How Matik Works

Request Demo

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
Request Demo
Diagram showing what Matik connects to, such as CRMs, apps, spreadsheets, BI tools, and data warehouses

Connect Content

Define elements
Pull from dashboards, reports, and data to define text, images, tables and charts
Direct the story
Use if-then logic to determine what slides are shown
Request Demo
Diagram showing that Matik has conditional logic to define elements on a slide

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
Request Demo
Diagram showing that Matik can generate personalized content at scale

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
Request Demo
Diagram showing how Matik's AI can add key insights and enable effective communication

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
Request Demo
Matik automatically delivering a fully branded, AI-powered QBR presentation and monthly check-in email with tailored content and live data.

Request a Demo

Platform
How It WorksRevenue ImpactMatik's AISecurity
Features
Basic AutomationAI-Powered AutomationSmart AutomationWorkflow AutomationContent Management
Data Sources
BI ToolsCRMsData WarehousesAppsSpreadsheetsREST API
Formats
PresentationsDocumentsSpreadsheetsPDFEmail
Integrations
HighspotSalesforceMCP
© 2026 Matik, Inc.
Questions?
Contact us
Rating on G2
4.8
(56)