Conduit Docs
  • Getting Started
    • Importing Data
    • Connecting Multiple Accounts
    • How To Invite Additional Team Members to Your Account
    • How Does the Trial Work?
    • What's a Table/Data Schema?
    • Number of Sub-Connections
    • Default Time Range for Downloading Data
    • Conduit Data Lake
    • Conduit vs Boost.Space
    • Conduit vs Reportz.io
    • Conduit vs Google Looker Studio
  • Use Cases
    • Use Case: AI-powered Text Extraction
    • Use Case: Track Ad Campaign Performance with Conduit
    • Use Case: Enhancing Project Management with Copilot
    • Use Case: Using Conduit for Financial Analysis
    • Use Case: Use ChatGPT with your data
    • Use Case: Build financial models from raw transactional data and generate P&L statements.
    • Use Case: Marketing data analytics
    • Use Case: Using data science frameworks using your data in spreadsheets Low-Code
    • Use Case: Custom Dimensions for Ad Operations
    • Use Case: Custom dimensions for E-Commerce
    • Use Case: Extract invoices from PDF
    • Use Case: Export data from SaaS applications to your spreadsheet
    • Use Case: Online store and a physical retail locations consolidated
    • Use Case: Pull data from Advertisement platforms to a spreadsheet
    • Use Case: Consolidation of data received as separate files, for example, separate Excel reports
    • Use Case: Names, IDs, SKUs normalization
    • Use Case: Integrating Conduit with a custom CRM using SSO/OAuth2
    • Use Case: Chat Bot for Your Data
    • Use Case: Display Net sales On a Dashboard by Subtracting Ad spend from Total Sales
    • Use Case: Conduit for Healthcare Applications
  • Security & Data Privacy
    • Data Retention Policy
    • How Conduit Complies with GDPR?
    • Security
  • Spreadsheets
    • Writing data to spreadsheets: Overwrite and Update
    • Using Formulas in Spreadsheets
    • The Time Range in formulas
    • The table in the spreadsheet does not start from the first line
  • Conduit for Digital Agencies
    • How to Use White Label
    • What is a Workspace and a Sub-account
    • Use Case: Creating a Dashboard for Two Clients
    • Users in Your Team vs. Sub-Accounts in Workspaces
    • Deleting a Workspace
    • How to Log Into a Workspace
    • How to Buy Additional Workspaces
    • Schedulers in Workspaces
  • Troubleshooting
    • Error codes and how to troubleshoot data-related issues
    • Google Drive Refusing To Connect
    • Why Are my Shopify stats different?
    • Facebook Integration: How to Fix the GraphMethodException Error
  • Copilot
    • Copilot Roles: Data Analyst vs AI Generalist
    • Conduit Copilot vs. ChatGPT – What's The Difference?
    • How to Tune the Copilot
    • Data Sources for Copilot
  • For Developers
    • IP Addresses of Conduit Servers
    • Create an AI Сopilot for your app
    • Manage your AI Copilot users
    • Upload CSV files to Conduit via API (Guide)
  • Integrations
    • Instagram Integration
    • Dashboard Widgets Based On a SQL Connection
    • GA4 Integration Notes
    • Salesloft Integration
    • Self-service and Manual integrations
    • Installing Google Sheets Add-On
    • Slack Integration
    • YouTube Integration
    • HubSpot Integration
    • Conduit integration for Bigcommerce
    • Xero Integration
    • Recharge integration
    • Wrike Integration
    • Zoho Integration
    • Monday.com Integration
    • ActiveCampaign Integration
    • ClickUp Integration
    • FreshSales Integration
    • Google Ads Quality Score
    • Facebook Ads Reach
    • Shopify Net Sales and Returns
    • Gorgias tickets with Spam/Deleted/Auto-Close statuses
    • Looker Studio Connector
  • Workflows
    • Workflows – Adding New Columns
    • Workflows – using the Join by Key block
    • Workflows – using the Union block
    • Workflows – using the Transpose block
    • Workflows – creating a weekly Ad Spend report
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  1. 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).

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:

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Last updated 11 months ago