· creativity · 7 min read
Top 5 Copy.ai Features You Didn’t Know Existed That Could Transform Your Copywriting Game
Discover five powerful but underused Copy.ai features-Brand Voice & Custom Templates, Bulk Generation, Document Compose + Chat, Chrome Extension & Integrations, and Workflows-that will speed writing, keep brand consistency, and delight clients.

What you’ll get from this article
You’ll walk away with five underused Copy.ai features and exact, actionable ways to fold them into client work so you can write faster, stay on-brand, and run multi-channel campaigns without chaos. Shortcuts. Consistency. Scale. All without losing craft.
Why these features matter (quick)
AI can generate words. But the winners are the writers who make the words consistent, repeatable, and production-ready. These five features help you do that: maintain voice across channels, produce content at scale, iterate on long-form quickly, generate where you already write, and automate repeatable workflows. Use them and your proposals will look sharper, deliveries will be faster, and clients will be happier.
1) Brand Voice + Custom Templates - keep every piece unmistakably yours
Outcome first: define a brand voice once and never rewrite it for every brief.
What it is
- Brand Voice lets you store the tone, vocabulary, and persona of a client or project.
- Custom Templates let you create one-click starting points for any asset type (emails, product descriptions, ads, outreach sequences).
Why it matters
- Consistency across channels builds trust. Clients want a predictable, on-brand voice. This feature turns voice into a reusable asset.
How to use it (practical)
- Create a one-paragraph brand voice - 2–3 adjectives, audience, and things to avoid. Example: “Bold, conversational, slightly witty. Audience: product managers at scale-ups. Avoid jargon and acronyms.”
- Save that paragraph in Brand Voice.
- Build a custom template for frequently requested items - e.g., Product Launch Email (Subject | Hook | Body | CTA) - and inject Brand Voice into the template so every generation uses it.
Mini prompt template you can save in the template:
- “Write a 150–180 word launch email for [product] targeting [audience]. Tone - [Brand Voice]. Include a short subject line and one clear CTA.”
Client use-case
- Onboarding new clients - build their Brand Voice during discovery and reuse it for all deliverables. It shortens revisions and cuts scope creep.
2) Bulk generation (CSV upload / bulk create) - scale campaigns overnight
Outcome first: produce hundreds of tailored assets in minutes.
What it is
- Bulk generation lets you feed a spreadsheet (CSV) with variable fields and generate many unique outputs at once.
Why it matters
- When a client needs 100 product descriptions, 50 ad variations, or personalized outreach lines, manual creation is slow and error-prone. Bulk generation turns that into a batch job.
How to use it (practical)
- Create a CSV with columns for variable data (product_name, feature, audience, tone).
- Select the template in Copy.ai and map each column to the template fields.
- Run the batch and download results as CSV or copy back into your CMS.
Pro tips
- Include a sample row to test output before running the full sheet.
- Use the Brand Voice field inside the CSV to ensure each row respects voice even for multiple clients.
Client use-case
- E-commerce clients with 200 SKUs - write one template and generate all descriptions, then run a single pass of light editing.
3) Document Compose + Chat - iterate long-form faster than ever
Outcome first: draft long-form content-blogs, whitepapers, proposals-three times faster with fewer dead-ends.
What it is
- The Documents/Compose editor combines a word-processor-like interface with AI-assisted commands and an interactive chat for iterative refinement.
Why it matters
- Long-form writing is iterative. Compose + Chat lets you outline, expand, summarize, and rework sections without toggling between tools or copying prompts manually.
How to use it (practical)
- Start with a short brief in the document - audience, goal, keywords.
- Ask the chat to generate a 6-point outline.
- Use “Compose” to expand a single section to 300–400 words.
- Use edit commands - “Shorten this paragraph into 2 sentences,” “Add a data-driven example,” or “Give me three alternative openings.”
Mini workflow (blog post)
- Prompt - “Outline a 900–1,200 word blog post on [topic], audience: [audience], goal: [convert/subscriber/educate].”
- Expand sections 1–3 with Compose.
- Ask chat for transition sentences between sections.
- Run a final summary for SEO meta description.
Client use-case
- Turn a 1-hour interview transcript into a polished thought piece - paste, ask for an outline, and convert each section into readable copy.
