Automate Content Creation with Excel

Learn more about how Matik can help you automate the creation & sending of any personalized presentation or one-pager using your Excel data.
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Personalize Content at Scale Using Data from Excel

Client Scorecards

Populate KPIs from shared sheets into structured, branded reports.

Personalized Outreach

Generate tailored emails and decks using data from spreadsheets.

QBRs & Customer Reports

Auto-populate engagement metrics, deal data, and other infromation from spreadsheets.

Automate Content with Excel Data

Just tell Matik who the content is for, and Matik will pull data from Excel to personalize all the elements including text, images, tables, and charts. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, and PDFs.

Hyper-personalize your 1:many motion

Deliver hyper-personalized content to accounts by sending personalized PDF attachments via email. Send on demand, on a schedule, or when data in Salesforce changes or hits a threshold. Even embed fully-branded, personalized tables & charts within the email.

Uplevel the insights you share with AI

Matik’s AI can create personalized, data-driven insights & takeaways right in your content. It will also help you enable your team to present confidently by providing executive summaries and talk tracks.

FAQ

How can I pull Excel data into presentations?

You can generate personalized presentations using Excel data with Matik. Simply add Excel as your data source, upload a template, tell Matik who the content is for, and Matik will personalize all of the text, tables, images, and charts.

What kind of Excel data can I pull into presentations?

With Matik, you can generate personalized content with a variety of Excel data, such as:- Financial data (budgets, balance sheets, forecasts)- Business performance metrics (KPIs, summary statistics)- Customer and contact details (lead lists, engagement data)

Does Matik ingest data from Excel?

No, Matik only queries your data in real time. Your data stays in your systems, which reduces risk and makes setup simpler since there’s no need to move or replicate data.

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