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CData Internal Use Cases

How CData uses its own products (Connect AI, Sync, and the broader connectivity platform) to solve real problems for our teams. Each entry is a use case our teams actually run day to day.

Every use case includes a walkthrough video. Many also ship a configuration guide and a reusable Claude skill you can install and adapt to your own setup.

Use cases

Use caseVideoConfig guideSkill
FP&A▶️ WatchComing soon.Coming soon.
Customer Success▶️ Watch📄 Guideaccount-intelligence

Skills

Reusable skills live in skills/ and are shared across use cases. Each skill folder contains the readable SKILL.md source plus a packaged .skill file you can install directly.

SkillWhat it doesUsed by
account-intelligencePulls a complete account brief from Salesforce, JIRA, and Gong into a visual dashboardCustomer Success

License

MIT © CData Software, Inc.

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