Perplexity published a practical guide on January 26, 2026 to help you finish your annual plan much faster. Have you ever found yourself redoing slides and fixing budgets in February? If so, this guide is designed for you.
What the guide offers
Perplexity’s guide isn’t just theory: it includes templates, workflows and prompts ready to use at every stage of annual planning. Among the most useful you'll find:
- Prompts for year retrospectives, market analysis and drafting OKRs.
- Templates to package the plan: FAQs, executive summaries and launch emails.
- Integrations (App Connectors) for Pro and Enterprise: Google Drive, SharePoint, Gmail, Microsoft Teams, Notion, Jira, and more.
- For Enterprise, the High-Precision Search feature lets you analyze thousands of synced files and get more complete answers.
Key point: when Perplexity can read your internal documents in addition to the web, the answers have much more context. Also, data governance is respected: Perplexity Enterprise does not train models with your data.
How to use Perplexity step by step
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Gather the base information. Connect your files and tools if you have a Pro or Enterprise plan so Perplexity can work with real data.
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Run an automatic retrospective. Use a prompt to summarize deliverables, lessons and recurring issues. Example:
Summarize last year in 6 points: achievements, failures, risks and opportunities. -
Do contextual analysis. Ask for a market brief that compares internal trends with external signals. Example:
Analyze the three most relevant trends in our sector and how they affect our objectives. -
Draft OKRs and priorities. Request drafts and alternatives for each objective. Example:
Generate 3 OKR options for product with clear metrics and a quarterly timeframe. -
Structure budgets and worksheets. Ask the model to turn text into columns and formulas compatible with a spreadsheet.
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Prepare communications. Request FAQs, executive summaries and the announcement email for stakeholders.
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Final review and sign-off. Use Perplexity to prepare a checklist for closure and the points owners should validate before sign-off.
Quick practical use cases
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Product team: speed up the retrospective and turn insights into actionable OKRs in minutes.
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Marketing: generate market briefs and campaign scripts based on internal data and external signals.
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Small startups: connect Google Drive and Notion to compile real metrics and build a credible plan without endless meetings.
Tips to make it actually work
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Automate only the repeatable: leave strategic decision-making to people.
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Connect your sources if you can. A plan that uses real data avoids dangerous assumptions.
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Always verify. Ask for references and double-check the numbers the AI generates before presenting them.
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Use AI for operational load: summarizing, structuring and packaging. That frees you to negotiate priorities with stakeholders.
Perplexity proposes turning annual planning into a repeatable system: less friction, more focus on what truly adds value. If you finish earlier, you can spend more time executing instead of fixing documents.
Original source
https://www.perplexity.ai/hub/blog/finish-your-annual-plan-faster-with-perplexity