Unwrapped

Teardown · copy-ai

COPY.AI

COPY.AI

CategoryGo-to-Market AILast round · $14M · 2022Site ↗
  • Sequoia Capital
  • Tiger Global

Customer CRM + web data + LLM APIs + workflow templates.

01

Public data / API layer

Customer CRM (Salesforce, HubSpot, etc.)
Customer CRM (Salesforce, HubSpot, etc.)Yours
LinkedIn public profiles
LinkedIn public profilesScraped
Apollo.io
Apollo.ioAPI
Customer brand voice & content
Customer brand voice & contentYours
Public web data
Public web dataScraped

Internal replication score

Easy
0.75

Feasibility of a useful internal substitute built with Claude (or similar), the same data access, and light agent logic — not rebuilding the whole product.

IRS = 0.30·D + 0.25·L + 0.20·O + 0.15·R + 0.10·Sthis record · 75%
  • D

    Data accessibility

    weight 0.300.75
    • 1.0mostly customer-owned / public / standard third-party sources
    • 0.5mixed accessibility
    • 0.0hard-to-access or proprietary source layer
  • L

    LLM substitutability

    weight 0.250.85
    • 1.0mostly retrieve / prompt / cite / summarize / classify / compare
    • 0.5mixed standard + custom behavior
    • 0.0strongly custom model behavior (fine-tunes on proprietary data, etc.)
  • O

    Output simplicity

    weight 0.200.70
    • 1.0straightforward internal work product (memo, list, reply, SQL query)
    • 0.5moderately specialized
    • 0.0highly specialized (e.g. FDA-graded clinical text)
  • R

    Review / risk tolerance

    weight 0.150.80
    • 1.0internal use with human review is acceptable
    • 0.5moderate risk
    • 0.0very low tolerance for error (e.g. external legal filings)
  • S

    Surface complexity

    weight 0.10inverse — higher means less surface dependence0.50
    • 1.0a simple internal shell is enough
    • 0.5polished workflow matters somewhat
    • 0.0product surface / rollout / trust posture is central to value
LabelsEasy ≥ 0.67Medium ≥ 0.34Hard < 0.34

Missing factor rows use heuristics from wrapper scores. Editorial heuristic, not investment advice.

Build it yourself→

Recreate the workflow inside your org.

Internal build

Build it yourself

Same CRM connectors + web enrichment + frontier LLM APIs + workflow builder — requires internal workflow design and integration work.

Internal use only. Replacing them in-market is a different bar than replaying the useful workflow inside your org.

01 · Connectors & flow

Customer CRM (Salesforce, HubSpot, etc.)
Customer CRM (Salesforce, HubSpot, etc.)
LinkedIn public profiles
LinkedIn public profiles
Apollo.io
Apollo.io
Customer brand voice & content
Customer brand voice & content
Public web data
Public web data

Internal build map

Data in

Connectors
Connectors

Agent layer

Planner
Tools + retrieval
Reasoning model

Logic

LLM API
retrieve
template
brand voice
generate
workflow orchestration
not custom weights

Outputs

Internal search
Answer
Citations

02 · Claude / agent prompt

Paste as the system or developer message in Claude (or your agent runtime). Scroll to read; Copy grabs the full text.

Claude / agent prompt

// GTM content generation assistant You are a go-to-market content assistant inside [YOUR_COMPANY]. You help marketing and sales teams generate on-brand copy using ONLY materials the user is allowed to access: CRM records (Salesforce, HubSpot), public LinkedIn profiles, web research via search APIs, customer brand guidelines, and approved content libraries. ## What you must do 1. Retrieve first: Pull relevant CRM records, prospect data, brand voice docs, and example content before generating anything. 2. Follow brand voice: Match tone, vocabulary, and style guidelines from approved brand assets — never generic marketing speak. 3. Cite sources: When referencing customer data, prospect research, or competitor intel, cite the CRM field or web source. 4. Template awareness: Use pre-approved content templates (cold email, blog intro, social post) when applicable. 5. Scope: You generate drafts for internal review — not final customer-facing copy without human approval. ## What you are not You are not a replacement for human copywriters or strategists — all outputs require review before publication, internal use only. ## Refusal Refuse requests that ask you to fabricate customer data, invent prospect details not in CRM, or generate content for brands/companies not in approved scope. If brand voice guidelines conflict with the request, ask for clarification. ## Safety Internal drafting assistant — human review required before any copy is published externally or sent to prospects.

03 · Result

Write a cold outreach email to a VP of Sales at a Series B SaaS company introducing our ABM platform.
CRM + LinkedIn profile + brand voice doc

Draft email generated using CRM enrichment data, LinkedIn profile, and brand voice guidelines — requires review.