Choose the marketing task first
These workflows prepare reviewable work from supplied or permitted references. A notebook is context, not automatic Google Drive access or a background publishing agent.
Campaign brief example
Fictional Juniper Studio supplies an audience and goal but no approved offer or proof. Expected draft: those two fields are unknown, with questions for the reviewer. Do not create a made-up discount or promise.
Download free three-file pack See the campaign brief fields and fictional output
Copilot setup that matches the current account
- In Microsoft Copilot Notebooks, add permitted references. Supported types and limits depend on your account.
- The source pack is plain text. If .md is not accepted, copy its complete text into a supported .txt reference without dropping rules or stop points.
- Use notebook instructions for the job, then run the setup conversation and fictional test.
- If Notebooks are unavailable, paste the complete skill and approved inputs into a manual chat run. Review the output before copying it elsewhere.
Microsoft's current references page lists .txt among supported types. Linked references must be permitted organizational content; do not assume a public download URL can be used as a linked notebook reference.
Microsoft: notebook reference types and access · Microsoft: notebook instructions
More marketing workflows
Campaign Brief Agent for Microsoft Copilot
It normalizes the request into a complete campaign brief in a Google Doc, evidence-linked, with the open questions called out for a human to answer.
Setup guide →Lead Capture Agent for Microsoft Copilot
It processes new form leads into a deduplicated review queue with consent status and a next step per lead, ready for your follow-up the same day.
Setup guide →Performance Reporting Agent for Microsoft Copilot
It turns your approved channel exports into the same report every month: campaign, spend, result, source, variance and the next question, with every number traced to its source row.
Setup guide →Social Media Calendar Agent for Microsoft Copilot
It turns approved campaign inputs into a channel-ready calendar: date, channel, post draft, asset, owner and approval status, in one Google Sheet.
Setup guide →Limits and review gates
Free downloads do not include a Microsoft subscription. Account features, source access and destination writes must be checked separately. Keep drafts manual unless a supported automation is explicitly configured. No live Copilot account test is claimed here.
AI Agent Skills is independent and is not endorsed by Microsoft.