Keeping your content up to date is one of the most important steps to maintaining a reliable knowledge base. In Whale, you can set review intervals for playbooks and assign experts to ensure Standard Operating Procedures (SOPs), policies, and training materials stay accurate and actionable over time.
By setting content reviews, your team ensures documentation is never forgotten, ownership is distributed effectively, and continuous improvement becomes part of your workflow.
✅ Keep content relevant — Outdated SOPs and procedures lose their value. Reviews keep them fresh and useful.
🧠 Distribute responsibility — Assigning subject-matter experts spreads the workload to those who know the content best.
📣 Drive engagement — Regular reviews keep documentation top of mind for teams, increasing adoption and accuracy.
🛠 How to set review intervals for playbooks
Step 1: Open your playbook settings
You can set a review interval when:
Creating a new playbook
Or editing an existing one by clicking the three-dot menu next to the playbook title in the library view and choosing Edit
. 
Step 2: Assign a playbook expert
In the pop-up:
Choose an expert who is responsible for reviewing and updating the content
Set a review interval (e.g., every 3 months, 6 months, etc.)
🧠 Only experts will receive reminders to review playbooks they’re assigned to.
📅 Where to track upcoming reviews
Option 1: Your dashboard
Navigate to the Home screen and select the Reviews tab to see:
What’s coming up for review
Which playbooks you’re responsible for
Option 2: Analytics overview
For a more detailed view:
Go to the Analytics tab
Select the Experts section
Here, you’ll find a full list of playbooks, assigned experts, and upcoming review dates
✅ Example use cases
HR Team: Assign the HR lead as the expert on PTO policies and remote work guidelines to review them quarterly.
Sales Team: Have the sales enablement manager review the Sales Onboarding playbook every 6 months to keep workflows up to date.
IT Department: Set an annual review on security protocols and software guides to stay compliant with best practices.
By enabling playbook reviews, you ensure your documentation lives, evolves, and keeps delivering value long after it’s created. Set your experts, define your intervals, and let Whale handle the rest.