In today’s fast-moving digital workplace, authentic executive communication is more important than ever. That’s why we created this Executive Voice Agent Playbook, which is designed to help communicators build scalable agents that capture and amplify their leadership’s unique voice—delivering consistent, impactful messaging across every channel.
By embedding an executive’s authentic voice into Microsoft 365 Copilot agents, organizations can:
- Scale communications: Draft blogs, keynote scripts, social posts, and Q&A responses quickly, while maintaining consistency and quality.
- Enhance engagement: Make every customer and employee touchpoint more meaningful and personalized.
What’s Inside the Playbook
The playbook provides a step-by-step guide to building your own executive voice agent using Microsoft Agent Builder or Copilot Studio:
- Low-code setup: Understand how to build conversational flows, integrate enterprise data, and automate tasks without complex coding.
- Tone & style guidelines: Include your organization’s standards for voice, perspective, and clarity to keep messages consistent and authentic.
- Security & compliance: Advice on how to work with your IT department to create secure connectors, set data loss prevention policies, and routinely test your agent for privacy and reliability.
- Knowledge sources: Learn about the type of knowledge to include, how to connect to curated folders of executive content and how to maintain these content sources for informed, relevant responses.
- Actions & workflows: Go deeper and set up workflows in Copilot Studio with Power Automate, Outlook, Teams, and APIs to automate publishing and routine tasks
Best Practices & Real-World Scenarios
The playbook is packed with practical examples and prompts, from drafting LinkedIn posts to preparing keynote introductions. It encourages starting simple, implementing feedback loops, and continuously updating content to keep communications fresh and relevant.
Who Should Use This Playbook?
- Communications and IT leaders looking to modernize executive messaging.
- Corporate marketing teams aiming to scale content creation with authenticity.
- Anyone interested in leveraging Copilot Studio for persona-based agents and workflow automation.
Get Started
Ready to elevate your leadership communications? Download the Executive Voice Agent Playbook and explore the resources below:
- Copilot Studio Licensing & Setup
- Agent Instructions Best Practices
- Voice Agent Configuration
- See it in action, examples from Microsoft:
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AI, agents and how communicators can lead the way with Jon Bates
- Becoming a Frontier communicator with Lindsay Powers Tiernan
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Microsoft