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. Coral AI surfaces the right step inside whatever tool your team is already using.
- 4.8/5 on G2
- SOC 2 certified
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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.
Eliminate repetitive questions.
Deliver instant answers wherever your team works with Whale’s browser extension, mobile app, and AI-powered chat assistant.
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.
Centralize knowledge in one verified place.
Eliminate outdated documentation with one centralized place for approved, reviewed and up-to-date processes.
Empower your team for every operational challenge.
Document processes & SOPs
Turn tribal knowledge into clear, versioned procedures your whole team can follow.
Train AI Agents
Trigger the right training and tasks automatically when key events happen on your team.
Onboard & train your team
Ramp new hires in days, not weeks, with guided training tracks and built-in verification.
Roll out new software
Drive adoption of every new tool with step-by-step guides that meet people in the flow of work.
Centralize your knowledge
One searchable source of truth, so answers live in Whale instead of someone’s inbox.
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. Coral AI answers your team’s questions, so they stop asking you.
These people love what we shipped.
“Whale Streamlined Our Processes and Boosted Team Onboarding”
Fábio B.
“Game changer”
Aaron M.
“Run don't walk!!”
Jessica B.
Fábio B.
Aaron M.
Jessica B.How Rihm Family Companies onboarded 90 years of knowledge across 21 locations
Rihm Family Companies is a fourth-generation family-owned business in the heavy-duty truck industry, with more than 350 people across 21 locations. JB Rihm, COO at Rihm Kenworth, needed to turn years of accumulated SOPs into a centralized training system every team member could reach. Onboarding had been run through desks, binders, and emails, with no consistent platform.
Frequently asked questions
01How 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. Coral, 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.
02We'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 Coral, 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.
03How 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.
04How 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. Coral, 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.
05How accurate is Coral when it answers questions from our SOPs?
Coral 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, Coral says so instead of guessing.
06What SOP features does Whale have?
Whale covers an SOP from the first draft to the day your team follows it.
- Capture a process once with the step recorder, or turn any recording into a written SOP with the video to SOP converter.
- Start from SOP templates and let the AI writing assistant draft the steps.
- Use approval flows so experts sign off, and version history to see what changed and when.
- Send read assignments so the right people read the latest version.
- Connect your SOPs to Claude, OpenAI or Gemini with Whale MCP, so AI agents work from your approved processes.
Keep reading
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Document
SOP & Process Templates
Leverage expert-built templates to create your SOPs and process documentation faster and more efficiently.