We are seeking an experienced Perplexity AI trainer to deliver a four-hour, onsite workshop during a corporate Leadership Summer Town Hall in San Francisco, California.
Engagement Details
Date: Thursday, August 27, 2026
Duration: 4 hours
Location: San Francisco, California
Venue: Conference room at the client’s hotel
Participants: Approximately 10, with a maximum of 12
Audience: Executive leadership, marketing, sales, operations, and support professionals
Experience levels: Beginner through advanced
Compensation: $800 for the session
Travel reimbursement: Reasonable gas, Uber, and parking expenses will be reimbursed
The trainer must be based in San Francisco, Oakland, Sacramento, or the surrounding Bay Area and available to deliver the session onsite.
Training Objectives
The workshop should help participants understand practical ways to use Perplexity AI for:
Business research and information gathering
Productivity and workflow optimization
Planning and decision support
Data analysis and reporting
Building useful dashboards
Cross-functional business applications
The primary outcome is for each participant to leave the workshop with a functional dashboard that they can apply to their day-to-day work.
Topics to Address
The customized session should include:
Perplexity AI fundamentals and key business use cases
Best practices for connecting Perplexity with Salesforce, Google Drive, Google Sheets, Slack, and similar systems
Permissions and access considerations when connecting company platforms
Preventing unintended write-backs, edits, or other changes that could create data-integrity issues
Data-validation best practices when using AI to create dashboards and reports
Research, productivity, planning, analysis, and workflow optimization
Practical dashboard-building exercises
Recommendations for consolidating multiple Perplexity instances, reducing duplicate costs, and managing shared connections or credentials
Responsible and secure use of AI tools within an organization
Ideal Trainer
The ideal candidate will have:
Strong hands-on experience with Perplexity AI
Previous corporate training or workshop facilitation experience
Experience teaching mixed-skill audiences, including executives and nontechnical professionals
Knowledge of AI integrations with Salesforce, Google Workspace, Slack, and related business systems
Experience with AI-generated dashboards, reporting, and data validation
An understanding of access permissions, data integrity, security, and AI governance
The ability to customize exercises around the client’s workflows and desired outcomes
Selected candidates should be available for a brief planning meeting before the workshop to align on the agenda, participant needs, dashboard exercises, and technical requirements.
To Apply
Please include:
Your location and confirmation that you can deliver the training onsite in San Francisco on August 27.
A summary of your experience using and teaching Perplexity AI.
Examples of similar corporate AI workshops you have delivered.
Your experience integrating AI tools with Salesforce, Google Drive, Google Sheets, or Slack.
Your approach to helping each participant build a functional dashboard during a four-hour session.
Any technical requirements or accounts participants would need before the workshop.