Training course · Perplexity · Executive & Office Assistants

Perplexity for Assistants and Office Managers

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 Executive & Office Assistants. 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Quality is a key focus: you learn to assess sources, cross-check claims and recognise typical failure patterns such as outdated or misattributed information.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.

Assistants and office teams are the organisational hub of any business: they coordinate diaries and travel, prepare meetings, pull information together, handle correspondence and keep operations running smoothly. Generative AI is a particularly effective tool for this role. It drafts emails and letters in the right tone, summarises long email threads and documents, produces minutes, translates correspondence and structures presentations. AI agents and automations take over recurring workflows such as scheduling, filing or preparing expense claims. This frees up capacity for more demanding work in project coordination, communication and organisational development – making the assistant role more strategic.

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?

  • Executive and team assistants
  • Office managers
  • Secretariats in companies, law firms and public bodies
  • Reception and facilities office staff
  • Project assistants

Typical challenges we address

  • Overflowing inboxes and many parallel requests
  • Heavy coordination effort for meetings, travel and events
  • Repetitive writing and formatting work
  • Information scattered across emails, documents and tools

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.
  • Handle correspondence, summaries and minutes much faster with AI.
  • Organise meetings, travel and events using AI-supported templates and checklists.
  • Automate recurring office workflows with simple AI and no-code tools.

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: Executive & Office Assistants
  • Emails and correspondence
  • Summarising email threads
  • Meeting preparation and follow-up
  • Travel and event planning
  • Presentations and documents
  • Automating routines
Module 7 Data protection, quality & transfer to daily work
  • Assistants often handle confidential correspondence, HR and board matters, which may only be processed in approved AI environments. In professions bound by confidentiality, such as law firms or medical practices, additional secrecy obligations apply, and third-party contact data is subject to the GDPR.
  • 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

Emails and correspondence

AI drafts replies, declines, invitations and reminders in the right tone, cuts long texts down to essentials and translates business correspondence – you review and send.

Summarising email threads

Long threads and documents are condensed into decisions, open questions and next steps so you can brief your manager in a few minutes. Pending actions are clearly flagged.

Meeting preparation and follow-up

Agendas, briefing packs and attendee information are prepared; after the meeting, notes become structured minutes with an action list. Owners and deadlines are assigned so follow-up works without extra coordination.

Travel and event planning

AI helps structure travel requirements, build event schedules and checklists and present information for attendees in a clear format. Comparison overviews of hotels and connections can also be produced quickly.

Presentations and documents

Bullet points become outlines and slide text, tables are cleaned and formatted and templates for recurring documents are standardised. The result is professional, consistently designed documents in far less time.

Automating routines

Recurring tasks such as filing attachments, collecting responses or chasing deadlines are linked up using no-code automation and AI agents. This saves valuable time every single day.

Prerequisites

Experience with online research in a professional context; no prior AI knowledge is required. Experience as an assistant, secretary or office manager and confident use of standard office software.

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

Assistants often handle confidential correspondence, HR and board matters, which may only be processed in approved AI environments. In professions bound by confidentiality, such as law firms or medical practices, additional secrecy obligations apply, and third-party contact data is subject to the GDPR.

Suggested dates

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

  • Tue, 24 November 2026 Online Request
  • Thu, 3 December 2026 Hanover Request
  • Fri, 18 December 2026 Online Request
  • Fri, 8 January 2027 Online Request
  • Wed, 13 January 2027 Munich Request
  • Tue, 26 January 2027 Online 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.

Do I need any technical background?

No. If you are confident with email, word processing and spreadsheets, you have everything you need. The course works with real tasks from an assistant's day and shows step by step how to use AI assistants and simple automations. Templates from the course can be reused straight away.

How do I handle confidential content?

Confidential board, HR or client information belongs only in tools approved by your organisation. In the course you learn to anonymise content, work with placeholders and recognise when it is better not to use AI at all. You also draft simple rules to agree with your manager.

How much does “Perplexity for Assistants and Office Managers” 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.

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