Part 1 — Using Templates and Templater in Obsidian to Automate Your Workflows

Kara Monroe
6 min readSep 1, 2022
Photo by Andrew Neel on Unsplash

Templates are powerful tools for automating workflow and helping you get more done with more ease in any application. They are especially powerful as a workflow support in Obsidian.

In this series of articles, we’ll be looking at the two most commonly used Template tools — the Templates Core plugin and the Templater Community plugin and digging into a myriad of ways that you can use them — focusing most heavily on the Templater Community plugin.

What’s the difference between Templates and Templater?

The Templates Core plugin in Obsidian will allow you to build templates and you can insert dates and times automatically into them, along with the note’s title. The Templates Core plugin integrates well with the Daily Notes Core plug-in and the Unique Note Creator Core plugin. The Templates Core plugin allows you to keep your vault in Restricted Mode if that is important to you. I’m going to write about the Templates Core Plugin assuming that you are using it predominantly because you wish to leave your vault in Restricted Mode and not add any Community plugins. I recognize that might not be the case for you and if so, you can certainly make use of Templates with other Community Plugins.

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Kara Monroe

I am a world traveler, part-time road warrior, and home body all wrapped up in one gadget-loving package. Writer, photographer, chef, and aspiring artist.