Marketing · 15 min
Write a campaign brief in Word
Word, Copilot pane
Short answer: Open a blank Word document and open Copilot. Paste the prompt, then type / to add the kickoff email or notes and last campaign's results. Select Generate and edit the draft. Copilot can reference files, emails and meetings you have access to.
Last checked against Microsoft docs: Oct 20, 2026
You've seen marketers feed ChatGPT a few notes and get a full campaign brief. Here's how in Copilot: draft it in Word and reference the kickoff email and last campaign's report with /.
A common situation (composite)
Everyone agrees on the idea in the meeting.
Then design, sales and the agency each build something different.
We needed one page everyone signs off on.
What you get
- Data: the kickoff email or notes and last campaign's results.
- Does: drafts a brief using those references.
- Output: a one-page brief with goal, audience, message and deadlines.
- How often: each campaign.
Before you start
- Needs: Microsoft 365 Copilot. Not sure what you have? Start here.
- Where: Word, Copilot pane.
- Access: Copilot only uses content you already have permission to open. Use only information your company allows in Copilot.
The steps
- Open a blank Word document and open Copilot.
- Paste the prompt and fill in the brackets.
- Type / and add the kickoff email, meeting or notes, and last campaign's report.
- Generate, then fix the goal number and dates yourself before sharing.
Copy this prompt
Draft a one-page campaign brief for [campaign name].
Sections:
- Goal (one measurable target: [target])
- Audience (who, and what they care about)
- Key message (one sentence) and 3 proof points
- Channels and assets needed
- What worked and didn't last time (from the referenced report)
- Owners and deadlines (leave [OWNER] / [DATE] if not in the sources)
- Open questions
Use only the referenced sources. Keep it to one page.
(Prompt from stuckwithcopilot.com/guides/campaign-brief-in-word/)What a good result looks like
The goal is one number. Every "last time" point is in the old report.
If a feature is missing
Paste the kickoff notes and last results into the prompt if you can't reference files.
Make it smarter
Keep a short "What it got wrong" note. Paste it above the prompt next time, like "Don't invent dates".
Not sure what to ask? Copy the quick note for your Copilot admin.
Questions people ask
Write a campaign brief in Word?
Open a blank Word document and open Copilot. Paste the prompt, then type / to add the kickoff email or notes and last campaign's results. Select Generate and edit the draft. Copilot can reference files, emails and meetings you have access to.
What do I need for this?
Microsoft 365 Copilot. Paste the kickoff notes and last results into the prompt if you can't reference files.
Try it once, then make it yours.
Run the prompt on one real task this week. Then pick your next workflow.
See the workflow library ↗Cite or share this guide
Write a campaign brief in Word. Stuck with Copilot. https://stuckwithcopilot.com/guides/campaign-brief-in-word/ Last checked Oct 20, 2026.
One Copilot idea a week
One idea a week that makes your job easier, makes you smarter, and gets your Copilot doing more for you. Something genuinely cool, not a hack. Built for people in sales, marketing and ops.
Official references
Last checked against Microsoft docs: Oct 20, 2026.