What Perplexity is
Perplexity is an AI answer engine built for research with cited sources. Its Spaces feature holds uploaded files and custom instructions persistently, which is what a repeated workflow needs.
How the three files work with Perplexity
Create a Space for the job, upload the three files, and paste the setup prompt into the Space instructions. Run the setup, approve the sample-data test, and start each run in that Space. Save the agent's output where your work lives (Sheets, Docs).
What to check first
Perplexity is research-first: it drafts and reasons well, but writes to your Google Workspace happen where you save the output. File and Space limits depend on your plan.
Whatever assistant you use: every agent proves itself on fictional sample data before it touches real work, and it stops at every human decision - sending, spending, publishing, scheduling. The full method.
Agents people run on Perplexity
Sourcing Agent
Builds a review queue of candidate profiles with evidence per row.
See the agent →Outreach Agent
Drafts outreach sequences you approve before anything sends.
See the agent →Reconciliation Agent
Matches books to bank and flags mismatches for your call.
See the agent →KPI Update Agent
Turns scattered metrics into a weekly investor-ready update.
See the agent →Campaign Brief Agent
Turns a goal and constraints into a complete campaign brief.
See the agent →Setup guides by job and profession on Perplexity
Every agent has its own Perplexity setup guide - where the three files go, step by step, with honest limits. By profession: RecruitersMarketing TeamsSales TeamsFinance TeamsBookkeepersReal Estate TeamsFounders
Sourcing AgentScreening AgentFollow Up AgentPipeline AgentCampaign Brief AgentLead Capture AgentPerformance Reporting AgentSocial Media Calendar AgentLead Intake AgentOutreach AgentQualification AgentFollow Up Pipeline AgentCash Flow Forecast AgentBudget Variance AgentManagement Reporting AgentSpend Request AgentTransaction Categorization AgentReconciliation AgentReceivables Follow Up AgentBills Invoices AgentLead Intake AgentListing Marketing AgentShowing Coordination AgentTransaction Checklist AgentInvestor Outreach AgentCustomer Discovery AgentPartnership Outreach AgentKPI Update Agent
AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Perplexity or its makers. Platform names belong to their owners; capabilities change, so check Perplexity's current documentation.
Questions people ask
Do AI Agent Skills agents work with Perplexity?
Yes - every agent is three plain-text files, and Perplexity reads files. The setup notes on this page are specific to Perplexity.
Is AI Agent Skills affiliated with Perplexity?
No. We are an independent store. Perplexity is named only because our agents run on it; no endorsement is implied.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.