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Duration 7 hours
Course Outline
- Day 1: Researching, verifying, and disseminating results
- Understanding Perplexity's functionality
- Search mechanisms, model selection, and source filtering
- Targeting web content, academic sources, or personal files
- Distinguishing Perplexity from ChatGPT, Gemini, and traditional search engines
- Practical Exercise: Pose the same query using two different configurations and analyze the resulting sources.
- Formulating effective research prompts
- Defining the question, time frame, source types, exclusions, and output format
- Using follow-up questions rather than initiating new searches
- Creating templates for repetitive research tasks
- Practical Exercise: Refine a research prompt on a real-world topic from your field through three iterations.
- Source verification techniques
- Validating the primary source, publication date, and publisher
- Reviewing citations and data points within the original source
- Performing cross-checks using a secondary search or alternative model
- Identifying common errors, such as outdated statistics and misattributed quotes
- Practical Exercise: Verify five claims from an AI response against original sources and assess their accuracy.
- Spaces for topic-specific and team workflows
- Configuring Spaces with instructions, files, and links
- Sharing and maintaining Spaces within a team
- Using Spaces as a centralized knowledge base for markets, vendors, or standards
- Practical Exercise: Set up a Space for an ongoing research project, including one instruction and two files.
- Deep research and Labs utilities
- Utilizing deep research for comprehensive reports with multiple sources
- Employing Labs for generating tables, overviews, and simple dashboards
- Exporting and sharing results
- Practical Exercise: Generate a vendor comparison table with sources using Deep Research and perform a spot-check.
- Comet browser and security best practices
- Summarizing and comparing web page content
- Delegating browser tasks with approval controls
- Mitigating risks from hidden web instructions and ensuring data privacy
- Practical Exercise: Compare three vendor web pages using Comet and validate the results against the live pages.
- Outcome: Each participant will have their own Space, a validated research piece with cited sources, and a template for recurring research tasks.
- Understanding Perplexity's functionality
Requirements
- A Perplexity account (Pro or Enterprise recommended), a laptop with an up-to-date browser, and Comet installed (optional).
- No programming expertise is required.
Target Audience
- Employees who conduct regular research, such as those in purchasing, project work, knowledge management, assistance, and specialized departments.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
