Finish Your Annual Plan Faster With Perplexity

Annual planning sets your entire year, yet most teams build it from scattered docs and guesswork. 

Our new guide shows you how to use Perplexity to help create, or finish, your yearly plan, from running a previous year retrospective to supporting final stakeholder sign-off.

Even though plans are due January 1, many teams are still rewriting slides and fixing budgets well into February. 

Turn planning into a repeatable system  

In the guide, we share Perplexity prompts you can use for every stage of annual planning, including retrospectives, market analysis, and OKR drafting.

You’ll also get prompts for packaging and communicating your plan like creating FAQs, executive summaries, and email announcements.

If you have a Pro or Enterprise plan, you can use App Connectors to connect to your file apps like Google Drive and Sharepoint, messaging apps like Gmail and Microsoft Teams, and project management tools like Notion and Jira. This way, your plan draws from actual project data. 

Enterprise plans offer High-Precision Search for deep analysis on thousands of your synced files to get comprehensive answers from your documents. 

Get more context and insight

When Perplexity can read your work documents in addition to performing web research, it returns answers with far more context and insight.

Your internal docs stay under your organization’s governance. Perplexity Enterprise never trains on your data.

You will always own the plan. Perplexity helps handle the grunt work like summarizing files, drafting outlines, and structuring budgets into spreadsheets. 

Download the guide and put Perplexity to work on annual planning so you can focus on the real work.