head and into Cloze.
Your Brain Is a Terrible Database
You just had a great conversation. Her husband’s Dan, their daughter’s at the U, they want to move in August. By Wednesday you’ll remember none of it. Get it out of your head and into Cloze.
- Add the note the fast way. Open the contact, hit Add Note, start typing. Or, if you’re lazy (efficient) like me, tap the sparkle button: “Add a note to Kyle Northup, daughter’s at the U, wants to move out in August 2026.” You talk, Maia files it.
- Let it feed your smart summary. That note gets pulled into the smart summarization at the top of the contact’s timeline. So when Cloze reminds you to call, you’ve got every note right there.
- Sound like a real person. Instead of “hey, what’s going on,” you open with “how’s your daughter doing at the U?” That’s the whole difference. Your brain is great at brand-new ideas and terrible at storage. The more you offload to Cloze, the better your life gets.
Your assignment this week: Every phone call over the next three days, in person or on the phone, tap the sparkle button and leave a note. Just three days. That’s it.
Transcript
Today, we have to admit it. We have to admit that we can't remember a thing. Hi, I'm Kyle, and this is Tool Time. So here's how to do it.
You just had a great conversation with a client. Her husband's name's Dan, they have a daughter that goes to the university, they're looking to move out in August, and by Wednesday you will not remember anything that was said. So let me show you how to do it inside of clothes. There's a couple of really easy tricks.
You can open up the contact, click add note, and just start typing. Or if you're lazy or efficient like me, you can hit the sparkle button and say, add a note to Kyle Northup, daughter is going to the U, wants to move out in August of 2024. That's it. I'm going backwards in time.
August of 2026. There we go. It's as easy as that. You tell Maya what to put in and Maya will put it in.
So now that you have that note and clothes reminds you to pick up the phone and call them, you have this super handy dandy list of all the notes that you need to have. And you have the smart suggestions up at the top, or the smart summarization up at the top of your timeline of your contact, which if you don't have that on, scan here or here. And I'll send you a little video of how to do it. It's super easy.
But you look at your smart suggestions and it will incorporate those notes in there. So when it comes time to call them, rather than saying, hey, what's going on? You can do something cool like a real person and say, hey, how's your daughter doing at the U or how is your husband's new job or whatever the conversation, whatever the note is, it makes it super easy because our brains are absolutely amazing at coming up with brand new, really fancy ideas. They are absolutely terrible databases.
The more you can get out of your head and into clothes, the better off your life is going to be. Anyways, that's it for today. Other than your challenge, your challenge today, every phone call you have over the next three days. That's all I'm going to time you for the next three days.
I want you to leave a note, whether it's a phone call in person or whatever, just tap the sparkle button and tell her to take a note. That's it. Have a good one. We'll see you next week.
Bye.