Ep 54 - Discover how Reflect.App can UpLevel Your Investing & Business Success

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Show Summary:

In this episode of the Wisdom Lifestyle Money Show, host Scott Dillingham welcomes Sam Claussen, the head of growth at Reflect app. Reflect is a note-taking app designed for business owners and investors to keep track of their projects and tasks. Sam demonstrates the features of the app, including voice notes transcribed by Whisper AI, a built-in calendar, and the ability to create and organize notes using tags and backlinks.

Sam explains that note-taking is essential for entrepreneurs and founders who juggle multiple projects. Reflect simplifies this process with its user-friendly interface and customizable note-taking system. The app offers a Daily Notes format, where users can organize their tasks and log their activities. Meetings can be integrated into the notes, allowing users to take notes during brainstorming sessions or team meetings. Reflect also provides a contact list feature that acts as a personal CRM, helping users track their relationships and relevant information.

The conversation shifts to the use cases for Reflect, specifically in real estate investing. Scott and Sam discuss how the app can be utilized to manage rental properties. Users can create notes for each property, add tags for easy organization, and document details such as tenant information, property managers, and maintenance tasks. By utilizing backlinks, users can quickly navigate between related notes and maintain an organized system for property management.

The episode further explores the AI capabilities of Reflect. Sam demonstrates how voice notes can be transcribed with high accuracy using Whisper AI. The app's AI assistant offers various prompts that automate note creation and formatting. These prompts can be customized, allowing users to generate to-do lists, summaries, and detailed action items from their notes. Sam mentions other AI features, such as an executive assistant plugin that divides meeting notes into key takeaways and action items. He also mentions the possibility of using AI to suggest YouTube video tags and integrate property alerts from sources like Zillow into Reflect.

Sam concludes the episode by discussing the future developments planned for Reflect, including the implementation of a local AI system. This would enable advanced features like semantic search and the ability to ask questions based on the content of notes. The goal is to enhance the organization and retrieval of information within the app, providing users with a powerful tool for managing their projects and tasks.

To try the app on a free trial visit https://reflect.app/

To see what Sam is up to visit https://www.startupcookie.com/