How Matik Works

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Connect Data

Connect to any data source
Choose from over 20 CRMs, BI tools, data warehouses, spreadsheets, and apps
No ingestion, just querying
Matik doesn’t ingest data making implementation easy and secure
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Connect Content

Define elements
Use simple field lookups or complex SQL queries to define text, images, tables and charts
Direct the story
Use if-then logic to determine what slides are shown
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Automate Content

Generate personalized content
Personalize at the person, team, or account-level
Refresh data in existing content
With a click, update all the data in existing content
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Enhance with AI

Add key insights
Automatically generate data-driven insights, summaries and trends in your content
Enable effective communication
Help teams confidently communicate the data with executive summaries and talk tracks
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Automate What's Next

Send personalized attachments
Automate the sending of Matik-generated content as email attachments
Create new content
Use AI to create net new templates, including with recommended metrics based on your company’s website
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Product
How It WorksAISecurity
Features
Basic AutomationAI-Powered AutomationSmart AutomationWorkflow AutomationContent Management
Data Sources
BI ToolsCRMsData WarehousesAppsSpreadsheetsREST API
Formats
PresentationsDocumentsSpreadsheetsPDFEmail
Integrations
HighspotSalesforce
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