Complete Guide to Copy.ai 2026: Workflows, Templates, and Automation

What Is Copy.ai?

Copy.ai is an AI-powered platform for marketing content creation and go-to-market workflows. Originally launched as a copywriting tool, Copy.ai has evolved in 2026 into a comprehensive workflow automation platform that helps marketing and sales teams create content, enrich data, qualify leads, and automate repetitive tasks at scale.

Copy.ai differentiates itself through its Workflow Builder, which lets you create automated sequences that combine AI content generation with data inputs, conditional logic, and integrations with your existing marketing stack. This makes it not just a writing tool, but an operational platform for scaling marketing and sales activities.

Copy.ai Key Features

Workflow Builder

The Workflow Builder creates automated multi-step processes that combine AI generation with data processing. Build workflows that take a product name as input and generate ad copy for five platforms, create a blog outline, and draft social media posts, all automatically. Workflows can include conditional logic, data enrichment steps, and integrations with CRMs and marketing tools.

Chat Interface

Copy.ai’s chat interface lets you create content through natural conversation. Describe what you need, provide context, and iterate on the output. The chat understands marketing contexts and automatically applies best practices for different content types. Upload reference materials, competitor content, or brand guidelines to inform the AI’s output.

90+ Marketing Templates

Specialized templates for every marketing content type: blog intros, product descriptions, ad headlines, email subject lines, social media posts, video scripts, press releases, landing page copy, and more. Each template is optimized for its specific format, incorporating proven copywriting frameworks and best practices.

Brand Voice

Train Copy.ai on your brand’s voice by uploading examples of approved content. The platform analyzes your writing style, tone, vocabulary, and communication patterns, then applies these characteristics to all generated content. This ensures consistency across team members and content types without extensive editing.

Infobase

Infobase stores your company’s knowledge: product details, target audience profiles, competitor information, messaging guidelines, and brand assets. Copy.ai references Infobase content when generating marketing materials, ensuring accuracy and relevance. Update Infobase once and all future content generation reflects the latest information.

Setting Up Copy.ai

Step 1: Create and Configure Your Account

Sign up at copy.ai. The free plan includes 2,000 words per month, suitable for evaluation. Choose the Pro plan ($49/month) for unlimited words and workflow access. Set up your workspace with your company name, industry, and target audience.

Step 2: Build Your Brand Voice and Infobase

Upload 5-10 examples of your best content to train Brand Voice. Add product descriptions, value propositions, target audience profiles, and key messaging to Infobase. This initial setup investment pays off through consistently on-brand content generation.

Step 3: Create Your First Workflow

Start with a pre-built workflow template and customize it for your needs. Popular starting workflows: Blog Post Generator (topic to full draft), Social Media Suite (one idea to posts for five platforms), and Email Sequence Builder (product launch to 5-email drip campaign).

Copy.ai Pricing

Plan	Price	Words	Features
Free	$0	2,000/month	Chat, basic templates, 1 brand voice
Starter	$49/month	Unlimited	Workflows, all templates, 5 brand voices, Infobase
Advanced	$249/month	Unlimited	Everything in Starter + advanced workflows, API, 15 users
Enterprise	Custom	Unlimited	Everything in Advanced + SSO, dedicated support, custom integrations

Copy.ai vs Alternatives

Copy.ai stands out for its workflow automation capabilities. Jasper offers deeper brand management and Surfer SEO integration. Writesonic competes on features at a similar price point. ChatGPT provides more powerful general AI but lacks Copy.ai’s marketing-specific workflows. For teams that want to automate their content production pipeline, Copy.ai’s Workflow Builder is a unique advantage.