Matik

Rather than having customer success managers, sales engineers, and analysts spend hours manually pulling metrics from multiple systems to build personalized business reviews and performance decks, Matik connects directly to existing data sources and automatically populates presentation content with accurate, up-to-date figures producing customized, data-rich documents in minutes instead of hours.

The platform integrates natively with the data infrastructure that enterprise teams already use: Salesforce, Snowflake, HubSpot, Looker, Google BigQuery, and other leading data platforms.

Matik queries these sources securely without ingesting or permanently storing customer data, ensuring that every document it generates reflects the most current metrics available.

This real-time data connection means presentations created for customer business reviews always contain accurate numbers rather than figures that were current at the time of a manual export but stale by the time the meeting occurs.

Conditional logic is a particularly powerful capability within Matik's automation framework. The platform can be configured to automatically adjust which slides, charts, metrics, and recommendations appear in a document based on the underlying data values.

For example, if a customer's NPS score falls below a threshold, the generated deck will automatically include slides addressing improvement strategies; if NPS is strong, those slides are replaced with content highlighting renewal value or upsell opportunities.

This dynamic personalization ensures every document is contextually appropriate without requiring manual customization.