Whale

Whale is an AI-powered SOP software for documenting, sharing, training, and managing standard operating procedures in teams.

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Overview

Whale is an AI-powered platform for capturing, sharing, and managing process documentation and SOPs. You can record your screen, narrate a video, or let the AI draft a procedure from scratch, and the result lives in one central place your whole team can access. A browser extension and mobile app let your team reach documentation wherever they are working. Whale also connects with OneDrive so existing content feeds into the same central source.

Updated Sep 25, 2026.

What Whale has

Apps

Browser extension

Support

Real people you can contact when you need help with the tool.
Help moving your existing content and data into the tool from another platform.

Extras

Pre-built starting points you can edit to fit your own needs.

Integrations

Slack
Microsoft Teams
HubSpot
Gmail
Salesforce
OneDrive

Key Features

AI SOP writer

Draft new procedures in seconds with AI, so you spend less time writing from scratch.

Step recorder

Capture any process on your screen and Whale turns it into a visual step-by-step guide automatically.

Video-to-guide recorder

Record your screen and narrate as you go. Whale converts the recording into a guide for complex processes.

AI voiceovers

Generate natural-sounding voiceovers for your guides without recording any audio yourself.

Training flows and quizzes

Design custom training flows for different roles. AI generates quiz questions from your content to check understanding.

Browser extension

Your team can consult Whale documentation from any browser-based software without switching tabs or apps.

Checklists and templates

Build reusable checklists for recurring tasks and draw from more than 100 templates to roll out new SOPs quickly.

OneDrive integration

Connect existing OneDrive content to create one central source of truth for your documentation.

Pros

The AI SOP writer drafts new procedures in seconds, reducing the time spent writing documentation.
The browser extension and mobile app mean your team can reach documentation from almost anywhere.
More than 100 templates let you roll out new SOPs without starting from a blank page.
Sharing documentation with clients and vendors requires no workspace access on their part.

Pricing

Free
Free
- Unlimited Boards
- Unlimited Documentation
- Step Recorder
- Video-to-Guide Recorder
- AI SOP Writer

Prices as of September 2026.

FAQs

Is Whale free?

Yes. Whale has a free plan. You can sign up without paying to get started with the platform.

What does Whale do?

Whale lets you capture, share, and manage process documentation and SOPs. You can record screens, convert videos into guides, draft SOPs with AI, build checklists, and deliver documentation through a browser extension and mobile app.

Does Whale have a browser extension?

Yes. The CoPilot browser extension lets your team consult Whale documentation from any browser-based software they are already using.

What integrations does Whale support?

Whale integrates with Google and OneDrive, letting you connect existing content and keep it alongside your other documentation in one place.

Can Whale help with ramping up new hires?

Yes. Whale supports guided training flows for different teams and roles, and AI-generated quizzes check that new hires have understood the material.

Can I share documentation outside my team?

Yes. The public share feature lets you share documentation with clients and vendors without giving them access to your workspace.

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What Whale has

Apps

Browser extension

Support

Real people you can contact when you need help with the tool.
Help moving your existing content and data into the tool from another platform.

Extras

Pre-built starting points you can edit to fit your own needs.

Integrations

Slack
Microsoft Teams
HubSpot
Gmail
Salesforce
OneDrive

Key Features

AI SOP writer

Draft new procedures in seconds with AI, so you spend less time writing from scratch.

Step recorder

Capture any process on your screen and Whale turns it into a visual step-by-step guide automatically.

Video-to-guide recorder

Record your screen and narrate as you go. Whale converts the recording into a guide for complex processes.

AI voiceovers

Generate natural-sounding voiceovers for your guides without recording any audio yourself.

Training flows and quizzes

Design custom training flows for different roles. AI generates quiz questions from your content to check understanding.

Browser extension

Your team can consult Whale documentation from any browser-based software without switching tabs or apps.

Checklists and templates

Build reusable checklists for recurring tasks and draw from more than 100 templates to roll out new SOPs quickly.

OneDrive integration

Connect existing OneDrive content to create one central source of truth for your documentation.

Pros

The AI SOP writer drafts new procedures in seconds, reducing the time spent writing documentation.
The browser extension and mobile app mean your team can reach documentation from almost anywhere.
More than 100 templates let you roll out new SOPs without starting from a blank page.
Sharing documentation with clients and vendors requires no workspace access on their part.

Pricing

Free
Free
- Unlimited Boards
- Unlimited Documentation
- Step Recorder
- Video-to-Guide Recorder
- AI SOP Writer

Prices as of September 2026.

FAQs

Is Whale free?

Yes. Whale has a free plan. You can sign up without paying to get started with the platform.

What does Whale do?

Does Whale have a browser extension?

Yes. The CoPilot browser extension lets your team consult Whale documentation from any browser-based software they are already using.

What integrations does Whale support?

Whale integrates with Google and OneDrive, letting you connect existing content and keep it alongside your other documentation in one place.

Can Whale help with ramping up new hires?

Yes. Whale supports guided training flows for different teams and roles, and AI-generated quizzes check that new hires have understood the material.

Can I share documentation outside my team?

Yes. The public share feature lets you share documentation with clients and vendors without giving them access to your workspace.

Whale

Overview

What Whale has

Apps

Support

Extras

Integrations

Key Features

AI SOP writer

Step recorder

Video-to-guide recorder

AI voiceovers

Training flows and quizzes

Browser extension

Checklists and templates

OneDrive integration

Pros

Pricing

Whale pricing plans

Free

Featured Video

FAQs

What Whale has

Apps

Support

Extras

Integrations

Key Features

AI SOP writer

Step recorder

Video-to-guide recorder

AI voiceovers

Training flows and quizzes

Browser extension

Checklists and templates

OneDrive integration

Pros

Pricing

Whale pricing plans

Free

Featured Video

FAQs

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