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How to do D&D prep with Obsidian

Nicole van der Hoeven·
6 min read

Based on Nicole van der Hoeven's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Use a campaign “world page” to store party rosters, NPC ownership, and quick-reference stats so adjudication doesn’t require hunting.

Briefing

D&D prep in Obsidian can be more than a place to store notes—it can become a working control panel for running a campaign, tracking continuity, and turning source material into session-ready story and mechanics. In this walkthrough, a Dungeon Master uses a structured “world page” plus templated “session notes” to review what happened last time, capture unresolved threads, and then generate a focused plan for the next session inside a single, searchable system.

The setup starts with a campaign “main world page” for Exandria (Wildemount in practice), including a customized map and a party roster for The Slayers Five. Each character entry is treated like a quick-reference sheet: Armor Class, passive perception, investigation, insight, and languages/tools are all captured so the DM can adjudicate quickly without hunting through documents. NPCs are listed with ownership (who plays them) and roles (bard, cleric, bladesinger), reflecting how the table actually runs.

Session continuity is handled through a templated session list. Each session can include a date, whether a long rest happened, and a processing tag (TVZ) to flag entries that still need to be summarized. Because the campaign is set in the Feywild—where time perception differs—the DM keeps a “fantasy calendar” date but also tracks whether the session’s timeline has been fully processed. The system also embeds recordings of sessions so the DM can refresh memory quickly.

When preparing the next game, the DM uses split-view planning: a longer “story recap” for context alongside a one-line “bare minimum” summary that gets pulled into the new session note. The new session note is created via a macro/template (“add new session”), automatically filling in housekeeping fields, embedding the prior recap, and leaving the location and fresh summary blank until the session is complete.

The practical payoff shows up in the planning content. After a month hiatus, the DM reviews the party’s arc through Wild Beyond the Witchlight—modified into a custom, higher-level campaign. The recap is detailed: the party killed Bavlorna Brightstraw, used messenger birds to send a trap message to Endelyn Moongrave, and leveraged Endelyn’s foretelling ability to create a fight that rewarded creative tactics. They also learned key lore in Thither, met unicorns, and obtained a horn to break stasis, setting up the Palace of Heart’s Desire.

For the next session, the plan is anchored to a specific location and encounter chain: the Court of Storms, the secret library, the hatches puzzle that teleports into the study, and the approach to the throne room battle. A major story beat is the frozen half-orc Sereas, whose name must be learned and then touched with a unicorn horn to remove the stasis spell. The DM anticipates using the rogue’s Soulknife telepathy (“Psychic Whispers”) to interrogate Sereas next session, and pre-builds a backstory and stakes: Sereas is tied to Hardrak and Xhorhas, and Endelyn Moongrave is pursuing a plan to create a rift between the Shadowfell and the Feywild to unleash hungry ghouls into the Prime Material Plane.

Obsidian also supports lore expansion on demand. When players request more about the Shadowfell, the DM creates a Moil page (city of haunted spires) and links it via Dataview queries, pulling it into the Shadowfell notes automatically. Secrets and loot are tracked as structured entries—such as Orthrog the Titan-Knuckle, Ruin’s Wake, and the Summer Queen’s gift—so the session plan can include both narrative twists and concrete rewards.

Overall, the workflow turns D&D prep into a repeatable pipeline: capture continuity, convert source material into campaign-specific facts, and generate a battle-ready agenda with minimal rework between sessions—especially helpful for a newer DM managing an ongoing, customized campaign.

Cornell Notes

The core idea is to run D&D prep in Obsidian using templates and linked notes so continuity, lore, and battle planning stay organized. A campaign “world page” holds party and NPC quick references, while a session list uses templated session notes to track dates, rest status, and whether entries still need processing. Each new session note automatically embeds the prior recap and provides a split-view workspace for a one-line summary plus a longer “story thus far” context. Planning then becomes location-driven: the DM maps out the Court of Storms → secret library → hatches puzzle → study → throne room, and preps key mechanics like freeing the frozen half-orc Sereas via her name and a unicorn horn. Dataview queries and lore pages (like Moil in the Shadowfell) update automatically when new information is created.

How does the DM keep session continuity consistent across time skips and Feywild time distortion?

A session list tracks each session’s fantasy calendar date and whether a long rest happened. Because Feywild time passes differently from the players’ perception, the DM uses a processing tag (TVZ) to mark entries that still need to be finalized. The system also embeds session recordings so the DM can refresh details without relying on memory alone, and it supports blank summaries for sessions that haven’t been written up yet.

