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AI workflows for sales and marketing
Copy.ai
Turn repeatable go-to-market processes into AI workflows, from account research and content production to lead enrichment. Copy.ai combines chat, structured data and connected actions.
Copy.ai official GTM platform overview graphicExplore the image ↓
What you can do with it
What it is for
Copy.ai now presents itself as a go-to-market platform covering marketing, sales and operations. Its focus extends beyond drafting short copy: teams can encode a repeatable process, supply data and run a workflow against multiple inputs. This is useful when the same research and writing steps recur for many accounts or products.
Start with a workflow that returns a reviewable document or table. For example, research a company, extract evidence about its business and prepare a draft account brief. Keeping human review before CRM updates or outreach makes it easier to catch wrong entities and unsupported personalization.
01
Account briefs
02
Product copy at scale
03
Localized content workflows
A closer look at the product
Official product image. Click to inspect the details.
Official product preview
Key features, practical tasks
Capabilities in practice
Reusable workflows
Represent a recurring process as connected steps instead of repeatedly assembling the same prompts. Define what happens when a step lacks evidence.
Tables and structured inputs
Use consistent fields for accounts, products or source material. Stable schemas make batch results easier to compare and review.
Actions and integrations
Connect workflow steps with supported systems. Check the integration and API access included in your plan before designing around it.
Brand Voice
Apply a shared tone to marketing outputs. Keep factual inputs separate from style examples so attractive phrasing does not introduce new claims.
Multi-model chat
The Chat plan lists access to OpenAI, Anthropic and Gemini models. Chat usage and automated workflow credits are separate purchasing considerations.
Suitable projects
- Account briefs — Collect supported business facts into a fixed template for a salesperson to review.
- Product copy at scale — Generate drafts from a catalog with approved specifications and an explicit missing-data rule.
- Localized content workflows — Create a translation-and-review sequence with terminology and audience requirements attached.
Get started, step by step
- 01
Map the process
- 02
Prepare a small sample
- 03
Run and inspect
- 04
Measure and scale
A first project, from start to finish
A first project, from start to finish
Map the process
Write the current input, decision points and expected output. Pick a process that already works manually.
Prepare a small sample
Use a few representative records, including one incomplete record to expose failure handling.
Run and inspect
Review each step, its sources and the final output. Correct extraction errors before adding more automation.
Measure and scale
Track accepted outputs, correction effort and workflow credits. Add system writes only after the review path is dependable.
Find the right plan for you
Plans and usage
Explore official plans ↗Chat from $24/month, billed annually
Pricing checked on October 5, 2026. See plan details below.
Plans and billing
The current Chat plan is $29/month when billed monthly or $24/month billed $288 annually. It lists five seats, unlimited words in chat and unlimited chat projects. These chat allowances should not be interpreted as unlimited automated workflows.
Annual workflow plans list Growth at $1,000/month with 75 seats and 20,000 workflow credits/month, Expansion at $2,000 with 150 seats and 45,000 credits, and Scale at $3,000 with 200 seats and 75,000 credits. Enterprise is custom-priced. Estimate a representative workflow before deciding which capacity you need.
A few things worth knowing
Frequently asked questions
Is Copy.ai only for short copy?
No. Its current focus includes GTM workflows, account research and structured business processes.
Are chat and workflow credits the same?
No. The pricing page lists chat allowances separately from workflow-credit plans.
Does the lowest price buy enterprise workflows?
No. The entry Chat offer and enterprise workflow capabilities have different scope.
Can I connect a CRM?
The platform offers business integrations; confirm the specific connector and plan before rollout.
Should it send outreach immediately?
For a first workflow, return a draft for review so facts and recipient context can be checked.
How do I judge the pilot?
Measure accepted records and total correction effort, together with credit consumption.
The details behind your decision
Explore platforms, inputs and outputs, licensing, and access requirements.
Platforms, inputs and licensing
Platforms, inputs and licensing
- Platforms
- Cloud web workspace; plan-dependent integrations and API
- Inputs → outputs
- Business data and instructions → briefs, content and workflow results
Copy.ai is a proprietary hosted platform. It is best evaluated as a workflow system when tasks repeat at volume. A solo writer who only needs occasional rewrites should compare the much smaller Chat scope with the cost and setup effort of workflow plans. Team capacity, credits and integration rights are distinct limits.
Data and workspace controls
Data and workspace controls
Connect only the systems and fields required for the pilot. Keep source links beside extracted business claims and define who can approve downstream changes. Customer records and communications should follow the company’s existing access and retention rules.
Sources, documentation and help
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