Getting Started Guides


Reach out to your Canopy representative to have Connect enabled in your environment.

Once enabled, Connect will appear in your CanopyOS menu for Admin level users.

Creating Your First Flow


Increasing Repayment Rates

For this tutorial, we'll use the case of wanting to send borrowers upcoming payment reminders to help increase repayment rates.

Note: Canopy has already created a template for this scenario for you out of the box, but we'll walk through how you could have done it yourself as well.

Starting a New Workflow

Setting Workflow Steps & Logic


Publishing & Activation