How to Use Microsoft Copilot to Plan Marketing Content and Briefs
Question details
The user wants to utilize Microsoft Copilot to streamline marketing campaign planning, gather stakeholder input, manage approvals, set reminders, and update content briefs.
- Product
- Microsoft Copilot
- Device & OS
- not provided
- Scenario
- Planning marketing campaigns and managing the lifecycle of marketing content briefs.
- Observed behavior
- The user aims to establish an AI-assisted workflow for drafting marketing briefs, handling inputs, and triggering reminders until publication.
Ensure you have an active Microsoft Copilot license for content generation and access to Power Automate to set up the necessary approval workflows and notification triggers.
Draft Checklists and Content Briefs with Copilot
Leverage Copilot's generative AI capabilities to create structured marketing checklists and draft comprehensive briefs based on stakeholder inputs.
Microsoft Copilot excels at synthesizing information and generating text, making it ideal for creating the foundational documents of your marketing campaign.
Open Microsoft Word and click the Copilot icon in the ribbon to open the chat pane.
Type a prompt such as 'Create a comprehensive planning checklist for a new digital marketing campaign' and press Enter to generate the tasks.
Paste your raw stakeholder feedback into the document or chat, and prompt Copilot with 'Summarize these stakeholder inputs into a structured marketing brief.'
As campaign details evolve, ask Copilot to 'Update the target audience section of this brief based on the following new instructions' to easily refresh the document.
Automate Approvals and Reminders using Power Automate
Since Copilot primarily handles content generation, use Power Automate to manage logistical tasks like notifications and stakeholder approvals.
Plan Marketing Content Effortlessly with WPS AI
WPS Office offers robust AI capabilities built directly into its Writer suite, allowing you to generate marketing briefs, checklists, and campaign plans without seamlessly switching apps.
- 1. Create a Marketing Document: Open WPS Office and create a new Writer document for your marketing brief or campaign checklist.
- 2. Activate WPS AI: Click on the WPS AI icon in the top ribbon or type '@ai' directly in the document to launch the AI assistant.
- 3. Prompt the AI: Enter a descriptive prompt, such as 'Generate a marketing campaign planning checklist' or paste stakeholder notes to summarize them into a professional brief.
- 4. Refine and Update: Use WPS AI's rewriting tools to adjust the tone, expand on specific strategies, and dynamically update the content as the campaign progresses.

Frequently Asked Questions
Can Copilot automatically send email reminders to stakeholders?
No, Copilot is designed primarily for content generation and text synthesis. To send automated email or Teams reminders, you must integrate your workflow with Microsoft Power Automate.
How do I update an existing marketing brief using Copilot?
Open the document containing your marketing brief in Word, activate the Copilot pane, and provide a prompt like 'Update the budget section of this brief with the following new instructions: [insert details]'. Copilot will generate the revised text for you to insert.
Where can I find specialized workflows for marketing tasks in Copilot?
You can visit the Microsoft Copilot Q&A community forums to seek specialized guidance, share effective marketing prompts, and learn workflow strategies from other marketing professionals.




