Training course · Perplexity · Marketing

Perplexity for Marketing Teams

AI-powered research with Perplexity: cited answers, source control, Spaces, Deep Research and systematic fact-checking.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

This course connects Perplexity with the everyday processes of Marketing. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

Perplexity combines language models with live web search and delivers answers backed by numbered citations. That makes it particularly suited to work where currency and traceability matter: market and competitor monitoring, research into regulation and standards, supplier and partner due diligence, or preparing decision papers. In this practical day you learn to phrase research questions precisely, steer the choice of sources deliberately and use follow-up questions to turn an initial answer into a robust research result.

You work with Spaces, where you group research on a topic, add your own files and set instructions for the team. With Deep Research you produce extensive reports that evaluate many sources and bring them together in a structured way. Quality is a key focus: you learn to assess sources, cross-check claims and recognise typical failure patterns such as outdated or misattributed information. We also address data protection and licensing questions for business use. You leave with a reusable research process tailored to your own function.

Marketing teams now cover more channels, audiences and formats than ever, often on the same budget. Generative AI is fundamentally changing the work: AI assistants support market research, persona development and positioning, draft campaign concepts, landing page copy and ad variants and analyse campaign data. AI agents and automation take over routines such as adapting content for different channels, reporting or enriching leads. The value does not come from mass production but from faster testing, better personalisation and more time for strategy and creativity. Clear brand guidelines as the foundation for prompts, careful handling of customer data and editorial review keep content accurate, legally sound and on brand.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Marketing managers and heads of marketing
  • Performance and digital marketing specialists
  • Product and brand managers
  • Marketing operations and CRM owners
  • Agency staff

Typical challenges we address

  • Delivering a consistent brand message across many channels and formats
  • Testing campaigns quickly and drawing meaningful conclusions
  • Sharpening target groups and personas with data
  • Organising content production and approvals with limited resources

What you will be able to do

  • You phrase precise research questions and steer the choice of sources deliberately.
  • You assess sources by origin, currency and reliability and trace claims back to the original.
  • You organise research in Spaces and combine web sources with your own documents.
  • You use Deep Research to produce structured reports and decision support.
  • Use AI for audience analysis, campaign concepts and copy variants within your brand guidelines.
  • Analyse campaign data with AI support and make well-founded decisions.
  • Automate marketing routines in a privacy-compliant way with clear approval steps.

Course outline

Module 1 Foundations of AI-powered research
  • How it works: language model, live web search and citations
  • How it differs from a classic search engine and a general chat assistant
  • Framing research questions precisely: time frame, region, source type
  • Follow-ups and drilling down instead of one-off queries
Module 2 Steering and assessing sources
  • Narrowing sources: web, academic literature, your own files
  • Targeting primary sources, official websites and specialist publications
  • Assessing source quality: origin, currency, vested interests
  • Tracing quotes and figures back to the original source
Module 3 Spaces and teamwork
  • Setting up Spaces for topics, projects or client requests
  • Uploading your own documents and combining them with web sources
  • Storing instructions for consistent output formats
  • Sharing research and turning it into pages or reports
Module 4 Deep Research and structured reports
  • Tackling broad questions with Deep Research
  • Producing market overviews, competitor comparisons and topic briefs
  • Turning results into tables, side-by-side comparisons and executive summaries
  • Recognising the limits of in-depth research and refining results
Module 5 Fact-checking, data protection and workflow
  • Systematic fact-checking: counter-research and spotting contradictions
  • Typical failure patterns: outdated, misattributed or fabricated details
  • Data protection, enterprise licences and handling confidential queries
  • A reusable research process and source documentation
Module 6 Practice lab: Marketing
  • Audiences and personas
  • Campaign concepts
  • Ad and copy variants
  • Campaign reporting analysis
  • Competitor monitoring
  • Marketing automation
Module 7 Data protection, quality & transfer to daily work
  • Marketing use of AI must comply with the GDPR and ePrivacy rules on tracking, consent and personalisation; customer data belongs only in approved tools. Unfair competition law applies to advertising claims, copyright and trademark law to generated content, and the EU AI Act's transparency duties to AI-generated media.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Audiences and personas

An AI assistant condenses market studies, customer feedback and sales notes into personas with needs, objections and buying criteria, then derives key messages and value propositions for campaigns.

Campaign concepts

From the brief, goals and budget, AI develops several campaign ideas with a central idea, channel mix, messages and KPIs, which the team evaluates, combines and refines.

Ad and copy variants

AI creates variants of headlines, ad copy, subject lines and calls to action within brand guidelines and prepares A/B tests whose results are then analysed.

Campaign reporting analysis

Exports from ad platforms, web analytics and CRM are combined, anomalies explained and recommendations drafted, so reporting meetings can focus on decisions rather than data gathering.

Competitor monitoring

AI summarises publicly available information on competitors, such as website messaging, product launches and pricing communication, and highlights differences from your own positioning.

Marketing automation

Workflows enrich new leads, segment contacts, draft personalised nurture emails and notify sales as soon as a lead meets defined qualification criteria.

Prerequisites

Experience with online research in a professional context; no prior AI knowledge is required. You work in marketing or at an agency and understand the basics of campaign planning and digital channels.

Technical requirements

A laptop with an up-to-date browser and a Perplexity account; we recommend Pro or Enterprise access to use Spaces with files and Deep Research in full.

Data protection & compliance

Marketing use of AI must comply with the GDPR and ePrivacy rules on tracking, consent and personalisation; customer data belongs only in approved tools. Unfair competition law applies to advertising claims, copyright and trademark law to generated content, and the EU AI Act's transparency duties to AI-generated media.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 Online Request
  • Fri, 11 December 2026 Bremen Request
  • Tue, 12 January 2027 Online Request
  • Mon, 25 January 2027 Salzburg Request
  • Tue, 9 February 2027 Online Request
  • Tue, 23 February 2027 Kaiserslautern Request

Frequently asked questions

How does Perplexity differ from ChatGPT or a search engine?

A search engine returns a list of links, and a general chat assistant often answers from its training data. Perplexity searches the web at the moment you ask, summarises what it finds and backs each statement with citations. That makes it particularly well suited to current, verifiable research – although you still need to assess the sources yourself.

Can I rely on Perplexity's citations?

Citations make verification much easier, but they do not replace it. Occasionally a statement is attributed to a source that does not say quite that, or an outdated page is used. In the course you learn a lean fact-checking routine that lets you quickly verify critical statements against the original source.

Is Perplexity suitable for confidential research within a company?

Enterprise plans offer additional commitments on data use and administration. Even so, you should not put trade secrets or personal data into queries unless your internal policy explicitly allows it. We discuss how to phrase queries so that sensitive details stay protected while the research remains useful.

How do we keep AI-generated content on brand?

Start with well-documented brand guidelines covering tone of voice, sample copy and banned terms, and provide them as context to AI assistants. Combined with reusable prompt templates and editorial approval, this produces consistent copy. In the course we build such templates together for your channels.

Who owns the rights to AI-generated content?

Purely machine-generated content is generally not protected by copyright in many jurisdictions, including Germany, whereas works substantially shaped by people can be. You also need to check that outputs do not infringe third-party rights such as trademarks or well-known imagery. We discuss practical rules for approval and labelling.

How much does “Perplexity for Marketing Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

More courses for Marketing Teams

More Perplexity courses

All 45 Perplexity courses

Perplexity · MunichPerplexity · SalzburgPerplexity · BerlinPerplexity · AugsburgPerplexity · HanoverPerplexity · BremenPerplexity · StuttgartPerplexity · KaiserslauternPerplexity · Online