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Document processes & SOPs

Create great looking documentation without breaking a sweat

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Trusted by 5K+ teams of all sizes
|
4.8/5 (180+ reviews)
Fernlea
Harvard
Allstate
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Johnstone
Keplr
Kestra
Mara
Taxrise
Venshure

Document processes faster. Support your team better.

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.

AI-powered video documentation

Turn any workflow into a polished video guide automatically, complete with screenshots and clear step-by-step instructions

Edit with ease

Easily annotate images and trim videos without relying on complex third party tools.

AI writer assistant

Create, improve, and update SOPs simply by chatting with AI. Rewrite instructions, fill knowledge gaps, and turn rough process notes into clear, professional documentation in seconds.

Redact Sensitive Data

Sensitive information is automatically detected and redacted while documenting processes, so you can safely share guides without worrying about exposing private data.

SME Approvals and Reviews

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

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!
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Give your team answers today

Whale turns your workflows into polished documentation automatically. Just complete a process once while Whale captures screenshots, structures every step, and generates professional SOPs, guides, and training without spending hours writing documentation.
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Support every learning style

Whale creates documentation everyone can learn from. Combine video, screenshots, annotations, timestamps, and step-by-step instructions in one guide so every employee can learn the way that works best for them.
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Centralize and standardize across teams

Whale brings all your team knowledge into one centralized platform. Standardize processes, keep documentation up to date, and give every team a single source of truth they can actually trust.
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Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Loved for its overall simplicity and support

g2stars

“Exceptional Tool for Business Knowledge”

Whale is excellent to document and organize business knowledge. Their AI makes it even easier!

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Lyndon S.
Small-Business (0-50 emp.)
g2stars

“Whale Keeps Work Organized and Teams Confident”

Whale unifies documentation, training, and reviews in one ecosystem.

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Verified User in Accounting
Mid-Market (51-1000 emp.)
g2stars

“Screen Recorder Transformed Our Productivity”

All features are excellent, but the Screen Recorder has boosted productivity for our company.

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Andres A.
Enterprise (> 1000 emp.)
g2stars

“User-Friendly Platform with Great Features”

Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.

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Martha Y.
Mid-Market (51-1000 emp.)
g2stars

“Intuitive, fresh and easy!”

Whale's clean layout makes building and navigating SOPs a breeze.

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Harley B.
Small-Business (0-50 emp.)
g2stars

“Productivity Unleashed!”

Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.

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Verified User in Farming
Mid-Market (51-1000 emp.)
g2stars

“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.

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Georgia R.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Fábio B.
Enterprise (> 1000 emp.)
g2stars

“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.

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Ketan T.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Anouk V.
Mid-Market (51-1000 emp.)
g2stars

“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.

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Shelley F.
Mid-Market (51-1000 emp.)
g2stars

“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.

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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.

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Frequently asked questions

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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. Onboarding managers on Scale and above run the migration with you at no extra cost.
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.
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.
Step Recorder turns a five-minute screen recording into a structured SOP draft. Run through the process once, talk through it the way you would for a new hire, and Alice writes the first version. The senior person’s time stops being the bottleneck for the rest of the team.
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 answers ad-hoc questions in Slack and Teams, and mobile plus QR-code access covers deskless or frontline workers. Reviewers regularly tell us this combination is what finally made adoption stick.
Step Recorder gives you the same one-click capture Scribe offers. Beyond that, Whale adds a structured library so SOPs stay findable, Training flows for quizzes and tracking, CoPilot for in-tool delivery, and Alice for instant answers. Teams that switch from Scribe usually came for the capture and stayed for those layers.