Learn to Build A Copilot Marketing Agent

Build a Copilot Marketing Agent

Welcome to the resource center for Building a Copilot Marketing Agent.
This page includes what you need to prepare for the workshop, the workbook, and how to keep building Copilot marketing agents afterward.

You’ll learn to build a working Content Marketing Assistant agent that can help create content briefs, generate marketing ideas, repurpose content, support business development, and work from approved firm knowledge.

Then, you can take it one step further with a repeatable process to create additional marketing agents for other functions.

Download Pre-work, During, and Post-Course Resources

Pre-work: Prepare for the Workshop

Prepare the information your agent needs to understand its job, your audience, your services, and how you want it to work. Use the CoPilot-Agent-Pre-Workshop-Documents zip file to access the following resources.

Important: Do This First

Before building an agent, confirm that you have the technology and permissions needed, including:

• Access to Microsoft 365 and Copilot Studio.
• Permission to create a new agent, as well as to publish and share.
• The ability to upload documents.
• Premium access if you plan to share your finished agent with others.

Important:

Do not upload confidential client information, personal data, tax records, financial records, or internal documents your firm has not approved for use with AI tools.

Pre-Work Resource Zip

The zip file contains several documents you will need to build your agent, as well as additional resources, including:

• Agent Idea Worksheet: Use this worksheet to identify repetitive or time-consuming marketing activities that could become practical agent use cases.

• Sample Buyer Personas: The sample personas give your agent context about audience goals, pain points, buyer questions, and more to create relevant marketing recommendations.

• Sample Service Pages: These sample pages provide approved information your agent can reference when creating marketing content.

• Content Brief: The sample content brief gives the agent additional context it can use when planning and developing content.

• Agent Planning Worksheet: Use this worksheet to think through the agent’s purpose, responsibilities, audience, knowledge sources, expected outputs, and review requirements.

• 20 FAQs: Use the FAQs as a knowledge resource, source of content ideas, and testing material for your agent.

• Sample Four-Week Content Calendar: Instead of generating disconnected ideas, your agent can use an existing calendar to understand how individual marketing activities fit into a larger plan.

• Marketing Agent Canvas: Use the canvas to define the agent’s purpose, audience, responsibilities, knowledge, guardrails, outputs, and measures of success.

Your first marketing agent will be a Content Marketing Assistant for an accounting firm. Think of it like hiring a new marketing team member. They need to know their job, who your firm serves, what services you offer, what resources to use, what not to do, and what good work looks like.

During the workshop, you’ll move through five stages.

1. Meet Your New Team Member: You’ll create your marketing assistant in Microsoft Copilot Studio and define its role, purpose, and responsibilities.
2. Train Your Marketing Agent: You’ll write the instructions that guide how your assistant behaves. You’ll also connect knowledge sources. This is where your agent begins moving from a generic AI tool to an assistant that understands your firm’s marketing environment.
3. Give It Its First Assignment: You’ll put your new assistant to work.
4. Coach & Improve Performance: You’ll evaluate its responses, adjust its instructions or knowledge, and test it again. You’ll learn to spot issues, such as accuracy, consistency, relevance, scope, and whether the agent is actually using the information you’ve provided.
5. Build Your AI Marketing Team: Once you’ve built one useful marketing agent, you don’t have to start from scratch. The workbook includes 25 additional marketing agent ideas across content creation, SEO and AI visibility, research, business development, client experience, and internal marketing operations.

During & Post-Course Resources

Complete your pre-work before class, build using the during-class resources, and use the post-course resources to keep experimenting afterward.