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.
