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4 min read

6 ways to automate Perplexity

How to easily access real-time, trusted insights

By Candice Hyytinen and Nicole Replogle · June 10, 2025
A hero image of the Perplexity app logo connected to other app logos on a light blue background.

If conducting research is a regular part of your workflow, chances are you've lost more than a few hours to tabs, links, and scattered searches. Enter Perplexity, the conversational AI search engine that gives you direct answers from real, reliable web sources and cites its answers—no endless link-hopping required.

By bringing Perplexity into your workflows with Zapier automation, you can tap into always-on research and seamlessly route answers to the tools where decisions are made: CRMs, spreadsheets, docs, Slack, and more. It's like plugging a live research engine into your business systems so every workflow becomes more informed, adaptive, and AI-powered.

Here's how to get started.

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Skip ahead

  • Using AI in automated workflows

  • Automatically enrich inbound leads

  • Research key accounts at scale

  • Generate blog outlines

  • Monitor trends in real time

  • Optimize your content research

To get started with a Zap template—what we call our pre-made workflows—just click on the button next to the name of a Zap you'd like to try. It only takes a few minutes to set it up. You can read more about setting up Zaps here.

A quick note on using AI in automated workflows

First, it's worth mentioning that using AI tools like Perplexity in your Zaps almost always requires a multi-step Zap. The basic workflow will likely be:

  1. The trigger event (like a new lead entering your CRM)

  2. The AI step (like asking Perplexity to enrich the lead data)

  3. Sending that Perplexity research somewhere (like back to your CRM for reference later)

A multi-step Zap using Perplexity

Most of the templates in this article will include three or more steps, but even if they don't, you can add steps to any Zap to ensure your workflows start and end in the right places. Or, if you like a three-step template, you can click on it to customize it—including switching the trigger or destination apps to the ones your team uses. 

To learn more, check out our tutorial on effectively adding AI to your Zapier workflows.

Auto-enrich inbound leads

In an ideal world, every new lead would land in your CRM with a complete profile—including a work email, job title and industry, and even background information on their company. But we live in this world, which means you often need to spend time hunting down supplementary information about new leads before qualifying them.

Instead, build your own research assistant with Perplexity and automation. When a new lead enters your CRM, Perplexity can summarize the company's background, leadership, and latest news, then your Zap can attach it to the record. Or, if you're using a form to collect lead data and send it to a spreadsheet, let Perplexity enrich that data before creating a spreadsheet row. 

This kind of addition helps sales reps prioritize better, personalize faster, and act on leads while they're still hot—all without ever leaving your CRM dashboard.

Generate AI-powered insights for new Salesforce leads and attach them as files

Generate AI-powered insights for new Salesforce leads and attach them as files
  • Salesforce logo
  • Perplexity logo
  • Salesforce logo
Salesforce + Perplexity

Generate AI-enriched Pipedrive leads from new Facebook Lead Ads entries

Generate AI-enriched Pipedrive leads from new Facebook Lead Ads entries
  • Facebook Lead Ads logo
  • Perplexity logo
  • Pipedrive logo
Facebook Lead Ads + Perplexity + Pipedrive

Generate AI insights from Typeform entries and log data in Google Sheets

Generate AI insights from Typeform entries and log data in Google Sheets
  • Typeform logo
  • Google Sheets logo
Typeform + Perplexity + AI by Zapier + 1 more

Research key accounts at scale

When reaching out to high-value prospects, personalization is essential—but time-consuming. Instead of manually researching each company, you can automate the process by connecting your CRM or spreadsheet to Perplexity. Drop in a list of company names or domains, and let Perplexity do the heavy lifting, returning a brief executive summary or key insights you can use to tailor your messaging.

This is especially powerful for sales development reps, account executives, or marketers running outbound campaigns who want to personalize at scale without burning hours on research.

Generate chat completion in Perplexity from new Google Sheets rows

Generate chat completion in Perplexity from new Google Sheets rows
  • Google Sheets logo
  • Perplexity logo
Google Sheets + Perplexity

Analyze new Google Sheets rows with AI and update them with insights

Analyze new Google Sheets rows with AI and update them with insights
  • Google Sheets logo
  • Google Sheets logo
Google Sheets + Perplexity + AI by Zapier

You can even set up a Zap to keep tabs on current events, conduct research, and notify you of outreach opportunities. This Zap monitors a news feed—like Google Alerts or a trade publication's RSS feed—and sends company names or article URLs to Perplexity for analysis. It then generates a short summary you can quickly use in a personalized outreach email. That way, you can capitalize on timely events and make outreach more relevant.

