Agents · Lesson 03
Pro
~11 min read
Reports + presentations
Deep Research: analyst output, on demand.
Perplexity Deep Research is the long-running research mode — now upgraded to state-of-the-art performance running on Claude Opus 4.5 for Max and Pro users. Unlike a chat answer, Deep Research can produce presentations, spreadsheets, dashboards, and websites directly as deliverables.
Workflow 01 Research → presentation deliverable
1
A finished deck, not a research report
The breakthrough Perplexity Deep Research feature: it produces presentation-ready output, not just text. Ask for slides; get slides.
The prompt that works
Slide-deck outputResearch: 'The state of vertical AI in legal tech, mid-2026.'
Produce as: a 12-slide presentation deck (PowerPoint or web) covering:
• Slide 1: Title + your name + date
• Slide 2: Executive summary (3 key takeaways)
• Slide 3-4: Market sizing and growth trajectory
• Slide 5-7: Top 5 players — what they do, traction, funding
• Slide 8-9: Use cases that are working in production
• Slide 10: Unsolved problems / gaps in the market
• Slide 11: 18-month outlook
• Slide 12: Sources
Use a clean dark-mode design. No stock photos. Cite sources on each data slide.
Best use cases
- Investor pitch supporting research
- Internal market briefings
- Conference talk preparation
- Board-level industry updates
Generated decks need a polish pass — your specific company language, brand colors, and voice. Treat as 80% there, not 100%.
Time savings: 12-slide research deck: 1-2 days work → 30 min + polish.
Workflow 02 Research → spreadsheet deliverable
2
Structured data, not just narrative
For research that produces data (comparison tables, market data, taxonomies), ask Deep Research for a spreadsheet output.
The prompt that works
Spreadsheet outputResearch task: comparison of 20 AI agent platforms for enterprises.
Produce as: an Excel spreadsheet with these columns:
• Platform name
• Vendor
• Year founded
• Total funding raised
• Primary use case category
• Supported LLM providers (OpenAI, Anthropic, Google, etc.)
• Self-hosted option? (Y/N)
• Pricing model (per-seat, usage-based, enterprise-only)
• Notable customers (3-5 examples each)
• Key differentiator (one sentence)
• Source URL for the data
One row per platform. Multiple sheets if needed for related data (e.g., a separate sheet for pricing details).
Best use cases
- Vendor evaluation matrices
- Market mapping (competitive landscapes)
- Multi-attribute comparison tables
- Time-series data extracted from sources
Spot-check cells against original sources, especially funding numbers, customer claims, and pricing. AI tools sometimes confidently report outdated or wrong numbers.
Time savings: Vendor comparison spreadsheet: days → 30 min.
Workflow 03 Research → interactive dashboard
3
Live data exploration, not static report
Perplexity's newer capability: produce interactive dashboards from research. Useful when stakeholders want to explore data themselves.
The prompt that works
Dashboard outputResearch task: 5-year trend analysis of AI adoption by industry, US market.
Produce as: an interactive dashboard with:
• Industry filter (dropdown)
• Year-over-year line charts (adoption %, spending)
• Industry breakdown bar chart
• 'Drill down' on any industry to see top use cases
• Source citation panel that updates with each view
Design:
• Clean, business-appropriate (not flashy)
• Mobile-responsive
• Save as a shareable URL I can send to stakeholders
Best use cases
- Executive briefings stakeholders can self-serve
- Customer-facing data presentations
- Investor data rooms
- Ongoing tracking dashboards (refreshable)
Interactive dashboards are great for exploration but harder to fact-check. Make sure the underlying data is solid before publishing.
Time savings: Interactive dashboard from data: weeks of dev → an afternoon.
Deep Research vs. SpacesDeep Research is the long-running mode for one-shot deep dives. Spaces are persistent workspaces for ongoing research. Use Deep Research for 'I need a finished report now.' Use a Space for 'I'll be researching this topic over weeks.'
Order a deliverable instead of a search
Pick a topic where you'd normally produce a slide deck or spreadsheet. Have Deep Research produce the deliverable. Polish the output. Compare to your manual workflow — including time, source quality, and design effort.
What you can do now
- Ask for specific output formats (deck, sheet, dashboard) — not just text
- Verify data and numbers against original sources
- Always polish output for voice, brand, and accuracy
- Use Deep Research for one-shot deliverables, Spaces for ongoing work
- Cite sources prominently in finished deliverables
Pro+
Up next in Perplexity Mastery
Lesson 04 · Model Council — compare answers from frontier models
Model Council is Perplexity's newest agent: ask the same question to multiple frontier models simultaneously and see how they differ. The pattern that catches blind spots. See the track →