Whale Help Center

Documenting

Creating effective playbooks, processes and SOP's

25 articles

Whale Extensions

Install the Whale CoCreator extension

Record your screen to create step-by-step guides

Access your content anywhere with our CoPilot Extension

Install the Whale CoPilot extension

Creating content with AI Assist

Using the Step Recorder

Step Recorder vs Screen Recorder

Generating Guides from video

Converting documents to cards

Turn Guides into runnable Checklists

Creating and editing content in a card

Recovering deleted content

Using our native screen recorder

Embedding through an iFrame

Embedding GoogleDrive and Microsoft OneDrive / Sharepoint documents in a card

Interlinking and embedding cards

Translating a card / guide

Setting a review interval and expert for playbooks

Embedding Loom videos in Whale

Cards vs Guides

Outlining your structure in Whale

Creating and managing boards

Creating and managing libraries

Creating and managing playbooks

Building your org chart in Whale