Tool or Technology
TT0015

Perplexity in Action

Advanced Research, Analysis & Knowledge Workflows

Perplexity
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Perplexity for advanced search, professional research, competitive intelligence, analysis, and evidence-based knowledge work.
  • Apply advanced query-engineering and source-selection techniques to improve the relevance, depth, and reliability of research outputs.
  • Conduct structured multi-source investigations using Pro Search, Research Mode, uploaded files, and supporting evidence.
  • Build reusable research environments and transform validated findings into professional documents, presentations, spreadsheets, and other business deliverables.
  • Apply systematic source verification, evidence comparison, uncertainty assessment, and human review before using AI-generated research in business decisions.

Technology covered

PerplexityAI-Powered SearchPro SearchResearch ModeSource ValidationFile AnalysisProjectsCreate Files & Apps

Who should attend

  • Business Analysts & Functional Consultants
  • Strategy & Corporate Planning Professionals
  • Market Research & Competitive Intelligence Professionals
  • Sales & Business Development Professionals
  • Marketing & Communications Professionals
  • Human Resources & Learning Professionals
  • Project & Program Managers
  • Product Managers & Product Owners
  • Operations & Process Professionals
  • Finance & Business Planning Professionals
  • Research & Knowledge Management Professionals
  • Digital Transformation & Innovation Teams
  • People Managers & Business Leaders

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with online research, business documents, reports, and workplace information gathering
  • Basic understanding of Generative AI is helpful but not mandatory
  • Ability to define basic business or research questions
  • No programming knowledge required for the core programme
  • Certain advanced capabilities may depend on the participant's Perplexity plan or organisational configuration
  • Completion of shorter Perplexity programmes is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered answer and research platform
  • Understanding how AI search differs from traditional keyword-based search
  • Understanding retrieval, synthesis, citations, and conversational follow-up
  • Identifying suitable business applications for search, research, and intelligence gathering
  • Understanding limitations, uncertainty, and the importance of human verification
Practical activities
  • Exploring Perplexity through realistic corporate research questions
  • Comparing traditional search and Perplexity-assisted research on the same topic
  • Identifying potential Perplexity applications within different business functions

Scenarios

Market & Competitive Intelligence for Strategic Planning

Business Question → Advanced Query Design → Pro Search / Research → Competitor & Market Evidence → Source Validation → Comparative Analysis → Strategic Insights → Executive Brief

Participants investigate a real market or competitive question, validate evidence across multiple sources, identify meaningful trends and competitive signals, and convert the research into a decision-ready strategic brief.

Research-Backed Business Evaluation

Business Requirement → Evaluation Criteria → Research → Internal Reference Files → Evidence Comparison → Risks & Opportunities → Recommendation

Participants evaluate a vendor, technology, market opportunity, or business option by combining current external research with provided internal information to produce an evidence-supported recommendation.

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