Workflows

Start anywhere.
Keep the thread.

Software work rarely begins at a blank prompt. It begins with an outcome, a ticket, a failed check, a review comment, or a question. Canopy keeps each path connected to the same local project.

See what’s newBrowse every workflow
Recently added

Small entry points.
Longer-lived work.

These workflows now sit alongside terminals, Git, previews, and agents. Each one preserves the useful context around the action, so it can become work later without starting over.

01
newAccount profiles

Put the right agent account on the job.

Keep work and personal CLI logins separate, then choose the profile new agents should use without signing in again.

1choose profile2start agent3keep billing separate
02
newScratchpad

Catch a loose end while it still has context.

Save a bug, idea, or follow-up against the project and return to the exact work that was on screen when you noticed it.

1capture context2shape the note3work on it later
03
newCompanion

Ask for help from anywhere in Canopy.

Summon a named companion with the current project and open-view context to explain code, review a PR, or start a saved service.

1open from any view2share local context3take the next action
04
newProject research

Turn a question into durable project knowledge.

Keep the question, sources, findings, recommendation, and unresolved choices together instead of losing them in a terminal transcript.

1ask a question2inspect sources3retain the finding
05
newDurable tasks

Keep the work after the terminal closes.

Completed agent jobs remain searchable with their brief, outcome, touched files, timing, and retained evidence—ready to continue or run again.

1run the brief2record the outcome3continue or repeat
End-to-end paths

Follow the work,
not a prescribed tool.

Use Canopy’s guided Build lens or work directly in Engineer. Both routes preserve the same project, processes, agent activity, and evidence underneath.

Build01

Turn an outcome into a verified change

Start with what should be different. Canopy scopes the task, selects an eligible route, keeps the attempt durable, and records observed checks before calling it done.

  1. 01Describe the outcome
  2. 02Confirm scope and risk
  3. 03Route a bounded attempt
  4. 04Run the real project
  5. 05Record verification evidence
Explore Build mode
Engineer02

Take a ticket to a reviewable branch

Open an issue, give an agent an isolated worktree, keep its native terminal in view, then inspect the resulting files, commits, and pull request.

  1. 01Open the ticket
  2. 02Create an isolated workspace
  3. 03Run your chosen CLI
  4. 04Inspect diff and checks
  5. 05Prepare the pull request
Explore Engineer mode
Review03

Review a pull request without losing the thread

Read the diff and existing discussion, run a bounded agent review, edit its findings as drafts, and return follow-up work to the recorded conversation.

  1. 01Read diff and threads
  2. 02Run focused checks
  3. 03Stage editable findings
  4. 04Post as a human action
  5. 05Resume for follow-up
See review workflows
Mesh04

Run parallel agents without invisible coordination

Give each session a visible identity. Agents exchange messages, claim files, refuse unsafe overlap, and surface stalls while you keep the whole project in view.

  1. 01Split the work
  2. 02Start independent sessions
  3. 03Claim file ownership
  4. 04Coordinate through messages
  5. 05Resolve stalls and combine
See the agent mesh
Research05

Investigate before you change the code

Start from an open question, retain source-backed findings with the project, then hand the recommendation to an agent when it becomes implementation work.

  1. 01Frame the question
  2. 02Gather source material
  3. 03Record findings
  4. 04Choose a recommendation
  5. 05Turn it into work
See project research
Remote06

Keep a running job moving from another device

Enable access when you need it, check agent state from a phone or browser, answer a question, start work, or stop a process without moving the project to the cloud.

  1. 01Enable remote access
  2. 02Check live state
  3. 03Answer what needs you
  4. 04Start or stop work
  5. 05Return to the desktop
See remote control
One project, two lenses

Choose how much of the machinery you want to hold.

Switch at any point. There is no export, hosted fork, or context rebuild between the two sides.

BuildDescribe the outcome.

Canopy manages task continuity, routing, runtime, recovery, and verification.

Explore Build mode →
same local project⇄switch at any point
EngineerDirect every detail.

Choose the CLI, terminal, worktree, process, diff, and review action yourself.

Explore Engineer mode →
Free · local-first · MIT licensed

Bring the next piece of work.

Canopy keeps the route visible and the project yours.

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