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Train

Read Assignments

Assign the exact card, playbook, or guide. See who has read it.

Send any card, playbook, or guide to a person, a role, or a user group with a due date. Whale delivers it to their inbox, nudges on the due date, and tracks completion per step in a live dashboard.
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Trusted by 5K+ teams of all sizes
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4.8/5 (180+ reviews)
Fernlea
Harvard
Allstate
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Johnstone
Keplr
Kestra
Mara
Taxrise
Venshure

Can you just show me how to do that again?

Our training is just... a folder of PDFs.

Sharing a link is not the same as knowing someone read it

You already send policy updates in Teams and email. Assignments put the right content in the right inbox with a due date, and Whale tracks each read so you know who is done, who is behind, and who never opened it.

I already explained this 3 times this week.

I don't know... Sarah used to do that.

How teams do it today

Policy updates pasted into Teams and hoped for the best

Chasing down who actually read the new procedure

Compliance gaps nobody sees until an audit asks

Managers spending half their week repeating the same updates

With Whale's

Read Assignments

Assign the exact card to exact people, with a due date

A live dashboard showing who has read each assignment

Completion records kept per person for audit evidence

Managers share once, Whale delivers and nudges the rest

Assign any card, playbook, or guide in one click

Open any card or playbook, click Share, and assign it to a person, a role, or a user group. Set a due date, add a short note, and Whale drops the assignment into every recipient’s inbox and sends a reminder through email, Teams, or Slack when the date gets close.
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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.
Assignments anayltics on Whale for a process scorecard

Track completion per person, per team, per card

A live dashboard shows who has read every assignment, who is overdue, and who has not opened it yet. Filter by person, team, or content to spot gaps before an audit does. Export the record for compliance acknowledgments or hand it to HR for onboarding sign-off.
See the dashboard

Wired into the rest of Whale

An assignment can be a single card or a full training flow with quizzes gating each step. Alice, Whale’s AI assistant, answers questions on the assigned content. CoPilot surfaces the same card inside the tool where the work happens, so the read turns into the doing.
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A web page displaying a list of tasks, incorporating SOPs and Employee training processes, with a blue background.

How it works

Assign the content

Open any card, playbook, or guide. Click Share, pick the people, roles, or groups, set a due date, and send.

Whale delivers and nudges

Recipients get the assignment in their Whale inbox and an alert in email, Teams, or Slack. Reminders go out as the due date gets close.

Track who has read it

Watch completion land in the dashboard in real time. Filter by person, team, or content, and export the record when an auditor asks.
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Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Loved for its overall simplicity and support

g2stars

“Exceptional Tool for Business Knowledge”

Whale is excellent to document and organize business knowledge. Their AI makes it even easier!

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Lyndon S.
Small-Business (0-50 emp.)
g2stars

“Whale Keeps Work Organized and Teams Confident”

Whale unifies documentation, training, and reviews in one ecosystem.

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Verified User in Accounting
Mid-Market (51-1000 emp.)
g2stars

“Screen Recorder Transformed Our Productivity”

All features are excellent, but the Screen Recorder has boosted productivity for our company.

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Andres A.
Enterprise (> 1000 emp.)
g2stars

“User-Friendly Platform with Great Features”

Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.

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Martha Y.
Mid-Market (51-1000 emp.)
g2stars

“Intuitive, fresh and easy!”

Whale's clean layout makes building and navigating SOPs a breeze.

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Harley B.
Small-Business (0-50 emp.)
g2stars

“Productivity Unleashed!”

Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.

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Verified User in Farming
Mid-Market (51-1000 emp.)
g2stars

“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.

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Georgia R.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Fábio B.
Enterprise (> 1000 emp.)
g2stars

“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.

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Ketan T.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Anouk V.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Shelley F.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Jitender T.
Small-Business (50 or fewer emp.)

Frequently Asked Questions

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Any card, playbook, or guide in your Whale workspace. You can assign individual cards for a one-off policy update, a full playbook for a process change, or an entire training flow for onboarding. Assignments work on video cards, step recordings, checklists, and quizzes. Recipients see the assignment in their Whale inbox and get a reminder by email, Teams, or Slack.
Both. Assign to a single person, a list of people, a role like Sales or Support, or a custom user group. Group assignments expand automatically, so every current and future member of the group gets the assignment. This is how most teams handle role-based onboarding and company-wide policy updates without rebuilding the assignment each time someone new joins.
Every assignment tracks a completion event per recipient. The dashboard shows who has opened the assignment, who has finished it, and who has not started. For policy and compliance reads, you can require an acknowledgment click before the assignment is marked complete. For training flows, completion is gated by quiz passes. The record is kept per person and can be exported for audit evidence.
Yes. Every assignment takes a due date. Whale sends a reminder a few days before the due date and again on the day, through the channel the recipient prefers, email, Teams, Slack, or push. Overdue assignments show up in the manager’s dashboard and in a weekly digest. If a recipient leaves the company, the assignment closes automatically when the user is deactivated.
Yes. Many Whale customers run assignments as their compliance read-and-acknowledge workflow for safety procedures, HIPAA training, SOC 2 policies, and handbook updates. Require an acknowledgment click, and the system records the timestamp, the user, and the version of the content read. Export the report when an auditor asks. For regulated industries, pair assignments with quizzes to confirm retention alongside the read.
Trainual treats assignment as a training-only workflow. Whale uses the same assignment mechanism for policy reads, SOP updates, onboarding paths, and compliance acknowledgments, from a single knowledge base. A card you assign is the same card Alice, Whale’s AI assistant, answers questions from, the same card CoPilot surfaces inside other tools, and the same card your team searches later. Teams switching from Trainual usually cite lower cost per user, stronger AI, and a content model that works for day-to-day reference, not just onboarding.

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Analytics & Reporting

See who is trained, who is not, and where the gaps are.

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