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Automate Content Using Data from Excel

Recurring Presentations

Always have up-to-date metrics at your fingertips for weekly, monthly, or quarterly team meetings.

Prospect- & Customer-Facing Content

Create personalized presentations, documents, and reports that showcase value and drive outcomes.

Internal Reports & Communications

Standardize documents, spreadsheets, and emails that keep teems informed and aligned.

Automate

Automate text, visuals, and key insights in Excel - telling the right story using if-then logic and your existing data.

Compatible with

Enable

Make data storytelling easy for everyone - ensuring correct metrics are used, applying best practices, and enabling teams to communicate insights confidently.

Scale

Scale the impact of automated content, including Excel - delivering personalization at any level, automating its delivery at the right time, and crafting new templates.

Automate Content 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

Automate text, visuals, and key insights in your preferred format - telling the right story using if-then logic and your existing data from Excel

Compatible with

Compatible with

Enable

Make data storytelling easy for everyone - ensuring correct metrics are used, applying best practices, and enabling teams to communicate insights confidently.

Scale

Scale the impact of automated content, including Excel - delivering personalization at any level, automating its delivery at the right time, and crafting new templates.

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.