Conga Product Documentation

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Use Cases

These are some ways you can ask Copilot questions

Not only can you ask Copilot questions that require advanced pattern-matching, but also questions that require mathematical analysis of results from such queries. The following examples demonstrate some of these capabilities.

Direct Question

You can ask Copilot direct questions about a document:

  • Does this contract have an arbitration clause?
  • What is the governing jurisdiction for this agreement?

Counts

Copilot can count the number of records matching specific criteria:

  • How many agreements do we have with this vendor?
  • How many contracts expire this quarter?

Copilot can answer questions that require simple mathematical analyses, such as sums and differences, averages and means, and minimum and maximum values.

Sums

  • What is the total contract value for all MSAs with this customer?
  • What is the total approved amount for all invoices with a "completed" status?

Differences

How much of a price break did this customer get from FY 2024 to FY 2025?

Averages

  • What is the average deal size for new contracts signed this year?
  • Show me the average discount rate for new deals that reach completion.

Maximum

What is the largest legal claim limit in any of our existing vendor contracts?

Minimum

  • What is the shortest termination notice period across all our standard MSA templates?
  • What is the best per-unit price we have given this customer?

You can also ask Copilot to group records by one or more characteristics:

Grouping

  • Show the count of agreements, grouped by vendor.
  • Show the average contract value by sales region.