Feature

SOP & Process Templates

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

Explore Ready-to-Use Templates

Browse Over 100 Templates

Access a wide variety of templates covering multiple industries and departments, helping you find the perfect fit for your needs.

Filter by Use Case

Quickly narrow down templates by selecting a specific department or use case, streamlining your search for the most relevant options.

A digital interface showing an inventory tracking process with options to embed videos, images, and files from various sources like Google Drive and OneDrive, ensuring adherence to Standard Operating Procedures for warehouses.

Customize Templates to Fit Your Needs

Edit and Tailor Content

Once you’ve selected a template, you can modify the structure, names, and content to perfectly align with your processes.

Preview Before Using

Preview templates before applying them, ensuring they meet your needs before customization begins.

Never stare at a blank page again
Start from a template

🧑‍🤝‍🧑 HR Process template

Use this template to provide clarity, consistency, and structure in managing human resources within your organization.

✍️ Process documentation template

A simple guide to identify, document and share your company’s core processes

👶 General 30-60-90 Day Onboarding Plan

Use the 30-60-90 day template to map out the first 90 days of a new job or position

Quick Guide: Using Whale’s SOP & Process Templates

Explore how SOP & Process Templates help you standardize procedures and streamline team workflows. This quick video shows how you can easily use customizable templates to create clear, efficient processes.

Other features

Step Recorder

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

Comments

Enhance Collaboration and Process Improvement with Whale's Comments Feature

Tag Management

Efficiently manage and categorize your playbooks and cards by adding tags, making content easy to find and filter.

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.