Obsidian · Running Templates

Use Templater
Run templates and set up daily notes

This page was machine-translated from Japanese. Read the Japanese original

Templater is a plugin that evaluates variables and functions in a note and inserts the results into the text. Start by inserting 1 template by hand, then move on to the setting that runs it when a daily note is created. Using the same template, we checked what the note looks like when variables stay unexpanded and the result after the setting is applied.

Prepare the Templater and distinguish the notation

The official installation guide says to search for “Templater” in Obsidian Community plugins and install it. In this test, we placed the official 2.25.1 release files in an isolated Vault and enabled the plugin in Settings. If your Obsidian or Templater version differs, check the screen names and behavior in your own environment.

In Templater's Template folder location, this example uses Templates. Commands start with <% and end with %>. tp.file.title is the title of the target note, and tp.date.now("YYYY-MM-DD HH:mm") is an example that uses the date and time when the template runs. Do not confuse these with a journaling template where you write the date by hand, or with the {{date}} syntax of core Templates.

If you want to check the replacement and saving results of the title and date and time of the core templates, please also refer to Markdown template collection that actually inserts and re-displays all 10 types.

First, insert the template into the current note

The original text of Templates/Simple.md used for verification is as follows. The English memo part is a fictional content for verification that does not include personal information.

# <% tp.file.title %>

created: <% tp.date.now("YYYY-MM-DD HH:mm") %>
result: templater-simple-expanded

## Capture
- Sample thought from isolated verification.
  1. Prepare Templates/Simple.md and open the note you want to insert it into.
  2. In the command palette, select Templater: Open insert template modal, then choose Simple from the list.
  3. Check the inserted heading and date. In this Normal note, tp.file.title expanded to Normal, and the time expression expanded to 2026-09-30 10:46.

result: templater-simple-expanded is a fixed character in the original text. The fact that this line is visible is not used to determine success. Check if <% … %> has been replaced with the actual value. The date and time are UTC in this Linux environment, and 19:46 in Japan time.

In the Normal note of the Linux version of Obsidian, the screen with the title and date of the Simple template is expanded
September 30, 2026 10:46 UTC (19:46 JST). I selected Simple from the actual template selection screen and inserted it into the current note.

Replace templates in the active file, which expands Templater commands already pasted into the note, is a separate operation. A recovery example for daily notes appears in a later section.

Run Templater in the new daily note

First, I tried to configure the core Daily notes to include the template body and handle the Templater command in the body. The Templates/Daily.md used is the following original text.

# Daily <% tp.date.now("YYYY-MM-DD") %>

note-title: <% tp.file.title %>
result: templater-daily-expanded

## Inbox
- Sample daily capture.

These are the settings used in this test. Check the core Daily notes settings and the Templater settings separately.

Where to setItems displayedThis time's value
core Daily notesDate formatYYYY-MM-DD
core Daily notesNew file locationDaily
core Daily notesTemplate file locationTemplates/Daily.md
TemplaterTemplate folder locationTemplates
TemplaterTrigger Templater on new file creationCompare OFF and ON
TemplaterTemplate matching modeNone

This settings screen shows Trigger enabled and Template matching mode set to None. None does not automatically assign a template, but it processes Templater commands already present in a new note’s body. In this example, Daily notes specifies the template, so we did not add Folder templates or File regex templates.

Templater's Trigger Templater on new file creation is ON, and Template matching mode is None setting screen
The Templater 2.25.1 settings we actually used. The screen also notes that Trigger is saved only on this device and must be enabled on each device.

I compared the newly made notes with the same template, date format, and Daily/2026-09-30.md.

Trigger OFF: the expressions stayed unexpanded

# Daily <% tp.date.now("YYYY-MM-DD") %>

note-title: <% tp.file.title %>
result: templater-daily-expanded

## Inbox
- Sample daily capture.

Trigger ON + None: expanded to values

# Daily 2026-09-30

note-title: 2026-09-30
result: templater-daily-expanded

## Inbox
- Sample daily capture.

Here too, result: templater-daily-expanded is fixed text present in both. The difference is that tp.date.now in the heading and tp.file.title in note-title were replaced with values.

