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When creating a new card in Whale you can start from scratch, copy paste your own policy or use our AI Assist functionality! 

You have a busy schedule or just want to kickstart and use our AI module to have guiding content, there might be many different reasons to let AI create your cards.

And as we are always improving our features, from August 2023, our AI Assist module is going to give you even better content and structure that content a lot better as well! Go and explore what this looks like for you.


  • Create a playbook or choose a current playbook

  • Create an AI Assist card by
    • Putting in a title
    • The industry you're working in
    • Choose the level of detail needed

VOILA, you'll have your new policy or procedure created for you!


Popular use cases:

Procedures for common processes:
  • How to handle customer complaints
  • How to have performance reviews with employees
  • How to perform a cold sales call

Procedures for common tools and software:

  • How to create a sales order in Salesforce
  • How to create a new campai in Hubspot
  • How to create an email signature in Gmail


  • Remote Work Policy
  • Dress Code Policy
  • PTO policy


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