Enable your team to create data-driven content on their own

Make it easy for your team to add personalized metrics, text, tables, charts and AI-generated insights directly into their content, without needing your time

The power of Matik

Scale operational consistency across the whole team

Create templates that ensure everyone's content is consistent when it comes to messaging & branding, and update the templates to easily implement learnings & changes across the team

Automate your team’s workflows with AI

Instead of the team waiting on data requests, they can generate and send personalized content instantly or based on triggered workflows. Just tell Matik who the content is for and Matik adds the metrics, tables, charts, and AI-generated insights in an editable Google Slides or PowerPoint deck

Empower your team to use data

Help your team leverage data in their content and still control how insights are derived by defining them through queries, and ensure they are used correctly by specifying the conditions under which they are generated (oh, and Matik doesn't store the data)
With Matik, you can automate
Connect with prospects using deeper personalization
Quarterly Business Reviews
Pilot Reviews
Connect with prospects using deeper personalization
ROI Overviews
Connect with prospects using deeper personalization
Pitch Decks
Connect with prospects using deeper personalization
+ many more
Matik connects to
Microsoft Excel
Salesforce
Google Sheets
Hubspot
Gainsight
Looker
Tableau
Redshift
Snowflake
Presto
MySQL
Google BigQuery
Rest API
Athena
Databricks
PostgreSQL
Microsoft SQL
Microsoft Azure
Customer Story
“By being able to automate the content, and concretely define each metric, it’s all become very buttoned up and organized. As an ops team, we can ensure the data in the decks are accurate, which has in turn created less issues, and reduced the number of data questions we receive by 50%”
Salim Salha,
Sr. Sales Operations and Strategy Analyst
Customer success
50%
less data questions
Read more
Customer Story
“An internal solution is great if you have one template with no variation - basically just one story for all customers. But if you have anything beyond that, then you need a tool like Matik."
Sara Bonanno, Revenue Operations
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Customer Story
“I’m not an analyst, and I can’t write a SQL query. But after getting the query, I am able to go in and easily automate that new data point in a deck.”
Rosa Gandler, Director of Customer Revenue Operations
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Customer Story
“We didn’t have the full resources of our data and analytics teams to create this content, so when we purchased Matik, the operations team opted to leverage the Looker integration. This allowed someone like me, who does not have an intimate knowledge of our databases or schema structure, to lead the charge and implement the content, while only requiring minimal resources from the data and analytics teams."
Wyatt Farino, Client Success Operations Manager, Modern Health
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Customer Story
“With Matik, we can translate ROI for our customers in a scalable way, and share insights with thousands of accounts versus a few dozen. We can also do this better and in a more consistent way than our competitors, which helps us improve the customer experience and win at retention.”
Rosa Gandler, Director of Customer Revenue Operations
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Customer Story
"Matik has helped us improve adoption of consistent and streamlined client narratives across our Customer Success and Sales teams, since it’s so easy for them to pull the data they need instead of manually building their own ad hoc slides."
Alexis, Insights Manager
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Customer success
>600k
insights created
Customer success
190
analyst hours saved per week
Customer Story
"We streamlined our Quarterly Business Review process by 85%. It took us hours to put together a data-driven QBR for a client. It takes us minutes with Matik!"
Quentin Boseman, Manager, Customer Success
Customer Story
"The ease of use and ability to quickly pull data from different sources into a customer facing presentation has helped us increase our velocity and effectiveness as a sales organization."
Jamie SharplessStrategy Lead, Business
Customer Story
"Before using Matik, all data was bottlenecked through the analyst (myself), making it extremely time consuming to create data-driven content for our customers…With Matik, we can easily produce data-driven content for our customers within seconds instead of hours."
Casey Romero, Customer Success Strategy & Operations 
Customer success
98%
of customers received
insights
Data
28%
of accounts expanded revenue
Read more
Features
Connect to databases
Connect through REST APIs
Connect to apps
Define metrics through simple field lookups or complex SQL queries
Generate metrics, text, charts, tables, and images based on provided inputs
Create Google Slides, Powerpoint or PDF templates
Use the same slide with data-driven content in multiple templates
Enterprise Only
Use if-then logic to automate whether a slide is created in a presentation
See how often templates are used and by whom
Use if-then logic to automate whether a dynamic content is created on a slide
Enterprise Only
Control access to templates and insights through permissioning
Maintain security through SSO
Enterprise Only
Generate personalized content right from within Salesforce
Enterprise Only
Automate the sending of Matik-generated content
Enterprise Only
Send personalized emails after providing inputs
Enterprise Only

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