How to govern Perplexity
AI research and answers with cited sources, and the checks that keep those citations honest.
Perplexity · Certrak checks Perplexity every quarter, and sooner when Perplexity ships a capability change or a customer declares a new use of it · Last checked 16 Oct 2026 · Next check by 16 Jan 2027
Guidance updated Reviewed the 21 September and 5 October changelogs. Computer gained Automations that run on a schedule or when events occur in connected apps, a browser extension that drives the person's own signed-in browser, a Microsoft 365 connector, DocSend, and skills that spend credits, including Amex skills connected through Plaid. Enterprise administrators can control skill installation and see organisation-wide analytics. Full changelog ↓How Perplexity is used
We see three common ways businesses use Perplexity, and we govern each one on its own terms. If your team uses it differently, that is fine: you describe the use in your own words and Certrak works out the governance from what it actually does.
General productivity assistance
Consequence to people: MediumDrafting, summarising, brainstorming, internal Q&A - day-to-day help with internal work
Document analysis and review
Consequence to people: MediumReviewing contracts, reports, or technical documents
Internal data analysis and insights
Consequence to people: MediumAnalysing business data, surfacing insights, building dashboards
Governing Perplexity in practice
- Name one person who owns Perplexity in your business. Governance starts with a name.
- Write down what Perplexity is used for. Certrak recognises 3 common uses: General productivity assistance, Document analysis and review and Internal data analysis and insights. Yours may differ; write down yours.
- Decide what Perplexity may and may not be given. Internal business information is in scope, so name what stays out.
- Agree that a person reviews every output before it is used, and name who.
- Perplexity can create, change, or delete records in another system without a person approving. Record which of these you allow, and who can change that.
- Look again at each use on the rhythm shown against it, and sooner on any of these: industry incidents, vendor model updates and autonomy level changes.
What changed, and how Certrak responded
We record every check here, including the ones that changed nothing. A check that found no governance change proves we looked.
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Guidance updated Scheduled review
Automations, inline visualizations, and GPT-6.1 Sol
Perplexity shipped it 5 Oct 2026.
Reviewed the 21 September and 5 October changelogs. Computer gained Automations that run on a schedule or when events occur in connected apps, a browser extension that drives the person's own signed-in browser, a Microsoft 365 connector, DocSend, and skills that spend credits, including Amex skills connected through Plaid. Enterprise administrators can control skill installation and see organisation-wide analytics.
How Certrak responded: Where Perplexity is used for everyday work, documents or internal analysis, it can now act in connected apps and in the person's own browser without a prompt each time. Owners are asked whether Automations or the browser extension are in use; if they are, the system is treated as making changes on their behalf and the matching controls apply.