Generate email drafts with summaries for new RSS feed items using Perplexity

Generate email drafts with summaries for new RSS feed items using Perplexity
  • RSS by Zapier logo
  • Perplexity logo
  • Gmail logo
RSS by Zapier + Perplexity + Gmail

Generate blog outlines 

There's nothing worse than staring at a blank page, especially when you have a high-volume content calendar to keep up with. With Perplexity, you can skip the research rabbit hole and instantly get a jumping-off point for your next blog post. Just feed it a topic from your editorial calendar and get back a structured outline with angles, trends, and recent news.

Whether you manage your blog content in a spreadsheet, Airtable, or a task manager like Trello or Asana, you can trigger this Zap any time a new topic is added—so your writing process always starts with momentum.

Generate AI-powered Notion database items from new Airtable records

Generate AI-powered Notion database items from new Airtable records
  • Airtable logo
  • Perplexity logo
  • Notion logo
Airtable + Perplexity + Notion

Add AI-generated comments to new Trello cards using Perplexity

Add AI-generated comments to new Trello cards using Perplexity
  • Trello logo
  • Perplexity logo
  • Trello logo
Trello + Perplexity

Generate documents and comments for new Asana tasks using Perplexity

Generate documents and comments for new Asana tasks using Perplexity
  • Asana logo
  • Asana logo
Asana + Perplexity + Google Docs

Monitor trends in real-time

Staying on top of market trends shouldn't require opening a dozen tabs before your morning coffee. With scheduled prompts to Perplexity, you can get curated insights delivered daily or weekly without lifting a finger. Just set your Zap to ask questions like "What are some GTM trends in the fintech space right now?" or "What's new in AI governance this week?" and route the response to your tool of choice.

Whether you prefer updates in Slack, Teams, or your inbox, this automation turns trend tracking into a hands-off habit. It's ideal if you're a marketer shaping strategy, a founder keeping an eye on the competitive landscape, or you just want a smarter way to scan what's happening in your industry on a regular basis.

Send daily AI-generated messages to Slack using Perplexity

Send daily AI-generated messages to Slack using Perplexity
  • Schedule by Zapier logo
  • Perplexity logo
  • Email by Zapier logo
Schedule by Zapier + Perplexity + Email by Zapier

Send weekly AI-generated emails using Perplexity and Email by Zapier

Send weekly AI-generated emails using Perplexity and Email by Zapier
  • Schedule by Zapier logo
  • Perplexity logo
  • Email by Zapier logo
Schedule by Zapier + Perplexity + Email by Zapier

Send weekly AI-generated messages to Microsoft Teams using Perplexity

Send weekly AI-generated messages to Microsoft Teams using Perplexity
  • Schedule by Zapier logo
  • Perplexity logo
  • Microsoft Teams logo
Schedule by Zapier + Perplexity + Microsoft Teams

Optimize your content research

Before you write a landing page or email campaign, you need to understand your audience's mindset: what questions they're asking, what hesitations they have, and how they talk about the problem your product solves. Instead of manually digging through forums, review sites, or competitor copy, automate that research with Perplexity.

Set up a workflow to answer prompts like "What are common objections to [product category]?" or "How do people compare [competitor] and [your product]?" and have the insights automatically added to your research doc, Notion workspace, or Slack thread. It's a fast, scalable way to inform messaging that resonates, not to mention keep your team aligned around real customer pain points.

Append AI-generated content to Google Docs for new Google Sheets rows

Append AI-generated content to Google Docs for new Google Sheets rows
  • Google Sheets logo
  • Perplexity logo
  • Google Docs logo
Google Sheets + Perplexity + Google Docs

Enrich new Notion database items with AI-generated content using Perplexity

Enrich new Notion database items with AI-generated content using Perplexity
  • Notion logo
  • Perplexity logo
  • Notion logo
Notion + Perplexity

Send AI-generated Slack messages for new Airtable records using Perplexity

Send AI-generated Slack messages for new Airtable records using Perplexity
  • Airtable logo
  • Perplexity logo
  • Slack logo
Airtable + Perplexity + Slack

Here's your new research assistant: now on autopilot

Perplexity turns questions into answers—and Zapier turns answers into action. By connecting Perplexity to your everyday tools, you can cut research time, work smarter, and keep your workflows flowing, no tab overload necessary.

And this is just the start of what you can do with Perplexity and Zapier. What will you automate first?

Related reading:

  • Zapier Agents: Combine AI agents with automation

  • How to create a custom AI chatbot with Zapier Chatbots

  • A guide to Zapier's AI tools

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'