Who's This For:

Professionals in consulting, marketing, or analytics.

Teams needing clear, accurate, and visually appealing deliverables.

Individuals looking to streamline research and improve productivity.

Tools Needed:

Perplexity AI account (free or paid, depending on features).

Time to Value:

5 minutes to start research.

15-20 minutes to compile and refine findings into a Perplexity Page.

Instant sharing with clients or teams.

Details:

Perplexity AI simplifies your research process with tools for gathering information, organizing insights, and creating polished outputs. Follow this step-by-step guide to maximize its features:

1. Conduct Research with Perplexity Search

Go to Perplexity’s homepage and use the "What do you want to know?" search bar.

Start with a broad question like: “What are the current global trends in digital transformation?”

Review the concise summary and citations provided.

Refine your search by asking follow-up questions, e.g., “What industries benefit most from blockchain adoption?”

2. Create a Perplexity Research Page

Option 1: From Search Results

After completing your research, click the "Convert to Page" button.

Perplexity will organize your findings into a cohesive, client-ready document.

Option 2: From Scratch

Navigate to the “Library” tab and select 🔗"Create a Page."

Name your page based on the research focus (e.g., “AI Adoption Trends in Healthcare”).

Choose your audience (general readers, professionals, or clients) to tailor the tone and content.

Click the blue arrow to let Perplexity generate a draft research article.

3. Customize and Organize Findings

Add headers like Background, Key Insights, and Recommendations.

Use “+ Add Section” to structure your document logically.

Enhance your page with visuals, graphs, or tables to illustrate data.

4. Edit for Professionalism

Review and tweak the text to match your style and company standards.

Expand on key points or add evidence to strengthen your findings.

5. Publish and Share

Use Perplexity’s Preview feature to ensure the document is polished.

Click “Publish” and share the generated link with stakeholders.

Pro Tip: Use your company’s branding guidelines to align the format and visuals with client expectations.

👉 Page generate for this guide

Research and Deliver Client-Ready Outputs with Perplexity

Ghita El Haitmy

More Techbible