Automate Content Creation with PowerBI

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

Performance Reports

Transform dashboard metrics into clear, branded summaries for each customer.

Business Reviews & EBRs

Pull filtered data for each account to automate presentation-ready insights.

Campaign or Feature Impact Reports

Show results of marketing or product initiatives using segmented dashboards.

Automate Content with PowerBI Data

Just tell Matik who the content is for, and Matik will pull data from PowerBI 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 PowerBI data into presentations?

You can generate personalized presentations using Power BI data with Matik. Simply add Power BI 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 PowerBI data can I pull into presentations?

With Matik, you can generate personalized content with a variety of Power BI data, such as:- Dashboard visualizations and reports (charts, graphs, maps)- Key performance indicators and business metrics (sales, profit, growth)- Filtered analytics by customer, account, or region

Does Matik ingest data from PowerBI?

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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