EOS and Process Documentation

Strengthen your EOS operating system with documented processes

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Build a scalable process library

Create one centralized place for all your documented processes, responsibilities and operational standards, so everyone can work from the same clear, consistent source of truth.

Make processes easy to follow

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

Keep processes alive and up to date

Make it easy to continuously improve and refine your operational playbook as your business evolves, ensuring processes stay relevant, accurate, and aligned with the way your teams actually work.

The leading standard operating procedure software

If you’re looking for a tool where you could step record, screen record, automate onboarding with processes, train your teams with quizzes….and more, then you need Whale!

Documented and followed by all.

Turn your core processes into clear, actionable documentation that keeps every team aligned, accountable, and operating the same way.

AI-powered Process Documentation

Automatically document any process with polished step-by-step guides, screenshots, and visual instructions your team can easily follow.

Centralized Process Hub

Create consistency across teams, locations, and departments with centralized process documentation employees can easily follow.

Role-Based Training Flows

Deliver the right process training to the right people at the right time, helping employees learn faster without overwhelming them with unnecessary information.

AI Chat Assistant

Give employees instant answers to process questions so they can keep working without interruptions or confusion.

SME Approvals and Reviews

Approval flows and expert reviews keep everything accurate, approved, and up to date so your team always works from trusted information.

Features that get this done

Step Recorder

Record once. Get a finished SOP.

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 Step Recorder.

Learn about Step Recorder

SOP Process Templates

Start every SOP from a structure that works

Pick a template for onboarding, client handoffs, safety, or any repeatable process. Whale fills in the sections, prompts, and worked examples so you are drafting, not staring at a blank page.

Learn about Process Templates

Org Chart

See who does what, where they sit, and who they report to

Whale’s org chart pulls from your user profiles. Departments, positions, and reporting lines in one view. Update a role, the chart updates with it. Every position links to the SOPs that role owns.

Learn about Org Chart

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.

Learn about Training Flows

Expert review intervals

Name the expert. Set the review cycle. SOPs stay current on their own.

Assign a subject-matter expert as the owner of every card or playbook and set a review date. When the date arrives, Whale creates a review assignment for the right person so processes never quietly rot.

Learn about Expert Review Intervals

Alice, Whale's AI assistant

Elevate your team in the blink of AI

Whale AI speeds up the creation of SOPs, trains your team more efficiently, and gives everyone the answers they need to do their best work.

Learn about Alice AI

Trusted by 5K+ teams of all sizes

4.8/5 (180+ reviews)

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 Accounting

Mid-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 Farming

Mid-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.)

Integrations

Whale works where you do.

Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.

Frequently asked questions

How to use Whale for EOS?

Use Whale as the home of your documented core processes, which is what the Process component in EOS asks for. Capture each process once with the Step Recorder, then assign it as a training flow so the process is followed by all. Use quizzes and reporting to confirm your team knows it, and owners with review dates keep every process current between quarterly sessions.

How does Whale help us prove a process is 'followed by all'?

Every SOP can be assigned per person, with read-receipts and Training-flow completion tracked. The analytics dashboard shows the last time each person opened the SOP and how they scored on any quiz attached. You walk into an L10 with hard numbers instead of ‘I think most people are following this.’

Can Whale tie processes to the right Seat on the accountability chart?

SOPs and processes can be assigned to roles and people, so each Seat has a clear set of documented procedures attached. When someone takes over a Seat, they inherit the playbook for it on day one.

How does Whale connect to our Rocks?

Whale is not a Rocks tracker, but it’s where the documented processes that support Rocks actually live. When a Rock includes a new process to roll out (a new sales motion, a new client onboarding flow), Whale captures it, trains the team on it, and tracks adoption.

We have years of process content in binders and SharePoint. How do we move it to Whale without losing the structure?

Import handles the bulk of the move (Word, PDF, Notion, Google Docs). Whale’s Board / Playbook / Card hierarchy lets you mirror your EOS structure (Major Process, Sub-process, Steps) cleanly. Scale customers get a dedicated onboarding manager who maps your structure before the import.

How does Whale help with L10 prep and meeting flow?

Alice, Whale’s AI assistant, answers process questions instantly, so an integrator can pull up the right procedure in a meeting without scrolling through a doc. CoPilot surfaces the right SOP inside whatever tool you’re reviewing (your CRM, your project tool) so process review stays connected to the work itself.

We use Ninety for EOS. Does Whale replace it?

Ninety handles the EOS framework itself (Rocks, Scorecard, L10, accountability chart). Whale handles the documented processes that make those frameworks work in practice. Most EOS-run companies use both: Ninety for the meeting and accountability cadence, Whale for the SOPs and training that sit underneath.

EOS and Process Documentation

Strengthen your EOS operating system with documented processes

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Build a scalable process library

Make processes easy to follow

Keep processes alive and up to date

The leading standard operating procedure software

Documented and followed by all.

AI-powered Process Documentation

Centralized Process Hub

Role-Based Training Flows

AI Chat Assistant

SME Approvals and Reviews

Features that get this done

Step Recorder

Record once. Get a finished SOP.

SOP Process Templates

Start every SOP from a structure that works

Org Chart

See who does what, where they sit, and who they report to

Training Flows

Build the onboarding path once. Assign it to every new hire.

Expert review intervals

Name the expert. Set the review cycle. SOPs stay current on their own.

Alice, Whale's AI assistant

Elevate your team in the blink of AI

Loved for its overall simplicity and support

Lyndon S.

Small-Business (0-50 emp.)

Verified User in Accounting

Mid-Market (51-1000 emp.)

Andres A.

Enterprise (> 1000 emp.)

Martha Y.

Mid-Market (51-1000 emp.)

Harley B.

Small-Business (0-50 emp.)

Verified User in Farming

Mid-Market (51-1000 emp.)

Georgia R.

Mid-Market (51-1000 emp.)

Fábio B.

Enterprise (> 1000 emp.)

Ketan T.

Mid-Market (51-1000 emp.)

Anouk V.

Mid-Market (51-1000 emp.)

Shelley F.

Mid-Market (51-1000 emp.)

Jitender T.

Small-Business (50 or fewer emp.)

Integrations

Whale works where you do.

Frequently asked questions

Further reading and resources on SOPs for the Entrepreneurial Operating System

How to strengthen the Process component in EOS

The Vision/Traction Organizer explained

Whale for EOS Implementers

How it works

Use Cases

Resources

Company

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