Marketing scenario: Creating a marketing Bill of Materials (Copilot for Microsoft 365)

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KPIs impacted

Leads created

Cost per lead generated

Value benefit

Revenue growth

Cost savings

Using Copilot to creating a marketing bill of materials (Copilot for Microsoft 365)


1. Brainstorm assets

Use Microsoft Copilot to brainstorm a list of assets for an upcoming announcement. Ask Copilot about what assets are currently available.​

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Copilot Studio

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. ​

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Creating captivating taglines is an art – get started by using the power of the AI language model.

3. Create a MPF

Create your messaging and positioning framework by using Copilot in Word to generate a draft, referencing key documents.​

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Copilot in Word

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. 

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Copilot in Teams

Leverage meeting recap to capture action items and alignment to move forward.

5. Build assets

Build out additional assets like a product description document and pitch deck with Copilot in Word and PowerPoint.

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Copilot in PowerPoint

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Copilot in Word

Use Draft with Copilot to create a product description 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).

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Copilot in Loop

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”