How Matik Works

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

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

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

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

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