> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getconduit.app/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Use Case: Enhancing Project Management with Copilot

This use case shows how to use Copilot for basic tasks with project management data and CRM systems.

### Source dataset overview

The dataset we use has information for agency operations, including project specifics, product details, project statuses, and start dates (launch dates). 

| Project            | Product                | Mode of Sale | Partner                | Project Status      | Actual Start |
|--------------------|------------------------|--------------|------------------------|---------------------|--------------|
| Vision Enterprises | UXI                    | On-prem      | CloudTech Solutions    | In Progress         | January      |
| Nexus Innovations  | EC                     | MSP          | ConnectX Solutions     | Pending Training    | March        |
| DataMinds          | Wi-Fi                  | On-prem      | TechHub Dynamics       | Pending             | May          |
| Quantum Networks   | Switch, NAC            | On-prem      | NetworkPro Alliance    | Pending Meeting     | June         |
| Alpha Synergy      | EC, UXI                | MSP          | Innovate Systems       | Lost                | August       |
| Synergetic Solutions| NAC                   | MSP          | IntegrateX Partners    | In Progress         | September    |
| ByteCrafters       | Wi-Fi, Switch          | On-prem      | DataLink Innovations   | Pending             | October      |
| ProActive Ventures | EC, NAC, Wi-Fi         | MSP          | CloudConnect Dynamics  | Pending Meeting     | November     |
| QuantumLeap Tech   | EC, Switch             | On-prem      | NexGen Solutions       | Pending Training    | December     |
| Elite Connectors   | NAC                    | MSP          | SecureNet Integrations | In Progress         | February     |
| Fusion Dynamics    | UXI, Wi-Fi             | On-prem      | Connectify Systems     | Pending             | April        |
| ... | ...      | ... | ... | ... | ... |

Now, as we connect this dataset to Copilot, let's explore the use case.

### Find data

Easily find projects based on their current status, launch date, or partner, enabling a quick overview of ongoing initiatives.

Let’s have the Copilot pull the projects, that are currently in progress:
_Show me the projects with “In Progress” status_

And here are our results:
![](https://storage.crisp.chat/users/helpdesk/website/39e5340fb975fe00/inprogress_1w2t67e.png)

Now, let’s pull the pending projects with the launch date scheduled for February:
_Show me the in progress projects scheduled for February_

Results screenshot
![](https://storage.crisp.chat/users/helpdesk/website/39e5340fb975fe00/inprogfebruary_dslgst.png)

### Basic Statistics

Copilot allows examination of how partners contribute to project success. Let’s identify, who was the most performing partner:

![](https://storage.crisp.chat/users/helpdesk/website/39e5340fb975fe00/unnamed-6_u3nmcv.png)