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Canopy
Workflow & Automation
Task Automation Recipes

Task Automation Recipes

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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 Complete a Main Task after all Subtasks are Completed
Automatically Update Status as Project Progresses
Initiate a Project Workflow After Onboarding is Complete

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