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Perplexity AI - data analysis and research

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Faster AI research - You will learn how to use Perplexity to collect and organize information from multiple sources quickly, so you can prepare analyses, comparisons, and business answers with far less manual effort.

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Confident interface use - You will get comfortable with the web and mobile interface, including Quick Search and Pro Search, so you can choose the right workflow for simple queries and more advanced analytical tasks.

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Stronger analytical prompts - You will practice writing comparative, trend-based, and narrowed prompts with operators, helping you get more relevant answers and reach the data you need much faster in daily work.

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Market and data analysis - You will learn how to gather market and financial data, analyze competitors, and turn answers into tables and summaries that you can directly use in reports, briefs, and team presentations.

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Insights from your files - You will master working with PDFs, CSV files, and documents in Perplexity Pro, so you can extract key findings, create concise summaries, and combine file content with external sources.

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Use cases across teams - You will see practical scenarios for HR, marketing, finance, and IT, making it easier to match Perplexity to your own responsibilities and identify where it can save real working time.

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Reliable output control - You will learn how to read citations, verify sources, and spot model limitations, so you can avoid basing decisions on weak answers and check information more confidently before using it.

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Reporting integration - You will explore ways to connect Perplexity with Excel, Power BI, reports, presentations, and API-based automations, so you can fit it into your existing analysis and reporting workflow.

Training programme

1. Introduction to Perplexity AI

  • what Perplexity is and how it works,
  • differences compared to ChatGPT, Copilot, and traditional search engines,
  • applications in data analysis and business research.

2. Interface and basic functions

  • navigation in the application and web/mobile versions,
  • types of search modes (Quick Search, Pro Search),
  • quotes and links to sources – how to read and verify them.

3. Formulating queries (prompting in Perplexity)

  • how to ask analytical questions,
  • using operators and narrowing results,
  • creating comparative and trend questions.

4. Data analysis in practice

  • collection of market and financial data,
  • analysis of competition and industry trends,
  • creation of summaries of reports and articles,
  • building tables and compilations from responses.

5. Working with your own files (Perplexity Pro)

  • import of PDFs, CSVs and documents,
  • drawing conclusions and summaries from files,
  • combining information from documents and external sources.

6. Perplexity as a tool for business

  • use case scenarios in:
    • HR (analysis of employment trends, salary reports),
    • marketing (market analysis, content research),
    • finance (benchmarks, stock market reports),
    • IT/Tech (comparison of technologies, documentation).

7. Best practices and limitations

  • how to verify the credibility of sources,
  • typical errors and how to avoid them,
  • model limitations and ways to work around them.

8. Practical exercises

  • formulating research questions,
  • case study analysis (e.g. the entry of a new product to the market),
  • creating a report based on Perplexity.

9. Integration with other tools

  • Perplexity + Excel / Power BI,
  • Perplexity as support for reports and presentations,
  • automations with API.

What are the prerequisites for participating in the training?

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Basic browser skills - You should be comfortable using a web browser, opening links, working across multiple tabs, and searching for information online without running into basic technical issues.

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General business awareness - You should understand basic terms used in market analysis, reports, and business research so you can frame better questions and interpret the answers more effectively.

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Document handling skills - You should know how to work with files such as PDFs, CSVs, and text documents, because during the training you will analyze content and extract the most important findings.

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Basic data literacy - You should have a basic ability to read tables, comparisons, and simple summaries so you can analyze results efficiently and turn them into practical business conclusions.