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Perplexity + Claude 3.7 will Transform Your Work to NEXT LEVEL

Grace Leung

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Download the FREE "The Complete Guide to Claude AI" Ebook here 👉 https://clickhubspot.com/txrl As a power user of Claude, I am super excited Claude 3.7 is finally here with its extended thinking ability. Perplexity's real-time data with Claude 3.7 thinking capabilities just created work magic. In this video, I'll share powerful ways you can combine both to transform your work into amazing deliverables with less time. Let’s go! 🪄 📌 *TIMESTAMPS* 00:00 Perplexity + Claude = Work Magic 01:42 Strategic visual storytelling 05:03 Automate research reporting 07:39 Audience / persona style guideline 10:54 Elevator / sales pitching 13:23 Website / product mockups ⚡️ *JOIN MY GROWTH COMMUNITY* https://community.graceleung.com/ 📥 *JOIN FREE MY DIGITAL GROWTH NEWSLETTER* https://www.graceleung.com/newsletter/ 🚀 *CONNECT WITH ME* https://www.graceleung.com/connect/ 📂 *RESOURCES MENTIONED IN THE VIDEO* 🔗Perplexity AI https://www.perplexity.ai/ Feel free to use my discount code to get a $10 discount when upgrade to Perplexity Pro https://perplexity.ai/pro?referral_code=AM9DC8K5) 👉 *WATCH THESE NEXT* 🎥 Better Way to use Perplexity Deep Research ​https://youtu.be/flfF8mbwFv4 🎥 This NotebookLM + Perplexity Workflow Will Cut Your Research Time by 50% (or More) https://youtu.be/27AxmEh3qEA 🎥 PLAYLIST: AI for MARKETERS https://www.youtube.com/playlist?list=PLgvqWBt14woI0bW-qwMn5ZdHtvRHhENcA If you like this video, subscribe for more videos like this! https://youtube.com/@graceleungyl?si=J_vzXh3ooLlusD9G 👋 *WHO AM I* I’m Grace, a Digital Growth Consultant & Educator who is fascinated by anything digital and growth related. I share everything about digital growth, AI for marketing, and personal growth! ☕️ *Let's be friends* LinkedIn: https://www.linkedin.com/in/grace-leung-yl/ Instagram: https://www.instagram.com/graceleungyl 🖥 *MY GEARS* https://kit.co/graceleungyl/gear *COPYRIGHT © GRACE LEUNG. ALL RIGHTS RESERVED.* *UNAUTHORIZED COPYING, REPRODUCTION, DISTRIBUTION, OR ANY OTHER FORM OF USE OF THIS CONTENT—INCLUDING REPURPOSING, MODIFYING, OR REPRESENTING IT AS YOUR OWN—WITHOUT EXPRESS WRITTEN PERMISSION FROM GRACE LEUNG IS STRICTLY PROHIBITED.* #claudeai #claudeforwork #perplexityai
자막

자막

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There are only two AI tools that I useevery day, that is Perplexly and Claude.

Both tools recently justgot lots of new upgrades.

Especially Claude 3.

7 Sonnet is finally here.

As a power user, I'mreally excited about this.

So in this video, I'll share five superpowerful ways you can combine both Perplexity and Claude to transform anyof your work into amazing deliverables.

Let's go.

Perhaps the most exciting part for Claude 3.

7 is the hybrid reasoning with two modes.

For any complex tasks that requiredeeper thinking, you can just turn on the extended thinking modefor a more well rounded response.

And whenever you turn on thinking, italso support a much higher output tokens.

So you will notice theresponse will be more in depth.

Claude also introduced a customwriting style to create your own tone of voice, making it helpful for morehuman sounding content generation.

Although on perplexity, youcan also access to Claude 3.

7.

The experience is quite differentbecause perplexity has adjust the context window to much smaller token counts.

And it has been fine tuned for searchpurposes that prioritize factual response.

So the response you get will beless creative and human sounding compared to the native Claude.

But Claude can't access the internetand its knowledge has cut off time.

And that's why we can combine both.

