For warehouse teams
Run the floor
the same way every shift
Whale turns how your floor runs into SOPs every picker follows. Alice AI answers the question on the spot, so work doesn’t stop to find a lead.
- 4.8/5 on G2
- SOC 2 certified
Here’s how to submit an expense report:
The problem
Scattered instructions are where order errors start
Challenge 1
Errors are hard to trace
Lack of systemized processes makes it difficult to identify where mistakes happen, leading to frequent order inaccuracies and stock issues.
Challenge 2
Every worker has their own way
Without clear documentation, warehouse tasks are often done differently by each worker, leading to errors and inefficiencies.
Challenge 3
Turnover keeps restarting training
Training new employees without standardized processes leads to slow onboarding, more mistakes, and higher labor costs.
How teams do it today
Without Whale: When orders go wrong, no one knows why.
With Whale: Every task follows the same documented steps.
Without Whale: Every worker runs picking and packing their own way.
With Whale: One approved SOP per task, every shift.
Without Whale: New hires take weeks, and turnover restarts it.
With Whale: Standardized onboarding gets new hires productive faster.
Without Whale: Seasonal staff take too long to get productive.
With Whale: Role-based paths get peak-season hires productive fast.
Solution
Made for the floor to use, not just the office to set up
Document how the floor runs and turn it into training every shift completes.
- Import your existing docs and PDFs, and Whale’s AI organizes and standardizes them automatically.
- Give field workers mobile access to procedures, with QR codes that open the latest instructions.
- Workers ask Alice, Whale’s AI assistant, and get the step straight from your approved SOPs, so work doesn’t stop while someone tracks down a supervisor.
- Design custom training journeys for each role and let automation deliver them.
Features
Simple yet powerful tools for documentation & training
AI Writing Assistant
Use the AI writing assistant to create new procedures faster and with less effort.
Learn moreStep Recorder
Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions.
Learn moreScreen Recorder
Create bite-size videos to show how to perform specific tasks or follow procedures.
Learn moreSOP & Process Templates
Create new procedures using pre-built templates that save time, reduce effort, and ensure best practices.
Learn morePolicy Templates
Create new policies by modifying over 120+ pre-built templates that save time, reduce effort, and ensure best practices.
Learn moreOrg Chart
See who owns which process across the warehouse, so people know exactly who to ask.
Learn moreAssignments
Assign SOPs and training to the right roles and track who has completed what.
Learn moreRich Editor
Capture easy-to-digest information using text, videos, GIFs, images and much more.
Learn more
The numbers speak for themselves
50%faster onboarding
#1in Customer Service on G2, 3 years running
4.8/5rating on G2
Warehouse teams using Whale see results in the first few weeks.
Success stories
Real results for teams small and big.
How TurnUp gets new hires working from day one
TurnUp
Read the story →: How TurnUp gets new hires working from day one
How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
Wolfe Ridge Manufacturing
Read the story →: How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
How Cash-Wa Direct cut training time in half with a system that tracks comprehension
CashWa Direct
Read the story →: How Cash-Wa Direct cut training time in half with a system that tracks comprehension
How Aurora Medical Spa trains its team across 7 locations
Aurora Medical Spa
Read the story →: How Aurora Medical Spa trains its team across 7 locations
How Oxygen Service Company finally mastered the EOS process component
Oxygen Service Company
Read the story →: How Oxygen Service Company finally mastered the EOS process component
How Image Solutions aligned a 100-person team on processes and kept them engaged
Image Solutions
Read the story →: How Image Solutions aligned a 100-person team on processes and kept them engaged
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.)
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
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
01How to use Whale for warehouse operations?
Use Whale to standardize picking, packing and receiving procedures as SOPs, importing your existing docs and letting Alice organize them. Floor staff open any SOP on a phone or shared tablet, with QR codes at each bay or station. Assign training flows to get seasonal and temp hires productive in days, and use checklists and reporting to confirm procedures were followed.
02How quickly can we get our warehouse SOPs into Whale?
Import your existing docs, PDFs, and spreadsheets and Whale’s AI organizes and standardizes them automatically, so your core picking, packing, and receiving procedures can be live in days.
03Can floor staff access procedures without a computer?
Yes. Workers open any SOP on a phone or shared tablet, and QR codes at each bay or station put the right instructions one scan away, with no login hunt.
04How does Whale help with high seasonal and temp turnover?
Role-based training paths get peak-season and temp hires productive in days. Assign the path once, Whale delivers it automatically, and you see who has finished before they hit the floor.
05We run things differently on each shift, can Whale keep us consistent?
Each task has one approved SOP that every shift and worker follows, so work runs the same way and you can pinpoint where errors actually start.
06How do we know staff actually read and understood procedures?
Assign SOPs as required reading with quizzes, and Whale logs completions so you can confirm who is up to date and follow up with anyone who is not.
