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More business reviews.
A consistent story for every customer.
With Matik, Asana reported eight times more business reviews and two hours saved preparing each one.
Read Asana’s storyMCP Integration![ChatGPT]()
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Bring Matik into your AI environment.
Use Matik from a compatible AI environment to turn connected business data into presentations, documents and reports. Keep the conversation close to the work your team already does.
Bring your AI workspace. Client availability depends on MCP support and your setup.
Create QBRs for every account renewing next quarter
- 48 accounts identified
- Approved QBR template selected
- Data from
Snowflake &
Salesforce
- Context from
Gong &
Slack
- Shaping the story with Narrative Agent
Ready for your team to review
Illustrative workflow · example accounts
Your request. Matik at work.
Your AI workspace
Ask for the outcome you need
Matik does the work
Connected data, context and approved templates
Personalized outputs
Account reviews, value updates and reports
MCP Integration
Stay in your AI workspace. Put Matik to work.
Bring Matik into the AI environment your team already uses. Turn connected data, relevant context and approved templates into quarterly business reviews (QBRs), renewal reviews, personalized value updates and leadership reports.
- Connected data
- Approved templates
- Personalized content
Example requests assume connected, accessible sources and approved templates. Available inputs depend on your team’s setup.
Explore MCP setupAcross your book of businessTen accounts are a task.
Ten accounts are a task.
Your whole book is an opportunity.
Give every account a relevant business review. See what less preparation could mean when you scale the work across your customer book.
More business reviews.
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One request. A bigger job done.
From an entire renewal cohort to regional reporting, give Matik the outcome you need.
Customer reviews
QBRs for your renewal cohort
Prepare account-specific reviews across the upcoming renewal book in one request.
ACCOUNT REVIEWAcme
ACCOUNT REVIEWNorthstar
ACCOUNT REVIEWMeridian
Individual QBRs built by Matik from connected inputs and approved content.
See example request
Create a QBR for every account renewing next quarter. Use our approved QBR template, Salesforce account data, and relevant context from Gong and Slack. Highlight outcomes, open questions and next steps for each account.
Portfolio insights
Answers across your portfolio
Understand patterns across accounts before deciding where to focus.
PRODUCT ADOPTION · BY REGION
Illustrative outputAmericas
EMEA
APAC
One view across your customer portfolio
A portfolio-level view using your available, configured metrics.
See example request
Compare product adoption across our enterprise accounts this quarter. Show which accounts increased or decreased versus last quarter, grouped by region and account owner.
Personalized updates
Value updates for every account
Reach accounts that do not receive a regular one-to-one business review.
Personalized content generated in bulk for your pooled accounts, ready to review.
See example request
Generate a personalized monthly value update for every account in our pooled customer segment. Use our approved template and each account’s latest usage and results.
Leadership reporting
Reporting for your leadership team
Produce consistent regional reports and a consolidated leadership view.
CUSTOMER SUCCESS · MONTHLY REPORTThe regional picture.
The executive view.
Illustrative outputThe executive view.
AmericasEMEAAPAC
Regional reports and an executive summary from a shared data foundation.
See example request
Create this month’s customer success report for each region and an executive summary across all regions. Use our approved reporting templates and the same metric definitions throughout.
FAQ
A few useful answers.
Can I stay in the AI environment I already use?
Yes. Bring Matik into Claude, your own agent or another compatible connected AI environment. That environment is your entry point for requesting the outcome.
What does Matik handle?
Matik brings together connected data and relevant context, uses approved templates and generates the content. You request the result in your AI workspace; Matik does the work.
Can one request cover multiple accounts?
Yes. Ask Matik to generate account-specific content for a cohort or pooled segment, using the connected inputs and approved templates available to your team. The examples generate content; they do not send or schedule it.
How do connected context and approved templates work together?
Matik uses accessible, configured sources and context alongside your approved templates. For example, a QBR request can combine Salesforce account data with relevant Gong and Slack context when those connections are available.
Where do the numbers come from?
Customer-facing metrics come from defined sources and configured, deterministic queries and calculations. AI helps shape and explain the narrative. Data quality depends on the underlying sources and configuration.
More ways to enable your team
Build on the same foundation.
Explore three connected Enable capabilities.
Narrative Agent
Explore AI-assisted narratives, summaries and talk tracks, with feature availability depending on your setup.
Explore Matik AI →Slide Conditions
Include the relevant slides for each account using configured conditions.
Explore Slide Conditions →Content Library
A shared starting point
Templates
Choose the relevant story
Published slides
Reuse configured content
Find a shared starting point and reuse published template slides.
Explore Content Library →Request a demo
See what Matik would automate for your CS team.
Bring one QBR, renewal workflow, or digital CS motion. We'll show how Matik can turn it into a governed, repeatable workflow.
Request a demo