Copy.ai
What is Copy.ai?
Copy.ai is an AI-native GTM platform for marketing, sales, and operations teams that automates repeatable go-to-market work and generates content from shared data. Its core features include Workflows, Actions, Agents, Tables, Chat, Infobase, Brand Voice, and Secured Integrations, with Salesforce, HubSpot, GONG, Zapier, Outreach, Salesloft, and Slack connections plus RESTful API access. It is trusted by 17 million users and cites Siemens, Gong, ServiceNow, Lenovo, Autodesk, and Rubrik. Plans run Free, Pro $36/month, Business $137/month, and Enterprise custom.
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At a glance
- Copy.ai is best for GTM teams who need to automate workflows and generate on-brand content from shared data.
- Free; Pro $36/month; Business $137/month; Enterprise custom
- Yes — RESTful APIs are available for integration with other applications; docs are at https://www.copy.ai/api/docs.
What does Copy.ai do?
Copy.ai is an AI-native GTM platform for marketing, sales, and operations teams that want to automate repeatable go-to-market work and generate content from shared data. It helps organizations replace scattered copilots and manual handoffs with structured workflows, so teams can move faster on prospecting, enrichment, and campaign execution. The platform centers on Workflows, Actions, Agents, Tables, Chat, Infobase, and Brand Voice, with guided onboarding and templates to speed setup. It also offers secured integrations with Salesforce, HubSpot, GONG, Zapier, Outreach, Salesloft, and Slack, plus RESTful API access for custom connections. Copy.ai says it is trusted by 17 million users and cites customers including Siemens, Gong, ServiceNow, Lenovo, Autodesk, and Rubrik. Enterprise buyers also get zero-retention data policy and enterprise-grade security options for stricter governance needs.
Why use Copy.ai?
- Built around GTM workflows rather than one-off prompts, which fits operational sales and marketing work.
- Combines content generation with data movement, so teams can automate both drafting and enrichment in one system.
- Offers secured integrations with major GTM tools, including Salesforce, HubSpot, GONG, Outreach, Salesloft, Zapier, and Slack.
- Includes RESTful API access for custom connections and embedded automation.
- Supports enterprise governance with zero-retention data policy and enterprise-grade security options.
Who is Copy.ai for?
- Marketing teams who need faster content creation and brand-consistent campaign output.
- Sales teams who need automated prospecting, lead processing, and deal support.
- Operations teams who need CRM enrichment and connected GTM systems.
- Enterprise GTM leaders who need governed AI workflows with security controls.
What are Copy.ai's key features?
Workflows
Build repeatable GTM processes as multi-step automations that combine research, content generation, and tool actions for sales, marketing, and operations.
Actions
Trigger specific tasks inside workflows, including data lookups and system updates, so teams can codify process steps instead of handling them manually.
Agents
Use AI agents to carry out workflow tasks across connected systems, helping teams move from prompt-based drafting to operational execution.
Tables
Store and organize GTM data in a structured layer that supports enrichment, reporting, and workflow inputs across teams and systems.
Chat
Generate and refine content in a chat interface, with Unlimited Words in Chat available for longer drafting and iteration sessions.
Infobase
Centralize reference information for workflows and content generation so teams can keep outputs aligned to approved context and source material.
Brand Voice
Apply brand voice customization to keep AI-generated content consistent across campaigns, sales messages, and internal workflows.
Secured Integrations
Connect with Salesforce, HubSpot, GONG, Zapier, Outreach, Salesloft, and Slack to move data between GTM tools without manual copying.
What are Copy.ai's use cases?
Prospecting cockpit
Sales teams use Copy.ai to build a prospecting cockpit that turns account data into outreach-ready actions. They rely on Workflows and Actions to automate research, enrichment, and follow-up, so reps spend less time assembling lists and more time booking meetings.
CRM enrichment
Operations teams use Copy.ai to enrich CRM records and keep systems aligned. With Tables and Secured Integrations, they can move data between Salesforce, HubSpot, and Slack while reducing manual cleanup and improving downstream reporting accuracy.
Content creation
Marketing teams use Copy.ai to produce on-brand campaign copy at scale. Brand Voice and AI-generated content help them draft, edit, and localize assets faster, while Templates and Chat keep output aligned to team standards.
How does Copy.ai work?
- Request a demo or open the platform, then start in the Workflows area to map the GTM process you want to automate.
- Choose a template or build from scratch, then define the steps, inputs, and outputs for your workflow.
- Connect your systems through Secured Integrations such as Salesforce, HubSpot, Zapier, Outreach, Salesloft, Slack, or GONG.
- Use Tables and Infobase to organize source data, then let Actions and Agents execute research, enrichment, and content tasks.
- Refine output in Chat with Brand Voice controls, then share the workflow across teams and monitor results over time.
How much does Copy.ai cost?
Pro
$36/month- Access to core features
- Basic integrations
- AI-powered content generation
Business
$137/month- Everything in Pro
- Analytics
- Custom workflows
Enterprise
Custom- All features
- Dedicated support
- Custom solutions
Frequently asked questions
What does Copy.ai do?
Copy.ai is an AI-native GTM platform for marketing, sales, and operations teams. Its core features include AI workflows, automation tools, and data integration capabilities designed to help teams codify repeatable go-to-market processes instead of handling them manually.
Does Copy.ai support team collaboration?
Yes. Copy.ai is built to support collaboration across marketing, sales, and operations with unified tools and shared data. The platform's workflow-centric setup helps teams work from the same inputs and outputs instead of juggling disconnected drafts and spreadsheets.
Is there an API available?
Yes. Copy.ai provides RESTful APIs for integration with other applications, and the public API docs are available at https://www.copy.ai/api/docs. That makes it easier to connect Copy.ai to existing internal tools and custom workflows.
What integrations does Copy.ai support?
Copy.ai supports integrations with major GTM platforms, including Salesforce, HubSpot, GONG, Zapier, Outreach, Salesloft, and Slack. Those connections help teams move data between systems and automate parts of their sales and marketing stack.
What security measures are in place?
Copy.ai says it complies with SOC 2 Type II and GDPR standards. For enterprise buyers, the platform also lists zero-retention data policy and enterprise-grade security as product capabilities.
Is there a free plan?
Yes. Copy.ai offers a Free plan, and its pricing page also lists Pro at $36/month, Business at $137/month, and Enterprise as custom pricing.
What are Workflows in Copy.ai?
Workflows are AI-powered actions stitched together to codify a process or best practice, such as account planning or SEO article creation. Copy.ai uses them to combine research, content generation, and tool integrations into repeatable GTM automation.
Who uses Copy.ai most often?
Copy.ai primarily serves technology, marketing, sales, and operations teams. The product positioning and use-case structure focus on GTM work such as prospecting, content creation, CRM enrichment, and systems integration.
Editor's read
Check whether your team needs the Enterprise security controls and zero-retention data policy before committing. Those governance features are called out for enterprise buyers, while Pro at $36/month and Business at $137/month cover the lower tiers.
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