What makes the Obsidian workflow “repeatable” when starting a new session?

A templated “world page” plus an “add new session” macro creates a fresh session note with prefilled structure. The new note includes housekeeping fields, an embedded recap from the previous session, and a blank summary/location ready for the DM to fill in. Split view is used to keep a longer recap for context while writing a short one-line summary for quick reference.

How does the DM turn a source-book adventure into a customized, higher-level campaign plan?

Wild Beyond the Witchlight is treated as inspiration for story arcs rather than rules-as-written. The DM adjusts difficulties, changes monsters faced, and starts the campaign at a higher level than the book’s default. The recap shows how the party’s actions—like sending a trap message to Endelyn Moongrave via messenger birds—are rewarded even when the adventure’s logic could have gone differently.

What is the next-session “mechanical gate” involving Sereas, and why does it matter for the throne-room fight?

Sereas is frozen under the same time-stasis magic that keeps Zybilna captive. The party must learn Sereas’s name and then touch her with a unicorn horn to remove the stasis. Since the party doesn’t know her name yet, the DM plans to use the rogue’s Soulknife telepathy (“Psychic Whispers”) to communicate with Sereas next session, unlocking her knowledge and backstory for the upcoming battle.

How does lore creation in Obsidian stay connected to gameplay without manual re-linking?

When players ask for more Shadowfell details, the DM creates a Moil page (city of haunted spires) and links it to the Shadowfell notes using Dataview templates/queries. After the Moil page is created, the Shadowfell query updates automatically so the new lore appears in the right place for future prep.

How are secrets, loot, and party objectives organized so they can be used during planning?

Secrets are stored as structured entries tied to characters and factions—for example, Orthrog the Titan-Knuckle with Ruin’s Wake, and Boris’s reincarnation twist. Loot and allies are also planned as discrete items, including the Summer Queen’s gift and specific gems/items tied to the Grim Accord’s goals (like The Kiss of the Changebringer). This keeps narrative twists and reward logic in the same planning workspace.

Review Questions

  1. How do the session templates and processing tags help the DM maintain accurate continuity in a Feywild campaign?
  2. Describe the chain of location-based prep from the Court of Storms to the throne room, including where the hatches puzzle fits.
  3. What information does the DM need to free Sereas, and how is the rogue’s telepathy expected to obtain it?

Key Points

  1. 1

    Use a campaign “world page” to store party rosters, NPC ownership, and quick-reference stats so adjudication doesn’t require hunting.

  2. 2

    Track session continuity with templated session notes that include rest status, fantasy dates, and a processing tag for Feywild time discrepancies.

  3. 3

    Create new session notes via macros so each session automatically embeds the prior recap and provides a clean workspace for planning.

  4. 4

    Plan encounters around specific location gates (Court of Storms → secret library → hatches puzzle → study → throne room) rather than vague “session goals.”

  5. 5

    Pre-build story-critical NPC beats like Sereas by linking them to concrete mechanics (name + unicorn horn to break stasis).

  6. 6

    Use Dataview-linked lore pages (e.g., Moil in the Shadowfell) so new research updates the relevant reference notes automatically.

  7. 7

    Store secrets and loot as structured entries tied to characters and factions to keep narrative twists and rewards ready for play.

Highlights

The workflow treats session prep like a pipeline: review continuity, generate a new templated session note, then fill in only what’s missing.
Sereas’s stasis problem isn’t just story flavor—it’s a procedural gate requiring her name and a unicorn horn, with telepathy planned to obtain the missing name.
Dataview queries let newly created lore pages (like Moil) automatically populate the Shadowfell reference section, reducing manual linking.
The DM modifies Wild Beyond the Witchlight into a custom, higher-level campaign by changing monsters and using the book mainly as inspiration for arcs and set pieces.

Topics

Mentioned

  • Nicole van der Hoeven
  • Matt Mercer
  • Boris
  • Ora
  • Lira
  • Flint
  • Jamedi
  • Endelyn Moongrave
  • Bavlorna Brightstraw
  • Skabatha
  • Zybilna
  • Stephanie Brown
  • Sly Flourish
  • Matt Colville
  • Nav
  • Hardrak
  • Uk'otoa
  • Orthrog
  • Sir Telavar
  • Olomon
  • Arkenox
  • Zybilna
  • Endelyn Moongrave
  • AC
  • TVZ
  • DM
  • D&D
  • TTRPG
  • AC
  • NPC
  • AC
  • DC