Matik
Northwind Health
SalesforceUsage dropped 34% ahead of renewal.
Review renewal narrative
Google SlidesPowerPointMicrosoft WordGoogle DocsGoogle SheetsExcelPDFEmailHTML
Automate every customer narrative with data you can trust.
Turn live customer data into QBRs, renewal decks, emails, and digital experiences — personalized for every account.
Illustrative product story: Matik recommends a template, checks the inputs, and generates eight slides for Axe Capital. No customer data is submitted.
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The category
Use AI where it helps. Keep the data underneath every narrative grounded.
Matik turns live customer data into customer-ready outputs — with AI, governed logic, and repeatable automation working together.
Illustrative Matik workflows: a request or data signal retrieves governed data and generates customer narratives in Google Slides.
Workflow triggeredCriteria met 
ClaudeMCP
AI builds the experience
Use AI for setup, structure, narrative, and personalization — without needing a heavy admin layer.
Use AI for setup, structure, narrative, and personalization — without needing a heavy admin layer.
Data stays grounded
Customer-facing numbers come from defined systems and logic, not from model interpretation.
Customer-facing numbers come from defined systems and logic, not from model interpretation.
Scale reliably
Generate one output or thousands with the same governed foundation behind every customer narrative.
Generate one output or thousands with the same governed foundation behind every customer narrative.
Enable
Empower front-line users to tell the right story, every time.
Give CSMs and reps approved, data-driven templates that build themselves, plus the tools to add what only they know from the front lines.
Start from an approved story
Work in your existing tech stack
Scale
Engage your whole book of business.
Generate and distribute personalized content to every account and audience, built to fit the enterprise processes and tools you already run.
Cover the long tail
Trigger the send
Optimize
Content that keeps getting better.
Matik isn't one-and-done. It flags what's working and what isn't, then helps you put the fixes in place, so every template gets more effective over time.
Feedback Loops
Agents do the work
Your people at Matik
Nik Mijic
Co-Founder & CEO
“Bring your data. Let’s find your next customer story.”
Victoria Jordan
Head of Sales Development
Helping sales teams turn customer context into the next conversation.
Luke Papilion
Senior Account Executive
Helping teams turn customer data into confident sales conversations.
Customer stories
Trusted by leading Customer Success teams
Solutions
One system. Different jobs.
The product stays the same. The reason each team cares is different.
01
CS Operations
Templates, data, logic, governance, content maintenance, triggers and rollout.
Templates, data, logic, governance, content maintenance, triggers and rollout.
Explore solution →
02
Front-line CSMs
Ask for content, shape the plan, make edits, understand every metric and present with confidence.
Ask for content, shape the plan, make edits, understand every metric and present with confidence.
Explore solution →
03
Digital CS
Bulk generation, triggers, email, portals, API and MCP-based workflows.
Bulk generation, triggers, email, portals, API and MCP-based workflows.
Explore solution →
04
Sales
Generate account-specific sales decks, business cases and proposals from CRM data and approved templates.
Generate account-specific sales decks, business cases and proposals from CRM data and approved templates.
Explore solution →
Features
Built for every step of your customer story.
Sources in, customer-ready outputs out — with AI and deterministic logic working together where each is strongest.
Data triggers
Start the run from real account conditions. Renewal <90 days, health drop, monthly cadence, product milestone and more.
Slide conditions
One template, different account realities. Expansion, steady-state and at-risk narratives can branch without duplicating the whole system.
Narrative agent New
AI writes around grounded inputs. Use AI to structure and explain without asking it to invent the underlying metric.
MCP
Use Matik from the AI surfaces teams already live in. Claude or ChatGPT can invoke Matik workflows instead of trying to recreate enterprise generation themselves.
Matik Mail
Generate and distribute the customer story. Approve, send and track the delivery of personalized customer communication.
Semantic layer
Every number has a defined source. Trace customer-facing metrics back to the systems and definitions that produced them.
Platform
The infrastructure behind every governed customer narrative.
Sources in, customer-ready outputs out — with AI and deterministic logic working together where each is strongest.
Trust
Automation you can put your name on.
Matik separates the parts that benefit from AI from the parts that must remain grounded, repeatable, and governed.
Why it holds up
Governed data Defined sources + definitions Traceability Know where every number came from Control Approve, lock, branch, refresh Low admin burden AI helps with setup + maintenance Real formats Files and channels your team already uses
Not AI vs. deterministic. AI + deterministic.
AI can Build & shape Deck structure, elements, narrative, summaries, recommendations, editing and setup. Deterministic layer Ground the truth Metrics, data retrieval, rules, conditions, triggers and repeatable bulk generation.
Implementation
Fits your stack. Doesn't become another system to maintain.
AI reduces setup burden while governed building blocks keep the system reliable after launch.
01 · Connect
Bring your existing data and templates.
Connect CRM, warehouse, analytics and the customer-facing formats you already use.
02 · Build
Let AI accelerate 0→1.
Use AI to build structure, create elements, map context and propose logic instead of requiring a dedicated services team.
03 · Govern & scale
Review once. Reuse everywhere.
Admins keep control without becoming the bottleneck for every deck, account or customer touch.
FAQ
The questions you'd ask us anyway.
Why can't we just build this with an LLM?
LLMs are excellent at reasoning, drafting and generating structure. Matik adds the governed data retrieval, repeatable workflow logic, branded outputs and enterprise-scale generation needed when one workflow must work across an entire book of business.
Isn't this another AI deck tool?
No. Decks are one output. Matik connects live data, governed logic, AI-assisted narrative and distribution across Slides, Docs, Sheets, email, portals, API and MCP.
Our CS platform already has AI — why Matik?
CS platforms help manage customer data and workflows. Matik specializes in turning that data into governed, customer-ready narratives and distributing them at scale.
How do you keep numbers accurate?
The underlying customer metrics are retrieved from defined systems and logic. AI can help create or explain the experience without becoming the source of truth for the numbers.
How much admin work does Matik create?
The goal is the opposite: AI can accelerate setup and ongoing maintenance, while reusable governed building blocks reduce the amount of manual work required to scale.
Will CSMs actually use this?
CSMs can generate and tailor content from the workflows they already use, while the underlying data and narrative framework stay controlled by the organization.
How do you handle security and customer data?
Talk to our team about permissions, auditability and how Matik handles customer data.