Automate Canopy with Caddi
Built for finance teams.
Canopy organizes the client, the task, and the document. Caddi automates the motions between them so inbound work becomes assigned work without a person interpreting every message.
Automating Canopy takes one screenshare.
Show Caddi the Canopy workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the Canopy task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Canopy
Why teams automate Canopy
Triaging client email into the right task, chasing missing documents, and updating status is constant low-value work. Caddi does it the same way every time.
Loops Caddi runs against Canopy
Email to task
Recommended patternCaddi classifies inbound client email and attachments and creates or advances the matching Canopy task with the right owner.
Document request chase
Recommended patternCaddi pursues outstanding client documents on the firm's cadence and closes the task once received.
Client and billing sync
Recommended patternCaddi keeps the Canopy client record aligned with the ledger and drafts the invoice from completed work.
Where finance teams use it
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Canopy with no rekeying.
Meeting prep & follow-up
Pull the right Canopy data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.
Reporting & archiving
Generate household, performance, or compliance PDFs, file them with the right Canopy metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Canopy, and write the audit-ready record back to the right account.
Questions about automating Canopy
Does Caddi have a real Canopy integration?
Yes. Caddi runs verified code against Canopy's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Canopy is reviewed before it runs in production.
Do I need engineering help to automate Canopy with Caddi?
No. You demonstrate the workflow once — clicking through Canopy the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Canopy data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Canopy with no model in the loop.
Can Caddi connect Canopy to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Canopy, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Canopy?
Drop your work email and we'll show you Caddi running end-to-end against Canopy and the rest of your stack.