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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.
- Differentiation from ChatGPT, Gemini, and traditional search engines
- Targeting web data, academic databases, or internal documentation
- Search parameters, model selection, and sourcing
- Mechanisms of Perplexity
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.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation