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SUMMARY:Learning Lab: Building Marketing Agents with Microsoft Copilot Studio
DESCRIPTION:In this hands-on workshop\, participants will learn how to use Microsoft Copilot Studio to build AI-powered marketing agents that support content creation\, lead generation\, campaign planning\, and client engagement. Rather than focusing on theory\, participants will design\, build\, test\, and improve a working marketing agent to solve a real-world challenge faced by accounting-firm marketers. \nWhether you’re new to Copilot Studio or already experimenting with AI tools\, you’ll leave with practical skills\, a functioning agent prototype\, and a framework for identifying future automation opportunities within your marketing processes. \n  \nLearning Objectives \nBy the end of this session\, participants will be able to: \n\nIdentify marketing activities that are good candidates for AI agents and automation.\nDesign and build a functional marketing agent using Microsoft Copilot Studio.\nConnect knowledge sources\, prompts\, and workflows to support marketing and business development activities.\nTest\, evaluate\, and improve agent performance using real-world marketing scenarios.\nDevelop a plan for implementing AI agents within their firm’s marketing operations.\n\n  \nRequired \nYou must have licenses and permissions for the following tools to participate in this course. \n\nMicrosoft 365 account.\nAccess to Microsoft Copilot Studio.\nPermission to create agents.\nAccess to a Power Platform environment.\nAccess to Power Automate.\nAccess to OneDrive or SharePoint for uploading documents.\n\n  \nThree Key Takeaways \n\nBuild a Digital Marketing Team Member: Learn how to create an AI-powered agent that can support content development\, campaign planning\, lead qualification\, and other marketing activities.\nTurn Knowledge into Action: Discover how to use service pages\, buyer personas\, industry expertise\, and firm resources to create agents that provide relevant\, consistent responses.\nLeave with a Working Prototype: Walk away with a functional marketing agent and a roadmap for applying Copilot Studio to your firm’s marketing strategy.\n\n  \nPre-Workshop \n\nComplete the Agent Idea Worksheet.\nDownload the sample documents provided post-registration.\nWatch this 10-minute Overview to familiarize yourself with the interface. https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-what-is-copilot-studio\nPlease confirm you can:\n\n\nLog in to Microsoft 365.\nAccess Copilot Studio.\nCreate a new agent.\nAccess Power Automate.\nUpload a document.\nAccess a Power Platform environment.\n\n  \nProvided Documents \nThe instructor will provide the following documents prior to the course. Please download them and have them available during the class. \nSample Buyer Persona \n\nConstruction Owner.\nManaging Partner.\nSolo CPA.\n\nSample Service Page \n\nAdvisory Services.\nCAS Services.\nTax Planning.\n\nSample Content Brief: Used for the content assistant activity.\nAgent Planning Worksheet: Participants complete during the design phase. \nPost Session Resources \n\n“25 Marketing Agents for Accounting Firms” idea book.\nPrompt library.\n30-day implementation challenge.\nROI calculator worksheet.\nAgent governance checklist.\nMarketing workflow templates.\nTraining Video Resources (YouTube and Microsoft)\n\n  \nSpeaker \nBecky Livingston | Owner/CEO\, Penheel Marketing\n \nBecky Livingston\, founder of Penheel Marketing\, is a leading professional in integrating AI-driven solutions for accounting firms and small businesses. A recognized educator\, she leads the AI Certificate Program at Westchester Community College and serves as an adjunct professor. Becky demystifies complex technology through her blog and committee work with the AAM\, focusing on ethical automation and SEO. When not shaping future-focused business strategies\, this innovator and consultant is a devoted dog lover. \nLearn more: https://Penheel.com.
URL:https://accountingmarketing.org/event/learning-lab-building-marketing-agents-with-microsoft-copilot-studio/
CATEGORIES:Training
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