Turn a defined customer audience into a repeatable program of account-specific value snapshots, reports and updates.
Matik automates account-specific customer communications using connected data, approved templates and configured workflows. Teams can generate reports in bulk, schedule recurring runs and deliver personalized emails and files through Matik Mail.
Choose the accounts, recipients and eligibility rules for the program instead of relying on one-off manual outreach.
Populate every output with that account’s configured usage, progress or value measures.
Use scheduled or cadence-evaluated triggered flows to run the program without rebuilding the batch.
Use available delivery and engagement signals to assess the program and plan the next iteration.
Configure which accounts belong in the run, which contacts receive each account’s output and what inputs the template needs. A repeatable program starts with clear mapping.
Matik populates the published template with the account’s configured metrics, charts and relevant content. A monthly value snapshot can show progress and useful next steps without a CSM assembling every file.
Matik Mail combines personalized emails with account-specific attachments or links. Configure sender and recipient mapping, use the optional review outbox when appropriate and inspect the available engagement signals.
Use the program’s configured sender, recipient and destination rules to deliver account-specific outputs on the chosen cadence.
Use Matik Mail for a personalized message with a supported attachment or a link to the account’s generated report.
Route generated files to configured Google Drive, OneDrive or SharePoint destinations, including account-specific folders when configured.
Use the available data, workflow and output connections your program needs. The shared tool band retains distinct roles and beta labels; connection pages explain setup.
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“You don’t always have 8–10 hours to pull together a presentation for a customer.I can go to my meeting feeling confident.”
Matik combines governed content with published security practices. Explore the details with your security team.
Scaled customer communications deliver a repeatable update program across a defined audience. With Matik, teams generate account-specific reports or value snapshots from connected data and approved templates, then use configured workflows and Matik Mail or file delivery to distribute the outputs.
Matik runs the configured template with each account’s inputs. Source queries supply that account’s metrics and charts, while configured content rules select relevant material. The team sets up and reviews the template and examples before using it across an audience.
Yes. Matik workflows can run on configured schedules, including monthly runs, and can generate content in bulk. Triggered workflows evaluate their configured conditions on a cadence rather than monitoring every source event continuously in real time.
Yes. Matik Mail supports an optional outbox review before sending. Teams configure sender and recipient mapping and can choose an approval pattern that fits the program. The program does not require an individual CSM to build every customer report.
A Matik update can use a personalized email with supported generated attachments or file links. Matik’s available formats include presentations, documents, spreadsheets and PDFs. Live Pages is a beta output and should be labelled as such; it is not a continuously synchronized customer portal.
Matik Mail provides available delivery and engagement signals such as opens, clicks and bounces. These can help teams assess the communication program. An open or click alone does not establish product adoption, customer value or a renewal outcome.
In Matik’s June 2026 Okta story, Okta reported sending self-serve Value Snapshots to roughly 50% of its customers each month. That figure describes Okta’s monthly Value Snapshot distribution, rather than guaranteed coverage for every Matik customer.