SOP SOFTWARE
SOP software your whole team
will actually use
Whale turns the way your team already works into SOPs that get followed. Record a process in minutes and assign the training that goes with it. Alice AI surfaces the right step inside whatever tool your team is already using.
- 4.8/5 on G2 · 208 reviews
- SOC 2 certified
Here’s how to submit an expense report:
Capture any process in minutes.
Save time and rely on a wide range of AI-powered tools to capture your every process into great-looking documentation that’s easy to follow.
Start Documenting
Eliminate repetitive questions.
Deliver instant answers wherever your team works with Whale’s browser extension, mobile app, and AI-powered chat assistant.
Start Sharing
Clone your best employees.
Capture expertise once and help your new hires ramp faster with role based training flows and quizzes generated directly from your documented knowledge in Whale.
Start Training
Centralize knowledge in one verified place.
Eliminate outdated documentation with one centralized place for approved, reviewed and up-to-date processes.
Start Managing
Empower your team for every operational challenge.
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Document processes & SOPs
Turn tribal knowledge into clear, versioned procedures your whole team can follow.
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Train AI Agents
Trigger the right training and tasks automatically when key events happen on your team.
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Onboard & train your team
Ramp new hires in days, not weeks, with guided training tracks and built-in verification.
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Roll out new software
Drive adoption of every new tool with step-by-step guides that meet people in the flow of work.
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Centralize your knowledge
One searchable source of truth, so answers live in Whale instead of someone’s inbox.
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Ensure compliance
Track who has read and understood every policy, with audit-ready records on demand.
Turn scattered know-how into SOPs your team loves.
Whale turns the way you work into trained teams. Alice AI answers your team’s questions, so they stop asking you.
Book a Demo
These people love what we shipped.
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“Whale Streamlined Our Processes and Boosted Team Onboarding”
Fábio B.
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“Game changer”
Aaron M.
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“Run don't walk!!”
Jessica B.
Fábio B. 
Aaron M. 
Jessica B. Frequently asked questions
Book a Demo01 How do we move our existing SOPs from Notion or Google Docs into Whale?
Whale’s import tool pulls in PDFs, Word files, and pages from Notion, Google Docs, or Confluence without you rewriting anything. Alice, Whale’s AI assistant, can restructure messy legacy content into clean SOPs in seconds. On Scale and above, your Customer Success team runs the migration with you at no extra cost.
02 We're starting from scratch. How should we structure all this?
Start with one team and a few high-impact processes instead of trying to document everything at once. Your Customer Success Manager helps you map the structure and plan the rollout. The template library gives you a layout to copy, and Alice, Whale’s AI assistant, drafts and organizes SOPs from a quick recording or a rough outline. Most teams then expand department by department once the first rollout sticks.
03 How do we keep our SOPs from going out of date?
Every SOP gets a review owner and a review cycle, so the right person gets a reminder before content goes out of date. Version history tracks what changed, and analytics surface which SOPs have not been opened in months so you know what to retire.
04 How do you make sure the team actually uses Whale instead of asking the same questions in Slack?
CoPilot surfaces the right SOP inside the tools your team already uses (Gmail, HubSpot, Salesforce, or any other web tool) so nobody switches tabs. Alice, Whale’s AI assistant, answers ad-hoc questions in Slack and Teams, and mobile plus QR-code access covers deskless or frontline workers. Your Customer Success team also runs coaching sessions and tracks adoption with you, so rollout does not stall after week one.
05 How accurate is Alice when it answers questions from our SOPs?
Alice draws answers directly from your published SOPs and cites the source card every time, so your team can verify in one click. If a question is not documented yet, Alice says so instead of guessing.