A Closer Look: Workflow Automation

Come get a closer look into Canopy’s Workflow automation with Malcolm Felt & Jonathan Timothy. Explore how Canopy can help your firm increase efficiency and improve accuracy.

In this webinar you’ll learn:

• All of the different elements (including conditions and actions) of Workflow automation within Canopy
• How to set up automation rules
• Common automation use cases that other firms have leveraged to save them time and manual efforts
• Best practice recommendations relating to automation