Setup guides

AI agents for marketing teams on Microsoft Copilot

Campaigns stall in the gaps between tools: briefs half-written, leads waiting on dedupe, reports rebuilt every month. These four agents take the repeatable document and sheet work so the team ships campaigns instead of formatting them.

The four agents, on Microsoft Copilot

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 →

How setup works on Microsoft Copilot

With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.

Honest limits

Notebooks need a work or school Microsoft 365 Copilot license. In consumer Copilot, treat each session as fresh: re-attach the files and re-paste the usage prompt.

Questions people ask

Which AI agents for marketing teams run on Microsoft Copilot?

All four: Campaign Brief Agent, Lead Capture Agent, Performance Reporting Agent, Social Media Calendar Agent. Each is $19 one-time - three plain-text files that live in a Microsoft 365 Copilot Notebook.

Why run marketing teams agents on Microsoft Copilot?

With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.

Is this affiliated with Microsoft Copilot?

No. AI Agent Skills is an independent store, not affiliated with or endorsed by Microsoft Copilot or its makers.

AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers.