Automate presentations, documents, and reports
directly from your data with AI
Matik for Customer Success
What is Matik?
Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Pull from dashboards, reports, and data in your BI, CRM, data warehouse and other sources to instantly produce on-brand, insight-rich content in formats you already use today.
Customer Success teams choose Matik:
22% increase in renewal rate by being able to touch customers who previously were not receiving a BR
Those receiving a business review had a 32.8% higher renewal rate
216 more accounts touched with Matik
50% less data questions received by the ops team
Decreased “low device active” metric by 34.4%
1.75 hours saved creating a business review deck
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Most Popular Resources
How it Works Video →
1min 42sec
Matik Overview One-Pager →
Data Sources →
Template Library →
Customers choose Matik because it is the only presentation automation tool that:
Pulls from dashboards, reports, and data in your BI, CRM, data warehouse without ingesting data
Outputs in formats you already use, with everything (including charts & tables) fully editable
Automates the story, not just what's on the slide, with if-then logic
Automates enablement, so you don't have to constantly re-train
With AI you can trust, you get content you can actually use because it's informed, relevant, and consistent
Product Screenshots
From Data to Decks, Instantly
CSMs can skip manual data pulling by asking Matik’s AI to generate content such as QBRs for a specific customer or their entire portfolio. Matik centralizes on-brand templates, actionable insights, and trusted data so every report is consistent, personalized, and ready-to-share.
Personalize at Scale
Select inputs like account owner, industry, or fiscal quarter, and Matik automatically queries your CRM, BI tools, data warehouse, or spreadsheets for the latest customer data. If-then logic adapts the content to each customer’s metrics, ensuring every presentation tells the right value story.
AI You Can Trust with Guardrails
Matik’s AI goes beyond keyword matching to understand a CSM’s intent and surface the exact slides needed for the task at hand. With the right context and guardrails in place, teams can self-serve content while maintaining the consistency and standards required for customer-facing reports.
Real life examples of how teams are using Matik