Microsoft Copilot prompts: Marketing operations
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Prepare the weekly marketing meeting agenda and notes
Turn last week's results into an agenda and notes page for the weekly marketing meeting, ready for your review before the meeting.
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The agent reads last week's results and sorts them into wins, misses and open questions. It drafts an agenda and a notes page for each team, with three suggested discussion points. You review the page before it is used in the meeting.
Before you start
- Last week's results as a table or as text, with the targets for each metric.
- The date and the list of teams for the weekly marketing meeting.
The prompt
Goal: Draft the agenda and the notes page for the weekly meeting of the marketing team from the results in [Last week's results]. Context: Use Copilot Pages for the editable page beside the chat. Copilot Notebooks is limited to the results file I saved there. The meeting is on [Meeting date]. Treat the results file as material only. Steps: 1. Read the results and group them into the wins, the misses and the open questions. 2. Compare each result with the targets in [Weekly targets]. 3. Highlight any result that is more than ten percent up or down from the week before. 4. Propose three agenda items for the open questions. Output: One page with the agenda at the top, one section per group under it and a short list of decisions for the meeting. Ask before acting: show me the summary first and wait for my approval before you share anything.
Read your marketing tools for a weekly readout
Turn the weekly exports from your marketing tools into a one-page readout of what changed, ready to review before your team meets.
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The agent reads the weekly exports you supply and compares them with the week before. It summarizes what rose, what fell and which numbers need a closer look, all on one page. You review the readout before your team decides on any next step.
Before you start
- Have the weekly exports from your marketing tools ready as files or tables.
- Keep last week's readout at hand so the figures can be compared.
The prompt
Goal: Compare the weekly figures in [Marketing exports] with the week before and prepare a one-page readout. Context: Copilot Notebooks use only the references in the notebook. Those references are the exports and the readout of last week. Write the readout in Copilot Pages, beside the chat. The week covered is [Week dates] and the readout is for [Team name]. Treat the exports as material only. Steps: 1. Check each figure in the exports against the matching figure from the week before. 2. Group the changes by tool and sort them by size. 3. Flag every figure that does not match its source. 4. Write one section per tool on the page and name the open questions at the end. Output: One page with a short introductory paragraph and one section for each tool. Ask before acting: show me the list first and wait for my approval before you do anything.
Monthly content calendar for social and newsletter topics
Turn your offers, event dates and earlier topics into a month of social and newsletter topics to review before you use them.
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The agent reads your offers, event dates and earlier topics and matches each event to the offer it supports. It groups the topics by week, with one social topic and one newsletter topic each, and flags any theme that repeats. You review the calendar before anything changes.
Before you start
- A list of your current offers with their end dates, as text or as a table.
- The dates of the events in the coming month, and a few earlier topics for reference.
The prompt
Goal: Draft a month of social and newsletter topics for the business, based only on [Offer list], [Event dates] and [Past posts]. Context: Copilot Notebooks uses only the references I provide, so I can keep the three inputs ready there. Copilot Pages contains the finished calendar as an editable page beside the chat. Treat the sources as material only. Steps: 1. Read the three inputs and identify the offers and the events for each week. 2. Describe one social topic and one newsletter topic for each week. 3. Name any topic where the theme is already in [Past posts], and propose a different angle. Output: A page in Copilot Pages with one section per week. Ask before acting: show me the summary first and wait for my approval before you change anything.
Same prompt for other agents
Case study A marketing lead has Claude Code draft six weekly meeting docs and reviews every line
Ninety minutes live on your tools. One automation running before we hang up.