ZoomInfo Copilot: Research, draft, and sequence in one workspace
Email drafting, research, and sequencing live in one place so sellers don't switch tools.
How to do it
- Research in Copilot
- Draft the email
- Add to a sequence
Source
Source: ZoomInfo · https://www.zoominfo.com/products/copilot · Checked Oct 24, 2026
Related use cases
- ZoomInfo Copilot: Find the real decision makers in an account · ZoomInfo Copilot
- ZoomInfo Copilot: Re-prioritize accounts as new signals arrive · ZoomInfo Copilot
- ZoomInfo Copilot: Generate openers from company news and org changes · ZoomInfo Copilot
- Microsoft 365 Copilot (Outlook): Summarize a long customer email thread before a call · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Outlook): Draft a customer follow-up email from a short prompt · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Teams): Recap a customer meeting with action items · Microsoft 365 Copilot (Teams)
- Microsoft 365 Copilot (Sales agent): Bring Dynamics 365 or Salesforce CRM data into Outlook and Teams · Microsoft 365 Copilot (Sales agent)
- Microsoft 365 Copilot (Sales agent): Capture insights and action items from Teams sales calls · Microsoft 365 Copilot (Sales agent)
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