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AI-Powered Automation for Data-Driven Content

Automate presentations, documents, and reports directly from data with AI

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See Matik with your team's workflow in mind.

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No prep needed. We run the demo on a Matik demo account.

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Okta
Digital success became a strategy across the customer base.

Okta described turning the value conversation into a snapshot customers could consume on their own. Its digital success team reported sending these account-specific Value Snapshots monthly to a substantial share of its customers.

Customer-reported results.

Illustrative meeting room, reused from the existing Matik Customer Stories module
Enable

Tell the right story, every time.

Approved templates filled with current numbers and AI-drafted takeaways, so every rep walks in prepared.

  • Live customer data, ready for your next conversation.

  • Approved templates keep every deck on brand.

  • AI-drafted takeaways you can review and adjust.

A data trigger prepares 48 personalized customer value updates for approval and sending.
Scale

Engage every account.

Personalized content for your whole book, sent on a schedule or when the data says it’s time.

  • Generate personalized content for every account in one run.

  • Send each customer an email from their own CSM with Matik Mail.

  • Let data changes and schedules trigger the next workflow.

Optimize

Keep content working.

See which templates get used and get recommendations to improve them over time.

  • Understand which content your team uses and changes.

  • Review recommendations grounded in real usage.

  • Approve the improvements Matik agents propose.

Customer stories

Less time building. More time with customers.

Works with your stack

Connects to your CRM, CS platform and warehouse. Outputs to the formats your team already uses.

Security is built in

Permissions, governance and enterprise security help your team put customer data to work with confidence.

Guided onboarding

Start from the decks you already use. Matik's team helps you build your first templates and workflows.

FAQ

Questions teams ask first

How long is the demo?

Plan for 60 minutes: a walkthrough focused on your use cases, plus time for your questions. A deeper technical session can follow if needed.

Do I need to prepare anything?

No. We run the demo on a Matik demo account with sample data, so there is nothing to set up. Sharing an example deck can help us focus the conversation.

Who should join?

Whoever owns the workflow you want to automate. CS Ops or RevOps leads can be helpful for a deeper conversation about your data and setup.

Which data sources do you support?

Matik connects to CRMs, CS platforms, BI tools, data warehouses, spreadsheets and APIs. We'll check your stack during the demo.

Can I see pricing?

Pricing depends on your users and use cases. Your specialist will walk you through the options during your conversation.

Request a demo

See it in action in 60 minutes.

Pick a time that works. We'll tailor the rest.

Request a demo