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View downloadsMarketing scenario: Creating a marketing Bill of Materials (Copilot for Microsoft 365)
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Copilot for Microsoft 365 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.
Copilot2
Copilot Studio
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.
Copilot1
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 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 and the content of documents linked in the workspace.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
