Using Conduit for Financial Analysis
Intro In this use case, we'll explore the capabilities of Conduit for financial analysis, particularly focusing on transactions and expenditure data. P&L Report Our goal is to conduct a financial analysis by creating a basic Profit & Loss report. For this example, we'll use the following table, as our primary dataset. This table stores some financial data, related to real estate managementFew readersUse 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). |—|—|—|—|-Few readers