Whale Export

Any SOP card, any board, any tag, or the whole workspace. The export carries the content, the structure, and the branding of the workspace. Analytics data also exports, as CSV or JSON, delivered to your inbox when the export is ready. Invoices export as PDF from the billing page. In short, the content your team produces in Whale is yours to take out whenever you need it, in the format a human reader or a downstream system expects.

Content exports to PDF and Word. PDF is the default for audit packs, read-only distribution, print, and anything you want to freeze as the version of record. Word is the default for documents that compliance, legal, or an external consultant needs to edit and return. Analytics data exports to CSV or JSON, so it loads cleanly into a spreadsheet or a business intelligence tool. Branded headers, covers, and footers carry through to both PDF and Word by default, so the exported document looks like it came from your company, not from a generic template.

Yes. The export uses your workspace branding, which includes your company name, logo, primary and secondary colors, and a custom PDF header. Set the branding once in workspace settings and every export from that point on carries it. This is the feature that makes the export usable in formal contexts. Auditors, regulators, franchisees, and new hires see a document that looks like an internal company document, not an export from a SaaS tool. Custom branding is part of the Scale plan alongside Export.

No, and that is by design. An export is a snapshot of the content at the moment the file is generated. Once the PDF or Word file leaves Whale, it is a static document. If the SOP changes inside Whale the next day, the exported file does not change. This is what makes exports useful for audit packs, versions of record, and compliance deliverables, where you need the document to reflect what was true on a specific date. For the daily source of truth, keep your team in Whale, where Alice, Whale’s AI assistant, answers from the latest version and CoPilot surfaces the current SOP inside the tool where the work happens.

Everything you create in Whale is exportable. Content goes out as PDF or Word, analytics goes out as CSV or JSON, and invoices go out as PDF. If you ever need to leave the platform, hand the content to a new vendor, or keep a local archive for internal policy reasons, the path is built in. The same mechanism covers the less dramatic cases, like a private equity diligence request, a parent company asking for a copy of the process library, or a compliance officer wanting a quarterly offline backup. The content you build in Whale belongs to you and leaves in formats any downstream reader or tool can use.

Notion and Confluence both support PDF export at the page level, and bulk export is available but often requires admin work and produces files that need heavy reformatting before they hold up in a formal review. Whale’s export is built for the operational use case. The files carry your branding by default, the hierarchy of the workspace maps cleanly to the file structure, and you can export a single card, a board, or the whole workspace from the same menu. More importantly, the rest of the platform is built to keep the SOPs current before they leave. Alice, Whale’s AI assistant, answers from the live workspace, CoPilot surfaces the active guide inside other tools, and training flows track completion. Whale is the AI-Powered SOP Software that gets your team trained, and Export is the clean exit for the moments when the document has to live outside the platform.