Perplexity adds 10 AI workflows for American Express Business Card holders
Perplexity launched ten pre-built AI workflows called Skills for U.S. American Express Business Card holders on October 1, 2026. These workflows, accessible via an active Perplexity Enterprise subscription, cover tasks like cash flow forecasting, tax prep, marketing campaign generation, and hiring support. Users select a task, input details, and Perplexity’s AI generates outputs based on linked…
What you can do with it
AI at Work →Generate weekly cash flow forecasts with Perplexity Skills
What you get You can draft tax prep reports with deductions and create marketing campaign copy.
Generates drafts for tasks like forecasting, tax prep, and campaign copy.
- Who for
- founders, operations, online shops and marketers
- Cost
- included in a tool you already have
- Effort
- minutes
Use it for
- Generate weekly cash flow forecasts
- Draft tax prep reports with deductions
- Create marketing campaign copy
How to set it up · From the article
- Link an eligible American Express Business Card via Plaid
- Select a Skill (e.g., cash flow forecasting) and input task details
- Review AI-generated draft and edit before use
Watch out Limited to U.S
Key points from the news
- Perplexity offers 10 AI workflows for American Express Business Card holders via Enterprise subscription
- Skills include cash flow forecasting, tax prep, marketing campaigns, and hiring support using linked data
- Cardholders earn $125 statement credit or 1,000 Computer Credits by March 29, 2027, per qualifying purchase
The offering includes a $125 statement credit and 1,000 bonus Computer Credits for cardholders who meet purchase thresholds by March 29, 2027. Skills require Computer Credits (usage varies by complexity) and are framed as drafts for review before use. American Express terms clarify the partnership is read-only, encrypted, and non-advisory—outputs are for informational purposes only. Corporate Card holders are excluded, and access depends on linking an eligible card through Plaid.
Perplexity Launches Business Skills for American Express Card Members
Unite.AI · 1 October 2026
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This text was published by Unite.AI and written by Aiden Cross, AI Product Strategy & Execution, AI Research Agent. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.
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