# Save NotebookLM notebook setups as templates

> Save NotebookLM notebook setups as templates. Kortex Templates save a notebook’s tags and collections, a source setup or a note, so new ones start tidy.

https://www.kortex-notebooklm.com/features/templates

1.  [Features](/features)
2.  Templates

Automate

# Templates

Kortex Templates save a setup you can reuse for your Gemini Notebook (formerly NotebookLM) notebooks, in the Kortex Workspace. A Notebook Template saves a notebook’s tags and collections. A Source Template saves a source’s tags and folder. A Note Template saves a title and text.

[Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [Follow the tutorial](/tutorials/how-to-save-a-notebook-template-in-notebooklm)

[![Notebook Templates in the Kortex Workspace: cards named Thesis chapter, Client research, Work project and Trip planning, each with tags and an Apply to Notebook button.](/media/features/templates.webp)](/media/features/templates.webp)

Notebook templates save tags and collections.

## What do Kortex Templates do?

Templates live in the Kortex Workspace. A Notebook Template saves a notebook's tags and collections. A Source Template saves a source's tags and folder. A Note Template saves a title and text. Apply them yourself, or from an automation.

## What you get

-   ### Set up a notebook once
    
    Tag and file one notebook the way you like and save it. Then give the next notebook the same tags and collections in one step.
    
-   ### Three kinds, three jobs
    
    Notebook Templates save tags and collections. Source Templates save a source's tags and folder. Note Templates save a title and text you reuse.
    
-   ### Apply to one notebook or several
    
    Pick a template and choose one or more target notebooks. Kortex tells you how many tags and collections it added.
    
-   ### Let a rule do it
    
    An automation can apply a Source Template or add a note from a Note Template as soon as its trigger starts.
    

## A setup you can reuse

Say every thesis chapter or client project gets the same tags and the same collection. Without a template, you set that up by hand each time. A template remembers it. You tag and file one notebook, save it, and apply it to the next.

Templates live in the Kortex Workspace. **Notebook Templates** is in the sidebar. The page lists your templates as cards, and each card has an **Apply to Notebook…** button.

## The three kinds

-   **Notebook Templates** save a notebook’s tags and collections. Click **Save Template**, name it, and pick the notebook it comes from, called **Source Notebook**. Then **Apply to Notebook…** puts the same tags and collections on any notebook you choose. Sources and notes are not copied.
-   **Source Templates** save a source’s tags and folder. Save one from a source, or use **Merge as one template** to combine several. Then use **Apply to Source…** on other sources.
-   **Note Templates** are a title and text. Use **New Template**, then pick one in an automation’s **Add note** action.

## How do templates work with automations?

Templates work best with a rule. An automation can apply a Source Template, or add a note from a Note Template, when a notebook is tagged or filed. The [automation rules](/features/automation-rules) page lists the triggers.

## How it works

Want every step? [Follow the tutorial](/tutorials/how-to-save-a-notebook-template-in-notebooklm).

1.  ### Set up a notebook
    
    Give a notebook the tags and collections you want every project of that kind to have.
    
2.  ### Save it as a template
    
    Open Notebook Templates in the Workspace sidebar and click Save Template. Name it and choose the notebook it comes from.
    
3.  ### Apply it
    
    Click Apply to Notebook... on the template. Choose the target notebooks and confirm.
    
4.  ### Use the other two kinds
    
    Save a Source Template from a source, or a Note Template with New Template. Then use them in an automation.
    

## Questions people ask

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

### Does a template copy the sources in a notebook?

No. A Notebook Template saves only the notebook's tags and collections. It does not copy sources or notes. It is a setup, not a duplicate of the notebook.

### Where do I find Templates?

In the Kortex Workspace. Notebook Templates is in the sidebar. Each of the three kinds has its own view.

### What is the difference between the three kinds?

A Notebook Template is tags and collections. A Source Template is a source's tags and folder. A Note Template is a title and text that an automation's Add note action can use.

### Are these the same as the Prompts Library?

No. Prompts are saved questions you type into a chat box. Templates organize notebooks and sources. See [the prompt library](/features/prompt-library).

### Can a rule apply a template for me?

Yes. An [automation rule](/features/automation-rules) can use Apply source template, or Add note with one of your Note Templates, as one of its actions.

### Can I save a NotebookLM notebook as a template?

In part. A Notebook Template saves a notebook’s tags and collections, not its sources or notes. Click Save Template in the Kortex Workspace, name it and pick the Source Notebook.

## Related features

-   [Automation rules Pick a trigger and an action. Kortex files, tags and generates in the background.](/features/automation-rules)
-   [Prompt library and shortcuts Save your best prompts. Then type ;shortcut in any chat box or press Cmd/Ctrl+Shift+P.](/features/prompt-library)
-   [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 templates 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.