Train
Whale Training Flows
Build the onboarding path once. Assign it to every new hire.
Sequence playbooks, videos, and quizzes into a structured training path. Assign by role or group, track completion, and let Alice, Whale’s AI assistant, answer questions along the way.
- 4.8/5 on G2
- SOC 2 certified
The problem
Onboarding runs on Slack threads and your memory
You already hire and onboard new people. Training flows sequence every playbook, video, and quiz they need into one ordered path you assign once.
How teams do it today: Every new hire gets a different version of onboarding
With Whale's Training Flows: Every hire gets the same ordered path, in the same order
How teams do it today: Managers answer the same questions for three months
With Whale's Training Flows: Managers get their time back, hires self-serve the basics
How teams do it today: No visibility into who finished what
With Whale's Training Flows: See completion per person, per team, per step
How teams do it today: Ramp time stretches past the first quarter
With Whale's Training Flows: New hires productive in weeks, not quarters
Sequence any number of playbooks, videos, and quizzes
A training flow can string together as many steps as your onboarding needs.
- Drop in playbooks, Step Recorder videos, checklists, and quizzes in the order you want hires to move through them.
- Gate the next step behind a quiz pass, a due date, or a group membership.
- No per-flow step cap.
One assignment, one structured onboarding path
Assign a training flow to a person, a role, or a user group and Whale delivers the steps in order.
- Hires see exactly what to do next from their inbox.
- Quiz completion triggers the next step automatically.
- You get a single dashboard showing who is on step three and who is stuck on step one.
Plugged into Alice, CoPilot, quizzes, and analytics
The playbooks inside a training flow feed Alice, Whale’s AI assistant, so hires can ask questions and get answers sourced from the same content.
- CoPilot surfaces the right step inside the tool where the work happens.
- Quizzes validate retention.
- Analytics show where hires slow down.
How it works
- 01
Build the flow
Pick the playbooks, videos, checklists, and quizzes a new hire needs. Drop them into a training flow in the order you want hires to complete them.
- 02
Assign it
Send the flow to a person, a role, or a whole user group. New hires see the first step in their inbox the moment they join Whale.
- 03
Track completion
See who finished, who is halfway through, and who has not started. Spot blockers in the dashboard and follow up before a hire falls behind.
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 many steps can a single training flow contain?
A training flow can hold as many steps as your onboarding program needs. Sequence playbooks, Step Recorder videos, checklists, and quizzes in any order. Gate each step behind a quiz pass, a due date, or a group membership rule. Most teams build a core flow of 15 to 40 steps covering company basics, role-specific processes, and compliance acknowledgments, then layer shorter flows for department or tool-specific training. Every step tracks completion per person, so managers see exactly where each hire is in the sequence.
02Which plan includes training flows?
Training flows are included on the Scale plan and above. The Scale plan also bundles Alice, Whale’s AI assistant, analytics, version history, custom roles, Slack integration, and PDF export. Teams that need structured onboarding and completion tracking start on Scale. Essentials and Team plans cover documentation and assignments but not the automated sequencing logic behind training flows.
03Can I trigger a training flow automatically when someone is hired?
Yes. Training flows can be triggered by user group membership, so assigning a new hire to a group (Sales, Support, Operations) starts the right flow automatically. On Enterprise, the Paycor HRIS integration creates the Whale user the moment payroll adds them, and the training flow starts without any manual step. You can also trigger flows from any external system through an inbound webhook, which means your HRIS, ATS, or CRM can hand off to Whale directly, no Zapier required.
04How does a training flow handle quizzes and completion?
A training flow can require a quiz pass before moving to the next step. Build the quiz from scratch or let Whale generate questions from the playbook content using AI. Set a passing score, allow retakes, and choose whether the quiz is open book. When the hire passes, the next step unlocks automatically. Completion for every step, including quiz scores and retake counts, appears in the analytics dashboard per person, per team, and per flow.
05What do new hires actually see when a flow is assigned?
New hires see the flow in their Whale inbox the moment it is assigned. Each step shows a clear title, the estimated time to complete, and a due date if one is set. They work through the steps in order, and the next step unlocks as they finish the current one. Alice, Whale’s AI assistant, sits alongside the content so hires can ask clarifying questions without interrupting a manager. CoPilot surfaces the relevant step inside the tool they are actually working in.
06How are training flows different from Trainual?
Trainual is a training-first tool. Whale combines the training flow with the knowledge base, Alice, Whale’s AI assistant, CoPilot, quizzes, and analytics in one product. A playbook used in a training flow is the same playbook hires search later, the same source Alice answers questions from, and the same card CoPilot surfaces inside other tools. Teams switching from Trainual usually cite cleaner UI, stronger AI, and an end-user view that their team actually uses. Whale also includes free migration for ex-Trainual customers.