Whale SOP & Process Templates

Whale’s template gallery covers the most common operational workflows: employee onboarding, role-based training flows, client onboarding and handoffs, software SOPs, safety and compliance procedures, policy acknowledgments, meeting notes, project playbooks, and department-specific operating procedures. Each template includes named sections, prompts that tell you what to write in each section, and a worked example. You can open a template, fill it in, and publish a first draft in the same sitting. The gallery is maintained by Whale and grows over time as new common workflows are added. On top of Whale’s templates, your team can save any card or playbook as a custom template for internal reuse.

Yes. Any card or playbook you build in Whale can be saved as a custom template and reused across your workspace. Teams often start with a Whale template, adapt it to their own voice and process, and save the result as the internal standard. Custom templates sit alongside Whale’s library so anyone on your team can open a new card from them. On Scale and above, you can control who gets to create and edit templates through custom roles. Larger organizations with multiple departments typically build a small set of internal templates, one per SOP type, then lock editing to a central ops or L&D owner while the rest of the team creates cards from them.

Yes. Templates are structural, not tied to the screen. Safety procedures, quality checks, equipment maintenance, and station-specific work instructions all have templates in the gallery. Fill in the sections the same way you would for a software SOP, add photos from the floor, and publish. For factory and deskless teams, pair the template with QR codes so workers open the right SOP at the right station from their phone, and with Whale’s mobile app for shift-start refreshers. Step Recorder is the right tool when the process runs on a screen. For physical procedures, a template plus photos plus Alice, Whale’s AI assistant, drafting support is the faster path to a clean SOP.

Yes. Alice, Whale’s AI assistant, can read the template prompts and draft a full SOP from a short brief. Describe the process in a sentence or two, pick the template, and Alice fills in each section using context from your workspace and the template’s structure. You review the draft, correct anything that is off, and publish. The combination of a structural template plus Alice’s drafting turns a 30-minute writing task into a 5-minute review. For sensitive processes like safety or compliance, most teams keep a human in the loop for the final sign-off even when Alice wrote the draft.

Every Whale plan includes the full template gallery, starting with the Free plan. Saving your own cards and playbooks as custom templates is also available on every plan. Role-based permissions on who can create or edit templates are a Scale plan feature. Alice, Whale’s AI assistant, drafting from a template brief is included on every paid plan. Teams typically start on Free, build their first handful of SOPs from Whale’s templates, then upgrade to Scale when they need training flows, analytics, and role-based permissions to roll the template library out across departments.

Trainual’s templates are training-first, built around onboarding modules and role-based courses. Process Street’s templates are workflow-first, built around recurring checklist runs. Whale’s templates cover both jobs and plug into the wider Whale platform, so a template-built SOP is the same card that goes into a training flow, the same source Alice, Whale’s AI assistant, answers questions from, and the same card CoPilot surfaces inside other tools. The template library is included on every plan, including Free, where Trainual starts at $249 a month. Teams switching from either tool usually cite the single source of truth and the included AI drafting as the reason for the move.