Automate Data-Rich Documents or Spreadsheets

Streamline the creation and personalization of data-rich documents or spreadsheets with text, images, charts, and tables that are always up-to-date.
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G2 Rating
AICPA SOC Rating
SOC 2

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Automate Data-Rich Content for Any Audience

Strategic Business Reviews
Deliver tailored executive briefings, investor updates, and performance reports with live data to drive informed decision-making.
Customer Success & Account Planning
Streamline customer retrospectives, account plans, and joint success documents with dynamic, up-to-date insights.
Operational & Analytical Reporting
Automate runbooks, KPI dashboards, and data analysis documents to ensure accuracy and efficiency at scale.

Automate content across functions

Create personalized documents and spreadsheets, such as account plans, operational runbooks, and investor updates, without having to update them manually.
Automate content across functions
Empower your stakeholders

Empower your stakeholders

Share interactive content that lets your audience filter, sort, and explore data, giving them the flexibility for true data engagement beyond static PDFs or slides.

Keep reports accurate at scale

Pull live data directly from BI tools, CRMs, and data warehouses into structured documents or spreadsheets, ensuring every report is always up to date.
Keep reports accurate at scale

Just provide a few inputs, like who it's for or the date range

Tell Matik how the content should be personalized and Matik will query your apps & data warehouses without ingesting the data.

Get a personalized presentation or one-pager

Matik will create a Google Slides or Microsoft PowerPoint deck with personalized text, images, charts & tables.
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Send the personalized content via email

Matik can automatically send the personalized content as an email attachment to your account.
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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
© 2025 Matik, Inc.

Automate

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

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

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