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AI Agents for Marketing: Automate Workflows with Copilot

AI Agents for Marketing: Automate Workflows with Copilot

33mIntermediate2025-07-09

Authors

Nitin Aggarwal

Nitin Aggarwal

Nia Joseph

Nia Joseph

Course details

Unleash the potential of Copilot agents to transform your marketing strategies. In this course, Microsoft AI experts Nitin Aggarwal and Nia Joseph show how to integrate AI seamlessly into marketing workflows. Learn structured frameworks to ensure AI agents have clearly defined use cases and are built with ethical principles in mind, and see how to build and optimize these agents step by step. Nitin and Nia cover how to personalize AI interactions to enhance customer engagement and maintain brand consistency, and provide practical exercises and a capstone project to help you solidify your learning.

Learning objectives
Identify the different types of AI agents and match them to specific marketing applications.
Describe the PILLAR framework and explain how it leads to AI agents with clear purposes and ethical principles.
Describe the main steps included in creating AI agents in Copilot Studio.
Explain how to personalize AI interactions to enhance customer engagement and maintain brand consistency.
Explain the key principles of data privacy and demonstrate how to implement them in AI agents to ensure compliance with privacy regulations.

Skills covered

AI for Business AnalysisMicrosoft CopilotAI Productivity ToolsArtificial Intelligence for BusinessBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

  • 01 - Welcome
  • 02 - Enhance marketing efficiency with AI agents

1. Foundations of AI Agents for Marketers

  • 03 - The PILLAR framework for AI agents
  • 04 - Exploring types of AI agents
  • 05 - Foundational marketing principles for AI

2. Building AI Agents with Copilot

  • 06 - The ACTION framework for building agents in Copilot Studio
  • 07 - Real-world applications

3. Managing and Optimizing AI Agents

  • 08 - The RESULTS framework for optimizing AI
  • 09 - Personalizing AI responses
  • 10 - Embedding responsible AI principles in marketing
  • 11 - Capstone project - Building your marketing agent

4. Advanced - Capstone Project

  • 12 - Conclusion

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