Matik Reviews for 2025
Save 40% on your SaaS stack with expert guidance
Free Consultation
What Is Matik?
Matik is a data-driven content automation platform that uses AI to generate personalized presentations, documents, spreadsheets, PDFs, and emails directly from connected data sources. The platform is designed for customer success, operations, analytics, enablement, and finance teams who need to create customized data-driven content at scale. Matik connects to over 20 CRM systems, business intelligence tools, data warehouses, spreadsheets, and applications without ingesting data, instead querying sources in real time.
Users define content elements by pulling text, images, tables, and charts from dashboards and reports, then apply conditional logic to determine which slides or sections appear based on recipient attributes. Matik automates content generation with personalization at the person, team, or account level and can refresh existing content with updated data on demand. The platform includes AI capabilities that generate data-driven insights, summaries, trend analysis, executive summaries, and talk tracks to help teams communicate findings effectively.
Matik supports workflow automation that triggers content creation and distribution based on predefined schedules or events. The platform integrates with Salesforce and Highspot for content delivery and includes a Chrome extension called Smart Data Sync for embedding live data into existing presentations. Matik is SOC 2 Type I and Type II certified and GDPR compliant with data encrypted at rest using AES-256 encryption.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
Matik Pricing
Looking to Save Time & Money
Audit, consolidate, and save—powered by our internal buying team. Let our experts analyze your current software stack and identify opportunities for cost savings and efficiency improvements.
- Stack Audit
- Cost Reduction
- Expert Team
Matik Features
- Data Import/Export
- Artificial Intelligence (AI)
- Campaign Management
- Content Management
- Workflow Management
- Customizable Templates
- Template Management
- Content Creation Workflow
- Data source connections
- BI tool integration
- CRM integration
- Data warehouse integration
- Spreadsheet integration
- REST API support
- Presentation generation
- Document generation
- Spreadsheet generation
- PDF generation
- Email generation
- Conditional logic workflows
- Account-level personalization
- Team-level personalization
- Person-level personalization
- Data refresh capabilities
- AI insights generation
- AI trend analysis
- AI executive summaries
- Talk track generation
- Template creation
- Workflow automation
- Triggered workflows
- Email attachment automation
- Smart Data Sync
- Chrome extension
- Salesforce integration
- Highspot integration
- SOC 2 certification
- GDPR compliance
Matik Integrations
-
Salesforce CRM
CRM Software
-
Highspot
Sales Acceleration Software
-
Google Slides
Presentation Software
-
Microsoft PowerPoint
Presentation Software
-
Google Sheets
Document Management Software
-
Microsoft Excel
Document Management Software
-
Snowflake
Data Management Software
-
Tableau
Business Intelligence Software
-
Microsoft Power BI
Business Intelligence Software
-
Google Cloud Looker
Business Intelligence Software
-
HubSpot CRM
CRM Software
-
Gainsight Digital Hub
Online Community Management Software
-
ChurnZero
Customer Success Software
-
Totango
Customer Success Software
Leave a Review
Matik Company Details
Company Name
Matik, Inc.
Headquarters
United States
Website
www.matik.io
Own this Software?
Matik vs. Similar Products
Select up to 3 Software, to enable Comparison
Compare Selected Software