PERPLEXITY DEEP RESEARCH PLAYBOOK
Perplexity searches the web and cites every claim. This playbook shows you how to set it up once, get a research brief you can trust, and rerun it every week.
No coding required. Everything runs inside Perplexity on a Pro plan.
A cited Deep research report
WHAT YOU BUILD
One research system, built in four parts.
01
Set Up a Project That Remembers
Create a Perplexity Project with instructions and trusted links, so every answer follows your rules and your format.
02
Run Deep Research the Right Way
Use the question template to get a sourced report in minutes, without spending Computer credits.
03
Check Every Citation
Open the source behind each number, confirm it, and note the date before anything reaches your boss.
04
Export and Schedule It Weekly
Download the brief as a Word file or PDF, then set an automation to rerun it every Monday.
WHAT YOU GET
Everything you need to start this week.
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A 13-step build with a screenshot for every step
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The copy-and-paste Project instruction template
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The Deep research question template
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A source-check routine for every number you plan to repeat
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A guide to Search, Deep research, and Computer, and when each one uses credits
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A weekly schedule setup for your recurring brief
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A worked example: a cited insurance industry brief
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A what-not-to-paste checklist for client and company data
WHERE IT RUNS
Right inside Perplexity.
Projects and Deep research
Keep your instructions, files, and trusted links in one place, and run sourced research from it.
Exports and Automations
Send the brief to Word, PDF, or Google Drive, and schedule it to run on its own.
WHAT YOU NEED
A Perplexity Pro account is recommended. The free plan allows very few Deep research runs, and scheduled automations use credits. No coding required.
WHO THIS IS FOR
Analysts, consultants, and team leads who research the same questions again and again and need answers they can defend.
Stop repeating the same research every Monday.
Set it up once. Check the sources. Share it with confidence.