Your first 4 wins to document smarter

Welcome to Whale! 🎊 Whether you’re here to document processes, onboard faster, or scale your team’s knowledge—you’re in the right place. To help you hit the ground running, here are your first 4 wins to unlock in Whale.

These steps will get you familiar with Whale’s core features and show you just how easy it is to create, capture, and access knowledge.

You can record your screen starting from the Whale platform. Capture processes and automatically turn them into step-by-step guides.

📥 Get recording!

Once recorded you will be able to give your process a title, a spot in Whale and start saving time.

This is one of the fastest ways to turn real work into real documentation. Read the full article here.

You win? Time, time and time. Turn your captured processes into guides in seconds

Use our conversational AI agent, Alice, to create your documentation. Ask them anything from “Draft a step-by-step guide on how to set up a Zoom webinar.” to "Create a guide to follow the safety rules in a manufacturing warehouse.".
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Jump in to ask changes to the drafts and have an optimized and clear process ready-to-use in under 2 minutes.

👣 How to do it:

This is one of the easiest ways to turn ideas into policies. Read the full article here.

You win? A super easy-to-way that helps you document any process or policy

Once your guide is live, test out Alice, Whale’s built-in AI assistant. Alice helps users find answers by reading and summarizing your documentation.

👣 To use Alice:

This helps your team learn how to find answers fast—without digging.

You win? Way less frustration because you find what you need when you need it with Alice.

Knowledge is better when shared. Send your new guide to a teammate, assign it as training, or simply post the link in Slack.

👣 Use the Share or Assign option from the guide view.

Tag someone to read or complete it. Done!

This is your first step in building a habit of internal documentation—and showing others how easy it is to get involved. Read the full how to guide here.

You win? Time and time again. Colleagues can follow a process without you explaining it over and over, individually.

You’ve just created your first piece of living knowledge inside Whale. Keep going, and you’ll quickly turn your team’s know-how into a system that scales.