References
- For general product details, see Copy.ai’s site: https://www.copy.ai/
4) Chrome extension + Integrations (Zapier, Docs, API) - bring AI to where you already work
Outcome first: generate copy inside Gmail, LinkedIn, or your CMS without context-switching.
What it is
- The Copy.ai Chrome extension injects generation tools into text fields. Integrations (Zapier, Google Docs, and the Copy.ai API) let you connect Copy.ai to real-world workflows.
Why it matters
- You write where you work. Generating copy in-place saves time and preserves context - no copy/paste, no lost prompts.
How to use it (practical)
- Chrome extension - open Gmail or LinkedIn, click the extension, pick a template (subject line, message), tweak, and insert.
- Zapier integration - trigger a Copy.ai generation when a new row is added to Google Sheets and automatically post results to your CMS or Slack.
- API - use when you need programmatic, high-volume generation embedded into a product or internal tool.
Example Zap
- Trigger - New row in a Google Sheet (lead info)
- Action - Send row data to Copy.ai to generate a personalized outreach email
- Action - Send generated email to Gmail draft or Slack notification for the sales rep
Client use-case
- Sales teams - auto-create personalized outreach at scale with a single spreadsheet of leads.
Reference
- Zapier + Copy.ai integrations: https://zapier.com/apps/copyai/integrations
5) Workflows (Automations) - the single most powerful time-saver for agencies
Outcome first: build multi-step content factories that run themselves.
What it is
- Workflows let you chain multiple generative steps into a single automated process - brief → headline variations → short social posts → CTA options → polish pass. Think of it as a production line for writing.
Why it matters (the payoff)
- Manual, repetitive chains (generate headline, then create subheadings, then write social snippets) are slow. Workflows automate all those steps so you get a finished multi-asset package from one run. It reduces human error, enforces brand rules, and enables consistent repurposing.
How to use it (step-by-step)
- Design the flow - map the assets you want (e.g., Blog Headline → Intro Paragraph → 3 Social Posts → 5 Tweet variants → CTA options).
- For each step, attach the template and any brand rules (word limits, tone, required keywords).
- Test with one brief. Inspect outputs and tweak the templates.
- Run on full briefs or connect to a CSV + schedule to automate weekly content drops.
Example workflow (content repurposing)
- Input - 800-word blog draft
- Step 1 - Summarize into a 30-word excerpt
- Step 2 - Create 5 LinkedIn post variations (professional tone)
- Step 3 - Create 3 Twitter hooks (short, punchy)
- Step 4 - Suggest 4 subject lines for the newsletter
- Output - a deliverable bundle your client can publish across channels
Why this is the most powerful feature
- Workflows let you codify your agency’s craft. Once built, they produce predictable, brand-safe content instantly. That means deliverables scale without expanding headcount. That means faster turnarounds and happier clients. Save time. Reduce revisions. Keep quality high.
Quick playbook: combine these features into a single client project
- Discovery - create the Brand Voice and save it.
- Template - build a Custom Template for your primary asset (e.g., product page).
- Bulk - prepare a CSV with your products and brand voice column.
- Workflows - set up a workflow that takes each product row and produces full deliverable sets (product description, 3 ad variations, 2 email lines).
- Integrate - connect to Zapier to push results into the client CMS for review. Use the Chrome extension for any manual edits in Gmail or LinkedIn.
Result: You finish a 50-product rollout in a few hours with consistent voice and ready-to-review content for the client.
Practical tips & pitfalls to avoid
- Always seed Brand Voice with real examples (existing copy the client loves).
- Start small with bulk runs - test and inspect a 5–10 row batch before running 500.
- Use a human-in-the-loop for high-stakes copy (legal, medical, regulated industries).
- Track revisions and save refined outputs as new templates for the future.
Final thought - make the machine work for your craft
These features aren’t about replacing writers. They’re about elevating them. Use Brand Voice to keep identity intact. Use Bulk and Workflows to scale repeatable work. Use Compose and the extension to iterate quickly. Use integrations to plug into real workflows. When you combine them, you stop fighting production logistics and start spending time on strategy, nuance, and the creative edge that clients actually pay for.
References
- Copy.ai main site: https://www.copy.ai/
- Copy.ai Help & Documentation: https://help.copy.ai/
- Zapier integrations for Copy.ai: https://zapier.com/apps/copyai/integrations



