The easiest way for companies running on EOS® to document processes and have them followed by all

Whale is the all-in-one system for teams running on EOS® to help document your processes, train your teams so you can systemize and scale the way you work.
A digital dashboard showcasing various process categories, user cards for Don Draper and Peggy Olson with respective progress, and integrated SOPs documentation.

Helping thousands of companies running on EOS® document and scale

Challenge

Stuck with boring, static process docs that no one reads?

Illustration of an open book with blue-tinted pages containing wavy lines, suggesting text. The book appears to be animated and stylized, perfect for visualizing employee training materials or process documentation.

Documentation often feels dull and lifeless because it’s treated as just another checkbox task rather than a valuable resource for employees. It’s also time-consuming, and when everyone’s already swamped, SOPs can easily get pushed to the back burner. The outcome? A mediocre resource that people glance at once and then forget.

Solution

Create and share better documentation faster with Whale​

Documenting processes- so easy that anyone can do it

Use the AI writing assistant, screen recording tool, and ready-to-go process templates to create clear, user-friendly procedures in no time. It’ll make your team’s processes smoother and a lot easier to follow.

A computer screen displays a "New Hire Onboarding Process" page. Various icons for embedding video, images, and files from Google Drive, OneDrive, and other sources are visible, ensuring seamless employee training.
A desktop and mobile screen displaying a software interface for "Sales Best Practices." The mobile screen shows an AI assistant named Alice answering a query about sales practices, highlighting the importance of SOPs for efficient onboarding.

Up-to-date documentation accessible from anywhere

Keep your team up-to-date with the latest procedures effortlessly. Whether they’re using our web and mobile apps or chatting with Alice, your AI assistant, finding the right answers is a breeze. Plus, you can send instant notifications for any updates, so everyone stays aligned and informed

Employee training that develops skills

Transform your standard operation procedures in easy to follow training manuals. Minimize new hire ramp time and equip all team members with the essential skills and know-how for their roles.

A digital interface displays a to-do list titled "Hi, Peggy." Items include Welcome to Acme, Prospecting Process, Salesforce CRM, and Sales Training Quiz. A "Sales Expert" badge is shown with an arrow pointing to it—essential parts of the onboarding process.
A screenshot of a "Sales Training Quiz" shows questions with highlighted answers and a table listing assignees, their scores, and due dates. This employee training snapshot includes Emma Smith with 100%, Mike Patton with 25%, and Olivia Mitchell with 75%.

Quiz understanding and improve accountability

Leverage AI-generated quizzes to test your employees knowledge and discover where they might need more help. With diverse and engaging questions, you keep everyone focused and committed, ensuring they stay on top of their game.

A digital interface showcases employee training progress with assigned readings and their completion percentages. Two cards, labeled "Don Draper" and "Peggy Olson," display their profile images alongside SOPs to ensure smooth process documentation.

Track who reads what and hold everyone accountable

Keep tabs on which steps have been read and acknowledged. You can filter by teams, individuals, or topics, and dive into search and viewing patterns with our handy pre-built analytics reports.

Never stare at a blank page again
Start from 100+ process templates

🧑‍🤝‍🧑 HR Process template

Use this template to provide clarity, consistency, and structure in managing human resources within your organization.

✍️ Process documentation template

A simple guide to identify, document and share your company’s core processes

👶 General 30-60-90 Day Onboarding Plan

Use the 30-60-90 day template to map out the first 90 days of a new job or position

Features

Simple yet powerful tools for
process documentation & employee training

AI Writing Assistant

Leverage the AI writing assistant to create new procedures faster and with less effort

Step Recorder

Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions

Screen Recorder

Create bite-size videos to show how to perform specific tasks or follow procedures

SOP & Process Templates​

Create new procedures by using pre-built templates templates that save time, reduce effort, and ensure best practices

Training Flows

Automate and manage the learning journey of your employees per role, team and responsibilities

AI Generated Quizzes

Evaluate your employee’s understanding and knowledge retention

Badges

Create and reward your team with custom badges after successfully completing training and quizzes

Reporting

Track who is and who isn’t completing their training assignments on time

The leading process documentation software for companies running on EOS®

The people have spoken

And they love Whale! With an average score of 4.7 out of 5, Whale consistently scores high for ease of use, support and overall functionalities.

We’ve been surprised at just how easy it’s been to set up. We were able to just take our existing SOPs and reformat them within the Whale environment. And the workspace was easily customisable so it took no time at all.

Rob Townsend, Quality Assurance Manager

Apex Graphics

A woman with short brown hair and a neutral expression is looking at the camera. She is indoors, with a white wall and door frame in the background, possibly preparing for an onboarding session.

Whale is incredibly easy to use but provides very rich functionality that is really critical to us as we build our operations manual from the ground up including the ability to assign owners and review dates.

Barbara Pfeiffer, CEO

FORCE: Facing Our Risk of Cancer Empowered

Before Whale, we were storing most of our documents in Google Drive, and over time it gets very messy. Whale gave us a really nice, streamlined place to put all of our documents in a very organized way, and we definitely needed that!

Emily Marson, Marketing Coordinator

SkyPort IT 

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.