# NotebookLM Notebook and Source 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.

**This needs Kortex Pro.** See [pricing](https://www.kortex-notebooklm.com/#pricing).

<img src="/docs/img/docs/shot-dashboard-templates.webp" alt="Notebook templates" width="720" />

## 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.
1. Choose a **Source Notebook** and click **Save Template**.
1. 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.
1. Pick a source and click **Save Template**. To combine several, use **Merge as one template**.
1. Pick other sources and click **Apply to Source…**.

<img src="/docs/img/docs/shot-dashboard-source-templates.webp" alt="Source templates" width="720" />

## 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.
1. Click **New Template**. Write a title and the text.
1. In an automation rule, use the **Add note** action and choose the template.

<img src="/docs/img/docs/shot-dashboard-note-templates.webp" alt="Note templates" width="720" />

:::tip 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.

## Related pages

- [Automation Rules](/docs/automation-rules)
- [Template Engine](/docs/automation-template-engine)
- [Manage Space](/docs/manage-space)
