Start here if you’re new to Coworker. Watch these videos in order for a quick tour of where everything is and how it fits together.
Each video links to an article with the full, current steps, so if your screen doesn’t match the video, follow the article.
👉 Beta: Coworker is in open beta and will remain in Experimental Features through tax season. To turn it on, click your Profile icon or initials in the bottom left, go to Settings > Experimental Features, and turn on Canopy Coworker.
Required: Standard, Plus, and Premium plans. Coworker can only see and change what your Canopy permissions allow.
Why It Matters: In about 14 minutes, your team learns where Coworker lives, what it can do without asking first, and how to hand off recurring busy-season work like renewal letters and due-date checks. Admins also see which permission and trust settings to review before turning Coworker on for staff.
Table of Contents
Introduction to Coworker
Find Coworker in the navigation bar or in the widget at the bottom right of any page, start a session, and ask your first question. The video also shows how to read the results: Artifacts, Action History, and the questions Coworker asks partway through a session.
👉 Learn more: How do I use Canopy Coworker?
Coworker Permissions and Trust Level Settings
For Admins. Choose which permission sets get the Coworker, Approve Automated Jobs and Coworker Admin permissions. Then set the firm-wide trust levels that decide what Coworker can do without asking, and add an override for a single tool.
👉 Learn more: How do I manage Canopy Coworker settings?
Coworker Automated Jobs and Approvals
Ask Coworker to set up an automated job that runs on a schedule or when something changes in Canopy, such as a task status. Then review each run and approve the work waiting on you in the Approvals tab.
👉 Learn more: How do I use Canopy Coworker?
Recommendations, Performance and Memories in Coworker
Turn on Recommendations so Coworker suggests work based on your tasks, check daily usage and top users on Performance (Admins), and add Memories so Coworker remembers how your firm works.
👉 Learn more: How do I manage Canopy Coworker settings?
Related Articles
Summary
These four videos give a quick tour of Canopy Coworker: sessions, permissions and trust levels, automated jobs, and recommendations, performance and memories. For the full steps, follow the Learn more link under each video.
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