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The fastest way to get your team aligned with AI-powered SOPs and training.

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TL;DR - Whale

  • AI-powered platform for documenting, sharing, and managing SOPs.
  • Reduces new hire ramp time and ensures team consistency through structured training.
  • Offers AI writing assistance, step recorders, video-to-SOP conversion, and knowledge retrieval.
Pricing: Free plan available
Best for: Growing teams
4.8/5 across review platforms

Pros & Cons

Pros

  • Significantly reduces time spent creating SOPs and training materials.
  • Centralizes all process documentation in one organized, accessible hub.
  • Leverages AI to automate content creation, transcription, and knowledge retrieval.
  • Improves new hire onboarding and reduces ramp-up time.
  • Offers various methods for capturing processes (step recorder, video, document import).

Ratings Across the Web

4.8(186 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

AI Writing Assistant for creating detailed proceduresStep Recorder with screenshots, annotations, and descriptionsVideo Screen Recorder to convert recordings into written proceduresImport PDF and Word Documents into editable Whale cardsAI-powered Video to SOP transcriptionAI Chat (Alice) for instant answers from documented knowledgeAI-generated quizzes for assessmentAutomated training flows per role and team

Pricing Plans

Free

Free

  • AI Tokens Limited
  • Unlimited Documentation
  • Share as link
  • Basic Analytics
  • Access Permissions Board Level
  • Log Only Version History
  • Google & Microsoft SSO
  • User training

Team

$40/month

  • AI Tokens Limited
  • Unlimited Documentation
  • Unlimited Boards
  • Step Recorder
  • Screen Recorder
  • AI Writer Assistant
  • Video to Process Converter
  • Image Editor
  • Process & SOP templates
  • Google & OneDrive Integration
  • GIF & image stock library
  • Share as link
  • Read Assignment
  • AI Knowledge Assistant
  • QR Codes
  • Unified Search
  • Chrome & Edge extensions
  • Mobile App
  • Export to PDF
  • Contextual Suggestions
  • Public Share
  • Training Flows
  • AI Quizzes
  • Badges
  • Org Chart
  • Training Reports
  • Checklists
  • Basic Analytics
  • Access Permissions Board and Library Level
  • User Groups
  • Expert Reviews
  • Version History
  • Custom Branding
  • Tag Manager
  • User Roles
  • Google & Microsoft SSO
  • Slack Integration
  • Zapier Integration
  • Enforce User Login Type
  • User training
  • Group Training Optional

Scale

$100/month

  • AI Tokens Included
  • Unlimited Documentation
  • Unlimited Boards
  • Step Recorder
  • Screen Recorder
  • AI Writer Assistant
  • Video to Process Converter
  • Image Editor
  • Process & SOP templates
  • Google & OneDrive Integration
  • GIF & image stock library
  • Share as link
  • Read Assignment
  • AI Knowledge Assistant
  • QR Codes
  • Unified Search
  • Chrome & Edge extensions
  • Mobile App
  • Export to PDF
  • Contextual Suggestions
  • Public Share
  • Training Flows
  • AI Quizzes
  • Badges
  • Org Chart
  • Training Reports
  • Checklists
  • Basic Analytics
  • Access Permissions Board and Library Level
  • User Groups
  • Expert Reviews
  • Version History
  • Custom Branding
  • Tag Manager
  • User Roles
  • Google & Microsoft SSO
  • Slack Integration
  • Zapier Integration
  • Enforce User Login Type
  • SCIM
  • HRIS integrations
  • API Access for Custom Integrations
  • Security Questionaires
  • Trust Center
  • User training
  • Group Training Optional
  • Implementation coaching Optional

Enterprise

$1200/month

  • AI Tokens Included
  • Unlimited Documentation
  • Unlimited Boards
  • Step Recorder
  • Screen Recorder
  • AI Writer Assistant
  • Video to Process Converter
  • Image Editor
  • Process & SOP templates
  • Google & OneDrive Integration
  • GIF & image stock library
  • Share as link
  • Read Assignment
  • AI Knowledge Assistant
  • QR Codes
  • Unified Search
  • Chrome & Edge extensions
  • Mobile App
  • Export to PDF
  • Contextual Suggestions
  • Public Share
  • Training Flows
  • AI Quizzes
  • Badges
  • Org Chart
  • Training Reports
  • Checklists
  • Basic Analytics
  • Access Permissions Board and Library Level
  • User Groups
  • Expert Reviews
  • Version History
  • Custom Branding
  • Tag Manager
  • User Roles
  • Google & Microsoft SSO
  • Slack Integration
  • Zapier Integration
  • Enforce User Login Type
  • SCIM
  • HRIS integrations
  • API Access for Custom Integrations
  • Security Questionaires
  • Trust Center
  • User training
  • Group Training Optional
  • Implementation coaching Optional
  • Migration service Optional
  • Teams or Slack VIP Channel

What is Whale?

Editorial review
Whale is an AI-powered platform designed to help teams document, share, and manage their standard operating procedures (SOPs) and training materials efficiently. It centralizes all processes and how-to guides into an organized hub, making it easy to keep documentation up-to-date and accessible. The platform leverages AI to assist with every aspect of documentation, from writing detailed procedures to generating quizzes and insights. This tool is ideal for businesses and teams looking to systemize their operations, reduce new hire ramp-up time, and ensure consistency across their workforce. By providing instant access to clear instructions and training, Whale helps teams perform at their best and scale effortlessly. It caters to various needs, from capturing processes with step recorders and video to transcribing videos into written guides and offering in-context suggestions where teams work. Whale aims to transform how companies handle process documentation and employee training by offering an all-in-one solution that streamlines content creation, distribution, and management. It emphasizes ease of use, robust AI capabilities, and dedicated support to ensure user success in building a comprehensive knowledge base.

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Whale FAQ

How does Whale's AI assist in creating detailed procedures?

Whale utilizes an AI writing assistant that helps create detailed procedures in minutes. This AI can also automatically transcribe steps from uploaded videos into written guides, streamlining the documentation process.

Can Whale help in reducing new hire ramp-up time?

Yes, Whale is designed to reduce new hire ramp-up time by transforming procedures into easy-to-follow training manuals. It automates the learning journey for employees based on their role, team, and responsibilities.

What specific tools does Whale offer for capturing processes?

Whale offers a Step Recorder that captures processes with screenshots, annotations, descriptions, and links. Additionally, a Video Screen Recorder allows users to record their screen and voice, converting these recordings into fully written procedures with timestamps.

How does 'Alice' function within the Whale platform?

Alice is an AI knowledge assistant trained on the documented knowledge within Whale. Users can ask Alice questions from their mobile device or web app, and she can retrieve answers, create quizzes, and generate insights based on assignment completion rates and completed tasks.

Does Whale support multi-language documentation and training?

Yes, Whale includes an Auto-Translate feature that allows users to translate any content created in the platform to a language of choice with a single click. This ensures training and documentation can be easily accessed by a diverse workforce.

How does Whale ensure documentation remains current and accurate?

Whale ensures documentation stays current and accurate through features like expert review intervals, where specific playbooks can be assigned to experts with automated review cycles. It also includes version history to easily manage and compare different content versions.

Source: usewhale.io