Your No-code and AI Automation Partner

Automate document management with Canopy

Enhance efficiency by automating document workflows with Canopy. Seamlessly connect Google Drive and Slack to ensure timely updates and team collaboration.

When a Document Uploaded

1. Document Upload Trigger

Trigger when a document is uploaded to a client folder.

Attach Document to Client Profile

2. Update Client Profile

Automatically attach document to the client's profile.

Send Notification to Slack Channel

3. Notify Team Members

Notify team members of new document via Slack.

- Repeat -

Automation Benefits

Experience numerous benefits by automating document workflows with Canopy.

Time Savings

Reduce time spent on manual document updates and communication.

Accuracy Improvement

Enhance accuracy by automating document management tasks.

Streamlined Workflow

Create a smooth, uninterrupted document workflow process.

Boosted Productivity

Allow your team to focus on value-added tasks, boosting productivity.

Improved Client Service

Deliver more timely and accurate service to your clients.

Enhanced Collaboration

Facilitate better team collaboration with real-time updates.

Features

Key Features of the Automation

Discover how this automation can transform your document workflow.

1
Real-time Document Updates
Ensure client profiles are updated instantly with new documents.
2
Enhanced Team Communication
Notify team members immediately to promote prompt action.
3
Seamless Integration
Effortlessly connect Canopy, Google Drive, and Slack.

Outcomes

Transformative Outcomes

Implementing this automation leads to substantial improvements in workflow and efficiency.

40%

Improved Efficiency

2x

Faster Document Processing

70%

Reduced Manual Errors

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Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.

Learn More

Ellie (AI Assistant)

Ask me anything and watch how I respond.

Smart Email AI assistants for your Inbox

From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.

Put your internal knowledge to work with RAG AI

RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.

FAQ

Automation FAQs

Get answers to common questions about this document management automation.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time

One-time Fee

Pay once for build out.

Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly

Build Fee + Maintenance Fee

from 300$/month

Pay for build + lower recurring maintenance fee.

Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract

Recurring

from $600/month

Use our pre-built solution with no changes.

Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.