With Whale’s screen recorder, you can capture short process videos directly from the Whale platform or 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 Get Started tab or Create anywhere option
Step 2: Select What to Record
Choose a browser tab, a window or your entire screen
Toggle audio on or off for your recordings
Step 4: Record Your Process
Walk through your process step-by-step.
Step 5: Finish & Save
Click Stop Sharing when done
Your video opens in the tab you started from, give it a title, select a playbook and click next. Your video gets transformed into a guide and lands in your playbook in no time!
🛠️ How to Record Your Screen from the CoCreator Extension
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.