Marketing scenario: Creating a marketing Bill of Materials (Copilot Studio)
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Leads created
Cost per lead generated
Value benefit
Revenue growth
Cost savings
Using Copilot to create a marketing Bill of Materials
1. Brainstorm assets
Use Microsoft Copilot to brainstorm a list of assets for an upcoming announcement. Ask Copilot about what assets are currently available, enriched with data from Seismic using the Copilot Studio agent.
Copilot Studio Agent
Benefit: Kickstart your project as you spark ideas with Copilot and take inventory of what is already available.
2. Create taglines
Prompt Copilot to come up with a clever tagline for the PR announcement that will be on all marketing materials, tying them together. Use Copilot Pages to tweak and finalize the tagline.
Business Chat1
Benefit: Creating captivating taglines is an art – get started by using the power of the AI language model.
3. Create a messaging framework
Create your messaging and positioning framework by using Copilot in Word to generate a draft, referencing key documents.
Copilot in Word
Benefit: Get to a first draft quickly by relying on Copilot in Word for starting your Messaging and Positioning Framework.
4. Meet with product group
Meet with the product group and use Copilot in Teams to summarize the meeting and identify action items to ensure alignment on key features.
Copilot in Teams
Benefit: Leverage meeting recap to capture action items and alignment to move forward.
5. Build assets
Build out additional assets like a product narrative and pitch deck with Copilot in Word and PowerPoint. Use Copilot to generate copy and images.
Copilot in PowerPoint
Copilot in Word
Benefit: Use Draft with Copilot to create a product narrative and then Create a presentation adding notes, the product description document and other context.
6. Track inventory
Use Copilot in Loop to collaborate with graphic designers and various groups on thr status of assets (draft, in design, in review).
Copilot in Loop
Benefit: Use Copilot in Loop to help everyone get to the point by summarizing the content of a Loop page.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
