Performance Reporting Agent for Perplexity - marketing reporting that assembles itself

What the Performance Reporting Agent does

If research already happens in Perplexity, this agent turns it into the finished artifact. It turns your approved channel exports into the same report every month: campaign, spend, result, source, variance and the next question, with every number traced to its source row.

Reporting drudgery is the assembly, not the analysis. This assistant keeps the report skeleton, pulls each period's numbers into it, and drafts the commentary with the source noted per figure - you check the numbers and the story before anyone else sees them. Month-end becomes an hour, not a day.

Where the Included files go in Perplexity

Create a Space for the job, upload the Included 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 a run looks like on Perplexity

A run looks like this: you open the Space, paste the usage prompt with this run's inputs, and Perplexity works through marketing-reporting with cited sources where the job needs them. The output - it turns your approved channel exports into the same report every month: campaign, spend, result, source, variance and the next question, with every number traced to its source row - is drafted for your review.

Setup, step by step

1. Create a Space in Perplexity and name it after the job (for example: marketing reporting).
2. Upload skill.md to the Space and paste setup-prompt.txt into the Space instructions.
3. Run the setup; the agent runs marketing-reporting on fictional sample data first - approve that test before real work.
4. Start each real run in that Space with usage-prompt.txt and this run's inputs; save the output where your work lives (Sheets, Docs).

Honest limits on Perplexity

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.

Questions people ask

Does the Performance Reporting Agent work on Perplexity?

Yes - the agent is three plain-text files, and on Perplexity they live in a Perplexity Space. The four setup steps below are the whole job: Create a Space in Perplexity and name it after the job (for example: marketing reporting). Then upload skill.md to the space and paste setup-prompt.txt into the space instructions.

What does the Performance Reporting Agent produce on Perplexity?

It turns your approved channel exports into the same report every month: campaign, spend, result, source, variance and the next question, with every number traced to its source row.. Perplexity drafts it with citations where relevant; you save the result where your work lives. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Perplexity?

No. 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.

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AI Agent Skills is an independent store, not affiliated with Perplexity or its makers. Platform names belong to their owners.