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Templates

Templates save a setup you want to reuse in Gemini Notebook (formerly NotebookLM). Kortex has three kinds. Notebook templates keep tags and collections, source templates keep tags and a folder, and note templates keep a title and text.

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Notebook templates

Why use templates?​

A template is like a cookie cutter. You shape one thing once, and then stamp the same shape on many.

Notebook templates​

A notebook template keeps a notebook's tags and collections. It does not copy its sources or notes.

  1. Click Notebook Templates in the sidebar.
  2. Choose a Source Notebook and click Save Template.
  3. On another notebook, click Apply to Notebook....

Source templates​

A source template keeps a source's tags and folder. Use it to file other sources the same way.

  1. Click Source Templates in the sidebar.
  2. Pick a source and click Save Template. To combine several, use Merge as one template.
  3. Pick other sources and click Apply to Source….
Source templates

Note templates​

A note template is a title and some text. An automation rule can add it to a notebook for you.

  1. Click Note Templates in the sidebar.
  2. Click New Template. Write a title and the text.
  3. In an automation rule, use the Add note action and choose the template.
Note templates
Good to know
  • Automations can apply a source template with the Apply source template action.

Which template should I use?​

  • To give a new notebook the same tags and collections, use a notebook template. Sources and notes are not copied.
  • To file other sources the same way, use a source template.
  • To add the same note to many notebooks, use a note template with an automation's Add note action.