Engage every account.
Your top accounts get a rep. Every other account still deserves personalized content at the right moment. Matik generates it for your whole book, on a schedule or when the data says it's time, and delivers it by email or as an interactive page.
Personalized. On-brand.
Wherever you work.
Data signals and schedules trigger generation.
Set it once and Matik keeps going. Run monthly value snapshots for every account. Or watch a health score, renewal date, or usage metric and generate only for the accounts that cross the line. New accounts are picked up automatically, and every file lands in the right folder.
- Data-triggered flows generate when a value changes, drops, or crosses a threshold
- Scheduled runs daily, weekly, or monthly, for every account on a live list
- Bulk generation: Whole-book runs cover every account in one run and see the status of every file
Every account gets a moment that matters, even when a rep can't reach them personally.
1:1 emails and attachments across your whole book.
Send every account its own email, from its own CSM, with its own deck, doc, sheet, or page attached. Personalize the message with live data and AI. And when you want a second look before anything goes out, review and confirm in the outbox first.
Every account gets its own personalized web page.
Share interactive, data-driven pages with your customers, built from the same data and AI as the rest of Matik. Each one is personalized to the account and on brand, with charts, tables, and KPIs they can explore, and even a pricing or ROI calculator. Share it with a link, no download required.
Trusted by leading Customer Success teams
Customer data deserves a considered approach.
Matik combines governed content with published security practices. Explore the details with your security team.
Explore Matik security
SOC 2 Type II
Published security assurance
Encryption at rest
Protection for stored data
Defined access controls
Controls around sensitive systems
A few useful answers.
Are data triggers evaluated continuously?
Triggered workflows query for changes on a configured cadence, such as daily, weekly or monthly. Set that cadence around the customer moment and your data-source capacity.
Who can create a triggered workflow?
Admins create triggered workflows. A workflow can be saved as a draft before activation and paused later from Flows.
Does bulk generation send emails automatically?
Bulk generation creates personalized outputs. Sending depends on the template and workflow: Matik Mail generates and sends emails, while a presentation workflow generates files.