Matik automates insights by using AI to analyze your dynamic content results to generate summaries, trends, key takeaways, and other insights. Automated Insights is available as an add-on to your Matik plan. Please reach out to your Technical Account Manager or Relationship Manager if you are interested.
Automated Insights work by taking the results of your dynamic content, combining them with your prompt and relevant business context, and sending them to a LLM (Large Language Model) to create clear cohesive sentences. The output is returned in the format you specify, making it easy to insert insights directly into your presentations or other Matik templates.
Automated Insights can be output as:
- Text: Automate elements like headlines, sub-headlines, callout boxes, and full length paragraphs, including summaries, trends, key takeaways, next steps, and other insights, all tailored to the data and context of your specific template generation.
- Tables: Output your automated insights as structured rows/columns that can be inserted as nicely formatted tables in your template. Automate elements like summary tables, milestone updates, or recommendation overviews.
When you generate content with Automated Insights, Matik executes your chosen dynamic content with the specified inputs, analyzes the returned data, and uses that context to create insightful, accurate, and relevant text.
Output Formats
Automate Text Insights
Use Text Insights whenever you want to populate text elements within a presentation, document, or email. For example, you could:
- Automate the headline or subheadline on a slide based on the slide content
- Automate the callout box next to a chart based on the data
- Automate the text body of an email. (When using the Code Editor, you can even include HTML formatting as part of your Text output.)
- Automate the key takeaways within a document
Text Insights can be tagged and used just like any other Text-type dynamic content in Matik, so you can apply text box formatting/styling and leverage rich text tags as usual.
To start:
- Create a new piece of dynamic content
-
Select Insights
- Select "Text" as your output format
- Instruct Automated Insights on what content to generate. You have two options for doing this:
- Use the Form for a guided setup. The form helps you select a piece of dynamic content, define what you insights you want to automate, and structure the output into a defined format.
- The Free Prompt allows you to create an open-ended prompt to the LLM. You can customize instructions for how the LLM should handle your dynamic content results, specify the format and style of the output, and include any additional context needed to reliably produce your desired result. You can also reference dynamic content and inputs directly in the prompt to pull in the required data.
Automate Table Insights
Use Table Insights when you want to output your content as structured rows/columns that can be inserted as nicely formatted tables in your template. Table Insights are a good choice when you want to summarize, format, or organize information for easy comparison or analysis.
Example use cases include:
- Summarize key risks or opportunities based on call transcripts and CRM data.
| Item | Type | Description | Recommendation |
|---|---|---|---|
| Stakeholder disengagement | Risk | Key decision-makers haven’t joined recent meetings. | Contact stakeholders to confirm involvement. |
| Expansion interest | Opportunity | Customer wants to expand usage to the Sales team. | Share tailored proposal for Sales team use case. |
- Identify key concerns based on customer support ticket data.
| Topic | Example Ticket Quote | Frequency | Suggested Action |
|---|---|---|---|
| Login issues | "I can't reset my password after multiple attempts." | High | Improve password reset workflow and update help articles. |
| Feature requests | "Is there a way to schedule automated reports?" | Medium | Review requests with product team for roadmap consideration. |
| Billing questions | "My invoice is missing last month’s usage adjustment." | Low | Clarify usage adjustment in billing FAQs. |
- Summarize next steps based on meeting notes in a summary document or follow-up email
| Action Item | Owner | Due Date | Status |
|---|---|---|---|
| Share Q2 roadmap with client | Alex | 2024-06-10 | Pending |
| Schedule follow-up meeting | Jordan | 2024-06-15 | In progress |
| Send billing summary | Sam | 2024-06-12 | Completed |
Table Insights can be tagged and used just like any other Table-type dynamic content in Matik, so you can apply table formatting as usual.
To create Table Insights:
- Create a new piece of dynamic content
-
Select Insights
- Select "Table" as your output format
- Use the Free Prompt to instruct Automated Insights on what to generate. See Using the Free Prompt to create Insights Dynamic Content. For optimal results, make sure that you specify what columns you want your Insights Table to have as part of the output requirements.
Configuring Automated Insights
Using the Form to Create Insights Dynamic Content
When creating Text Insights, you have the option to use the Form to be guided through your Insights setup. After selecting Text as your output type:
-
Select Form
- Choose your function under I want to: Describe, Analyze, Summarize, or Compare
- Describe: Provides a description of your dynamic content output
- Analyze: Identifies trends or patterns when your dynamic content returns complex data
- Summarize: Provides a high-level summary of the data returned by dynamic content
- Compare: Looks at two different types of dynamic content to highlight similarities or differences
- Select the Dynamic Content you want to analyze. Note that if you select Compare, you will need to select at least 2.
- Select the length and type of output you desire: One Sentence, One Paragraph, Bulleted List, or Numbered List. For list outputs, specify the desired list length.
- Add context to guide the output. Use this section to explain how Automated Insights should interpret your dynamic content, clarify your objectives, and include any background information that will help it generate the result you need.
- Tag Automated Insights dynamic content as you would any other text in your Matik templates.
