Training course · Perplexity · SMEs & Mid-Sized Businesses

Perplexity for SMEs

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

“Perplexity for SMEs” is a hands-on course for roles such as Owners and managing directors of SMEs, Sales, purchasing and administration staff and HR managers in small and mid-sized companies. Rather than learning Perplexity in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from SMEs & Mid-Sized Businesses.

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Quality is a key focus: you learn to assess sources, cross-check claims and recognise typical failure patterns such as outdated or misattributed information.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

Small and medium-sized enterprises are the backbone of the economy – and are hit especially hard by skills shortages and growing administrative burdens. Generative AI offers mid-sized businesses big opportunities precisely because it can be used without an IT department or major investment. Owners and staff use AI assistants to write quotes and customer correspondence, review tenders and contracts, draft job adverts, capture the know-how of experienced employees and create marketing content. Simple automations and AI agents connect email, spreadsheets and industry software. The key is a pragmatic start with clear rules that delivers noticeable benefits quickly and brings the whole team along.

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?

  • Owners and managing directors of SMEs
  • Sales, purchasing and administration staff
  • HR managers in small and mid-sized companies
  • Digitalisation and operations leads
  • Trades businesses and family-owned companies

Typical challenges we address

  • Skills shortages and heavy workloads in small teams
  • Growing administrative and documentation requirements
  • No dedicated IT or digital transformation department
  • Uncertainty about data protection, costs and the right way to start with AI

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.
  • Apply AI pragmatically in sales, administration, HR and marketing in your company.
  • Define clear, privacy-compliant rules for AI use in your team.
  • Identify processes that can be improved with AI and automation without an in-house IT department.

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: SMEs & Mid-Sized Businesses
  • Quotes and customer correspondence
  • Reviewing tenders and contracts
  • Recruitment
  • Preserving know-how
  • Marketing without an agency
  • Automating workflows
Module 7 Data protection, quality & transfer to daily work
  • SMEs must also comply with the GDPR when using AI, for example through data processing agreements and clear rules on which customer and employee data may be entered. The EU AI Act requires businesses to ensure adequate AI literacy among staff, and trade secrets and customer data belong only in approved tools.
  • 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

Quotes and customer correspondence

AI drafts quote text, service descriptions, follow-up emails and replies to customer enquiries based on your templates and price lists – you review and send.

Reviewing tenders and contracts

Tender documents, suppliers' terms and framework agreements are summarised for requirements, deadlines, liability and special conditions so you can decide faster. Key exclusion criteria are highlighted clearly.

Recruitment

Job adverts, careers page copy, interview guides and onboarding plans are written for the target audience to stand out in the competition for skilled staff.

Preserving know-how

The experience of long-serving employees is captured in interviews and structured with AI into work instructions, FAQs and onboarding material before it is lost to retirement.

Marketing without an agency

Website copy, newsletters, social posts, case studies and trade fair materials are created with AI and adapted to the language of your customers. Your company gains visibility without a marketing department.

Automating workflows

Recurring processes such as sorting incoming invoices, routing enquiries or producing reports from spreadsheets are connected using no-code tools and AI agents. This noticeably relieves small teams and reduces errors.

Prerequisites

Experience with online research in a professional context; no prior AI knowledge is required. Working in a small or medium-sized business; no technical background required.

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

SMEs must also comply with the GDPR when using AI, for example through data processing agreements and clear rules on which customer and employee data may be entered. The EU AI Act requires businesses to ensure adequate AI literacy among staff, and trade secrets and customer data belong only in approved tools.

Suggested dates

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

  • Mon, 23 November 2026 Online Request
  • Mon, 7 December 2026 Berlin Request
  • Tue, 15 December 2026 Online Request
  • Thu, 14 January 2027 Online Request
  • Thu, 28 January 2027 Stuttgart Request
  • Mon, 8 February 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.

How should a small business get started with AI?

Start with two or three concrete, time-consuming tasks such as quotes, correspondence or job adverts. Choose a privacy-compliant tool, set simple rules and let the team practise together. In the course you develop exactly this kind of starter plan for your company.

Do we need our own IT department?

No. Common AI assistants and no-code automations can be used without programming skills. What matters is deliberate tool selection, data processing agreements and clear responsibilities. For integrations with industry software, occasional external support may help, but getting started is something you can do yourselves.

How much does “Perplexity for SMEs” 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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