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Walkthrough:

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Getting Started with Perplexity Integration

To integrate Perplexity into your workflow, follow these steps:
  1. Create a New Column: Navigate to the grid, click on Add Column, and select Action Column.
  2. Find Perplexity: In the tools section, Perplexity is available under AI Enrichment or Web Search. Select it and rename the column for clarity.
  3. Run a Trial Prompt: Test Perplexity’s live data capabilities with a simple prompt. For example, “What is the current temperature in Delhi?” This ensures that the integration is functioning correctly and accessing real-time data.

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Use Case 1: Retrieving Company Funding Information

Tracking a company’s funding data is critical for targeted outreach and research. Perplexity simplifies this process with a structured prompt:
  1. Crafting the Prompt:
    • Initial Ask: Specify what information is required, such as the company’s funding rounds.
    • Provide Context: Outline steps Perplexity should follow, ensuring accuracy.
    • Output Format: Use JSON for a structured result, including:
      • Company name
      • Funding round
      • Amount raised
      • Funding date
      • Key investors
      • Source links for verification
  2. Why Include a Source: Asking for source references ensures that the data is reliable and reduces the risk of AI hallucinations.
  3. Example Output:
    • Company: Bug Works Research
    • Funding Round: Series P1
    • Amount Raised: [Amount]
    • Source: [Source URL]

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Use Case 2: Finding Relevant News

Knowing the latest updates about a company can enhance outreach efforts. Perplexity’s real-time capabilities allow you to gather specific, up-to-date news:
  1. Crafting the Prompt:
    • Initial Ask: Request recent news for the company.
    • Provide Steps: Guide Perplexity on how to retrieve and summarize information.
    • Output Format: Specify JSON with fields like:
      • Company name
      • News summary
      • Publication date
      • Source links
  2. Example Output:
    • Company: UN Labs
    • News: [Summary of the news]
    • Publication Date: [Date]
    • Source: [Source URL]

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Best Practices for Perplexity Prompts

To maximize Perplexity’s potential:
  • Be Specific: Clearly outline the task, context, and desired output format.
  • Ask for Sources: Always request source links to verify information and avoid inaccuracies.
  • Iterate and Test: Experiment with prompts to tailor results to your specific needs.

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Templates for Easy Integration

Predefined templates for these use cases are available in the platform. Import them into your grid, tweak them to match your requirements, and explore additional functionalities. If you’re new to crafting prompts, these templates serve as a great starting point.

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Unlock Perplexity’s Full Potential

Perplexity’s real-time data access makes it a powerful tool for outreach, enrichment, and research. Whether you’re tracking funding details or gathering relevant news, its flexibility ensures you get actionable, reliable insights. Dive in, experiment with custom prompts, and reach out to us on our community channel with any questions. Try Perplexity on Bitscale