CMO copilot — v1.1
Using CMO Copilot With Other AI Content Platforms
Byline: Sometimes it's easy. Sometimes it's hard.
AI GTM and content platforms are exploding, offering impressive features and functionality. (Though, in our opinion, none giving you better target audience profiles than us.)
Since we don't have any native integrations (yet), here's a brief guide to how you could use CMO Copilot with other platforms to get better, more personalized content out of them.
1. One-Click Uploads:
Platforms that allow you to directly upload documents so they can parse or extract persona data.
• Adobe GenStudio: “You can upload persona documents (PDF or DOC), and the platform’s generative AI extracts key details (voice, channel, visual guidelines) for performance marketing.”
• Jasper AI: “Leverage Jasper’s Knowledge Base to upload persona details in multiple formats, then generate tailored content aligned with your persona.”
• Claude: “Upload a PDF to Claude’s chat interface. Claude reads and applies that data to create content matching the persona’s tone, pain points, and goals.”
2. Add Persona by Customizing Form Fields:
Platforms where you manually input or import persona details through custom form fields, CRM properties, or data mappings.
• Writer: “No direct file uploads; enter persona data into prompts or brand settings to guide AI-generated copy.”
• Copy.ai: “Manually input persona data (demographics, goals, challenges) for AI-driven, persona-based content.”
• HubSpot: “Use HubSpot’s custom properties or persona builder fields to store and reference detailed persona attributes.”
• Salesforce: “Create custom fields or objects in Salesforce to capture ICP/buyer persona data, then leverage it for campaign targeting.”
• Semrush: “Set audience parameters in Semrush’s marketing tools (like Keyword Magic or PPC research) to align with persona traits.”
• Apollo.io: “Use lead or account fields to define ICP/buyer persona details, guiding outreach and list building.”
• Regie.ai: “Add persona data in Regie.ai’s custom fields to generate personalized sales sequences and marketing emails.”
3. Add Persona Information Using Templates:
• Canva: “Use Canva’s built-in persona templates (including demographics, goals, pain points) or upload a persona document as a visual reference. Design and content creation can then be tailored to that persona.”
4. A Mix of Different Import Options:
Platforms that allow multiple ways—file uploads, manual input, or template-based references—depending on the specific tools or workflows you use within them.
• ChatGPT: “Paste persona details in the chat or (in some versions) upload a document for context. Adjust prompts iteratively to refine outputs.”
• Google Gemini: “Though still evolving, Gemini is expected to allow prompts referencing persona data plus potential file import or context layering.”
• Microsoft Copilot: “Embed persona data in a Word doc, Excel sheet, or directly into Teams prompts.”
• Deepseek: “Can incorporate persona data from multiple sources—uploaded files or prompts—to tailor its generative insights.”
• Tofu: Upload a PDF or customize form fields.
All Guides: