# How to save a notebook template in NotebookLM

> Save a NotebookLM (Gemini Notebook) notebook's tags and collections as a template with Kortex, then apply the same setup to any other notebook in a click.

https://www.kortex-notebooklm.com/tutorials/how-to-save-a-notebook-template-in-notebooklm

1.  [Tutorials](/tutorials)
2.  How to save a notebook template for NotebookLM

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

3 minutes 6 steps Updated November 5, 2026

## 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.

## Watch it first

 

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

Read the transcript

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.

## What you need

-   The [Kortex extension](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) in Chrome, Edge or Brave, signed in
-   A notebook in Gemini Notebook (formerly NotebookLM) that already has the tags and collections you want

## On this page

1.  [Set up one notebook the way you want](#step-1)
2.  [Open Notebook Templates](#step-2)
3.  [Click Save Template](#step-3)
4.  [Apply it to another notebook](#step-4)
5.  [Check the result](#step-5)
6.  [Use Source and Note Templates](#step-6)
7.  [If it doesn’t work](#trouble)
8.  [Questions](#faq)

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.](/media/features/templates.webp)](/media/features/templates.webp)
    
    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](#contact).

### 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](/features/automation-rules).

## Keep going

[Templates Save a notebook, source or note setup once. Use it again anywhere.](/features/templates)

### More tutorials

-   [How to search across all your NotebookLM notebooks](/tutorials/how-to-search-across-all-notebooklm-notebooks)
-   [How to tag and label sources in NotebookLM (Gemini Notebook)](/tutorials/how-to-tag-notebooklm-sources)
-   [How to see all your NotebookLM notebooks in one place](/tutorials/how-to-manage-all-notebooklm-notebooks-in-one-place)
-   [How to merge NotebookLM (Gemini Notebook) notebooks](/tutorials/how-to-merge-notebooklm-notebooks)

[All tutorials](/tutorials)

## Do it on your own notebooks.

Install the Kortex extension and follow these steps 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.
