With Whale’s screen recorder, you can capture short process videos directly from the CoCreator Extension.
This makes it perfect for quick, visual explanations that complement written instructions.
📌 All-in-one workflow – Record and store your process video in the same place your SOP lives.
⏱️ Instant availability – Video uploads directly into your card — no extra steps.
🎯 Perfect for short processes – Keep it quick and clear for your audience.
🛠️ How to Record Your Screen in Whale
Step 1: Start from the CoCreator extension
Step 2: Choose Your Recording Option
Screen recording (no sound)
Screen recording with audio (includes narration)
Your browser may prompt you to allow access to your screen and microphone — click Allow.
Step 3: Select What to Record
Choose to share:
A specific browser tab
A window
Your entire screen
Step 4: Record Your Process
Walk through your process step-by-step.
Step 5: Finish & Save
Click Stop Sharing when done
When you video opens in a new tab, create a path and save it.
💡 Tips & Best Practices
Create a process straight from your recorded video with our AI Assist.
Keep it short – Under 5 minutes for easy viewing and clarity.
Use video instead of many screenshots – Faster to create and often easier to understand.
Split long processes into multiple recordings – Use separate cards for each segment to keep information organized and digestible.
Add narration when helpful – Talking through your actions can add clarity and context.
With Whale’s built-in screen recorder, you can bring processes to life in just a few clicks — making your SOPs more engaging, visual, and easy to follow.
👉 Try recording your next quick process directly in Whale and see how much faster your team learns it.