Tool or Technology
TT0016

Mastering Perplexity

Advanced Research, Intelligence & Agentic Workflows

Perplexity
Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in using Perplexity for complex research, evidence discovery, analysis, verification, and business intelligence.
  • Architect repeatable research workflows using advanced query engineering, Pro Search, Deep Research, files, Projects, and internal organisational knowledge.
  • Integrate external web intelligence with authorised enterprise information through File Connectors and connected data sources.
  • Apply Perplexity Computer, connected tools, and scheduled tasks to automate recurring research, monitoring, reporting, and knowledge-work processes.
  • Establish rigorous source-validation, governance, privacy, and human-review practices for enterprise research and AI-assisted decision support.

Technology covered

PerplexityPro SearchReasoning SearchAdvanced Deep ResearchFile AnalysisProjectsInternal Knowledge SearchFile ConnectorsCreate Files & AppsPerplexity ComputerCometConnectorsMCP Remote ConnectorsScheduled Tasks

Who should attend

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

Prerequisites & Participant Readiness

  • Familiarity with web research and common business-information sources
  • Basic understanding of Generative AI concepts is beneficial
  • Familiarity with everyday Perplexity or AI-assisted search is helpful but not mandatory
  • Ability to work with documents, spreadsheets, presentations, and business information
  • Basic understanding of organisational research and decision-support activities is recommended
  • Some advanced capabilities may depend on subscription level, enterprise permissions, connectors, device, or administrator settings
  • Completion of shorter Perplexity courses is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and knowledge platform
  • Understanding search-grounded answers, citations, sources, and model-generated synthesis
  • Differentiating standard Search, Pro Search, Reasoning, and Deep Research
  • Understanding strengths, limitations, hallucinations, and evidence requirements
Practical activities
  • Exploring Perplexity using complex workplace research questions
  • Comparing conventional search and Perplexity-assisted research approaches
  • Identifying high-value research and intelligence opportunities within business functions

Scenarios

Strategic Market & Competitive Intelligence

Strategic Question → Pro Search / Deep Research → External Sources + Internal Knowledge → Source Validation → Competitive Analysis → Strategic Insights → Executive Deliverable

Participants design a complete research workflow that combines current market evidence with authorised organisational knowledge to identify competitor moves, market trends, risks, and opportunities and convert them into decision-ready intelligence.

Automated Business Intelligence Monitoring

Intelligence Requirement → Perplexity Computer → Connected Sources → Scheduled Research → Change Detection → Evidence Validation → Management Brief → Human Review

Participants create a recurring intelligence workflow that monitors relevant market, competitor, technology, or business developments and produces concise, evidence-supported updates while reducing repetitive manual research.

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