FAQ

What data sources can I send to Perplexity through Coupler.io?

Any source supported by Coupler.io can be sent to Perplexity. This includes CRMs like HubSpot and Salesforce, ad platforms like Google Ads and Meta Ads, project management tools like Asana and Jira, spreadsheets, databases, and many more. You're not limited to a single source — a single data flow can combine multiple sources using Join or Append transformations before delivering to Perplexity.

Do I need to know how to code or write queries to use Coupler.io with Perplexity?

No coding is required. Coupler.io handles the data extraction and delivery through a visual interface, and Perplexity lets you interact with that data using plain language questions. The combination is designed to make data analysis accessible without any technical background.

How often will my data in Perplexity be updated?

Once your data flow has completed a successful manual run, you can set up automatic scheduling in Coupler.io. You can choose how frequently the data refreshes — hourly, daily, weekly, or on a custom interval. Each scheduled run will update the dataset in Perplexity according to the write mode you selected.

Every time you start a new chat, Perplexity collects fresh data. If you want it to fetch updated data in the ongoing conversation, ask it to do so directly.

Can I send data from multiple sources into a single Perplexity dataset?

Yes. Coupler.io supports multiple sources within a single data flow. You can use the Join transformation to merge related datasets (e.g., combining CRM deals with ad spend data) or the Append transformation to stack data from different sources into a single unified table before sending it to Perplexity.

What kinds of questions can I ask Perplexity about my data?

Perplexity works best with clear, specific questions tied to the data you've loaded. Good examples include:

• "Which product category had the highest revenue last quarter?"

• "Show me the trend in customer acquisition cost over the past 6 months."

• "Which sales rep closed the most deals in the dataset?"

The more focused your question, the more useful Perplexity's response will be.