Microsoft Scenario Library Marketing Marketing brief creation agent

Available with: Copilot Studio

Marketing scenario: Marketing brief creation agent

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Scenario

Using AI Agents to build a marketing brief creation agent

Streamline data collection of market insights, customize marketing briefs for different stakeholders, and enable real-time collaboration to improve clarity, alignment, and campaign execution.

1. Gather internal data insights

Gathers insights from internal data (CRM, past campaigns).

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Copilot Studio Agent

Pulls historical performance and CRM data to ground briefs in proven insights.

Gathers insights from external sources (social trends, competitor analysis) to inform marketing briefs.

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Copilot Studio Agent

Brings in social, competitive, and market trends to shape data-backed strategies.

Generates marketing briefs using both predefined and customizable templates to meet unique needs of various marketing teams.

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Copilot Studio Agent

Auto-generates briefs using customizable templates to save time and ensure consistency.

Tailors briefs for marketing functions like creative, content, and campaign teams to align with their specific requirements.

Copilot Studio icon

Copilot Studio Agent

Adapts briefs to suit the specific goals of creative, content, and campaign teams.

Feedback from the Stakeholders is tracked.

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Copilot Studio Agent

Tracks and integrates feedback to keep briefs aligned and up to date.

Recommends updates to briefs by identifying gaps and missing details, tailored to the specific needs of functional areas.

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Copilot Studio Agent

Identifies gaps and suggests tailored updates for more effective execution.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help bring work in house

Copilot can help marketing teams rapidly generate creative content in house reducing reliance on outside agencies.​
Improve quality of campaign content​
  • Improve marketing content​
  • Improve quality of proposals and RFP responses​
  • Improve quality of emails and chats​

How Microsoft Copilot can help manage marketing expenses

Reducing the cost of marketing campaigns is a key benefit from Microsoft Copilot. Cost Per Lead (CPL) can be reduced with better campaign management and is a crucial metric used to measure and monitor the effectiveness of marketing campaigns. It represents the amount of money a business spends to generate a single new lead.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help with lead generation

Lead generation is a critical aspect of marketing and paves the way toward gaining new customers.
Inform market research 
  • Research organization information and competitors
  • Learn how to position the product
  • Recap survey results

How Microsoft Copilot can impact brand value

Brand value isn’t just about logos; it’s about shaping perceptions and building lasting relationships with your audience. A strong brand fuels demand generation.
Draft marketing assets
  • Improve marketing copy by having Copilot check for tone
  • Improve quality of emails campaigns

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-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.