The Perplexity integration gives Bigmind an enrichment tool for searching SEC filings. It is an organization-wide API-key integration and is available from Settings > Enrichment.
#Supported use cases
- SEC filing search: Ask natural-language questions against public SEC filings.
- Public-company account research: Research risk factors, business segments, priorities, financial context, and recent filing disclosures.
- Account preparation: Use filing context to prepare account plans, meeting prep, outreach, and deal research.
#Connect Perplexity
- Go to Settings > Enrichment.
- Select Perplexity.
- Enter your Perplexity API key.
- Select Connect.
#Good queries
- What risks did this company highlight in its latest 10-K?
- What business segments does this company report?
- What does the company say about AI, automation, or go-to-market investment?
- What recent filing language suggests expansion, cost pressure, or strategic change?
#Limitations
Perplexity enrichment is research-oriented. It does not currently expose people enrichment capabilities for email or phone strategies. Use Lusha or ZoomInfo for contact data enrichment.