Get Your Money's Worth from Perplexity (2026 Guide)
Por Miguel Torrez, fundador de Genial Agency
You will know how to run a Deep Research report in Perplexity, filter its sources, turn it into an interactive dashboard, and set up Spaces, scheduled tasks and your privacy settings.
Lo que necesitas
A Perplexity account
A research topic you care about (I use the WhatsApp market in Brazil)
Optional: an email inbox for task notifications
Paso a paso
Start with a basic search
Open Perplexity. The basic mode is Search, on the left. It is a language model connected to the web, so use it for quick questions that need current information from the internet.
Perplexityhttps://plex.it/referrals/L3JAI8VO
Run a Deep Research report
Switch to Deep Research when you need a full report: market analysis, market intelligence, prospection or a tutorial. Describe the topic and the time span you want covered, for example how a market has evolved over the last few years.
Check and filter the sources
Scroll to the end of the report to see its sources. On the homepage, click the sources button to pick Web, Social, Academic or SEC filings. Mix and match them. I mainly use web, social and academic; social is useful for spotting marketing trends.
Turn the research into a dashboard
Select Create Files and Apps (formerly called Labs) and run the same topic. Perplexity builds an interactive dashboard you can explore. If the charts do not suit you, ask Perplexity to modify the dashboard.
Browse trending topics
Use the options on the left, such as Finance or Academic, to see trending topics on a subject that interests you. Treat it as a news dashboard.
Create a Space for one use case
Open Spaces and create a space: a custom Perplexity for one precise use case, like a custom GPT in ChatGPT. For example, set one up for LLM research. Look at Perplexity's own example space that teaches you how to use Perplexity.
Review your data retention setting
Go to your account and click Preferences. At the bottom, find AI data retention. If it is on, Perplexity keeps your data. Do your due diligence and decide whether to turn it off.
Schedule recurring research
Set up a new task for reports you want every week, month or Friday. A task sends the same prompt to Perplexity on a schedule. Choose when it runs and turn on email notifications.
Decide on personalization
Perplexity offers personalization, like ChatGPT. I leave it off because I find it can bias my research. Turn it on only if you prefer answers shaped by your profile.
Ten cuidado con
Do not trust a report blindly: check the sources listed at the end of every Deep Research answer.
AI data retention may be turned on in Preferences, which means Perplexity keeps your data. Check it before sharing sensitive work.
Personalization can introduce bias into your research, which is why I keep it off.
The feature once called Labs is now named Create Files and Apps, so look for the new name.
