How to use Epicly

Epicly is intentionally linear: capture, upload, review, share. Here is what that looks like in practice.

1. Land in the dashboard. You will see active campaigns, your upload allowance, and quick links to recent recaps.
2. Upload audio or notes. Drag-and-drop a file. Epicly validates duration, estimates processing time, and queues transcription instantly. Use the attendance section that appears on every upload to confirm who sat at the table—uncheck players who were absent, add guests, and keep the diarizer on-target when the roster shifts. There is also a new notes upload option, so you can paste your written session summary instead of audio; it behaves like any other session, generates GM notes and a shareable recap, appears in place of the transcript, and counts toward your monthly session allowance just like an audio upload.
3. Review highlights. Once processing finishes, skim the auto-generated summary, tweak tone, and add shoutouts or house lore.
4. Use the GM’s Guide to prepare. After each processed session, the GM’s Guide highlights what needs attention before the next game: scenes to prep, NPCs to flesh out, hooks to develop, and what your players seem most excited about. Use it to focus your prep time on the parts of the story that matter most.
5. Share and archive. Send to your players, post to Discord, or export to PDF. Every recap lives alongside the original transcript so you can revisit or revise whenever you like. When you open a session you’ll now find a Share tab with one-click copy/paste and PDF download buttons so you can get that recap into chat or email instantly.
6. Browse the Codex. The Codex is a searchable library of your campaign’s lore—characters, locations, items, and events. Add player emails in the campaign settings; once they sign up with the same address, they can browse the Codex for your campaign (and any others they join). Epicly now handles the invitation, waitlist confirmation, and welcome email sequence automatically (see Inviting players for the full workflow). Check out the Codex guide so you can explore the update system, wiki, change reports, and all the automation details that keep your campaign lore complete.

The Codex powers every recap

After each session processes, the Codex automatically updates your campaign’s lore, plot overview, and wiki entries. The new Codex guide walks through how the update system extracts entities, tracks proposals in review mode, and preserves version history with change summaries. You can also learn how the Codex page works—its Home, Overview, Sessions, Wiki, and Settings tabs all feed back into the normal upload/share workflow you already use.

Share your recap with everyone

Every session detail page now includes a Share tab that bundles the full recap, bullet summary, and player highlights into a copy-ready view. Click the copy button to paste the entire recap into Discord, email, or your party chat, or download a polished PDF that mirrors what players see inside Epicly.

Uploads, attendance, and session reliability

Epicly’s upload workflow now gives you more control over attendance and a clearer picture of processing health.

• Adjust attendance when you upload. The Attendance section defaults to every campaign player but lets you uncheck characters who missed the night or invite guests, which helps diarization and speaker mapping stay accurate even when the roster is small or shifting.
• See who was there. Each session details page shows an Attendance list right under the title; click it to confirm who actually played that night and who was absent.
• Automatic retries. If a processing stage fails, Epicly retries it once and then continues or surfaces an error only after the second failure, so temporary hiccups don’t cost you a session.
• Notes uploads and session numbering. Text sessions behave just like audio uploads: they generate the GM guide, shareable recap, and Codex updates, and they count toward your monthly total. The transcript area simply shows the notes you submitted. Session numbers are now calculated from the date of the session, so you can edit the date if you need to reorder nights without ever typing a number.

Player-friendly navigation

Players who are not GMs now have a friendlier entry point into the app while creators keep control of their own content.

• See every campaign you belong to. The dashboard surfaces recent sessions from any campaign where you’re a player, not just the ones you created, with buttons that point straight to the campaign’s Codex.
• Campaign tab clarity. Campaign tiles are labeled to show whether you own them or are a member, and you can only edit or delete the campaigns you created. Buttons on those tiles still take you to the Codex so you can jump straight into lore.
• Uploads tab (formerly Sessions). The Sessions tab is now called Uploads and lists only the sessions you created. You can rename sessions, delete them, and see their processing status while quick links bring you to the Codex and Share tab for each upload.

Need to revisit onboarding steps?

The Uploading your first session article includes detailed recording advice plus troubleshooting notes if you are testing new gear.