Perplexity for daily research (L1)
Replace Google for any work question where you need cited sources fast. Every IC gets a Perplexity Pro account; managers expect to see Perplexity links shared in Slack instead of Google SERPs.
The steps
- 01
Buy Pro seats for everyone who researches
Tool: Perplexity
$20/user/month. The free version is enough to test; once your team uses it daily they'll hit the limit by lunch. Owner: Ops. Pitfall: trying to share one team account, rate limits hit instantly and each user's search history poisons everyone else's. DoD: every knowledge worker has SSO login to their own Pro account.
- 02
Teach 3 prompt patterns
Tool: Perplexity
Run a 15-minute Loom for the team showing: 1) "Compare X vs Y for {our specific use case}" → grounded comparison. 2) "Find recent {topic} news in the last week from {industry} publications" → use the time filter. 3) "List the top 5 {category} with pricing, with sources" → use Pro search for synthesis. Owner: any senior IC. Time: 30 min. DoD: Loom in the company wiki, viewed by >80% of team.
- 03
Make "cite or it didn't happen" a norm
Tool: Slack
Cultural shift: when someone makes a claim in Slack ("competitor X just raised", "this regulation requires Y"), the response is "link?" Pasting a Perplexity link with citations is the lowest-friction way to back claims. Over 4,6 weeks this kills bad-data debates. Owner: leadership models it first. DoD: leadership team is visibly using Perplexity links in their own messages.
Tools in this playbook
Next playbooks
Unfamiliar terms are defined in the AI and Revenue Dictionary. Related frameworks live in the framework library.