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Matik Blog

Introducing Matik.ai

Today we're launching the biggest release in our company's history. It's a new set of agentic workflows built around one idea: AI should give the reps more freedom without sacrificing standardization and consistency leaders want. Here's how we got here, and what's new.

Nikola Mijic
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October 21, 2026
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5 mins
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Anna Wangler
in
Design
With AI, I could finally remove the handoff from my job instead of trying to improve it
What changed when I stopped translating designs into code and started designing in it. What it cost, and what it has to do with what we build at Matik.
September 9, 2026
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5 mins
Customer Success
Stacy Wu
in
Customer Success
How to Pull Salesforce Data into Google Slides
June 26, 2026
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5 mins
Customer Success
Stacy Wu
in
Customer Success
Matik Monthly June 2026: AI in Post-Sales
June 24, 2026
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3 mins
Customer Success
Stacy Wu
in
Customer Success
How to Pull Salesforce Data into PowerPoint
June 22, 2026
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5 mins
Case Studies
Stacy Wu
in
Case Studies
How Matik Helped Okta Turn Digital CS from a Segment into a Customer Success Strategy
June 15, 2026
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-
Customer Success
Stacy Wu
in
Customer Success
How to Pull Snowflake Data into PowerPoint
June 12, 2026
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5 mins
Customer Success
Revenue Operations
Stacy Wu
in
Customer Success
How to Pull Snowflake Data into Google Slides
June 12, 2026
  -  
5 mins
AI+PS
Stacy Wu
in
Customer Success
Meet Matik
Matik helps your AI get customer presentations right, every time.
June 3, 2026
  -  
2 mins
AI+PS
Stacy Wu
in
AI+PS
How to Create Data Driven Content for Customers
Help customer content actually land with this free ebook.
June 3, 2026
  -  
2 mins
AI+PS
Customer Success
Stacy Wu
in
AI+PS
Ready to build content with AI? Start with these templates
Kickstart your QBR, Health Score Report, Account Review and more with Matik’s template library.
June 3, 2026
  -  
3 mins
Customer Success
Bex Sekar
in
AI+PS
Build a Success Plan
Create structured success plans that align goals, milestones, and outcomes for each account.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Build Your Own Internal Chatbot
Build AI chatbots that answer questions using your company knowledge and systems.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Create a Renewal Calculator
Create the calculator your CSMs need when it comes to renewal convos.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Automate the Sales to CS Handoff
Seamlessly transfer customer context from sales to CS for smoother onboarding.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Create Personalized Engagement Plans for Every Account
Create scalable, customized engagement plans across your customer base.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Prep for Customer Calls
Quickly generate call briefs with key customer context, risks, and talking points.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Create an Insights Dashboard from Product Data
Turn product usage data into actionable insights on adoption, engagement, and risk.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Turn Customer Data Into Weekly Briefings & Action Items
Turn customer data into weekly insights, priorities, and recommended next steps.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Create an Onboarding Tracker
Track onboarding progress, milestones, and risks to keep new customers on track.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Build a CS Leadership Command Center
Centralize key CS metrics and insights to drive smarter leadership decisions.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Turn Enablement Resources into Digital Success Campaigns
Transform enablement content into personalized digital campaigns that drive customer success.
June 3, 2026
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-
Customer Success
Bex Sekar
in
AI+PS
Plan & Optimize Digital Campaigns, Driven by Data
Turn campaign data into smarter planning, optimization, and better results.
June 3, 2026
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-
AI+PS
Bex Sekar
in
AI+PS
Automate CS Coaching
Scale coaching with AI-driven insights, feedback, and personalized guidance for CSMs.
June 3, 2026
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-
Operations/Analytics
Stacy Wu
in
Operations/Analytics
How to Get Looker Data into Google Slides
May 29, 2026
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5 mins
Customer Success
Stacy Wu
in
Customer Success
Matik Monthly May 2026: How to Show Customer Value Between QBRs
May 21, 2026
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3 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
How to Get Looker Data into PowerPoint
May 4, 2026
  -  
5 mins
Customer Success
Stacy Wu
in
Customer Success
How to Automate Business Cases for Customer Success with AI
May 4, 2026
  -  
5 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
How to Get Tableau Data into Google Slides
May 1, 2026
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5 mins
Customer Success
Stacy Wu
in
Customer Success
How to Automate ROI One Pagers with AI
May 1, 2026
  -  
5 mins
Customer Success
Stacy Wu
in
Customer Success
What Content Should Your Team Be Producing at Every Stage of the Customer Journey?
April 30, 2026
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3 mins
Customer Success
Stacy Wu
in
Customer Success
Matik Monthly April: Turning Customer Data into Customer Action
April 29, 2026
  -  
4 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
How to Get Tableau Data into PowerPoint
April 27, 2026
  -  
5 mins
Customer Success
Stacy Wu
in
Customer Success
How to Get Your Gainsight Data into PowerPoint
April 17, 2026
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5 mins
Customer Success
Stacy Wu
in
Customer Success
How to Pull Gainsight Data into Google Slides
April 17, 2026
  -  
5 mins
Customer Success
Stacy Wu
in
Customer Success
Matik Monthly March 2026: Everything You Need for a Better QBR
March 25, 2026
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5 mins
Customer Success
Operations
Stacy Wu
in
Customer Success
Matik Monthly February 2026: Scaling Customer Success
February 27, 2026
  -  
5 mins
Operations/Analytics
Customer Success
Finance
Enablement
Product Updates
Stacy Wu
in
Product Updates
Matik Product Updates
February 18, 2026
  -  
3 mins
Customer Success
Stacy Wu
in
Customer Success
Top 10 Ways to Make Renewal Convos Easier
February 13, 2026
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5 mins
Customer Success
Stacy Wu
in
Customer Success
Matik Monthly Jan 2026: Leveraging Digital for Customers
January 27, 2026
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3 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
Matik Monthly Dec 2025: Year in Review Emails, Done Right
December 17, 2025
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5 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
How to Automate Campaign Performance Reports with Hubspot
December 12, 2025
  -  
4 mins
Customer Success
Stacy Wu
in
Customer Success
How to Automate Renewal and Expansion Reports with Salesforce
December 5, 2025
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4 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
The Definitive Guide to Automating Spreadsheets in 2026
December 5, 2025
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6 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
Confidently Scale Presentations, Documents, & Reports from Your Data with Matik’s New Model Context Protocol (MCP)
December 4, 2025
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3 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
The Definitive Guide to Automating Documents in 2026
December 3, 2025
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6 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
How to Automate Revenue Performance Dashboards with Snowflake
November 26, 2025
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4 mins
Operations/Analytics
Enablement
Stacy Wu
in
Operations/Analytics
The Definitive Guide to Automating Presentations in 2026
November 26, 2025
  -  
6 mins
Operations/Analytics
Stacy Wu
in
Operations/Analytics
How to Automate Product Usage Analyses with MySQL
November 21, 2025
  -  
3 mins

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