Create·Intermediate·30 min·Updated Sep 30, 2026

Create a marketing "bill of materials" for a launch

Coordinate every asset a campaign needs across channels into one build list with owners and dependencies.

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Microsoft 365

Business Outcome

No launch asset gets forgotten until the week it's due, because the full list exists from day one.

Workflow Overview

The apps run in this order. At the AI step, pick whichever of these you have — they're alternatives, not a sequence.

Word
Planner
ChatGPT
or
Claude
or
Copilot

Copilot works differently from the others: with a paid Microsoft 365 Copilot license it's built right into the app above, no copy-pasting needed. Without a license, use it the same way as ChatGPT or Claude — in its own chat window.

Step 1: Describe the campaign and its channelsWord

List every channel the launch will run on — email, social, paid, landing page, sales enablement — since the asset list depends entirely on where the campaign shows up.

Step 2: Ask Copilot to build the full asset listCopilotChatGPTClaude

Have it think through every channel's specific asset needs, not just the obvious hero pieces.

Prompt idea:

This launch runs on email, paid social, a landing page, and sales enablement. List every asset needed for each channel — from hero creative down to smaller things like alt text and UTM-tagged links — and suggest a reasonable owner role for each.

Step 3: Turn the list into Planner tasksPlanner

Create a Planner bucket per channel and add each asset as a task with its owner and a due date calculated backward from launch day (allow extra lead time for anything needing legal or brand review) — a flat task list with no buckets or dates just becomes another document nobody checks against.

Step 4: Review for channel-specific gapsPlanner

Check the list against a completed past launch — if a category of asset shows up there but not here, it may have been missed.

Check the work

  • Compare the generated list against a previous launch's actual asset list to catch anything missing.
  • Confirm every item has a real owner assigned, not a placeholder.
  • Check due dates work backward correctly from the actual launch date.

Source: Microsoft Copilot Scenario Library — Marketing (2026)

Expected Outcome

A complete asset list for the launch, with owner and channel assigned to every item, synced into Planner tasks.

✓

AI is the right call here

Step 3's push into Planner and step 4's gap-check against a past launch are logistics. The real value is step 2: thinking through every channel's full asset needs, including the small easy-to-forget items, not just the hero pieces.

Non-AI alternative: A saved checklist from your best past launch covers the routine channels on its own — AI mainly earns its keep catching what's new or different this time.

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