So we can have the real timesources gather from Perplexity and enjoy all the unique features forClaude, like artifacts, projects.

First, we start with perplexity, getreal time sources, data points using focus search mode or deep research.

Then we filter the sources toClaude for its intelligent data analysis and thinking ability.

And use the unique artifactand project feature to generate impressive deliverables.

And here are five powerfulways you can use this workflow.

The first one is strategic visual storytelling.

As working professionals, we alwaysneed to prepare visual presentation.

Claude is so powerful in datavisualization using its artifact features.

And you can immediately turn anyboring reports into impressive work for your stakeholders or clients.

For example, I'm doing an industryoutlook visualization for my stakeholders for the retail industry.

On Perplexly, use this prompt to firstfind all the recent industry outlook reports and use search operators tojust focus on some reputable sources and PDF reports or any preferablesource, depending on your industry.

Then we can look through the sources anddownload all those that are relevant.

And for some sources like thisone might be a web source.

You can print it as PDF file.

So later you can feed it to Claude as well.

On Claude, set up a new project.

Project is super useful to maintainall the context, knowledge, so Claude can always referencewhenever you initiate a new chat.

Now we can set up custom instructionsto control how Claude will generate the visuals in the output.

Like favorite bar charts for comparison,line charts for trend, as well as the output format, and then upload all thereports as you gather from perplexity.

Let's say this is mycompany performance data.

Also upload to Claude at the chat level.

Use this prompt to create aninteractive dashboard to visualize the key insights and highlight the threebiggest strategic recommendations.

Now whenever for this kind ofstrategic thinking tasks, I will turn on thinking mode so theresponse will be more comprehensive.

Immediately, Claude will output the fulldashboard and that is super amazing.

So, with different sections groupedby different tabs, like growth rates, we have the bar charts with keytakeaways and Claude is also following my instruction on the brand color tone.

Also the line charts, pie charts.

And I'm really like this radar chartsfor this AI use case in retail, very effective to tell the storyfor your stakeholders or clients, if you are satisfied with it, you can evenpublish and share with your stakeholders.

You can also import this to the projectknowledge, so every time Claude can use the same dashboard as the template.

This is one of my favorite use case.

If you prefer, you can also askClaude to generate Gantt charts, timeline bars, heat maps, and notjust this kinds of dashboards.

You can also use it to generatedifferent infographics for your social polls, content, using thetrend data gathered from perplexity.

Personally, I also use it a lot.

If you're impressed by what Claude can doand want to elevate your work efficiency, I recommend this free ebook fromHubSpot, The Complete Guide to Claude AI.

You can find the downloadlink in the description.

It's completely free.

This guide is perfect for anyone lookingto master Claude in workplace settings.

It covers everything from quick setup,features overview, to advanced techniques.

You will find practical real world applications using Claude as your executive assistant thatmanage your work priorities.

Content strategist that personalizecontent for greater impact.

Data analysts that turnsmassive data into insights.

These are all essentialtasks you will face at work.

What I particularly like is howit provides ready to use setup commands with specific guidance onwhat data to feed to Claude, helping you to get started immediatelywithout endless experimentation.

I recommend you download this inthe description below for free.

And thank you, Hotspot,for sponsoring this video.

Alright, the next one,research report automation.

Now we can take it to a whole newlevel to automate all the report generations with visualizationusing Claude project features.

No matter what kind of research reportthat you're doing at work, market research, audience research, productresearch, you can use Claude to help you that combining with the latest marketdata using perplexity deep research.

For example, I'm doingresearch for healthcare tech.

So on perplexity, we're going to firstidentify who are some top market players.

We can just use standardpro search to do that.

Let's say I pick the first one, TeladocHealth, so turn on deep research and use this prompt to ask it first tocreate a comprehensive analysis for this company around different key aspects.

And then it will pull a detailedreport that we can export to a PDF file and also look through anyquality sources that you can use.

So for example, this financialreport from the company, and you can even set up a perplexity spaceto automate these source gathering process with custom instructions.

