Use Perplexity + Claude for cited research and decision memo

Run initial discovery with Perplexity (or ChatGPT web search) to surface vendor sites, analyst coverage, and customer case studies — each with citations. Hand the results to Claude with your evaluation criteria and internal context to produce a structured decision memo: recommendation, trade-offs, risks, references. Cite everything; make the memo defensible.

Tool

Perplexity + Claude.ai

Open tool

Best for

Analysis & Decisions

Perplexity free / Pro $20/mo · Claude Pro $20/mo

Setup

10 min

One-time setup estimate

Workflow

1Collect the source material for "Research methods, tools, and vendors for the project" before opening the tool.
2Run the starter prompt in Perplexity + Claude.ai and paste in the real context.
3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
4Save the improved prompt or checklist so the next run takes less time.

Inputs you need

- Project Manager
- Research methods, tools, and vendors for the project
- Examples, notes, files, or customer context for this task
- Your preferred tone, constraints, and final format

Expected output

- Use Perplexity + Claude for cited research and decision memo
- A usable draft or workflow for research methods, tools, and vendors for the project
- A repeatable prompt you can improve after each run

Ready-to-copy asset

Starter prompt

Here's my research pack from Perplexity + internal notes: [PASTE]. Produce a decision memo: 1) recommendation in one sentence, 2) criteria × vendor scoring, 3) top trade-offs, 4) risks with mitigations, 5) references (bullet list linking each claim to a citation). Keep under 800 words.

Caveats

- Do a human review before sending, publishing, filing, or making a decision.
- Verify numbers, names, claims, citations, and compliance-sensitive details.
- AI drafts. You decide. Final responsibility is yours.

Measurable value

45 min saved per run

Before: 1 hrs. After: 15 min.

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