Sourcing Agent
Recruiters: Build and refresh a candidate research Sheet.
View Sourcing Agent →Perplexity fits research briefs, comparisons and discovery work that needs visible citations. Its honest limit: it should not be treated as the system of record or an automatic operator without connected tools.
Verified free workflows come first. Each card links to a live existing product. Free copy-ready prompts follow below.
Recruiters: Build and refresh a candidate research Sheet.
View Sourcing Agent →Marketing: Maintain a recurring content calendar Sheet.
View Social Media Calendar Agent →Sales: Keep follow-ups and next steps current in a Sheet.
View Follow-Up & Pipeline Agent →Finance: Produce a recurring management report artifact.
View Management Reporting Agent →Bookkeepers: Run the reconciliation checklist and exception Sheet.
View Reconciliation Agent →Real estate: Maintain a closing checklist and review queue.
View Transaction Checklist Agent →Founders: Publish a recurring KPI update from a stable Sheet.
View KPI Update Agent →Use these prompts at no charge. They are not products. Only genuine matches inside this section carry a clearly marked free agent download link.
Trigger: a weekly crawl or Search Console change. Inputs: sitemap, query data, page templates and brand rules. Work: identify technical and content opportunities and prepare approved updates. Output: SEO action Sheet and page briefs. Boundary: no site publish or indexation change without approval. Result: every task has target URL, query evidence and acceptance check.
Use Perplexity and include links to the original sources. Check my site and Search Console once a week. Find broken pages, missing details and pages that could rank better. Give me a short list with the page link and suggested fix. Show me any site change before publishing it.
Trigger: a reporting Sheet refreshes or the period closes. Inputs: approved dataset, metric definitions and prior period. Work: validate data, calculate trends and explain changes. Output: analysis tabs and a report tab in Google Sheets. Boundary: no source-row overwrite without approval. Result: figures reconcile and each insight links to its range.
Builds recurring channel reports in a controlled Google Sheet.
View Performance Reporting Agent →Trigger: a user gives a research question and decision criteria. Inputs: scope, preferred sources, recency and exclusions. Work: search, open primary sources and compare findings. Output: cited research Doc or decision Sheet. Boundary: no login, purchase, form submission or disclosure outside scope. Result: every action-driving claim has a live source and checked date.
Use Perplexity and include links to the original sources. Research my question using current, trusted sources. Open the main sources, compare what they say and include the links and dates. Tell me what is certain and what is unclear. Do not sign up, contact anyone or Download anything without asking me.
Trigger: the approved ICP and territory are added to the prospecting Sheet. Inputs: ICP, exclusions, target count and evidence sources. Work: find companies and decision-makers, validate fit and deduplicate. Output: prospect Sheet with evidence, source and confidence. Boundary: no enrichment from prohibited private sources or outreach without approval. Result: every row meets the minimum fit evidence.
Researches approved prospects, records fit evidence and prepares outreach for review.
View Outreach Agent →Trigger: weekdays at 7:30 AM or when a tracked company, topic or regulator is named in a credible source. Inputs: tracked terms, source preferences, exclusions, recency window and prior-news log. Work: search current sources, open the primary announcement, verify coverage and deduplicate by canonical URL plus event fingerprint. Output: a dated news-monitor Sheet and short briefing Doc. Boundary: no public post, investor note or customer message without approval. Result: only new verified events appear once, with source and checked time.
Use Perplexity and include links to the original sources. Every weekday at 7:30 AM, check trusted news and official sources for my topics. Skip stories I have already seen and include the original links and dates. Give me a short summary of what changed and why it matters. Do not publish or send it anywhere without asking me.
Trigger: the approved weekly publishing clock after the news/source queue closes. Inputs: audience, editorial angle, approved source queue, prior issues, voice and length. Work: select non-duplicate stories, summarize with links, write the intro and sections, then check claims and repeated topics. Output: newsletter Doc plus issue log. Boundary: no subscriber import, email send or publication without exact audience-and-copy approval. Result: a complete issue with every item sourced and no story repeated from the prior issue.
Use Perplexity and include links to the original sources. Once a week, turn my approved links into a short newsletter for my audience. Do not repeat stories from earlier issues. Add a clear title, short sections and links to every source. Show me the full draft before publishing or sending it.
These are informational patterns grounded in the sources below. They are not products sold by AI Agent Skills.
Trigger: a consultant supplies market, customer and decision criteria. Perplexity gathers current public sources and writes a cited comparison Doc. Boundary: sources are reviewed before client use.
Trigger: an investor adds a company name and thesis questions. Perplexity researches team, market, competitors and reported traction into a diligence Sheet. Boundary: no private-data inference or investment decision.
Trigger: an IT lead defines requirements, security constraints and candidate vendors. Perplexity compares current documentation and credible reviews in a decision table. Boundary: no purchase or vendor contact.
One-off: use a clear prompt when the question changes each time. Recurring: use a stable schedule or trigger only when the same sources and checks apply. Artifact rule: finish in a Form, Doc, presentation or Sheet, not a chat-only answer.
Use the Perplexity setup hub for profession guides and current setup notes. AI Agent Skills is independent and is not affiliated with or endorsed by Perplexity.
Community evidence also reviewed: Reddit discussion of real-world assistant uses. Community claims were treated as leads; product-specific claims above rely on official or reported sources.
Reviewed 18 September 2026 · AI Agent Skills team.