I got another video talking about that.

You can check this out.

Now on Claude set up the projectand in the custom instructions, we will set up the automation command.

So whenever I type the task code "report",it will create a data rich analysis with visualization with different sections,each with a preferred visual type.

Since this is a project forautomation, for the competitive data gathered from Perplexity,we will upload at the chat level.

So upload the exported PDF and the companyreport and type the task code "report".

And then you can watch the magichappens it's completely automated and just within a minute, itgenerate two amazing deliverables.

So the first one is the executivereport, summarizing all key strategic insights about these competitor.

And from my experience, Claude alwaysdoes an excellent job in retrieving context from large files and seldomhave errors and then the dashboard with our specified visualization.

And this is incredible.

Again, if you like, you can justdirectly import this template to this project, so claude will remember that.

Otherwise you can just uploadanother new competitive data and do the same automation again.

And Claude is really powerful ingenerating this kind of visualization and so useful that you can turn anymarket data to visual storytelling.

You can just publish and sharewith your stakeholders instantly.

This is my all time favoriteway of using Claude.

You can automate so many things andcombined with perplexity, you can always ensure a Claude has up to dateinformation when building the visuals.

The next audience or personasegment style guideline.

Whether you're a marketer,brand owner, founder, you will have your target audience andthey have different behaviors.

So, we can combine perplexity audienceresearch with Claude's powerful writing to create useful guidelinesthat ensure your content resonates perfectly with each target segment.

For example, I'm doing the styleguideline for an online learning platform brand and a target audienceis business language learner.

First, we need to find researcharound our target audience.

So on Perplexity, use this prompt to findresearch study and reports about business professionals learning language online.

And note, I also turn onacademic sources this time.

Immediately it will pull out differentreports and again, download those that are relevant and mentionfindings about our target audience, professional language learners.

Next, we also gonna find interviewsvideos about the real user sharing their language learning experience,like on YouTube, LinkedIn.

Ted Talks, customer testimonialvideos, so we have more dimension about our target audience.

And turn on social mode this time.

But be mindful the sources willbe a lot whenever you turn it on.

And this one is good that it is a realuser sharing, so we can download the script and later import it to Claude.

And finally, also ask about the topquestions asked on Reddit and Quora to understand their top challengeslike career relevance, confidence.

So these are all good up to dateinsights for Claude to generate response.

So let's say this is our brandand I have import all information, video script, exported reports, aswell as the company information.

So if you have any call transcript,I highly suggest you also upload here for Claude to learnabout your target audience.

So use this prompt to ask it to baseon all the research and create a content style guideline for thesetarget audience, including the tone, language patterns, with clear examplesso the output can be a set of ready to use custom instructions on Claude.

For this task, I will use the thinkingmode as I want it to think deeper on the audience motivations and pain pointsand you can see it is thinking and the style guideline is really detailed howwe should sound as a brand, avoid jargon, vague promises, the language patternsand also with examples so Claude can understand the standard more accurately.

And I really like the vocabulary list andthis is Claude's strength in understanding human language and what wordings couldbe better for business language learner.

And there are two ways you can use it.

So first we can copy it, clickcreate custom style and paste them in a custom instructions.

Then Claude will analyze andsummarize the style for you.

And you can even preview itwith the pre built prompts.

Another way, which I actually prefer is toattach to your project and then ask Claude to follow it in the project instruction.

Then every time, whenever youcreate whatever content for this particular audience, it willalways use a consistent tone.

And you can see that it will be asignificant enhancement and difference for your content compared without using.

Of course, for a brand, you mighthave different personas or audience, so you can repeat the same processand define different style guidelines and set up on Claude, so you canalways switch whenever you need it.

The next is elevator pitch.

Since Claude is so good at writing andhas a good sense of humanity, if you're a founder or sales or in any positions thatyou might need to persuade an audience for offerings, or you are the one tohelp them, then we can use Claude to craft that combining with all the learningsand information gathered from perplexity.

Let's say I'm preparing the elevatorpitch for the FinTech startup, Stripe.

