When it comes to customer outreach, timing can mean the difference between retention and churn. You might know exactly what to send to a customer, but if it doesn’t land when they need it, even the best insights can fall flat.

That’s why we built Triggered Workflows, a new feature in Matik that helps you automatically generate and send personalized content the moment your customer data signals it’s time to act.

Why Triggered Workflows?

Customer-facing teams often struggle with two competing goals:

• Delivering tailored, relevant content
• Doing it at scale, without manually tracking every single customer datapoint

Whether you’re trying to engage a customer who’s just renewed, re-engage someone after a dip in product usage, or follow up after a low NPS score, timing is everything, but keeping tabs on those signals manually is not scalable.

Triggered Workflows solve this by letting you:

• Detect meaningful changes in your customer data 
• Generate tailored, data-driven content
• Send it automatically at the right time

Use Case: Automate Customer Comms Based on Real-Time Signals

Let’s say a customer’s usage has dropped below your ideal threshold. Instead of someone on your team having to spot that, pull a deck, write a summary, and hit send, Matik can do all of that for you.

With Triggered Workflows, you could:

• Set up a trigger for when product usage drops below X.
• Automatically generate a usage review deck personalized to that customer’s plan, goals, and historical usage trends.
• Include AI-generated key takeaways and suggested next steps.
• Send it out automatically via Matik Mail with personalized PDF attachments.

Other examples of when to trigger content to drive timely action:

• A deal moves to a new stage in your pipeline
• An account hits a key product milestone
• NPS survey results come in 
• A renewal date is approaching

How It Works: 

1. Choose your template: This is the data-driven content you’ve uploaded in Matik, such as renewal decks or onboarding guides, that will be personalized for your audience.

2. Select your audience: You can choose the list of accounts you will want this content personalized for. You can segment by size, industry, geography, or any other parameters you wish.

3. Select the data to track: You can choose any data point from the 19+ data sources you can connect to Matik, including CRMs, BI tools, and data warehouses.

4. Define your trigger: This can be things like when your data increases, decreases, contains, changes to, becomes greater or less than, etc.

5. Add advanced filters (optional): You can use “And” or “Or” logic to set up more advanced criteria for your triggers.

6. Set your cadence: You can limit how often this triggered workflow should run and check the data, such as daily, weekly, or monthly, and whether or not it should end after a certain amount of runs.

Hyper-personalize the story

You can combine triggered workflows with Matik’s if-then logic, which lets you control what gets shown in content, so each customer receives the right message at the right time.

For example, automatically generate a QBR when a customer is 90 days from renewal with if-then logic determining which slides appear: show pricing only if renewal is approaching, surface relevant usage metrics if they’re above threshold, and hide them if not. Similarly, you can trigger a pitch deck based on pipeline movement and tailor it by industry, automatically swapping in the right case study and industry-specific benchmarks, ensuring each prospect or customer gets content that feels custom-built for them.

Bonus: Built-in AI-Generated Insights

Every time content is triggered to generate and send, Matik can also include AI-generated insights based on our data:

• Key metrics and trends
• Contextual summaries and takeaways
• Suggested talk tracks for your team

That means no more staring at a chart and wondering what to say about it. Your team gets content that’s not only data-rich but also ready to share with confidence.

Get Started with Triggered Workflows

Interested in generating and sending the right content at the right time? Click here to get a demo.

Already a customer? To get started, simply open a template, click “Generate” or “Send & Schedule” and then “Schedules & Triggers.”