AIAP Tool Guides·Perplexity·15:54

Perplexity Spaces and Templates: a Project Room with Standing Instructions and Your Own Files, and Adapting a Template

Karan Rana Brand/marketing manager, YouTuber, podcaster and course creator ("a non-tech guy"); presents the AI for Marketing, NotebookLM and Manus tool guides

▶LMS lesson

The short version

A Space holds instructions that apply to every thread plus files searched first, so you stop retyping audience, niche and tone (0:00-0:04).
Uploading his 83-slide "brand bible" made a five-line LinkedIn caption on waking at 5 a.m. match his brand voice; the steps show it "searching the brand bible" (0:04-0:11).
Templates (marketing, finance...) copy a ready Space you then edit - a US stock screener rewritten for India's Nifty 50 (0:11-0:15).

At a glance, three clicks deep

Skim here first: the closed row is the glance, open is the study card with the key points and timestamps, and the ↓ link drops to that concept's full write-up below.

01Spaces: standing instructions plus your own filesCreate a Space with a description and custom instructions, then add files;›

Create a Space with a description and custom instructions, then add files; every thread in it uses both, with your files as priority sources.

Why Spaces (0:00-0:02)

Create (0:02-0:04)

Brand bible test (0:05-0:11)

↓ Full write-up of this concept

02Templates as starting pointsBrowse templates by category, "use this template", then edit its instructions and links to fit your context.›

Browse templates by category, "use this template", then edit its instructions and links to fit your context.

Templates (0:11-0:15)

↓ Full write-up of this concept

The concepts in full

Spaces: standing instructions plus your own files

how-to

Old decks on your laptop are the best context you own.

Spaces > my private spaces > + > title, emoji, description, custom instructions ("optional" but "the most important one") > Continue > add context > upload local files. His Space "creatorpreneurship 101" set a casual, friendly tone for first-job marketers with no curse words; the 14 MB brand bible covered audience, values, design rules and "desi cool" lingo. He calls this like fine-tuning - in fact the file is searched as a source, not used to train the model. Spaces were in the free plan at recording.

Do it in this order

01Spaces > my private spaces > create.
02Fill title, description and custom instructions.
03Add context: upload your reference files.
04Ask in a thread inside the Space; check the steps show your file being read.

Why it matters

On-brand output without re-briefing.

This idea elsewhereparallelGemini Gems: saved assistants with knowledge files

Templates as starting points

Delete what does not apply - the template is a draft, not a rule.

"Social post generator" carried instructions like "avoid phrases like transformation, revolutionary ... always use a first-person voice". The finance "stock screener" assumed an S&P 500 CSV he did not have; he removed that line and scoped it to Nifty 50, then asked for last week's top gainers.

Why it matters

Faster setup with a known-good structure.

Tools referenced

Tool	Coverage	Moment	Context
Perplexity	demonstrated
Perplexity Spaces	demonstrated
NotebookLM	mentioned

Action items

Resources mentioned

Resources

docLesson page on the platform

Extraction notes

This page was built from an auto-generated transcript, which garbles product and people's names. Those were corrected silently in everything above and logged here for transparency. The warnings flag claims that were true on the recording day but change fast.

Transcript corrections applied

The transcript says	The trainer actually means
snb 500 full matrix dot csv	S&P 500 full matrix .csv
bsc	BSE
my tg	my TG (target group)

True on recording day — verify before relying

Vendor UI walkthrough: menu names, layout, plan limits and pricing change monthly - check the live product before following click paths.
Spaces "included in the freemium plan" with no stated file limits; template contents are as of mid-2025 (0:10-0:14).