Scenario

Aggregate customer signals, assemble and optimize ads based on individual preferences (like a favorite sports team and film genre), distribute them across channels, and continuously refine future campaigns—enabling deep, personalized audience engagement at scale. 

1. Build a target

A marketing campaign manager uses Researcher to understand which sporting teams and events are the most beloved for a specific age group ​and region.

Researcher icon

Researcher

Sample prompt: Help me build a list of the most popular sporting events by audience age group.

2. Enrich audience signal

With the help of the pre-built Analyst agent in Copilot, the manager pulls data to understand previous campaign performance and engagement among that same demographic.

Analyst icon

Analyst

Sample prompt: Analyze our audience engagement and, for [describe demographic] who are fans of [event], provide a ranked list of sub-segments with recommended targeting strategies for each.

3. Ad creative personalization​

In PowerPoint, the marketer now partners with the creative team to present past work for these audiences. This will help the team to quickly review past assets and brainstorm for the next campaign.

Sample prompt: Create a presentation summarizing the five latest ad campaigns’ creative and performance metrics, [include reference files].

4. Automated campaign alerts​

The campaign marketer uses a custom agent to review campaign data, and apply conditions around key metrics, like underperforming CTR. The agent will automatically create a Teams message to alert the marketing team and post the alert to the appropriate channel.

Microsoft Copilot Studio icon

AI Agent

Benefit: Automates data-driven follow-up by quickly flagging trends that need action; saving time and ensuring faster, smarter marketing decisions. 

5. Refine content

After the launch, the marketer is able to use Copilot to generate a report showing click-through rates, watch time, and conversion. Future campaigns are sharper, faster, and more resonate with each audience.

Power BI icon

Copilot in Power BI

Benefit: Update personalization models and receive recommendations for new content angles (e.g., more exclusive interviews or interactive story formats).

KPIs

Opportunity to impact key functional area KPIs

Allow people to focus on the more creative and strategic tasks, and away from digital drudgery.

Save time

  • Simplify processes and reduce mundane tasks
  • Reduce stress by creating a first draft for difficult emails and documents
  • Keep work organized
  • Reduce overtime requirements

Task organization

Rapidly generate new ideas and concepts, understand potential audience responses, and increase effective collaboration across teams.

Streamline workflows

  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

Improve your data​

Create and optimize marketing content quickly, improve campaign management, and source higher quality market research.

Inform market research 

  • Research organization information and competitors
  • Learn how to position the product
  • Recap survey results

Improve demand generation materials

Speed up internal communications

Save time on administrative activities

Streamline repetitive tasks and processes such as finding assets, ideation, and communication.

Task organization

  • Ensure critical tasks are addressed first
  • Track multiple deadlines

Meeting insights

Plan creation

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.