# Automate NotebookLM: rules that tag, file, generate

> Automate NotebookLM with Kortex rules. A rule starts from a tag, a collection, a new source or a finished Audio Overview, then files, tags and generates.

https://www.kortex-notebooklm.com/features/automation-rules

1.  [Features](/features)
2.  Automation rules

Automate

# Automation rules

Kortex automation rules do work for your Gemini Notebook (formerly NotebookLM) notebooks. A rule is a trigger plus one or more actions. For example, when a notebook gets a tag, move it to a collection and generate an Audio Overview. Rules run in the background while Chrome is open.

[Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [Follow the tutorial](/tutorials/how-to-automate-notebooklm-with-rules)

[![Automation Rules in the Kortex Workspace: a rule called File thesis notebooks that, when a notebook gets the tag thesis, moves it to a collection and generates audio.](/media/features/automation-rules.webp)](/media/features/automation-rules.webp)

An automation rule: a trigger, then actions.

## What are Kortex automation rules?

Automation rules let Kortex act when something happens. A rule is a trigger plus one or more actions. For example, when a notebook gets a tag, move it to a collection and generate an Audio Overview. Rules run in the background while Chrome is open.

## What you get

-   ### Tell it once
    
    Name a rule, choose what starts it and what it should do. After that, tagging a notebook is enough.
    
-   ### Triggers that match how you work
    
    A rule can start from a tag, a collection, a title, a new source from a page, a finished Audio Overview, or a schedule.
    
-   ### Real work as actions
    
    A rule can move a notebook to a collection, add tags, generate audio or an artifact, add a note, send to a podcast, apply a template, or ask a question and save the answer.
    
-   ### Workflows from your AI assistant
    
    Over Kortex MCP, an assistant can save a job as a workflow. The Workflows view can then run it on a schedule.
    

## What is an automation rule?

A rule says: when this happens, do these things. You build it in the Kortex Workspace under **Automation**, with **Create Pipeline**. It asks for four things: **Name**, **Trigger**, **Actions** and **Review**. The Review step reads the rule back as a sentence, such as “When a notebook is tagged with #thesis, then move it to Thesis and generate audio overview.”

## Triggers

-   **Notebook tag added** or **Source tag added**
-   **Moved to collection**
-   **Title contains text**
-   **Domain Router**, when a page’s address contains some text
-   **Audio is generated**, and **Episode Finishes**
-   **On a schedule**: **Every hour**, **Every day** or **Every week**, in your local time

A trigger can also require a **Minimum Sources** count.

## Actions

A rule runs one or more of these, in order:

-   **Move to collection**
-   **Add tag** or **Add source tag**
-   **Generate audio**, with a style and instructions
-   **Generate artifact** (a briefing, study guide, flashcards, slide deck, infographic or quiz)
-   **Add note**
-   **Send to podcast**
-   **Apply source template**
-   **Ask and save the answer**
-   **Run a workflow**

## When do rules run?

Rules run in the background whenever Chrome is open. Schedules are checked every 15 minutes. Open **Activity** in the top bar to see what ran.

## Workflows

A workflow is a set of steps your AI assistant did and saved by name, over [Kortex MCP](/features/kortex-mcp). The Workflows view lists them. You can schedule one, which makes a rule with a **Run a workflow** action. Only your assistant can make workflows.

Related: [Templates](/features/templates), [the podcast feed](/features/podcast-feed).

## How it works

Want every step? [Follow the tutorial](/tutorials/how-to-automate-notebooklm-with-rules).

1.  ### Open Automation
    
    In the Kortex Workspace sidebar, open Automation and click Create Pipeline.
    
2.  ### Name it, then pick a trigger
    
    The setup has four steps: Name, Trigger, Actions and Review. Choose what starts the rule.
    
3.  ### Choose the actions
    
    Add one or more actions. They run in order.
    
4.  ### Review and switch it on
    
    Read the rule's plain-English summary and save it. Leave Chrome open. Each rule has an on and off switch.
    

## Questions people ask

Something we missed? [Ask us](#contact).

### Do rules run when Chrome is closed?

No. Pipelines run in the background only while Chrome is open. Schedules are checked every 15 minutes, so a scheduled rule needs Chrome running.

### What can start a rule?

These can start a rule: a notebook or source tag added, a move to a collection, a title containing text, a page address matching the Domain Router, an Audio Overview being generated, an episode finishing, or a schedule (every hour, day or week). A trigger can also need a minimum number of sources.

### Can I still do each step by hand?

Yes. Every action a rule runs is also a button in the Kortex Workspace. A rule does it for you when its trigger starts.

### Where is a rule switched on or off?

On the rule's card in the Automation view. Kortex remembers whether a rule is on or off on the computer where you set it.

### What happened to the older automation types?

Smart Sort, Escalator, Podcast Curator and the others were each moved into a pipeline once, named after the old type. Build new ones with Create Pipeline.

### Can I automate NotebookLM with Kortex?

Yes. Kortex rules act on your Gemini Notebook (formerly NotebookLM) notebooks. A rule can move a notebook, add a tag, generate audio or an artifact, or send an episode to a podcast.

## Related features

The full reference is in the [Kortex docs](/docs/automation-rules).

-   [Templates Save a notebook, source or note setup once. Use it again anywhere.](/features/templates)
-   [Podcast feed Turn your Audio Overviews into a private podcast feed for any podcast app that accepts a feed address.](/features/podcast-feed)
-   [Collections and folders Folders for notebooks, with subfolders, colors and pins. Folders for sources and artifacts too.](/features/collections-and-folders)

[All Kortex features](/features)

## Try it on your own notebooks.

100,000+ people use the Kortex extension. Install it and try automation rules on a notebook you already have.

[Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn)

100,000+ users, rated 4.5 on the Chrome Web Store.
