# Turn Customer Data into Ready-to-Share Content with AI

Matik automates presentations, documents, and reports from your customer data so you can focus on driving outcomes, not creating content.

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## The Power of Matik

98% customers who received a QBR renewed.

[Case study](https://www.matik.io/blog/salesloft-case-study)

1,340 hours saved per month by CS team.

[Case study](https://www.matik.io/blog/greenhouse-matik-case-study)

22% increase in renewal rate.

[Case study](https://www.matik.io/blog/how-bazaarvoice-used-matik-to-increase-renewal-rates)

8x increase in number of business reviews created.

[Case study](https://www.matik.io/blog/asana-uses-matik-to-scale-consistency-deliver-8x-more-business-reviews-to-customers)

## How it works

**Basic Automation**  
Automate text and visuals leveraging your existing dashboards, reports & data sources to generate ready-to-share content in formats you already use today.  
**AI-Powered Automation**  
Matik’s AI can help build new content, surface the right content, derive key insights, and help the less data-fluent understand & communicate the data.  
**Smart Automation**  
If-then logic & AI ensures that the right message and insights are shared based on the data and audience.  
**Workflow Automation**  
Generate insight-rich content based on a schedule, trigger, or in bulk, and can also automate delivery to colleagues, prospects, or customers.  
**Content Management**  
Matik makes it easy for anyone to find the right content and slides, and helps automate standardization and consistency.

## Use Matik to Automate

**Customer-Facing Presentations**  
Generate personalized QBRs, EBRs, and renewal decks with real-time customer data, ensuring every presentation tells the right value story.  
**Internal Health & Performance Reports**  
Automate customer health dashboards, adoption tracking, and NRR analysis to keep your team and leadership aligned on account status.  
**Operational Updates & Documentation**  
Create standardized onboarding summaries, success plan updates, and team performance reports that scale your processes across all accounts.

## What Our Customers Say

> "Our CSMs are constantly telling us how Matik has changed the way they work. Being able to easily pull data-driven resources gives them the tools to have really impactful discussions with customers. It's taken their focus away from pulling data and piecing it together, to instead being able to have meaningful discussions and add value. At this point, every CSM on the team would tell you that they could not do their job without Matik."  
> -- Bianca Longino, Senior CS Analyst

> "Matik is shifting the bulk of Business Review prep from ‘creating slides’ to ‘creating meaningful outcomes.’"  
> -- James Miller, Manager, Client Success

> "One of our largest initiatives is value selling. With Matik, we’re able to enable CSMs to provide tactical feedback on how customers can uplevel their ROI with Samsara, which means that they have more confidence in building relationships with customers. Without it, the insights would not be nearly as powerful."  
> -- Salim Salha, Sr. Sales Operations and Strategy Analyst

## FAQ

### How can a CS Manager automate content with Matik?
Matik’s AI automates text, visuals, and key insights in presentations, documents, and emails, telling the right story using if-then logic and your existing data, so CS Managers can save time while delivering accurate customer-facing reports.

### How can a CS Manager personalize content for different accounts or audiences?
Matik uses if-then logic, slide looping, and AI-powered insights to automatically tailor Business Case decks, QBRs, and other CS content for each customer, ensuring personalized, relevant, and impactful messaging every time.

### How can a CS Manager scale content creation across multiple accounts?
Matik’s AI scales the impact of CS content by bulk-generating decks, automating delivery, and creating new templates, so managers can reach multiple accounts efficiently without sacrificing accuracy or personalization.

### Can a CS Manager use AI to generate insights or summaries?
Yes, Matik generates executive summaries, talk tracks, and actionable insights from your existing data, allowing CS Managers to focus on strategy and storytelling rather than manual analysis.