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Canopy + Otter.ai

Create new Canopy clients from new Otter.ai recordings

Whenever a new recording is created in Otter.ai, this workflow springs into action - it populates the Canopy app with a separate client. This automation is beneficial for professionals who often use audio transcriptions and want to ensure each client transcript is organized efficiently in a simple and streamlined manner. Saving you time and minimizing manual data entry errors.

When this happens...
New RecordingTriggers when a new recording is available in Otter
TriggerInstant
automatically do this!
Create Individual ClientCreates a new individual client.
ActionWrite

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More things you can do with Otter.ai and Canopy

Discover other triggers and actions you can use with Otter.ai and Canopy

New Recording
Triggers when a new recording is available in Otter
Trigger
Instant
Try It
New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write

- Business Name
- Email Address
- External ID
Action
Search
- Business Name
- Email Address
- External ID
Action
Search or write

- File
  Required
- Name
  Required
Action
Write
Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

HelpHelp

Related categories

Accounting

About Otter.ai

Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating accurate and efficient note-taking.

Learn moreLearn moreHelpHelp

Related categories

AI Meeting Assistants