Bookmarking Playbooks and Cards in Whale makes it easy to revisit important information without having to search for it again. Whether you’re reviewing training content, prepping for a meeting, or referencing a frequently used SOP, bookmarks give you quick access to what matters most.
Plus, with the Whale CoPilot Browser Extension, all your bookmarks are just a click away—directly in your workflow.
🔖 How to Bookmark a Playbook
Navigate to the Playbook you want to bookmark.
Click the three-dotted menu (⋯) next to the Playbook title.
Select “Bookmark” from the dropdown.
✅ The Playbook is now saved in your bookmarks.
To remove the bookmark:
Go back to the same menu and click “Remove bookmark”, or
Untick the bookmark icon from your Whale Home screen.
📌 How to Bookmark a Card
Open the Card you want to save.
Click the bookmark icon on the right side of the Card.
✅ That’s it—your Card is bookmarked!
To remove the bookmark:
Click the bookmark icon again in the Card, or
Untick it from your Whale Home screen.
✅ Pro Tip: Use Bookmarks with Whale CoPilot
When using the Whale CoPilot browser extension, you can easily access your saved Cards and Playbooks without leaving the tool you’re working in. It’s ideal for fast referencing while using platforms like Slack, HubSpot, or Salesforce.
