Feature

Export

Simplify sharing and analyzing data by exporting your Whale content and insights into PDF or CSV formats with just a few clicks.

Export Playbooks and Cards to PDF

One-Click PDF Export

Easily export any playbook or card to PDF for offline use or sharing with team members who don’t have Whale access.

Preserve Content Structure

The export retains the original format and structure of your playbooks and cards, ensuring no content is lost.

A screen showing a "Share card" for "Expenses". Users can be assigned or invited via email, QR code, or PDF. User roles include Leadership Member, Field Manager, and more. Options for copying links and exporting make it ideal for onboarding new employees and integrating into SOPs seamlessly.
Settings page for exporting workspace items. Board is set to Engineering. Library is set to Safety & Compliance, essential for onboarding. Playbooks available for export include Workplace Safety Standards and Hazard Identification, ensuring thorough process documentation and adherence to SOPs.

Export Analytics Data to CSV

CSV Export for Deep Analysis

Export assignment data, completion rates, and more into CSV format for further analysis in external tools like Excel.

Customize Data Exports

Choose the specific data points you want to export, ensuring you get only the most relevant insights.

Quick Guide: Using Whale’s Export

Learn how Whale’s export feature allows you to easily download and share your training content in various formats, making it simple to distribute knowledge across your team.

Other features

Video Screen Recorder

Easily record and embed video walkthroughs directly within your Whale cards to simplify process documentation and training.

AI Writing Assistant

Transform Your SOP Creation with AI: Generate, Refine, and Perfect Process Documentation Faster Than Ever

Step Recorder

Quickly record step-by-step processes and automatically generate screenshots to create accurate and easy-to-follow documentation.

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.