Perplexity AI Research → Via Make.com Automation

Zach's FavsMake.com Automation
  • At A Glance...

    • What is it?When you need an AI to “do some googling for you,” this Perplexity automation is the way to go.
    • Pros
      • Great for generalized research and "googling"
      • Really good way to get personalization data if you weren't able to find any "for free" from your other lead sources — as long as you're careful!
    • Cons
      • Not good for hyper-specific information
      • Can't actually look at company websites as far as I'm aware; only search result pages
      • More expensive API credits than ChatGPT
      • If you're not careful and test thoroughly, you might send emails with wrong, made-up-by-the-AI information that burns trust and wastes leads
  • Client types it is generally best for

    • Company Size?
      • Larger companies where an employee is your point of contact & key decision-maker
      • Smaller companies where the owner is your point of contact & key decision-maker
    • Primary Presence?
      • Online / Digital (SaaS, ecomm, course creators, agencies, etc)
      • Brick & Mortar (Gyms, retail stores, restaurants, construction, etc.)
    • Primary Monetization Style?
      • Products
      • Services

Other Info:

  • Data Acquisition Style
    • Scraped / Human Labor 2 - Semi-automatic (e.g. with AI or partial tool assistance)
  • Data Quality✅ High Quality / Fairly Reliable
  • Our Experience With This StrategyQuite familiar
  • How good is it for the various lead taco ingredients?

    • 🐠 Raw Leads?🤨 Sometimes
    • 🌪️ List-Narrowing?✅ Yes
    • 🍋‍🟩 Free Personalization?✅ Yes
    • 🧀 Biz Names?✅ Yes
    • 🥑 Emails?👎 Possible, but not recommended
    • 🥞 Person Names?👎 Possible, but not recommended
    • 💼 Job Titles?👎 Possible, but not recommended
    • 🧹 List Cleaning?🚫 No

Full Content:

Ruh roh!

Missing Prerequisites

When you need an AI to “do some googling for you,” this Perplexity automation is the way to go.

NB: If you need to find specific details from a webpage that are 100% accurate, it’s probably NOT your best bet.

It’s best for “vague specificity” or company-wide analysis that could be reliably found by googling — without actually clicking into the pages.

(That’s the best way to think of its capabilities)

For instances where you need to analyze a specific page on a company’s website, it’s recommended that you instead do the following…

  1. Scrape your desired pages into markdown, e.g. with the Apify “webpage to markdown” scraper
  2. And then have ChatGPT analyze the pages for the data you need

👆 NB: that process above relies on the data you need being on the exact pages you scraped! So it’s generally best for cases where you can find what you need on the homepage, so as to save a step trying to find a product page at scale.

(If you did need to find product pages at scale, you could perhaps use perplexity to uncover the page URLs, then use that apify scraper to scrape them, then use the ChatGPT automation to review their contents, but this would be experimental and prone to errors, e.g. if perplexity returns a bad page URL to you you’re kinda screwed.)

Notes on Pricing

One other consideration with Perplexity in the “cons” column is pricing — they charge a flat half-cent per request PLUS fairly high token prices, so you will often have $0.02 CPL or higher for one perplexity prompt in an automation.

(Which means one prompt for ICP filtering and one for personalization might be a $0.03 – $0.05 CPL alone!) Because of this, I prefer to have it as a “final pass enhancement” in my enrichment chain once I’m pretty dang sure the leads are great and just need a little icing on the cake.

Notes on Automation Complexity

This automation is a little bit more complex than the ChatGPT one, and I almost marked it as 🌶️ Intermediate difficulty. BUT it just barely slid its way into the upper end of beginner 😉.