Whale's AI-powered SOP software helps teams document processes, onboard and train employees (and AI) and keep knowledge up to date in one place.
Whale helps teams;
- Document faster: Coral, Whale's AI assistant, drafts a SOP in seconds from a screen recording, video, PDF or Word doc.
- Answer questions once: 94% fewer repetitive questions, because Coral answers from approved SOPs, with the source, in Whale, on mobile, in Slack and in Microsoft Teams.
- Onboard and train new hires: 50% faster new-hire ramp time with training flows, AI quizzes and read assignments.
- Stay compliant: see who read, understood and signed every policy, with audit-ready records.
- Keep AI tools on track: Whale MCP gives Claude, ChatGPT and Gemini the same approved processes your people follow.
- Stay current: expert review cycles and Whale Agents flag what needs an update.
Key features
Documenting:
- AI SOP writer: Coral drafts a full SOP in seconds from scratch, a screen recording, a video or an existing PDF or Word doc.
- Video to SOP: record a process once and turn it into written steps or a video guide.
- 100+ SOP and process templates, checklists and a diagram creator.
- Auto-translate: write a SOP once and read it in English, French, German, Portuguese and Spanish.
Sharing with teams:
- Coral, Whale's AI assistant: ask a question in plain language and get the answer from your approved SOPs, with the source. - - Works in the web app, mobile app, CoPilot browser extension, Slack (@Whale) and Microsoft Teams. Coral only answers from what each person can see, and says so when a topic isn't covered instead of guessing.
- Mobile app and QR codes: SOPs on the workfloor, on iOS and Android.
- Contextual suggestions: the right SOP shows up inside the web tool your team is working in.
- Public share and export to PDF or Word.
Training Features
- Training flows: build an onboarding path once, then assign or schedule it per team and role.
- AI quizzes: turn any SOP into a quiz in one click.
- Read assignments with due dates, e-signatures and badges.
- Analytics and reporting: see what your team uses, what they skip and who needs help.
Manage features
- Whale Agents: find outdated content, unanswered questions, search gaps, training gaps and unread content. They run daily, weekly or monthly, you choose, and Coral proposes the fix for you to approve.
- Expert review cycles, version history and approval flows.
Advanced permissions, SSO, SCIM user provisioning and HRIS integrations.
- Whale MCP: connect Claude, ChatGPT, Gemini or any MCP-compatible AI tool to your Whale workspace.
- Integrations with Slack, Microsoft Teams, Google Drive, - - OneDrive, Zapier (1,000+ apps) and more.
- SOC 2 certified, GDPR aligned and HIPAA ready, with hosting in Europe or the United States.
Why Teams Choose Whale SOP Software:
- Document SOPs in seconds
- Cut onboarding time by 50% by connecting training to live processes
- Reduce documentation time by 70% with AI-powered capture
- Keep knowledge current (not buried in Google Docs nobody reads)
- Train AI agents on company processes
Who Uses Whale:
Operations, HR, onboarding and training leads at mid-market (+25 people) and enterprise companies who need to onboard faster and standardize without slowing down. in medical, retail, hospitality, manufacturing, construction, warehousing, financial services and IT services.
Companies like Nespresso, Johnstone Supply and Harvard Business School use Whale.
Average Rating: 4.8/5.0
Total Reviews: 212
How Do G2 Users Rate Whale?
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Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.0/10)
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Performance: 9.6/10 (Category avg: 8.8/10)
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User, Role, and Access Management: 9.3/10 (Category avg: 8.8/10)
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Activity Dashboard: 9.4/10 (Category avg: 8.5/10)
Who Is the Company Behind Whale?
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Seller: Whale
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Company Website:
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Year Founded: 2022
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HQ Location: Chicago, IL
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LinkedIn® Page: www.linkedin.com
27 employees on LinkedIn®
Who Uses This Product?
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Top Industries: Marketing and Advertising, Information Technology and Services
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Company Size: 56% Small, 41% Medium
What Do G2 Reviewers Say About Whale?
AI-generated summary from verified user reviews
Pros
- Users value the ease of use of Whale, finding it user-friendly and intuitive for daily tasks.
- Users find Whale extremely user-friendly and straightforward, enhancing productivity with easy uploads and efficient keyword tagging.
- Users appreciate the flexible and integrated features of Whale, significantly enhancing productivity and collaboration across teams.
- Users find Whale to be exceptionally user-friendly and intuitive, making document management and onboarding extremely straightforward.
- Users commend Whale for its easy access to essential information, enhancing efficiency and user experience across teams.
Cons
- Users find limited customization frustrating, especially regarding user permissions and formatting controls on Whale.
- Users find a lack of customization in Whale, limiting control over permissions and formatting options when needed.
- Users highlight a lack of information regarding AI tools, wishing for better resources to enhance documentation.
- Users face limited access, making it hard to connect files and restrict user permissions effectively.
- Users note the missing features like individual training records, which hinder usability and integration with external links.
What Are G2 Users Discussing About Whale?
