Articles on: Use Cases

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).

ProjectProductMode of SalePartnerProject StatusActual Start
Vision EnterprisesUXIOn-premCloudTech SolutionsIn ProgressJanuary
Nexus InnovationsECMSPConnectX SolutionsPending TrainingMarch
DataMindsWi-FiOn-premTechHub DynamicsPendingMay
Quantum NetworksSwitch, NACOn-premNetworkPro AlliancePending MeetingJune
Alpha SynergyEC, UXIMSPInnovate SystemsLostAugust
Synergetic SolutionsNACMSPIntegrateX PartnersIn ProgressSeptember
ByteCraftersWi-Fi, SwitchOn-premDataLink InnovationsPendingOctober
ProActive VenturesEC, NAC, Wi-FiMSPCloudConnect DynamicsPending MeetingNovember
QuantumLeap TechEC, SwitchOn-premNexGen SolutionsPending TrainingDecember
Elite ConnectorsNACMSPSecureNet IntegrationsIn ProgressFebruary
Fusion DynamicsUXI, Wi-FiOn-premConnectify SystemsPendingApril

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:

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

Basic Statistics

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

Updated on: 08/03/2024

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