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