Knowledge Base
  • WEBINARS
  • CLIENT PORTAL HELP
  • LOG IN
  1. Canopy
  2. Workflow & Automation
  3. Task Automation Recipes

Task Automation Recipes

Follow New articles New articles and comments

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
  • Status
  • Release Notes
  • Product Feedback
  • Terms & Conditions
  • Privacy
  • Google Data Use Disclosure