Screen with tp.date.now and tp.file.title commands remaining in the date note created with Trigger OFF
OFF, the template text of the Daily notes was included, but the Templater expression remained unexpanded.
A screen where the date and note-title are expanded in the Daily note newly created with Trigger ON and None
When a new note was created at the same path with ON+None, the heading expanded to Daily 2026-09-30 and note-title expanded to 2026-09-30.

What to check when the template does not apply?

Distinguish a note whose text was not inserted at all from a note where only the Templater expressions remain. In this OFF note, the text itself was inserted. After we turned Trigger ON and reopened the same existing note with the Daily notes command, the SHA256 of the saved content was identical before and after, and the expressions remained.

Run Templater: Replace templates in the active file with the existing note open, and I was able to expand the date and title expression. In the notes containing the record, check the contents and the code of the template, try it with a copy, and then operate. This is the result of this condition. It has not been generalized to other routes, such as the setting to open the Daily note at startup.

visible stateItems to checkEvidence and scope
Expressions remain in the noteOn/OFF of Trigger, whether to create a new or an existing noteThis OFF/ON comparison, reopening existing notes, confirmation with manual Replace
There is no text of the templateTemplate file location of Daily notesNone does not choose a template automatically. Also check the setting of the plugin that inserts the template text
Does not work in a specific folderExcluded folders, the original folder of the templateSpecifications of the official 2.25.1. The excluded folder and template source will be excluded from the processing target at the time of new creation. This case itself has not been measured
The setting does not work on another deviceThe Trigger setting on that deviceThe settings screen notes that this setting is saved per device. Behavior on other devices and sync were not tested this time
The note to append to is missing or wrongDate, destination folder, path to create the fileSee troubleshooting for appending to existing daily notes. Check this separately from Templater expansion

Templater settings alone do not cover accepting input from outside, appending from another app, or syncing between devices. This article checked template processing inside Obsidian.

Frequently Asked Questions

If I save the Templater template, will it be executed automatically?
It is not automatically applied to all notes just by saving. Use "Templater: Open insert template modal" to put the saved template into the current note. The processing when creating a new file is another setting called "Trigger Templater on new file creation".
Do I also need Folder templates in Daily Note?
In this test, with Templates/Daily.md set in core Daily notes, Templater's Trigger ON and Template matching mode set to None, the commands in the new daily note were expanded. None means Templater does not assign a template automatically, but it still processes Templater commands that are already in the new note.
If I turn on the Trigger, will the existing daily note be fixed?
In this test, reopening a note created with the trigger OFF through the Daily notes command after turning the trigger ON did not change its saved content. In that same note, “Templater: Replace templates in the active file” expanded the unprocessed commands. These results apply to the tested configuration; opening the daily note at startup and batch processing were not tested.
Can I use the same procedure on iPhone?
The official manifest of Templater 2.25.1 does not mark it as desktop-only, but our hands-on test covered only Obsidian 1.13.7 for Linux. We did not test the iPhone screens, template expansion there, syncing between devices, or input from SimpleMemo. The Trigger settings screen also says the setting must be enabled on each device.

Verification environment and the scope of use for this article

  • Hands-on test: an isolated Vault on Linux, Obsidian 1.13.7 and Templater 2.25.1. We operated the settings screen and checked note creation and expansion with the commands registered in the app. For manual insertion, we chose the template from the list in the GUI.
  • Daily note comparison:September 30, 2026 10:49~10:50 UTC (19:49~19:50 JST). Compare OFF and ON+None saving Markdown with the same template, storage destination, and date format. We also confirmed the reopening of the existing OFF note and the restoration by explicit Replace.
  • Official original: Check the distribution file, manifest, and official docs/source of 2.25.1. The minimum Obsidian version of manifest is 1.13.0. This is not a guarantee of the operation of all versions and terminals.
  • Unverified: iPhone/Android/Mac, Obsidian closed state and external file creation, daily note at startup, synchronization, SimpleMemo linkage, speed, audio quality, Siri, Watch.

This Linux desktop operation is not confirmed on the iOS Simulator or iPhone actual machine. It is described as a result of actual operation only to the extent indicated by the fictional memo and saved Markdown shown in the image.

Verification record, original and confirmation range

Official materials

This site is operated by YURIKA, K.K. and introduces the independent app "SimpleMemo". This is not an official article by Obsidian.