š§© What Is a Guide?
A Step-by-Step Guide is a structured content type in Whale that allows you to document a process in a linear, action-focused way. Each step outlines exactly what to do, how to do it, and sometimes why it matters.
Use cases include:
How to publish a blog post
How to handle a customer refund
How to set up a new employee account
How to escalate a support ticket
āļø How to Create a Step-by-Step Guide
Hereās a quick walkthrough:
Option 1: From scratch via 'Create new' menu in playbook
Step 1:
Navigate to a playbook and open the create new menu to select "Create guide"
Step 2:
Give your guide a name and add a description and steps. You can add images by copy pasting/ drag dropping them into the text box.
Step 3: Optional
Turn you guide into a checklist by turning on the run option in the guide settings!
Option 2: From an existing video
See the following article.
Option 3: From a screen recording
See the following article.
ā Best Practices
Keep it scannable: Use short sentences and clear formatting.
Visuals help: Add screenshots or videos to make steps easier to follow.
Use consistent formatting: This makes guides more usable across the team.
Review regularly: Outdated steps can cause confusionāassign review cycles to owners.
š Quick Example
Guide title: How to Handle a Failed Payment
Description: This guide shows how to follow up with a customer when a payment fails.
Step 1: Check the failed transaction in Stripe
Step 2: Look up the customer in the CRM
Step 3: Send the āPayment Failedā email template
Step 4: Log the outreach in Freshdesk
Step 5: Mark the case as āPending Responseā