Copy.ai
GTM AI platform for building workflows that automate sales, marketing, and operations tasks
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Rating
Listed
mars 2026
Points forts
Workflow-first GTM automation
Built around “Workflows” that codify GTM plays and processes, rather than isolated one-off copilots.
Intelligence layer for data + context
Includes Tables (queryable consolidated data), Infobase (company repository), and Brand Voice to keep outputs grounded in internal context.
Model-agnostic LLM approach
The site presents Copy.ai as LLM model agnostic, showing support for providers like OpenAI, Anthropic, Gemini, and Perplexity.
Designed to connect to GTM systems
Claims 2,000+ integrations and shows examples such as Salesforce, HubSpot, Gong, Zapier, Outreach, and Salesloft.
Captures d’écran
À propos de Copy.ai
Copy.ai positions itself as an AI-native go-to-market (GTM) platform designed to support cross-functional GTM work across sales, marketing, and operations. Instead of using a collection of separate AI copilots, it centers on building Workflows (AI-powered codifications of processes and plays) that connect teams and systems.
The platform is organized around an “intelligence layer” with building blocks like Actions (to use AI without being an expert), Agents (to automate targeted tasks with guardrails), Tables (a queryable data foundation that consolidates sources), plus Brand Voice, Infobase, and a Chat interface for one-off tasks.
On the use-case side, the site highlights workflows for things like a Prospecting Cockpit (account/contact research and outreach drafting), inbound lead processing (enrich, research, and engage leads), account-based marketing (insights and asset creation at scale), translation/localization, and deal coaching/forecasting from sales transcripts.
- Workflow-based automation for common GTM processes (sales, marketing, ops)
- Integrations (site claims 2,000+), plus model-agnostic support (OpenAI, Anthropic, Gemini, Perplexity shown)
Fonctionnalités
Workflows
AI-powered codifications of processes, plays, and best practices that unify teams, systems, and GTM strategies.
Actions
Workflow building blocks that help users apply AI without needing to be AI experts.
Copy Agents
Automate targeted tasks by combining AI decision-making with guardrails.
Tables
A queryable data foundation that consolidates disparate sources to power AI automation.
Chat
A prompting interface for quickly handling one-off tasks and to-dos.
Infobase
A centralized repository for essential company information used to inform content generation.
Brand Voice
Defines your brand’s personality so generated content stays consistent and authentic.
Integrations
The site claims 2,000+ integrations and shows examples like Salesforce, HubSpot, Gong, Zapier, Outreach, and Salesloft.
Cas d’usage
Researching accounts and drafting outbound messages
Use the Prospecting Cockpit workflow to research accounts/contacts and generate outreach drafts for sales teams.
Responding to and routing inbound leads quickly
Run inbound lead processing to enrich and research marketing-generated leads and engage them in seconds to reduce speed-to-lead.
Building ABM assets for specific personas
Gather insights on accounts, industries, and personas, then generate high-context ABM assets at scale.
Analyzing sales transcripts for deal guidance
Use deal coaching and forecasting to score deals, suggest strategies, and predict close dates based on transcripts.
Idéal pour
Cet outil est idéal pour :
Tarifs
Free
A free option is promoted via “Try for free” on the site navigation/CTA.
- Access via web app login
- Try Copy.ai before speaking with sales
Contact Sales
Sales-led demo path for evaluating Copy.ai for GTM teams.
- Request a demo
- Discuss GTM AI platform use cases
Prêt(e) à démarrer ?
Copy.ai peut vous aider à atteindre vos objectifs et transformer votre façon de travailler.
Comparer
| Tool | Best for | Pricing | Rating | Platform |
|---|---|---|---|---|
| Sales teams, Marketing teams, Revenue operations, Sales development teams, Enterprise GTM leaders | Free, Contact Sales | Non disponible | Web |
 | Operations teams, IT teams, Marketing teams, Sales teams, Customer experience teams, Finance teams, HR teams, No-code builders | $0 | Non disponible | Web |
Avantages & inconvénients
Avantages (4)
- Clear focus on workflow automation for GTM teams (sales, marketing, ops)
- Includes multiple building blocks beyond chat (Actions, Agents, Tables, Infobase, Brand Voice)
- Model-agnostic positioning with multiple LLM providers shown
- Integration-heavy positioning (claims 2,000+ integrations)
Inconvénients (2)
- Public pricing details aren’t shown in the provided page scrape (plans and exact rates not visible here)
- No YouTube or GitHub links were found in the scraped homepage/footer content
Mode d’emploi
Open Copy.ai and sign in
Go to the Copy.ai web app login page and sign in: https://app.copy.ai/login
Pick a GTM use case to start
From the site’s highlighted use cases, choose one like Prospecting Cockpit, Inbound Lead Processing, or Content Creation.
Build or run a Workflow
Use Workflows (and building blocks like Actions and Agents) to codify the steps you want automated.
Add company context
Set up Infobase and Brand Voice so outputs can follow your internal messaging and information.
Connect relevant systems
Use integrations (examples shown include Salesforce, HubSpot, Gong, Zapier, Outreach, Salesloft) where needed for your GTM process.
Astuces
Start from a defined GTM workflow, not a blank chat
If you have a repeatable process (like inbound lead processing or prospecting research), build it as a Workflow so you can reuse it across reps and teams.
Put your internal context in Infobase early
Add core company information to Infobase so generated content and workflow steps have consistent reference material.
Use Brand Voice before scaling content output
Set up Brand Voice so that content created for SEO, thought leadership, and use cases stays consistent across contributors.
Treat Tables as a foundation for automation
If you’re consolidating sources, use Tables as the queryable layer that workflows can reference when enriching or generating outputs.
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