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 Duration 7 hours

Course Outline

  • Day 1: Investigation, Validation, and Reporting of Findings
    • Mechanisms of Perplexity
      • Search parameters, model selection, and sourcing
        • Targeting web data, academic databases, or internal documentation
          • Differentiation from ChatGPT, Gemini, and traditional search engines
            • Exercise: Query the same topic under two distinct configurations and evaluate source discrepancies.
          • Optimizing Research Inquiries
            • Defining scope, timeframe, source criteria, exclusions, and output formats
            • Utilizing iterative follow-up questions versus initiating new searches
            • Developing templates for routine research tasks
            • Exercise: Refine a research request on a subject specific to your department through three iterations.
          • Source Verification
            • Validating primary sources, publication dates, and issuing authorities
            • Analyzing citations and data points within the original material
            • Corroborating findings via secondary searches or alternative models
            • Identifying common errors, such as obsolete data and misattributed quotes
            • Exercise: Audit five statements from an output against source documents and assign accuracy ratings.
          • Spaces for Departments and Teams
            • Configuring Spaces with directives, documents, and references
            • Facilitating team collaboration and content maintenance
            • Utilizing Spaces as repositories for market data, vendor information, or standards
            • Exercise: Create a Space for an ongoing project, incorporating instructions and two relevant files.
          • Deep Research and Labs
            • Employing Deep Research for comprehensive, multi-source reports
            • Using Labs for generating tables, syntheses, and basic dashboards
            • Exporting and disseminating research results
            • Exercise: Generate a vendor comparison table with cited sources and perform a spot-check.
          • Comet and Secure Usage
            • Summarizing and contrasting web content
            • Delegating browser-based tasks with approval mechanisms
            • Mitigating risks from hidden web instructions and ensuring data privacy
            • Exercise: Compare three vendor web pages using Comet and verify results against the original content.
          • Outcome: Each participant will possess a personalized Space, a validated research artifact with citations, and a reusable template for recurring assignments.

Requirements

  • Perplexity account (Pro or Enterprise recommended), laptop with a current browser, Comet installed (optional).
  • No programming proficiency required.

Audience

  • Personnel who conduct regular research, including those in procurement, project management, knowledge management, administrative support, and specialized divisions.

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