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Marketing & creative · Copy.ai (Fullcast)

Copy.ai workflows

Build GTM content workflows, test them for free, then run them across a whole CSV. Copy.ai is now part of Fullcast.

Start: What Copy.ai is and where things live

About Copy.ai (Fullcast)

Copy.ai is an AI platform for sales and marketing content, and it is now part of Fullcast. You chat with AI models, train Content Agent Studio agents on real examples, and build workflows that run across a whole CSV. Brand Voice and Infobase keep the output in your company's tone and facts. Marketing, sales and RevOps teams use it to produce the same kinds of content at scale.

Best for: Marketers, sales teams and RevOps people who write the same kinds of content again and again.

Good for

  • Testing a workflow for free before you run it on many rows
  • Running one workflow across a whole CSV from the Table tab
  • Keeping copy on brand with Brand Voice and Infobase
  • Starting workflows on a schedule or from CRM events

Where people slip

  • Running a full table before testing the workflow on a few inputs
  • Publishing output without review. You own what the AI writes
  • Attaching a file in Chat, which adds it to the whole Teamspace's Infobase
  • Deleting work you still need. Deleted work can't be recovered
Is Copy.ai still around after the Fullcast deal?

Yes. Fullcast announced it acquired Copy.ai in October 2025. The app at app.copy.ai and its docs still use the Copy.ai name, and Brand Voice and Infobase remain. Fullcast offers early access to Fullcast Propel, powered by Copy.ai.

Do Copy.ai workflow tests use credits?

No. Test runs with the Test Workflow button don't spend credits, and the test shows an estimated credit amount. Real runs, including table and form runs, use your Workspace's shared monthly credits.

What is Infobase in Copy.ai?

Infobase holds your brand guidelines, positioning, personas and examples as files or text. Type # in Chat or in a workflow step to reference an entry or a tag. Each asset stays private to the Teamspace it was uploaded to.

Does Copy.ai train AI models on my data?

Copy.ai says Chat and Infobase data stay siloed in your workspace and none of it is used to train any LLM. It also says it is SOC 2 Type 2 compliant. Still follow your company's rules on what data goes in.

Checked against Copy.ai (Fullcast)'s own docs on 2026-11-06.

Start here

Basics

Know what Copy.ai is, find your way around Home and Chat, and get your first useful draft safely.

New to Copy.ai (Fullcast)? Start here. Already use it? Skip to the next milestone.

0 of 2 lessons complete
What Copy.ai is and where things live5 exercises
Your first chat in Copy.ai5 exercises
Milestone 1

Workflows grounded in your brand

Build and test a workflow, and give it your Brand Voice and Infobase before it runs at scale.

0 of 2 lessons complete
Workflows at scale4 exercises · Pro
Brand Voice and Infobase5 exercises · Pro
Milestone 2

Everyday GTM content

Pick Chat, Content Agent Studio or a workflow for the job, and run bulk tables without wasting credits.

0 of 2 lessons complete
Chat or Content Agent Studio5 exercises · Pro
Run tables and forms4 exercises · Pro
Milestone 3

Automations your team can trust

Trigger and chain workflows safely, and set Teamspaces and roles so the right people change the right things.

0 of 2 lessons complete
Triggers and chained workflows5 exercises · Pro
Teamspaces, roles and review5 exercises · Pro