So first, use this prompt on perplexityto find all the key information about this company, like thebusiness model, value proposition, market position, growth rates, and then use deep research for this.

And then export it as a PDF file andidentify all other relevant sources.

And then also find sourcesabout good pitch framework, guidelines for tech startup.

Again, export the response andidentify any good sources for Claude like this one, perfecting your pitch.

And finally, use this prompt to findmore YouTube videos of successful elevator pitch and best practice sharing.

And like this one from MichaelSeibel, that is super relevant.

Now on Claude, upload all theknowledge, including the company information about Stripe.

And if you have any informationabout investor or your audience, definitely also feed it to Claude.

And use this prompt to create a 60 secondspitch for investor, with the preferred key elements we want and ask it tofollow the best practice and frameworks.

And we also gonna turn on thinking mode.

And now here is the first draft.

It's not bad and it's naturalconversational, but still, I think we can add more emotional connections sowe can ask it to do self reflection.

And give it some hints for improvement.

And then this time you can see it's morepowerful with emphasizing the painpoint and using more emotional language.

So you can see, you can always keepiterating and it will directly update on the same artifact with two versions.

We're not done yet.

Oftentimes we face rejection.

So we can first gather a list of topobjections and questions from perplexity and then export the response, then feedthem to Claude at the chat level and build a pitch FAQ, how you should response.

You can also specify your desired tone.

So this will be very helpful.

So you are well prepared for notjust for elevator pitching, but also all the kinds of sales pitching,client communication, because I found Claude is so good at handling allsorts of communications, challenging situations with good human touch.

Next, prepare websites or productmockup without design tools.

Sometimes as marketers or productdesigners, we want some quick prototypes to communicate our proposal withour key stakeholders or clients.

So this is so useful as you can gatherthe latest design trends, best practice for Claude to generate impressive mockups.

For example, I'm the product designerand I'm doing an interface revamp for this online course marketplace platform.

So first on Perplexity, we can gathersome of the latest best practice for online course marketplace UI design,like intuitive navigation, consistent design, accessibility, and then seeany other good sources for Claude.

And then we can also search forUX research study about online course marketplace to identify sometop challenges we should avoid.

And then depending on your taskrequirement, you can even search for the latest color palette trend for yourmock up design for Claude to follow.

Now we have uploaded all the knowledgeto this project, and then in a chat attached the existing interface.

So that's just a screen cap.

And then use this prompt to create a SVGmarkup for the new interface that focus on clear categories, reducing frictions, and every time you should stateyour goal clearly, whatever it is.

And to follow a consistent branding.

And within a minute, a mockup is ready.

It looks pretty nice.

It's following the existing branding.

It's now putting the filter barat the top instead of the side and adding back the price tag.

And also for each course, there willbe a cover image, which I agree can help as currently, um, every courselooks very similar with the color tone.

And it also added a call out box at thebottom for conversions, which is nice.

If you want to make any adjustment,you can download it and import to Figma to do any fine tuning.

So it will save you so muchtime in preparing mockups for your stakeholders.

Personally, I also usethis workflow a lot.

In this demo, we're doing arevamp, but you can just give Claude different interface ideas.

Design trends you gather fromperplexity and just ask it to design from scratch using yourdesired color tone or principles.

All right, there's still so many waysyou can use Perplexly and Claude for Work, and these are just five of them.

So think about your top daily recurringtasks and how you can incorporate them into your existing workflow.

If you want more inspiration,you can join my community to unlock some more ways to use.

AI for work or research.

You will also get access to allmy feature content, all my test of prompt I share on my channel.

You can find the link inthe description to join.

And before you go also checkout this video about how to use Perplexly deep research better.

I will see you next time.

영상 정리

영상 정리

1. 매일 사용하는 AI 도구는 Perplexity와 Claude입니다.

2. 최근 두 도구 모두 업그레이드가 있었어요.

3. 특히 Claude 3.7 Sonnet이 출시되어 기대가 큽니다.

4. 이 영상에서는 두 도구를 결합하는 다섯 가지 방법을 소개할게요.

