IT
Create great looking documentation
without breaking a sweat
- 4.8/5 on G2
- SOC 2 certified
Create process documentation on autopilot
Whale turns your workflows into polished documentation automatically. Just complete a process once while Whale captures screenshots, structures every step, and generates professional SOPs, guides, and training without spending hours writing documentation.
Reduce repetitive IT support requests
Give employees instant access to setup guides, troubleshooting steps, access procedures, VPN instructions, security policies, and software walkthroughs.
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Train employees on new tools faster
Ensure employees follow the same approved workflows across Microsoft 365, Google Workspace, Okta, Slack, Jira, Salesforce, VPNs, and internal systems.
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Manage in a single source of truth
Eliminate outdated documentation with one centralized place for approved, reviewed and up-to-date processes.
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The leading standard operating procedure software
Document the way work gets done and turn it into training flows your team actually completes.
The strongest IT teams run on standardized processes
Every IT process from new-hire provisioning to incident response lives in one place with the right person on the hook. Documentation ships at the same time as the system change it describes.
- Alice answers tooling questions inside Slack or Teams using your team’s actual documentation. Tier 1 IT questions get resolved before they hit the queue.
- Walk through a software workflow with Step Recorder running. Alice, Whale’s AI assistant, turns the recording into a written SOP plus an annotated video your team can scrub through.
- Assign onboarding training flows by role so new IT hires learn the stack in the order you’d actually teach them. The right walkthrough loads the first time someone opens a new tool.
- CoPilot lives in the browser and surfaces the right SOP inside whatever tool your team is in. New software rollouts come with the guide already loaded.
- Set a process owner and a review cadence. Whale pings the right engineer on schedule when the system has changed and the SOP needs to catch up.
Rated on G2
Why teams choose Whale
Rated ‘Best support’
Better support
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
Rated ‘Easiest to use’
Easier to use
Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
Rated ‘High performer’
Higher performance
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “My company utilizes Whale for our SOP’s and FAQ’s.”
Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.
Georgia R.Mid-Market (51-1000 emp.) “Whale Streamlined Our Processes and Boosted Team Onboarding”
Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.
Fábio B.Enterprise (> 1000 emp.) “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”
Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.
Ketan T.Mid-Market (51-1000 emp.) “Streamlines Documentation with Ease”
I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.
Anouk V.Mid-Market (51-1000 emp.) “Effortlessly Streamlines Team Training with Solid Support”
Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.
Shelley F.Mid-Market (51-1000 emp.) “Effortless SOP Management with Stellar AI Search”
Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.
Jitender T.Small-Business (50 or fewer emp.)
Use cases
Empower your team for every operational challenge
Document processes & SOPsTurn tribal knowledge into clear, versioned procedures your whole team can follow.
Train AI AgentsTrigger the right training and tasks automatically when key events happen on your team.
Onboard & train your teamRamp new hires in days, not weeks, with guided training tracks and built-in verification.
Roll out new softwareDrive adoption of every new tool with step-by-step guides that meet people in the flow of work.
Centralize your knowledgeOne searchable source of truth, so answers live in Whale instead of someone’s inbox.
Ensure complianceTrack who has read and understood every policy, with audit-ready records on demand.
Integrations
Whale works where you do.
Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.
See our Integrations
Frequently asked questions
Book a Demo01How do IT teams use Whale?
Complete a process once while Step Recorder captures the screenshots and structures every step, and Whale turns it into an SOP. Alice, Whale’s AI assistant, answers tooling questions in Slack or Teams from your documentation, CoPilot surfaces the right guide inside the tool your team is using, and every process gets an owner and a review cadence.
02How does Whale reduce repetitive IT support requests?
Employees get instant access to setup guides, troubleshooting steps, access procedures, VPN instructions, security policies and software walkthroughs. Alice answers Tier 1 questions in Slack or Teams, so they get resolved before they hit the queue.
03Our IT team gets buried in tickets every time we roll out a tool. How does Whale help?
Self-serve answers absorb the first wave of questions. Alice responds in Slack or Teams with a sourced answer drawn from your guides, and CoPilot opens contextual help right inside the tool. IT spends time on edge cases instead of answering the same five questions ten times a day.
04How fast can we capture a fix or config as a runbook?
Use the Step Recorder to capture it once as you do it, and Whale turns your clicks into a step-by-step runbook the whole team can follow.
05How do we keep IT documentation from going stale?
Set a process owner and a review cadence. Whale pings the right engineer on schedule when the system has changed and the SOP needs to catch up.
06How do we onboard new IT hires on our stack?
Assign onboarding training flows by role so new IT hires learn the stack in the order you’d actually teach them. The right walkthrough loads the first time someone opens a new tool.