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Template Engine

Template Engine adds a ready-made note to a Gemini Notebook (formerly NotebookLM) notebook when the notebook is filed or tagged. The note comes from one of your Note Templates, which keep a title and text.

This needs Kortex Pro. See pricing.

Template Engine: notes on arrival The Note Templates page holds reusable notes that a rule can add to a notebook

Why use Template Engine?​

It is like a form you keep in a drawer. Each new project gets a fresh copy, so you never start from a blank page.

  • Every notebook starts with the same sections.
  • It suits meetings, classes and client projects.
  • You spend less time staring at an empty note.

How do I set it up?​

  1. In the dashboard sidebar, open Note Templates. Click New Template and write the note you want, with a title and a body.
  2. Open Automation and click Create Pipeline.
  3. Name it, for example "Grant notebooks get a checklist". Press Next.
  4. For the trigger, click Moved to collection and pick the collection. You can pick Notebook tag added instead.
  5. For the action, choose Add note. In Select Note Template, pick your template. Or choose the custom option and type the note right there.
  6. Add more Add note actions for more notes. Press Next and save.

Examples​

  • Meeting: Agenda, Decisions, Action Items.
  • Research: Questions, Key Findings, Next Steps.
  • Class: Summary, Key Terms, Practice Questions.
Good to know
  • Older versions of Kortex had a separate Template Engine screen. Today it is simply a pipeline built in the same wizard as every other rule. If you had a Template Engine rule before, Kortex moved it into a pipeline once, named after the old type.
  • A note can have blanks like {{date}} or {{notebook}} that Kortex fills in.

Related: Automation Rules, Templates.