Triggered Workflows

Automatically generate and send personalized content at just the right moment.

Build flexible triggers based on your data

Set up triggers based on changes in your data, like NPS scores, deal stage, usage threshold, or renewal dates, to engage customers at the right moment. Scale timely, relevant outreach without needing to manually track every data point change.

Hyper-personalize the story

Combine Matik’s if-then logic with triggered workflows to control when content is sent and what gets shown, so each customer receives the right message at the right time. Ensure every communication reflects the customer’s goals and objectives, driving stronger engagement and retention.

AI-generated takeaways 
on every trigger

Activate AI insights in your triggered workflows to also generate summaries, key takeaways, and talk tracks in your content, letting you move straight to next steps. Help your team deliver content with clarity and confidence, turning raw data into compelling insights that drive conversations forward.

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