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Connect Workday Adaptive Planning to Perplexity

Give Perplexity governed access to Workday Adaptive Planning through Runlayer, with identity, policy, scanning, and audit on every call.

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Set up

Add Workday Adaptive Planning to Perplexity in four steps

Admins approve the server once. Everyone in Perplexity then gets it through the same governed connection.

  1. 1

    Approve Workday Adaptive Planning in Runlayer

    Add Workday Adaptive Planning from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Perplexity to Runlayer

    Users add the Runlayer Plugin to Perplexity by following Runlayer’s setup guide. Perplexity reaches Workday Adaptive Planning’s tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Perplexity setup guide
  3. 3

    Sign in to Workday Adaptive Planning

    Sign in the way Workday Adaptive Planning requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Workday Adaptive Planning from Perplexity

    Workday Adaptive Planning’s approved tools appear in Perplexity. Every call is checked against policy and recorded.

Tools

Workday Adaptive Planning tools in Perplexity

Workday Adaptive Planning reports its tools when your organization connects it, so the list depends on your deployment.

Control

What Runlayer can see and stop in Perplexity

Some controls apply to every client at the gateway. Others depend on what Perplexity exposes to Runlayer.

  • Gateway policy (available)

    Every Workday Adaptive Planning call from Perplexity passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Perplexity as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Perplexity yet, so control happens at the gateway.

Frequently asked questions

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