Generating Guides from video

Turning videos into process documentation has never been easier. With Whale’s Video-to-Guide feature, you can upload any instructional video — whether it’s a screen recording, equipment demo, or training walkthrough — and our AI automatically transforms it into an editable step-by-step guide.

Whale doesn’t just transcribe the audio — it analyzes the visuals too. Every movement, click, and action is detected to build accurate, clickable instructions that link directly to specific timestamps in the video. This is perfect for onboarding, SOP creation, or documenting complex workflows.

Step 1: Click the ➕ icon at the top-right corner of your Whale screen

Step 2: Select “Import Video”

Step 3: Upload your video and click Next

Step 4: Give your new card a title and choose a location in your workspace

Step 5: Click Next to let Whale process your video

Whale will automatically analyze the video and generate a new card containing the step-by-step breakdown — each step linked to the moment it happens in the video.

You can also start directly from a playbook (Grid or List View):

You’ve recorded a 2-minute video walking through a new software feature. Once uploaded, Whale turns that into a guide with steps like:

Each step includes a clickable link that jumps to the exact moment in the video.

If you used Whale’s built-in screen recorder, and the video has been turned into a guide you can download that video:

File export options also include saving the walkthrough as PDF or Word documents through the Share button or Workspace Settings, which is ideal for creating guides with step-by-step visuals and instructions.

With Whale, your training content becomes instantly reusable, searchable, and actionable — no more manual breakdowns or hours spent transcribing videos.