Faster, easier and better documentation.

How the best teams document processes and train their teams

Document

Reduce the time spent creating process docs by 84% with Whale’s documention tools.

Step Recorder

Capture your process as you work with Whale’s step recorder and instantly generate a step-by-step walkthrough with screenshots, annotations, descriptions, and links.

Video Screen Recorder

Record your screen and voice together to explain how tasks should be done and convert into a fully written procedure with timestamp.

AI Writing Assistant

Centralize all your procedures and how-to’s in an organized hub, making it easy to keep everything up-to-date and accessible

Import Docs

Effortlessly Import PDF and Word Documents into Editable Whale Cards

Video to SOP

Simply upload a video, and our AI will automatically transcribe the steps into a written guide

Process Templates

Leverage expert-built templates to create your SOPs and process documentation faster and more efficiently.

Share

Offer your team the answers they need, right where they work, and eliminate repetitive questions with 94%.

Send read assignments

Assign new or updated instructions to be read by a certain date

AI chat

Ask Alice, your knowledge assistant, to retrieve the answer to any of your questions- From your mobile device or web app

Share as QR code

Offer access to company checklists and procedures with QR codes

Offer in-context suggestions

Pro actively suggest in-context knowledge in the websites and tools your team already uses

Public share

Share any documentation you create in Whale on a public web page to train partners and clients

Export and Embed

Export your procedures to PDF in bulk or print for easy offline access

Train​

Reduce new hire ramp time with 50% and automate your employee’s process training journey with ease.

Design training flows​

Automate the learning journey of your employees per role, team and responsibilities

Quiz and assess

Evaluate your employee’s understanding and knowledge retention

Reporting

Track who is and who isn’t completing their training assignments on time

Manage

Manage an organized single source of truth that keeps improving over time.

Set access permissions

Easily manage who can view, create, and edit content within your boards and libraries, ensuring sensitive information is only accessible to the right people.

Experts & review intervals

Assign experts to manage specific playbooks and set automated review cycles, ensuring your documentation stays current and accurate.

Version history

Easily manage and compare different versions of your cards to ensure content stays up-to-date and accurate.

"We reduced the time we spend creating new SOPs by more than 70%"

Emily Zack  – Founder & CEO

Get more done with Whale

Badges

Create and reward your team with custom badges after successfully completing training and quizzes

Mobile App

Download the Whale iOS and Android app to deliver training on the go

Comments

Collect feedback and questions directly tied to your training content

Org Chart

Create a visual representation of your team, employees and their training badges

Checklists

Create easy-to-follow checklists that guide your employees step-by-step through tasks

Auto-Translate

Translate any content you create in Whale to a language of choice in one single click

Branding

Tailor Whale’s appearance to match your company’s identity, ensuring consistency and a familiar look for your team.

Tag Management

Create shortcuts to specific content with tags and help your team find information even quicker

Software integration

Whale is connected to your entire ecosystem. From HRIS syncs to easily embedding Google Drive and OneDrive docs.

Elevate your team with better process & SOP documentation

Whale is the #1 AI SOP platform for teams to document, share and manage their standard operating procedures.