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

Here are our results:

Now, let’s pull the pending projects with the launch date scheduled for February: Show me the in proggres projects scheduled for February

The Results screenshot

Basic Statistics

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