Automate Content Creation with Tableau

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

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 Tableau Data

Just tell Matik who the content is for, and Matik will pull data from Tableau to personalize all the elements including text, images, tables, and charts. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, and PDFs.

Enable

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

Scale

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

FAQ

How can I pull Tableau data into presentations?

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

With Matik, you can generate personalized content with a variety of Tableau data, such as:- Dashboard visualizations (charts, graphs, and images)- Performance metrics (KPIs, summary statistics, scorecards)- Filtered views (account, territory, or segment-specific insights)

Does Matik ingest data from Tableau?

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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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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