Creating personalized, data-rich content used to require hours of manual work. Platforms like Matik and Rollstack aim to simplify that process by automating the creation of reports, executive decks, and customer-facing materials with real-time data.

On the surface, both platforms help reduce repetitive tasks. But once you look closer at who they’re designed for, how they integrate, and what types of content they support, the differences become clearer. 

What Is Matik?

Matik automates the creation of personalized, data-driven presentations and content for GTM teams. With just a few inputs, Matik can connect to your data warehouses, CRMs, and BI tools and instantly generates tailored content complete with dynamic text, charts, tables, and images. Matik is compatible with Google Slides, Microsoft PowerPoint, Google Docs, Microsoft Word, Google Sheets, Microsoft Excel, PDF, and email. Teams use Matik to streamline everything from business reviews to ROI reports, freeing up time to focus on insights and conversations that matter. Matik makes it easy to deliver the right story to the right audience, every time.

What Is Rollstack?

Rollstack automates the updating of slide decks and documents by connecting BI platforms and spreadsheets to presentation tools like PowerPoint and Google Slides. It helps teams generate recurring reports—such as dashboards and business reviews—on a scheduled basis with minimal manual effort.

Integration Differences

Matik connects directly to over 20 systems, including Salesforce, Hubspot, Looker, Snowflake, BigQuery, and Google Sheets. Data can be pulled straight into a document or deck, which simplifies the workflow for non-technical teams. Users also have the option to pull dashboards exactly as they appear or customize the visual formatting to align with brand guidelines.

Rollstack integrates with BI tools like Tableau, Power BI, Looker, and Google Sheets. 

Comparing AI Features

Matik can automatically generate key takeaways, executive summaries, and insights based on the data in your presentation. These insights are designed to be customer-friendly, helping teams tell a clear and compelling story with less manual effort.

Both use AI to interpret visuals and generate brief summaries within the slides. The goal is to make dashboards and recurring reports easier to understand at a glance.

Why Teams Choose Matik

Matik makes it easy to deliver personalized, high-impact content at scale. It supports if-then logic to dynamically include or exclude entire slides, visuals, or data points based on customer attributes to ensure each asset is as relevant as possible. Teams can apply logic to customize each asset based on customer data, and generate content for all your accounts with just a few clicks.

It also works across both PowerPoint and Google Slides, making it flexible enough for cross-functional teams. Once templates are built, most users don’t need ongoing support from engineering or operations.

Matik can also generate decks, documents, and emails automatically based on data-driven triggers, such as deal stage progression, changes in NPS scores, or feature usage, so teams spend less time creating and more time engaging. Additionally, Matik offers a free Chrome Extension called Smart Data Sync (in beta) lets teams effortlessly embed live data into their presentations and documents directly from their data sources, all within their browser.

Matik is a strong fit for organizations that want to deliver polished, personalized content that clearly communicates value to customers or executives.

Matik Mail

In addition to presentations and documents, Matik also supports automated, personalized emails through Matik Mail. This allows teams to deliver the same high-quality, data-driven insights directly to a customer’s inbox without needing to create a deck or PDF.

Matik Mail makes it easy to send tailored messages using live data, so teams don't have to write or format each email manually. It's especially useful for customer success and account management teams that want to stay proactive between meetings. Teams can use it to send usage summaries, renewal check-ins, or product updates that feel personalized and timely.

Matik Mail can be triggered by CRM data or scheduled in advance. This helps teams stay consistent and relevant in their communication without adding extra work.

When Rollstack Might Be a Better Fit

Rollstack is a better fit for teams that focus on simple decks that pull data primarily from BI tools. It works well when the content remains consistent and the main goal is to refresh visuals or data rather than alter messaging or structure. It may also be a good choice if you require HIPAA compliance for regulated reporting.

Comparison Chart

Final Thoughts

Matik and Rollstack both automate slide and document creation, but they cater to different needs. Matik is built to deliver dynamic, personalized content that supports both external communication and internal reporting. Features like the free Smart Data Sync Chrome extension help teams effortlessly pull live data directly into presentations and documents, making it easier to keep content accurate and relevant.

Rollstack can be a solid choice for teams focused on updating consistent decks that pull data from BI tools.

Choosing the right platform comes down to your team’s needs and how you want to communicate. Both platforms bring value, and understanding your priorities will help you find the best fit.

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