Tool or Technology
TT0014

Perplexity for AI-Powered Search, Research & Evidence-Based Business Workflows

Perplexity
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Perplexity for AI-powered search, research, information synthesis, and evidence-based business work.
  • Create well-structured queries and follow-up conversations that produce focused, source-supported answers.
  • Apply Research Mode for deeper multi-source investigations and structured reports.
  • Analyse documents and other uploaded content alongside current web information.
  • Organise recurring research in Projects and transform findings into practical documents, presentations, spreadsheets, and other outputs.

Technology covered

Perplexity SearchPro SearchResearch ModeProjectsFile UploadsWeb & Academic SourcesCreate Files & Apps

Who should attend

  • Business Professionals
  • Managers & Team Leads
  • Business Analysts
  • Research Professionals
  • Consultants
  • Project & Program Professionals
  • Strategy Professionals
  • Knowledge Management Professionals
  • Pre-Sales & Business Development Professionals
  • Operations Professionals
  • Corporate Research Teams
  • Professionals Using AI for Research & Knowledge Work

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with online search and business information gathering
  • General understanding of generative AI is helpful but not mandatory
  • No programming or technical expertise required
  • No previous Perplexity experience required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered answer and research platform
  • Understanding Search, Pro Search, Research, and Create files and apps
  • Comparing traditional keyword search with conversational AI-assisted research
  • Understanding answers, citations, source links, and follow-up questioning
Practical activities
  • Running structured searches for representative business questions
  • Comparing broad queries with focused research queries
  • Building Question → Search → Sources → Answer → Follow-Up workflow

Scenarios

Market Question to Evidence-Based Business Brief

Business Question → Structured Perplexity Search → Source Review → Research Mode → Evidence Comparison → Key Findings → Verified Business Brief

Participants investigate a representative business topic, validate important sources, and transform the research into a concise evidence-based brief suitable for management discussion.

Multiple Information Sources to Decision-Ready Comparison

Uploaded Documents → External Web Research → Source Verification → Comparison Criteria → Findings → Spreadsheet / Document Output → Business Recommendation

Participants combine supplied information with current external research to create a structured comparison while clearly distinguishing verified evidence, assumptions, and AI-generated interpretation.

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