Available with: Copilot Studio
Marketing scenario: Marketing brief creation agent
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.
Gathers insights from internal data (CRM, past campaigns).

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.

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.

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 Agent
Adapts briefs to suit the specific goals of creative, content, and campaign teams.
Feedback from the Stakeholders is tracked.

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.

Copilot Studio Agent
Identifies gaps and suggests tailored updates for more effective execution.
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.
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