WHO IS PERLA FOR?
From marketing and operations to investment research and committee work. The same Perla, put to work where your team needs her.
Content + social listening
Create and refine social copy, images and creative with the group. Track brand mentions and bring source-linked briefings into WhatsApp.
Prospect research + outreach
Research prospective customers, organize background information and prepare personalized outreach and proposal drafts for review.
Documents + schedules + rosters
Turn recurring admin into working documents, spreadsheets, scheduled reports and staff rosters. Keep follow-ups in the team’s conversation.
Source-of-wealth research
Collect public-source background research and organize it into referenced source-of-wealth working documents for your team’s review.
AI Investment Consultant
Follow Hong Kong, US, A-share and crypto markets through scheduled digests and source-linked research. Bring market context into your WhatsApp conversation.
Shared knowledge + meeting support
Organize research, presentations, meeting arrangements and daily digests. Give the whole group one shared employee for the next request or revision.
MORE THAN ONE WORKFLOW
Documents, creative, research and recurring tasks. Start with the job your team wants to hand over first.
One shared Perla for briefs, feedback and revisions across your team.
Create proposals, working sheets, presentations and forms from the conversation.
Generate images and content, then refine them with the team’s direction.
Follow mentions across news and social sources, with linked summaries.
Keep brand voice, processes and working context available to the team.
Run digests, recurring reports and routine tasks on an agreed schedule.
Summarize market developments and research with sources for your review.
See the Telegram demo →Organize public-source research into a referenced working document.
Research prospective customers and prepare outreach drafts for review.
Prepare schedules around shifts, coverage and team requirements.
Turn long videos and newsletters into concise takeaways.
Prepare meeting arrangements and email drafts through your agreed workflow.
CLEAR ACCESS. SHARED WORK. HUMAN REVIEW.
Perla can create files independently, without access to your personal Gmail, Calendar or Drive. Agree the people, sources, permissions and review requirements before getting started.
Workflows that use additional accounts or data require their own setup and permissions.
Company knowledge may be shared across your organization’s groups. Confirm access before adding sensitive material.
Name the reviewer for documents, prices, messages and external actions. Review hosting, retention and deletion arrangements.
