Copy.ai

# Copy.ai Usage Guide

Getting Started

Copy.ai is the first GTM AI platform that automates repetitive tasks for sales, marketing, and revenue teams—from personalized outreach to multi-channel campaigns. This guide is for go-to-market professionals (SDRs, marketers, content writers) who want to reduce manual effort and accelerate pipeline velocity using AI-driven workflows.

Setup & Registration

1. Create an account – Go to copy.ai and click Get Started. Sign up with your work email, Google, or Microsoft account. No credit card required for the free tier.
2. Verify your email – Check your inbox for a confirmation link and click it. You’ll be redirected to the workspace.
3. Complete onboarding – Answer a few questions about your role and team size (takes 2 minutes). The platform will then show a guided tour.
4. Find your credentials – For API access (if needed), go to Settings > API Keys and generate a key. The free tier includes 2,000 words per month and 1 workflow seat.
5. No wait time – You can start using the web interface immediately after email verification.

Your First Use (Web Interface)

You don’t need to code to use Copy.ai. Here’s how to create your first automated outreach sequence:

1. In the dashboard, click + New Workflow.
2. Select Cold Email Outreach from the template gallery.
3. Paste your target company’s website URL (e.g., https://example.com) into the Company Research field.
4. In the Personalization step, add a prompt: “Write a 3-sentence intro about how our AI platform helps sales teams reduce manual work. Mention the company’s recent funding round.”
5. Click Generate. Copy.ai will fetch public info about the company (like funding news) and write a tailored email draft.
6. Review the output. You can edit the tone or length by clicking Customize.
7. Save the workflow. The next time you run it, it will auto-generate personalized emails for any new lead.

Expected output (example draft):

Subject: A faster way to scale outreach — inspired by your recent $10M Series A

Hi {{first_name}},

Saw that ExampleCorp just raised $10M to expand your GTM team. At Copy.ai, we help sales teams like yours automate the repetitive tasks that slow down pipeline velocity — like writing personalized cold emails and social messages. Instead of spending hours crafting each outreach, you can generate dozens of high-quality drafts in minutes.

Would you be open to a quick 15-min call to see how we can help your team cut manual work in half?

Best,
[Your Name]

Common Use Cases

1. LinkedIn Cold Outreach

• Workflow: Social Selling DMs
• Input: LinkedIn profile URL, recent post, and your value proposition.
• Output: A 2-3 sentence DM that references the prospect’s content and offers a relevant insight.

2. SEO Blog Post Generation

• Workflow: Blog Writer
• Input: Topic (e.g., “B2B sales automation trends”), target keywords, length.
• Output: A 500-word draft with headings, bullet points, and a call-to-action. Use the Refine button to adjust tone.

3. Multi-Channel Campaign Sequencing

• Workflow: Playbook (e.g., “Account-Based Marketing 5-Step”)
• Input: List of target accounts.
• Output: An automated sequence of emails, LinkedIn messages, and call scripts, each personalized with company-specific data.

Tips & Best Practices

• Stay within free tier limits: The free plan gives 2,000 words/month and 1 workflow seat. Use shorter prompts (under 200 characters) and avoid regenerating multiple times. Upgrade to Starter ($49/month) for 20,000 words.
• Common pitfalls:

- Not providing enough context – always include the company URL or a specific persona. Vague prompts lead to generic outputs.

- Over-relying on automation – always review AI-generated content for accuracy (e.g., funding amounts, job titles).

• Performance optimization:

- Use Custom Variables (e.g., {{company_name}}, {{industry}}) to reuse workflows across different leads without retyping.

- Enable Team Sync in paid plans to share templates and avoid duplicate work.

- For faster generation, disable Web Research for simple tasks (like rewriting a subject line) – it cuts response time by 30%.

By following this guide, you’ll be able to set up Copy.ai and automate your first go-to-market workflow in under 10 minutes. Focus on strategy, not copy-pasting.