Document
Whale Step Recorder
Record once. Get a finished SOP.
The Whale Step Recorder captures every click as you work. You get a video of the process, annotated screenshots, and a written step-by-step guide. Teams document 84% faster with the Whale Step Recorder.
- 4.8/5 on G2
- SOC 2 certified
The problem
Your team needs documented processes. You don't have time to write them.
Start recording and do the work. Step Recorder builds the SOP as you go, so the next person can follow it without asking.
How teams do it today: Four hours to finish a single SOP
With Whale's Step Recorder: One recording produces a video, screenshots, and a written guide
How teams do it today: Cropping and annotating every screenshot by hand
With Whale's Step Recorder: Every click captured as a numbered, annotated step
How teams do it today: Knowledge that walks out when people leave
With Whale's Step Recorder: Knowledge stays even when the expert leaves
How teams do it today: New hires asking the same questions over and over
With Whale's Step Recorder: New hires follow the guide on day one
Records the whole screen, browser or desktop.
Hit record and run through your process.
- Whether it lives in a browser tab or a desktop app, every click turns into a numbered step with an annotated screenshot.
- On top of that, a video SOP of the whole session.
- No extension to install.
One recording. A video, screenshots, and a guide.
Every click is recorded once and comes back as three things: a full video of the process, annotated screenshots at each step, and a numbered written guide.
- The visual learner on your team watches the video.
- The reader scans the guide.
- Everyone gets the same process from one recording session.
The guide goes straight into training
The SOP you just recorded lands in a Whale training flow.
- Assign it to specific team members and track who has completed it.
- Alice, Whale’s AI assistant, answers questions from it.
- CoPilot surfaces the guide inside the tool where the process runs.
How it works
- 01
Click record and work through your process
Open Whale in your browser, hit the Step Recorder button, and complete your task as you normally would. Every click is captured with an annotated screenshot.
- 02
Review your generated SOP
Step Recorder hands back a draft SOP. Edit any step and move the click-highlights on the screenshot if they need adjusting.
- 03
Share it with your team
Publish the guide to your knowledge base, assign it to specific team members, or surface it automatically through CoPilot when someone opens the relevant tool.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “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.
Georgia R.Mid-Market (51-1000 emp.) “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.
Fábio B.Enterprise (> 1000 emp.) “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.
Ketan T.Mid-Market (51-1000 emp.) “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.
Anouk V.Mid-Market (51-1000 emp.) “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.
Shelley F.Mid-Market (51-1000 emp.) “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.
Jitender T.Small-Business (50 or fewer emp.)
Frequently Asked Questions
Start for Free01How does Step Recorder work?
Step Recorder runs inside the Whale web app. Start a recording, work through your process, and every click gets captured as a numbered step with an annotated screenshot. You can record any process on your screen, not just browser tabs. When you stop recording, you get a formatted SOP ready to drop into a Whale card.
02Do I need to install a browser extension?
No. Step Recorder runs inside the Whale web app, so there is nothing to install. You can start recording the moment you log in to Whale. This is a change from the older version, which ran as a Chrome extension and only captured browser tabs. The current Step Recorder works from the browser but captures the whole screen, including desktop software.
03Can I edit a recording after I'm done?
Yes, within limits. You can reorder steps, edit descriptions, remove captures you don’t need, and add extra context or screenshots to any step. Alice, Whale’s AI assistant, can also polish the text or rewrite sections. What you can’t do today is splice two separate recordings together into one. If a process needs a mid-stream edit, the cleanest path is to re-record the full flow, which is usually faster than trying to stitch.
04What types of processes can Step Recorder capture?
Any process that runs on your screen. Browser-based workflows like CRM tasks or helpdesk procedures. Desktop software like accounting, ERP, billing, or inventory systems. If your team can do it on a computer, Step Recorder can capture it. For physical or factory procedures where there is no screen to record, write the first draft with Alice, Whale’s AI assistant, which turns a short prompt into a structured SOP.
05How is Step Recorder different from Scribe?
Scribe is a capture-only tool. Step Recorder is one feature inside Whale, the AI-Powered SOP Software that gets your team trained. A guide recorded with Step Recorder lands in Whale’s knowledge base, can be assigned to training flows, quizzed for comprehension, and surfaced inside other tools through CoPilot. Whale customers moving from Scribe typically cite Scribe’s per-feature upcharges and viewer licensing as the reason, especially at scale. Step Recorder is included in every Whale plan, including the free tier.
06What if my process shows sensitive information?
Step Recorder gives you a draft SOP before anything goes live. You can remove any step that shows sensitive information, or replace the screenshot if a detail needs to be redacted. For processes that include regulated data like customer records or financial information, the cleanest approach is to run the process with test or mock data, so the finished SOP is safe to share with the whole team from the start.