Get Started using our AI Email Tools
At Canopy, we’re dedicated to leveraging AI tools to boost your workflow and help you focus on what matters most—driving impactful projects. Along with our AI assistant for drafting emails, we’re excited to introduce the new AI-powered Email Summaries feature. Now, you can quickly summarize the content of any individual email or an entire conversation thread, making it easier to extract key information and stay on top of your inbox.
Use the Email Summary Beta
If you haven't synced your email with Canopy yet, click here for instructions!
The Email Summaries Beta is simple to use. Just navigate to the Inbox tab or Communications tab in the client record, select the email you'd like summarized, and click the arrow next to "Email Summary Beta" to get a concise overview.
Note! This feature is currently in beta, so be on the lookout for future updates and enhancements! These updates are designed to streamline your email management and improve efficiency. At this time, only Admins have access, but they can grant permissions to other users in the Access and Permissions tab. For instructions on how to grant access, please refer to our article here!
Summarize from the Global Inbox
Email Summaries can be generated from the Global Inbox and the Communications Tab. First, let's check out the Global Inbox.
1. Navigate to the Inbox tab.
2. Select an Email.
3. Click the Arrow on the Email Summaries Beta.
Now you can see a summary of the email thread!
Summarize from the Communications Tab
The Communications tab is located in the Client Record. To summarize emails in the Communications tab, follow the steps below:
Navigate to a Client Record.
Click the Communication tab.
Select an email.
Click the arrow on the Email Summaries Beta.
Use the AI Assistant to Draft an Email
You can use the AI Assistant to help draft an email in Canopy. By doing this, you can save a ton of time while also improving emails' effectiveness. You have access to this feature from the Global + button, Global Inbox, and the Communications tab of a Client Record.
Note: Though the AI Assistant is an amazing tool, it is just that. A tool. The results will only be as good as your prompt. If you get an output that doesn't suit you, you can always revise your prompt. Your personal touch is essential to write engaging correspondence that resonates with your clients!
The following steps start from the Create email window in the Global Inbox.
1. Add Recipients in the To: field and add a Subject.
2. Click the AI Assistant icon.
3. Select the Draft my email option.
Notice that you need to enter info in the Subject, To, and From fields before you can draft an email.
4. Enter keywords and phrases in the Draft details field.
Example: You want to email Ms. Devereaux to set up an appointment for May 2nd at 4 p.m. You also want to discuss which payment method she would prefer. She can pay through the Client Portal or she can have you process the payment from your end. To end the message, you want to offer a 5% discount on next year's tax filing if she refers 2 of her friends or family members to your firm.
In this situation, you'll enter the following prompt in the What topics should this email cover? field:
"suggest meeting at 4 pm on 5/2, which payment method they prefer (client portal or we can process), offer 5% discount next year taxes if refers 2 people to the firm."
5. Select one Style.
You can choose from Business Formal, Neutral, or Casual.
6. Select up to two Tones.
There are eight tones to choose from:
Appreciative
Confident
Concise
Enthusiastic
Friendly
Polite
Straightforward
Urgent
7. Choose a Language.
The email can be translated into English, Spanish, French, or Portuguese.
8. Select Generate Draft.
9. Review the draft in the Draft preview section.
10. Select other Syles, Tones, and Languages, or enter other Draft details, if needed.
11. Click Regenerate Draft.
12. Select the thumbs up or thumbs down icon for better AI drafting experiences in the future.
13. Once you're finished, click Insert Draft.