Research for deliverables

How to turn a Perplexity search into a shareable and verified deliverable?

  • Perplexity

1250 € per session, excl. VAT

In short

Create structured, verifiable, and share-ready documents from your complex research. This course teaches you to use Perplexity Pages to compile information, adjust the tone and layout, validate each claim against its sources, and publish a finalized deliverable for your colleagues or clients.

Why this training?

The problem
Fragmented uses and results that are hard to verify.
What it costs today
Manual rework and decisions based on incomplete information.
Why this skill
A research or monitoring dossier with bibliography, summary and update protocol.
What you gain
A research or monitoring dossier with bibliography, summary and update protocol.

Objectives of this training

  • Structure complex research into a coherent document with Perplexity Pages.
  • Adjust the tone, target audience, and visual elements of a generated report.
  • Verify the validity of claims by systematically comparing them against the cited sources.
  • Remove unsupported information to ensure the deliverable's reliability.
  • Manage sharing options to distribute the final document in a controlled manner.
  • Define scope, questions and monitoring cadence; compile original sources.
  • Run multiple searches, compare dates and authors, verify claims and resolve contradictions.
  • Assemble a shareable summary in an external document with evidence, unknowns and sharing rights.
  • Simulate an update with a second source set; peer-review and submit the dossier and monitoring log.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Analysts and researchers wanting to streamline the synthesis of their findings.
  • Consultants and project managers who need to produce factual reports for their clients or teams.
  • Communication and marketing professionals seeking to create sourced and structured content.

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • Have practised: How to search better and check sources with Perplexity?; Organise team research with Perplexity Spaces, or have equivalent skills. Authorised Perplexity account; advanced search, files and shared spaces subject to verified plan and permissions. Check Spaces naming and availability during scoping. Open original sources; do not assume Pages or publishing are available.
  • A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

  • Authorised Perplexity account; advanced search, files and shared spaces subject to verified plan and permissions. Check Spaces naming and availability during scoping. Open original sources; do not assume Pages or publishing are available.

What you will work on

  1. Define the Perplexity monitoring dossier

    Define scope, questions and monitoring cadence; compile original sources.

  2. Compare research and resolve contradictions

    Run multiple searches, compare dates and authors, verify claims and resolve contradictions.

  3. Assemble a shareable sourced summary

    Assemble a shareable summary in an external document with evidence, unknowns and sharing rights.

  4. Simulate a monitoring update

    Simulate an update with a second source set; peer-review and submit the dossier and monitoring log.

What you take away

  • A methodology for converting research into a shareable report.
  • A checklist for verifying sources and claims.
  • An example of a finalized report created during the exercises.

Method and assessment

  • Demonstration of available features, guided exercises and an independent case.
  • Peer review of the deliverable and correction against original sources.

The participant presents the stated deliverable, justifies sources and permissions, identifies and corrects an error and explains limitations. Assessment rubric: accuracy, traceability, access control and handover to a colleague.

Frequently asked questions

What concrete outcome is assessed?

A research or monitoring dossier with bibliography, summary and update protocol.

What access is needed before the session?

Authorised Perplexity account; advanced search, files and shared spaces subject to verified plan and permissions. Check Spaces naming and availability during scoping. Open original sources; do not assume Pages or publishing are available.

Which step should come before this course?

Have practised: How to search better and check sources with Perplexity?; Organise team research with Perplexity Spaces, or have equivalent skills.

How are data protected and results validated?

Use fictional, anonymised or explicitly authorised data. Your organisation’s designated person checks sources, rights and results before use; subscriptions and external access are not assumed to be included.

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