Role-Based Programme
RB0210

Perplexity for Administration & Facilities

Practical AI for Workplace Research, Vendor Intelligence & Facility Decision Support

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity across practical Administration and Facilities research activities.
  • Apply structured querying techniques for workplace services, facility operations, vendor research, benchmarking, maintenance intelligence, and administrative planning.
  • Use Perplexity to combine current external information with approved SOPs, vendor documents, facility reports, quotations, and operational files.
  • Evaluate source credibility, recency, applicability, citations, and conflicting information before using research findings in workplace decisions.
  • Build reusable AI-assisted Administration and Facilities research workflows using Projects while maintaining confidentiality, accuracy, safety, and human oversight.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsInternal Knowledge SearchWeb Research & Information Synthesis

Who should attend

  • Administration Executives
  • Administration Managers
  • Facilities Executives
  • Facilities Managers
  • Office Managers
  • Facility Coordinators
  • Workplace Operations Professionals
  • Workplace Experience Professionals
  • Corporate Services Professionals
  • Vendor Management Professionals
  • Maintenance Coordination Teams
  • Front Office & Administrative Coordinators
  • Office Operations Professionals
  • Administration & Facilities Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of Administration or Facilities Management activities
  • Familiarity with workplace services, maintenance, vendors, SOPs, facility requests, or administrative processes
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved facility and administrative information
  • Safety-critical, contractual, regulatory, technical, and high-impact facility decisions must remain subject to authorised human review

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Identifying applications across workplace operations, vendors, facilities, administration, benchmarking, and planning
  • Understanding the difference between general web search and source-backed AI research
  • Understanding citations, recency, source credibility, confidentiality, and verification requirements
Practical activities
  • Exploring Perplexity through common Administration and Facilities questions
  • Comparing traditional search with structured Perplexity research
  • Reviewing citations supporting a workplace-related answer
  • Identifying recurring Administration and Facilities activities where research can add value

Scenarios

Facility Requirement to Vendor Recommendation

Facility Requirement → Perplexity Search / Research → Market & Vendor Intelligence → Capability Comparison → Source Validation → Clarification Questions → Vendor Evaluation Brief

Participants research a workplace-service requirement, investigate potential providers, validate available information, and convert findings into a structured vendor-evaluation brief for Administration, Procurement, and Facilities review.

Workplace Issue to Improvement Action

Operational Issue → Internal File Analysis → Perplexity Research → Industry Practices → Evidence Comparison → Potential Improvement Areas → Management Brief

Participants combine approved internal facility information with current external research to investigate a recurring workplace issue and develop evidence-based improvement questions and action areas for management review.

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