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Perplexity in Practice: Automate Your Monitoring and Optimize Your Research

Classes in: Online course, virtual classroom (remote), Montreal, Quebec, at your offices

Perplexity in Practice: Automate Your Research Monitoring and Optimize Your Searches

Training Description

Discover how to transform the way you search for and summarize information with Perplexity, the AI-powered answer engine.

Going beyond traditional search engines and conventional conversational assistants, Perplexity combines the power of the latest AI models with the reliability of real-time web information. This highly practical half-day workshop, focused on your own business challenges, will provide you with the tools needed to structure complex research, automate content curation, and design intelligent, collaborative industry monitoring spaces.

Who Is This Training For?

  • Professionals, managers, self-employed individuals, and students looking to optimize their time.
  • Anyone who regularly conducts market research or competitive, technology, or regulatory monitoring.

What You Will Be Able to Do by the End of the Session:

  • Make Effective Decisions: Select the appropriate mode between a simple search and Deep Research mode (Pro Search), depending on the urgency and complexity of your needs.
  • Master the Interface: Configure the tool to ensure relevant results and protect the confidentiality of your data.
  • Build and Automate: Design a customized research monitoring hub using Perplexity Spaces that can generate structured reports on demand.

Registration Details

Course details

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Module 1: Foundations and Interface Overview

  • Introduction: Why Perplexity Is a Game Changer. A Brief History, the Concept of an “Answer Engine,” and the Key Differences Between the Free and Pro Versions, Including Model Selection
  • Hands-On: Installation, Account Creation, and Interface Tour
  • Configuration: Essential Settings, Including Data Privacy Management and Selection of the Default AI Model

Module 2: The Art of Querying – Simple vs. Deep Research

  • Simple Search: How to Ask Questions and Obtain Reliable Sources. Learning How to Review Sources, Verify Information, and Use Suggested Follow-Up Questions to Explore a Topic Further
  • Deep Research with Pro Search: Understanding How AI Reasons Through Multiple Steps
  • Practical Exercise: Launching a Pro Search on a Complex Topic, Such as a Market or Technology Overview

Module 3: Structuring and Automating Research Monitoring

  • Perplexity Spaces: How to Create a Thematic Workspace
  • Practical Exercise: Creating a Space Dedicated to a Project and Configuring Custom Instructions, for Example: “You Are an Analyst. Always Present Your Answers in a Table.”
  • Curation and Monitoring: Using Perplexity for Active Monitoring, Tracking Trends, and Configuring Alerts, Including Notifications and Price Alerts

Module 4: Final Practical Exercise and Debrief

  • The “Crash Test”: Finalizing the Monitoring Space and Generating an Initial, Well-Structured Summary Report Based on the Research Conducted
  • Ending the Session: Questions and Answers, Sharing Best Practices Among Participants, and Conclusion

Other course(s) in this category

→ Training: How to Create Content with AI?

→ Training: Fundamentals of Artificial Intelligence for Engineers and Technicians

→ Training: Artificial Intelligence Fundamentals for Engineers and Technicians




Benefits:

  • A course material for each participant.
  • Coaching available after the training.
  • We offer you in public session:
    • Tea, coffee
    • Dinner at a nearby restaurant
    • Wireless internet connection

Prerequisites:

Objectives:

What You Will Be Able to Do by the End of the Session:
  • Master Search Techniques: Effectively switch between simple search and Deep Research mode (Pro Search) based on your needs.
  • Optimize the Interface: Configure essential settings to ensure relevant results and protect your data.
  • Structure Your Research Monitoring: Create customized and collaborative thematic Spaces to organize your projects.
  • Automate Content Curation: Set up an autonomous system to monitor trends, news, and alerts.

Need professional support?

Beyond training, our experts can support you with implementation, optimization, and the hands-on delivery of your projects.

  • Post-training support, coaching, and guidance
  • Implementation of tools and best practices
  • Process optimization and automation
  • One-time intervention or tailored engagement
Fast response · On-site or remote support.

Online

    • 14/07/2026
    • 03/08/2026
    • 24/08/2026
    • 15/09/2026
    • 05/10/2026
    • 27/10/2026
    • 16/11/2026
    • 07/12/2026
    • 29/12/2026
    • 19/01/2027
    • 08/02/2027

Pricing

Preferential rate
331
$ / participant
Public orgs, NPOs
Public price
390 $ / participant

Practical information

  • Duration: 3 hours
  • Schedule: Between 9:00 a.m. and 12:30 p.m.
  • Format: - Online (live virtual classroom)
    - Or in person, depending on availability

📄 Download course outline (PDF)

Registration details

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FR

« Je tiens à vous remercier tous les deux d’avoir offert à mes ressources une excellente formation COBOL au cours des trois derniers jours. Mamadou, merci d’avoir été si accommodant malgré le court préavis et d’avoir envoyé votre formateur à Gatineau pour ce cours personnalisé. Nous avons hâte de poursuivre notre collaboration pour de futurs besoins de formation. »
(Traduit de l’anglais)

EN

“I want to thank you both for providing my resources with excellent COBOL training over the past 3 days. Mamadou, thank you for being so accommodating on such short notice and for sending your facilitator to Gatineau for this customized and personalized training course. We look forward to continuing our partnership for future training needs.”

FR

« Mamadou est venu nous aider à réorganiser notre panneau d’arrêt via un outil de rapport, Crystal Reports. Mamadou a réussi avec succès le travail de précision, au pixel près, puisque nous voulions un rapport similaire au design graphique original. Il nous a aidés à découper le projet par cycle et à intégrer le rapport à notre logiciel corporatif. La qualité que nous avons appréciée était le souci du détail et la constance. Mamadou a été très professionnel et connaît plusieurs autres technologies. Merci. »

EN

“Mamadou helped us reorganize our stop panel using a reporting tool, Crystal Reports. He successfully delivered precise, pixel-perfect work, as we needed a report that matched the original graphic design. He helped us break the project down into cycles and integrate the report into our corporate software. What we appreciated most was his attention to detail and consistency. Mamadou was very professional and is knowledgeable in many other technologies. Thank you.”
(Translated from French)

FR

« Ce fut un plaisir de faire affaires avec Doussou Formation. Ce qui fait LA différence est le service personnalisé totalement à l'écoute des participants ainsi que l'adaptation aux besoins de formation. Flexibilité / Adaptabilité / Professionnalisme / Courtoisie. Merci ! »

EN

“It was a pleasure doing business with Doussou Formation. What truly makes THE difference is the personalized service, fully attentive to participants, as well as the ability to adapt the training to their needs. Flexibility / Adaptability / Professionalism / Courtesy. Thank you!”
(Translated from French)