Use cases

Discover what you can do with Perplexity

Create a PRD from support tickets

Transform raw user research into a complete strategy package with synthesis, personas, PRD, RICE roadmap, and exec deck, ready for leadership review.

Prepare for a sales call using your CRM data and connected tools

Pull CRM, Slack, calendar, and web context into a polished sales call brief with questions, objections, and key insights.

Analyse competitive losses and build a sales strategy deck

Connects to Salesforce to analyse competitor losses by size, segment, stage, and reasons, surfacing clear win/loss patterns.

  • Salesforce

Computer

Kick off a task in Teams to create a board-ready dashboard from Salesforce data

Build a board-ready Salesforce dashboard showing risk, drivers, and growth across your top five accounts

  • Salesforce
  • Microsoft Teams

Reconcile Excel budget workbook with invoices in SharePoint

Automatically reconcile budget vs. invoices and push a variance summary into Teams.

  • Excel
  • SharePoint
  • Microsoft Teams

Create a product launch package from SharePoint notes

Generate a complete, multi-channel product launch comms package for Teams from launch notes

  • SharePoint
  • Microsoft Teams
  • Outlook

Computer sends daily product development digest in Slack

Auto-generate a daily product report from Figma, Notion, and Jira, then send a detailed update to your team in Slack

  • Figma
  • Notion
  • Jira
  • More connectors:Slack

Query Snowflake to find which campaigns drove the highest conversion

Create a dashboard with Snowflake data ranking last month’s campaigns by conversion rate so you can double down on high-performing channels and creative

  • Snowflake

Reveal metrics behind quarter's biggest changes with assumptions called out

Pull Snowflake KPIs to auto-build QoQ and YoY business reviews, surfacing top movers in an executive-ready shareable report

  • Snowflake

Identify fast-growing customer segments from product and revenue data

Combine usage, revenue, and customer data from Snowflake to rank fastest-growing segments and reveal where growth is strongest

  • Snowflake

Forecast demand from historical warehouse data

Uses Snowflake data to auto-build demand forecasts, analysing trends, seasonality, and assumptions for teams quickly now.

  • Snowflake

Search

Prep for a customer meeting

Turn hour-plus account prep into an instant briefing, auto-researching news, stakeholders, deal history, and context so you walk into every meeting ready.

Analyse your emails to surface past goals

Turn months of email into insight by analysing your inbox to surface priorities, themes, and commitments for reviews and planning.

Polish document formatting and structure

Polish dense docs in one step by cleaning headings and formatting for legal and professional files so they’re client-ready without changing substance.

Evaluate a term sheet

Turn dense term sheets into fast decisions with flags for missing, one-sided, and non‑market terms to give you a structured, at‑a‑glance risk view.

Create a client introduction presentation

Get polished, audience-aware intro decks that balance credibility with human tone—ready to customise with your firm's expertise and differentiators.

Brainstorm a new marketing approach for a live site

See live shopping on your site before you pitch it with @tab pulling in your actual UX to generate concrete, on-brand concepts.

Create an infographic from a project document

Turn dense docs into visuals fast by drafting structured infographic concepts so your story stays intact and presentation‑ready in minutes.

Search for the right credit card

Get tailored credit card picks based on your cards, spending, and goals without re-entering info each time.

Comet

Set up a daily industry news tracker

Create a daily digest that researches your topics, tracks key industry changes, and delivers a concise summary to your inbox.

Build a competitive analysis

Automate multi-source competitor research and turn days of analysis into a single, structured working session

Summarise a financial video or earnings call

Extract key takeaways from long earnings and finance videos in minutes. Comet transcribes, summarises, and highlights what matters from any URL.

Extract data from a financial document and update a model

Turn hours of manual annual‑report modelling into one prompt by extracting key financials, summarising strategy, and updating your spreadsheet.

Perform media buy calculations

Convert between spend, impressions, and budgets so you never lose momentum in the room with instant, verifiable CPM maths.

Summarise sell-side analyst research

Ingests report and distil the thesis, risks, targets, and estimates into a concise brief.

Research and write attendee bios

Research attendee backgrounds and writes polished bios from your list so you can stay focused on higher-value work

Generate functional code for a UI component

Ship interactive UIs fast by generating ready-to-use HTML, CSS, and JS for sliders, modals, and more.

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