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Creating content with AI Assist

Updated over a month ago

Need a head start on your documentation? Whether you’re short on time or just looking for inspiration, Whale’s AI Assist helps you create polished, structured cards in seconds. From policies and procedures to tool guides and FAQs, our AI helps you build content fast — without sacrificing quality.

With ongoing improvements, AI Assist now generates even more relevant and well-structured output tailored to your team’s needs. Give it a try and see what it can create for you!


How to Create a Card Using AI Assist

Step 1: Choose or Create a Playbook

Navigate to the playbook where you’d like to add your new card — or create a new one.

Step 2: Start an AI Assist Card

  • Click “AI Assist” in the playbook or Start from the CoCreator extension

  • A pop-up window will appear with content generation settings

Step 3: Define the Card Parameters

To generate accurate and relevant content, fill in:

  • 📝 Topic (e.g., Handling Customer Complaints)

  • 🏭 Industry (e.g., SaaS, Retail, Healthcare)

  • ⚙️ Output Structure (e.g., bullet points, step-by-step, policy format)

  • 📊 Level of Detail (basic, standard, or in-depth)

Step 4: Generate & Review

Click Generate and watch your new card come to life — complete with structured content tailored to your inputs. You can edit, expand, or publish it right away.


✅ Popular Use Cases

📋 Procedures for Common Processes

  • How to handle customer complaints

  • How to conduct performance reviews

  • How to perform a cold sales call

💻 Step-by-Step Guides for Tools

  • How to create a sales order in Salesforce

  • How to launch a campaign in HubSpot

  • How to create an email signature in Gmail

🏢 Company Policies

  • Remote Work Policy

  • Dress Code Policy

  • Paid Time Off (PTO) Policy

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