How to save a notebook template for NotebookLM (Gemini Notebook)

3 minutes 6 steps Updated

Quick answer

Open the Kortex Workspace, go to Notebook Templates and click Save Template. Name it and pick the notebook it comes from. Then click Apply to Notebook... on the template and choose the notebooks to receive it. The template keeps tags and collections, not sources.

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How to save a notebook template for NotebookLM (Gemini Notebook)
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Here's how to save a notebook template for Gemini Notebook, formerly NotebookLM, and give other notebooks the same setup. First, give one notebook the tags and collections that every notebook of its kind should have. Kortex saves what the notebook has.

Open the Kortex Workspace, and click Notebook Templates in the sidebar. Templates show as cards. Click Save Template.

Enter a Template Name, choose the Source Notebook, and click Save Template. To use it, click Apply to Notebook on the template's card. Choose one or more notebooks, and confirm.

Kortex tells you how many tags and collections it added. It doesn't copy sources or notes. Source Templates keep a source's tags and folder.

Note Templates keep a title and text. An automation can use both, with Apply source template or Add note. Save a setup once, and use it on any notebook.

  1. Set up one notebook the way you want

    Give one notebook the tags and collections that every notebook of this kind should have. Kortex saves what the notebook has, so do this first.

  2. Open Notebook Templates

    Open the Kortex Workspace and click Notebook Templates in the sidebar. Templates show as cards. Each card has tags and an Apply to Notebook button.

    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.
    Notebook templates save tags and collections.
  3. Click Save Template

    In the Save Template from Notebook window, enter a Template Name, such as Research Setup. Choose the Source Notebook. Click Save Template.

  4. Apply it to another notebook

    On the template's card, click Apply to Notebook.... Choose one or more target notebooks and confirm.

  5. Check the result

    Kortex tells you how many tags and collections it added. Open the notebook in the Workspace to see them. Kortex does not copy sources or notes.

  6. Use Source and Note Templates

    Source Templates keep a source's tags and folder. Note Templates keep a title and text. You can use both from an automation, with Apply source template or Add note.

If it doesn’t work

The new notebook has no sources
This is how it works. A Notebook Template keeps tags and collections only. It does not copy sources or notes. Add sources yourself.
The template is missing a tag I added later
A template is a copy of the notebook as it was when you saved it. Save a new template from the updated notebook. Delete the old one if you do not need it.
I want Gemini Notebook's own presentation templates
These are different. Kortex templates organize notebooks with tags and collections. They do not change how slides or reports look.

Questions people ask

Something we missed? Ask us.

What does a notebook template keep?

Its tags and its collections. Kortex does not copy sources or notes.

Can I apply one template to many notebooks?

Yes. In the apply window, select one or more notebooks. Kortex tells you how many it applied the template to.

Can a rule apply a template automatically?

Yes, for Source Templates and Note Templates. Use an automation's Apply source template or Add note action. See automation rules.

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