In Whale, a card is a building block for onboarding, training, and knowledge sharing. Cards contain the content your team needs to stay aligned — from SOPs and step-by-step instructions to policies, videos, and embedded resources. Whether you’re creating new content or pulling in existing documentation, cards help turn scattered information into a structured, centralized source of truth.
How to Create a Card in Whale
Option 1: Create anywhere
You can also create a new card from anywhere in your workspace using the Create Anywhere shortcut — perfect for capturing ideas on the fly.
Option 2: From Within a Playbook
Navigate to the playbook where you want to add the card
Click “Create Card”
Choose to start from:
A predefined template, or
A blank card to build from scratch
You’ll now be in the card editor, where you can format and enrich your content.
Formatting and Adding Content
Inside the card editor, you can:
🖋️ Style text: Set fonts, sizes, colors, bold, italic, underline
📦 Add elements:
Paragraphs and headings
Horizontal lines
Code blocks
Tables
Emojis and Font Awesome icons
🖼️ Insert media:
Upload images or videos (up to 200MB)
Embed via URL or code
Link to Google Drive, OneDrive, or upload files directly
📹 Record a video (with or without audio) directly into your card
🌐 Embed iFrame content, like a Google Map or another card
💡 Pro Tip: Click “Advanced Edit” on an image to annotate it with arrows or text in custom colors.
📹 Other Smart Options
Video to SOP – Upload a video and let Whale generate a step-by-step process guide
Document to SOP – Import PDFs or Word docs and turn them into editable cards
AI Assist - Get started with our AI Assist and have a framework in no time
✏️ Editing an Existing Card
To update any card:
Open the card
Click the blue edit icon in the top-right corner
Make changes using the full content editor
Click Save when you’re done
💡 Tip: Pasting Without Formatting
If you’re pasting content from tools like Word, Google Docs, or websites, formatting may carry over inconsistently. To avoid this:
Windows: Ctrl + C → Ctrl + Shift + V
Mac: Cmd + C → Cmd + Shift + Option + V
This pastes plain text so you can style everything directly in Whale.
Cards in Whale make it easy to turn scattered knowledge into organized, accessible, and beautifully formatted resources. Start creating or converting your content today and give your team a smarter way to learn.