Turn your account data into a review you can shape and explain. Matik prepares the content and helps you make sense of the numbers, so you can focus on your customer's goals and the next step.
Helping Customer Success teams turn data into customer value
Matik is presentation automation software for customer success managers. It creates quarterly business reviews (QBRs), renewal decks and value reviews from connected customer data and approved templates. Source queries supply the metrics; your customer context shapes the narrative. Presentations are editable in Google Slides or PowerPoint.
Generate recurring customer decks from your team’s template and connected data. Spend your preparation time on what the customer needs next.
Start with connected source data and shared metric definitions. Know where the numbers came from and what they mean.
Bring customer goals, meeting notes and your point of view. Let AI help turn that context into a story you can shape and explain.
Reuse the same approved foundation for the next customer. Make a data-driven review practical across more of your book of business.
For a quarterly business review (QBR), choose the account and date range. Matik queries connected customer data and fills your team’s approved template with the relevant numbers and slides, so you can focus on the customer’s results and next steps.
Matik’s Narrative Agent helps turn account data into a customer-specific explanation. Add customer goals, meeting notes and your perspective to guide the AI-assisted takeaways, then review and edit the story for the conversation.
Generate a customer presentation in Matik, inside Salesforce or through a connected AI assistant such as Claude. Choose the template and provide the required inputs; Matik generates an editable file using your existing access and permissions.
Connect your CRM, warehouses, BI tools, spreadsheets and APIs. Generate decks, documents, spreadsheets, PDFs and personalized emails. Use Matik from your AI assistant, bring in context through MCP, and deliver content through the tools your team already uses.
.png)
Matik combines governed content with published security practices. Explore the details with your security team.
Matik is presentation automation software for customer success managers (CSMs). It creates quarterly business reviews (QBRs), renewal decks and value reviews from connected customer data and approved templates. Source queries supply the metrics, while AI-assisted narrative uses the customer context you provide. CSMs can edit the output in Google Slides or PowerPoint.
To automate a quarterly business review (QBR) with Matik, a CSM selects an approved template, customer account and required inputs, such as the date range. Matik queries the connected data sources and fills the template with account-specific numbers, charts and relevant slides. The CSM reviews the generated deck and refines the narrative and recommendations. An admin configures the data and template before CSMs use this workflow.
In Matik’s data-driven templates, configured source queries and calculation logic supply the metrics. AI helps explain those metrics; it does not invent their source data. With the same source values and query inputs, the configured metrics remain the same. AI-written takeaways can vary and should be reviewed before a customer meeting.
Matik combines approved templates and configured data queries with AI-assisted narrative for customer presentations. The metrics come from the team’s connected systems and calculation logic; customer goals and notes guide the explanation around them. This gives CSMs a repeatable data foundation and an editable presentation, rather than requiring them to assemble a new deck from scratch.
Time saved with Matik depends on the team’s workflow. In Matik’s published Asana customer story, Asana reported an average of two hours saved per business review and eight times as many business reviews. These are Asana’s reported results, not a guaranteed saving for every customer.
Matik connects to CRM, data warehouse, business intelligence (BI) and spreadsheet sources, including Salesforce, Snowflake, HubSpot, Looker and Google Sheets. An admin configures the sources and queries used by each presentation template. Available connections and setup options are listed on Matik’s data-connections page.
CSMs do not need to write a query for each presentation when their team has configured and published a Matik template. They select the template, customer account and other required inputs. Admins manage the underlying data connections, metric logic and template setup.
Yes. A Matik-generated presentation is editable in Google Slides or PowerPoint. CSMs can add customer goals, recommendations and meeting-specific context. Editing the generated file does not change the team’s underlying template or configured data logic.
Yes. A CSM can connect an AI assistant that supports Model Context Protocol (MCP), such as Claude, to Matik and ask it to generate a presentation. The assistant helps collect the required template inputs, and Matik generates the file using the user’s existing access and permissions. The user can then review and edit the presentation in its native format.
