Skip to main content

Getting Started with Marketing Copilot

Updated over 2 weeks ago

Welcome to Marketing Copilot – your centralized platform for streamlining compliance reviews of marketing materials before they go live. Copilot bridges the gap between marketing and compliance teams, making it easier to review, collaborate, and ensure alignment with internal policies and external regulations.

πŸŽ₯ Quick Overview Video
Start with a 2-minute walkthrough:
πŸ‘‰ Watch the Introduction

What is Marketing Copilot?

Marketing Copilot is a pre-publication compliance review tool designed for marketing teams and compliance officers. It allows users to upload and analyze marketing assets (such as social media posts, videos, and banners) to identify potential violations before publishing. The tool provides:

  • AI-driven analysis based on selected compliance policies

  • Fix suggestions and feedback mechanisms

  • Collaboration tools for commenting and approvals

  • Audit trails for version control and historical tracking

Key Workflow

Here’s a quick look at how to get started:

  1. Upload Your Asset
    Start by uploading a marketing asset (image, text, or video) via the Copilot task screen.

  2. Select Your Policy
    Choose the relevant compliance policy (e.g., FCA, UDAAP, Internal Guidelines) that you want the asset reviewed against.

  3. Review AI Analysis
    View detected violations, fix suggestions, and highlight areas needing attention.

  4. Collaborate & Revise
    Add comments, update asset versions, and track status until approval.

  5. Generate Reports (Optional)
    Create audit-ready reports documenting the review and fixes applied.

For any questions, feel free to contact your customer success representative or reach out via the in-app support.

Did this answer your question?