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Personalize Content at Scale Using Data from Snowflake

Personalized Customer Reports at Scale

Query directly from source to create tailored content for every account.

Executive Business Reviews

Generate EBRs with account-level metrics like usage, ROI, and retention indicators.

Industry or Segment-Specific Reports

Dynamically build content by vertical, region, or cohort using filtered queries.

Automate Content with Snowflake Data

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

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

With Matik, you can generate personalized content with a variety of Snowflake data, such as: - Sales and revenue data (pipeline, bookings, historical sales)- Customer analytics (activity trends, account segmentation)- Operations or financial reporting (budget tracking, forecasts)

Does Matik ingest data from Snowflake?

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.