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Workflow & Automation
Workflow & Automation

Learn how to track work progress with ease. Canopy's Workflow helps you automate repeated tasks.

42 articles

Task Automation Recipes

Follow these step-by-step automation recipes to help your firm work more efficiently and get more done. We recommend these recipes after you have basic understanding of Workflow Automation.


Record the Date of an Event
Send Approaching Date Notice to Team Members
Send an Automatic Confirmation Email to Clients
Automatically Update Status as Project Progresses
Initiate a Project Workflow After Onboarding is Complete