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What is Whale?

Who are we and what do we do?

Updated over a month ago

Whale is an AI-powered platform custom-built for teams to document, share, and manage Standard Operating Procedures (SOPs), policies, and company knowledge all in one place—blending ease-of-use with smart automation .

With Whale, creating process documentation becomes effortless thanks to our suite of AI tools, intuitive editor, and organized workspace. You can produce guides, playbooks, and trainings faster—no coding or heavy design skills needed .


Key Features & Capabilities

1. AI‑Assisted Documentation

Whale’s AI Assist helps your teams transform ideas and workflows into well-formatted SOPs in minutes. It can even auto-generate quizzes, checklists, or step-by-step guides from plain text or imported content.

2. Centralized Knowledge Hub

Store all company knowledge—SOPs, policies, onboarding flows—in a single hub where content is searchable, versioned, tagged, and continuously updatable.

3. Training & Onboarding

Turn documentation into structured training flows. Assign content, track completion and performance, and reduce new-hire ramp time with automated and personalized learning pathways.

4. Review & Collaboration Tools

Set review cycles, assign content experts, and allow comments and feedback. Version history and permission groups ensure quality control and content governance.

5. Integrations & Accessibility

Seamless plug‑in with popular tools—Google Drive, OneDrive, Dropbox, HubSpot, ConnectWise—and a browser extension for in-app access. Plus, a mobile app lets field teams consult guides anytime, QR-code‑enabled for instant use.


Why Choose Whale?

  • Designed for speed & ease: Unlike complex platforms like SharePoint, Whale is intuitive and built around fast process creation and knowledge sharing.

  • Built-in support: Onboarding support, templates, AI co-creation, and a dedicated customer success team help teams get up and running quickly—many customers cite the care they receive as exceptional.

  • Flexible pricing: Whale offers a free-forever plan, with paid tiers for scaled and enterprise teams.


Who Is Whale For?

Whale is ideal for:

  • Mid-sized to large teams seeking a single source of truth for operations and training.

  • Rapidly scaling businesses needing consistent SOPs, and streamlined onboarding.

  • Organizations prioritizing user-friendliness, fast setup, and automatic content updates.

  • Companies embedding knowledge into daily workflows via extensions, mobile access, and embedded quizzes.


How It Compares (at a glance)

Feature

Whale

Traditional Tool (e.g. SharePoint)

Documentation Speed

Fast with AI Assist

Manual and slower

Training Tools

Built-in flows, quizzes

Limited, often requires add-ons

Ease of Use

Intuitive and fun to use

Steeper learning curve

Support

Personalized, proactive customer success

Standard, less tailored support

Pricing

Free + scalable plans

Microsoft 365 add-on costs apply


Summary

Whale is more than just documentation software—it’s a complete AI-driven platform for knowledge capture, training, and team alignment. With its emphasis on speed, scale, and human support, it’s built to help companies systemize operations, onboard employees faster, and keep knowledge evergreen.

Use Whale when you want to make your company’s processes clear, consistent, and easy to access—no matter where your team works.

Visit our website for more information.

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