5. Claude 3.7의 가장 큰 특징은 두 가지 모드의 하이브리드 추론입니다.

6. 복잡한 작업에는 확장 사고 모드를 켜면 더 깊은 답변이 나옵니다.

7. 사고 모드에서는 더 많은 토큰과 깊이 있는 답변이 지원됩니다.

8. Claude는 사용자 맞춤 톤도 만들어서 더 자연스럽게 콘텐츠를 생성할 수 있어요.

9. Perplexity에서도 Claude 3.7을 사용할 수 있는데, 검색창이 더 작아졌어요.

10. Perplexity는 사실 중심의 검색과 자료 찾기에 특화되어 있어요.

11. Claude는 인터넷 접속이 안 되고 지식이 일정 시점 이후 업데이트되지 않아요.

12. 그래서 두 도구를 함께 사용하면 실시간 정보와 깊이 있는 분석이 가능해집니다.

13. 먼저 Perplexity로 최신 자료를 찾고, 그 데이터를 Claude에 넘겨 분석하게 해요.

14. 이렇게 하면 두 도구의 강점을 모두 활용할 수 있어요.

15. 첫 번째 방법은 시각적 스토리텔링입니다.

16. Claude의 아티팩트 기능으로 멋진 데이터 시각화를 만들 수 있어요.

17. 예를 들어, 리테일 산업 전망 보고서를 만들 수 있죠.

18. Perplexity로 관련 보고서와 PDF를 찾고 다운로드합니다.

19. Claude 프로젝트에 자료를 업로드하고, 시각화와 인사이트를 생성해요.

20. 이렇게 하면 보고서, 대시보드, 차트 등을 쉽게 만들 수 있어요.

21. 두 번째 방법은 연구 보고서 자동화입니다.

22. 시장 조사, 제품 조사 등 모든 보고서를 자동으로 만들어줍니다.

23. Perplexity로 주요 시장 플레이어를 찾고 상세 분석을 요청해요.

24. 그 후 Claude에 자료를 넘기고, 자동 보고서를 생성하게 합니다.

25. 이 방법으로 빠르고 정확한 분석 자료를 만들 수 있어요.

26. 세 번째는 타겟 대상별 콘텐츠 가이드라인 만들기입니다.

27. Perplexity로 대상 연구를 하고, Claude로 스타일 가이드도 만듭니다.

28. 예를 들어, 온라인 학습 플랫폼의 타겟은 비즈니스 영어 학습자입니다.

29. 관련 연구와 사용자 인터뷰를 찾아서 자료를 모읍니다.

30. 그 데이터를 바탕으로 Claude에게 표준 톤과 언어 패턴을 요청해요.

31. 이렇게 하면 일관된 콘텐츠 스타일을 유지할 수 있어요.

32. 네 번째는 피치(발표) 자료 만들기입니다.

33. Claude와 퍼플렉시티로 60초 피치를 준비할 수 있어요.

34. 먼저 퍼플렉시티로 회사 핵심 정보와 자료를 찾고,

35. Claude에 업로드 후 피치 문구를 만들어 요청합니다.

36. 반복해서 수정하며 감정을 더 넣거나 개선할 수 있어요.

37. 마지막으로, 웹사이트나 프로토타입도 빠르게 만들어줍니다.

38. 퍼플렉시티로 디자인 트렌드와 연구를 찾고,

39. Claude에게 간단한 SVG 마크업을 요청하면 바로 결과물이 나와요.

40. 이렇게 하면 빠르고 효율적으로 이해관계자에게 보여줄 수 있어요.

41. 이 외에도 다양한 활용법이 많아요.

42. 매일 반복하는 작업을 생각해보고, AI로 어떻게 개선할지 고민해보세요.

43. 더 많은 아이디어는 제 커뮤니티에서 확인할 수 있어요.

44. 영상 설명에 링크가 있으니 참고하세요.

45. 끝으로, 퍼플렉시티와 Claude를 활용한 더 많은 방법을 기대하세요.

최근 검색 기록