Using the Free Prompt to create Insights Dynamic Content
The Free prompt option is supported for Text and Table Insights. The Free Prompt option offers maximum flexibility for tailoring your Automated Insights. While you’re not limited to a specific format, following these guidelines will help you create prompts that produce the most accurate and useful results:
Clear Task Instructions
Explain exactly what you want Automated Insights to do with the provided data.
- Example: “Summarize this sales data into three short bullet points highlighting key performance trends.”
- Include fallbacks: “If any data point is missing, state ‘Data not available’ instead of guessing.”
Structure Your Prompt with Explicit Sections
Break your prompt into clearly labeled sections (such as Task, Data, Output Requirements, and Context) to improve consistency and reduce misinterpretation as dynamic content is inserted.
Why this helps:
- Reduces “bleed” between instructions, data, and formatting requirements.
- Makes prompts easier to maintain and reuse across templates.
- Provides a stable framework so you don’t rewrite prompts for different datasets.
How to do it:
- Use visible labels like
### Taskor=== Data ===to separate sections. - Add short descriptors in the Data section so Matik understands what each value or table represents (e.g., “Total Revenue (USD): …” or “This table lists regions in column A and total sales in column B.”).
Dynamic Content and Inputs
When building the prompt in Matik, insert dynamic content and inputs using the following format:
- Dynamic content:
{{dynamic_content_name}} - Inputs:
&:input_name
Examples:
Total Revenue (USD): {{total_revenue}}-
Sales by Region (table): {{sales_by_region_table}}
Follow with a brief note: “This table lists regions in column A and total sales in column B.”
Output Formatting Requirements
Define exactly how you want the output returned:
- Length: “Under 300 characters” or “No more than 2 sentences.”
- Format: “3 bullet points with bolded headers” or “single paragraph of plain text.” You can also specific exact formats to for metrics or other data. See example below.
- Tone: “Professional and concise” or “Friendly and persuasive.”
- (For Table Insights): make sure you specify what columns should be included in your final table output.
-
Rich text: Matik supports basic rich text formatting, which you can direct Matik to apply in the custom outputs you create. This can often be achieved by specifying you want the output formatted in HTML. See example below. Please note that Matik's support of Rich Text is more limited than full HTML. See Rich Text Formatting to check which tags are supported in which template types.
Business Context
Provide background so Matik can interpret the data correctly:
- Example: “Matik is a B2B SaaS platform. Audience: CSMs presenting quarterly performance updates to enterprise clients. Focus on retention and upsell metrics.”
- Include KPIs, goals, and themes that matter most so Automated Insights emphasize the right points.
Example Prompt
Additional Tips
If you are creating multiple pieces of insights dynamic content that will have the same business content or share other elements, you can add the text to a static text piece of dynamic content and tag that in the prompt in your content section.
Limitations, Testing, and Optimizing
If your dynamic content returns very large datasets, Automated Insights may not be able to process all of the data at once. The exact limit isn’t based on a fixed number of rows or characters—it depends on the overall size and complexity of the data—so the point at which limits are reached can vary.
We recommend stress-testing your Insights Dynamic Content before rolling it out broadly to make sure it runs smoothly.
If limits are reached while testing, you’ll see an error message.
If limits are reached during generation, a warning will appear in the presentation generation logs.
💡 Best Practice: For large tables, consider aggregating, filtering, or summarizing the data before passing it to Insights. Smaller, more focused datasets not only avoid processing limits but also lead to clearer, more relevant outputs.
Best Practices
-
Always proofread and validate results before sharing—Matik is not responsible for errors produced by Automated Insights Dynamic Content.
If you plan to use Insights Dynamic Content in situations where it will not be reviewed first, make sure to include a note that the text was AI-generated and may contain inaccuracies.
Matik's AI cannot scrape URLs, browse the web, or perform internet searches. It is limited to the data returned by your Dynamic Content and the context you provide.
Thoroughly test your Automated Insights dynamic content under a range of inputs and dynamic content values.
- Ensure the dynamic content being used by Automated Insights has a clearly written description.
- Test multiple variations of descriptions to see which one produces the best results for your use case.
- Add context to the significance of different value ranges in your dynamic content description if you would like them to appear in your generated insights.
- Name your dynamic content, inputs, and data columns with easy-to-understand names to give the Automated Insights context to your data.
- To generate Automated Insights, Matik must first run the dynamic content being fed into Automated Insights and then generate the insights. If you find Automated Insights is taking a while to generate look into optimizing your dynamic content runtime.
Security
All AI-powered features in Matik and add-ons created by Matik use GPT-5.1 from Open AI under the hood to provide various functionality. When Automated Insights Dynamic Content is created, it will have access to the Dynamic Content data returned from any input set as well as the queries, description, and other setup information about that referenced Dynamic Content to provide content on the return data. As specified in the Open AI API policy, any data fed into the API will not be used by Open AI except to provide the responses to the API prompts. More information can be found in the Open AI Terms of Use and Matik’s Privacy Policy. Matik does not store any data used in these features and add-ons at this time. We’ll notify our users if this changes.
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