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Setup guide

Follow Up Pipeline Agent for Perplexity - sales follow-ups that happen on schedule

The free Follow Up Pipeline Agent runs on Perplexity as three plain-text files: set it up once in a Perplexity Space, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

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What the Follow Up Pipeline Agent does

If research already happens in Perplexity, this agent turns it into the finished artifact. It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.

Pipelines rot quietly between reviews. This assistant scans last activity per deal, drafts the due follow-ups with the deal's real context, and proposes stage updates with the evidence attached - all pending your approval. The forecast stops being a guess because the pipeline stops being stale.

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 sales-follow-up with cited sources where the job needs them. The output - it reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status - is drafted for your review.

Setup, step by step

  1. Create a Space in Perplexity and name it after the job (for example: sales follow up).
  2. Upload skill.md to the Space and paste setup-prompt.txt into the Space instructions.
  3. Run the setup; the agent runs sales-follow-up 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 Follow Up Pipeline 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: sales follow up). Then upload skill.md to the space and paste setup-prompt.txt into the space instructions.

What does the Follow Up Pipeline Agent produce on Perplexity?

It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.. 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.