With Whale’s native screen recorder, you can capture short process videos directly from the card editor — no external tools required.
The best part? Your recording starts and ends in Whale, and the video is instantly added to your card. This makes it perfect for quick, visual explanations that complement written instructions.
📌 All-in-one workflow – Record and store your process video in the same place your SOP lives.
⏱️ Instant availability – Video uploads directly into your card — no extra steps.
🎯 Perfect for short processes – Keep it quick and clear for your audience.
🛠️ How to Record Your Screen in Whale
Step 1: Open the Card Editor or Start from the CoCreator extension
Enter edit mode in the card where you want to add your recording.
Read more about starting from the CoCreator extension here.
Step 2: Choose Your Recording Option
Screen recording (no sound)
Screen recording with audio (includes narration)
Your browser may prompt you to allow access to your screen and microphone — click Allow.
Step 3: Select What to Record
Choose to share:
A specific browser tab
A window
Your entire screen
Step 4: Record Your Process
Walk through your process step-by-step.
Step 5: Finish & Save
Click Stop Sharing when done
Your video will automatically upload to the card
Click Save to keep your changes
💡 Tips & Best Practices
Create a process straight from your recorded video with our AI Assist.
Keep it short – Under 5 minutes for easy viewing and clarity.
Use video instead of many screenshots – Faster to create and often easier to understand.
Split long processes into multiple recordings – Use separate cards for each segment to keep information organized and digestible.
Add narration when helpful – Talking through your actions can add clarity and context.
With Whale’s built-in screen recorder, you can bring processes to life in just a few clicks — making your SOPs more engaging, visual, and easy to follow.
👉 Try recording your next quick process directly in Whale and see how much faster your team learns it.