Use cases

Discover what you can do with Perplexity

Audit QuickBooks setup and answer vendor payment questions

Ingests QuickBooks data to audit setup, surface mismatches and gaps, and instantly answer detailed financial questions.

  • QuickBooks

Research your investments

Synthesize calls, reports, trends, and news so each key risk and upside is clear.

Streamline hiring process with a dashboard

Transform chaotic hiring into a structured, research‑driven war room with scoring, debate simulation, and alignment tools.

50 results

50 results

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 o 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, analyzing trends, seasonality, and assumptions for teams quickly now.

  • Snowflake

Find the top drivers behind a support-ticket spike

Analyze Snowflake data on support tickets to spot spikes by product, segment, and issue for actionable insights for teams

  • Snowflake

Analyze competitive losses and build a sales strategy deck

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

  • Salesforce

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.

Audit QuickBooks setup and answer vendor payment questions

Ingests QuickBooks data to audit setup, surface mismatches and gaps, and instantly answer detailed financial questions.

  • QuickBooks

Build a conference invite list from your CRM and prospecting tools

Computer turns contact and account data into a tiered, segmented invite list

  • Snowflake
  • Apollo

Analyze revenue growth from your data warehouse

Connect Snowflake data to automate revenue growth decomposition and launch a shareable dashboard instantly.

  • Snowflake

Build a customer messaging platform

Instantly generate a full customer messaging stack with site chat widget, team inbox, canned replies, and basic bots with no backend setup needed.

Calculate the earned media from Super Bowl ads

Add media analytics expertise, unifying event data into an interactive EMV dashboard to compare and model impact of every major ad.

Create an inbound and outbound funnel tracker

Transform scattered inbound and outbound metrics into a single, editable funnel web app with segment filters and one-click access to key reports.

Build a marketing intelligence dashboard

Unify ad platform data into an interactive marketing cockpit with pacing, forecasts, and logged one-click optimizations.

  • Meta Ads
  • Google Ads
  • TikTok
  • More connectors:Apple AdsMoloco

Redline a vendor contract

Convert vendor contracts into redlined docs with severity-coded issues, proposed fixes, and negotiation fallbacks backed by market standards.

Turn support tickets into a team playbook

Triage weekend support tickets by severity, draft customer responses, write escalation briefs, and package everything into a Monday standup doc.

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.

Perform due diligence on an investment

Automate due diligence by fact-checking pitch claims against live data, flagging inconsistencies, and generating annotated reports.

Turn a raw PRD into an interactive design tool

Computer transforms PRDs into interactive, editable design systems with auto-generated UIs, versions, and branching.

Create a marketing intelligence command center

Unify cross‑platform ad data into an interactive command center for budget planning, insights, and execution.

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