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Matik's AI

Matik offers a range of AI features and capabilities designed to help build shareable content from your data and drive actions from insights, all while leveraging guardrails that ensure consistent, usable content.

For information on managing the access and security of AI features within your enterprise, visit this article: Managing AI Features.

Conversing with Matik’s AI

Matik’s AI uses natural language processing to interpret your questions, goals, and context, helping remove the complexity of setup and day-to-day work. By understanding not just what you ask but also whether you’re an admin or an end user, Matik’s AI can surface the most relevant actions, content, and guidance. You simply describe what you want to accomplish, and Matik translates that into the next best steps.

Admins

Matik’s AI can help admins with Matik setup and management. For example, admins can:

  • Get help setting up DC and inputs. 
    Describe the metrics you want to pull, and Matik’s AI can write the SQL queries for you, including filtering by inputs based on your prompt. The query is tailored to your data, since Matik’s AI takes into account your database’s schema, as well as inputs you may already have in Matik. 
  • Find relevant dynamic content or inputs. 
    Surface relevant dynamic content that already exists to avoid duplicate work, or find similar dynamic content that you can use as a helpful starting point for reference. 
  • Get recommendations. 
    Matik’s AI can recommend the best content in Matik for a given use case. Surface the best dynamic content to tag in a slide, or identify good library slides to add to an existing template. 

End Users

Matik’s AI can help end users discover and tailor content. For example, end users can:

  • Discover content.
    Just tell Matik’s AI what you want to create, who you want to create it for, or what your use case is, and Matik’s AI will surface the most relevant templates, slides, and other content from across the enterprise.
  • Customize content. 
    Tell Matik’s AI what to adjust and it will pull the right approved slides into your template, applying them with the correct layout and formatting every time.
  • Ask for help.
    Get started easily by asking questions about leveraging the platform and Matik’s AI will respond with guidance, step-by-step instructions, and best practices.

Automating and Generating Content with Matik’s AI

Matik’s AI can automatically generate and enhance content across your templates and presentations, turning your data into actionable, ready-to-share insights while keeping everything consistent and on-brand.

  • AI Insights
    Let Matik’s AI insert in-context metric explanations, insights, key takeaways, and next steps directly into your generated content. (NOTE: AI Insights is a Matik add-on. To get access, reach out to your Technical Account Manager.)
    Learn more: Using Matik Insights Dynamic 
  • AI Talk Tracks and Exec Summary
    Let Matik’s AI insert talk tracks and executive summaries directly into the speaker notes of your generated presentations, helping everyone understand & properly leverage data in their reports and content.  
    Learn more: AI Talk Tracks and Executive Summaries
  • AI Template Builder
    Let Matik’s AI generate new templates for your enterprise leveraging your company’s logo and brand colors for faster, smarter content creation. Create starter templates with your company’s logo and brand colors. 
    Learn more: AI Template Builder

Managing Content with Matik’s AI

Matik’s AI scans your enterprise content (such as templates and best-practice slides) to help users quickly surface the right assets. While descriptions aren’t required, adding them can give the AI more context to work with. You can also use AI to generate helpful descriptions automatically, making it easier for your team to stay organized.
Learn more: AI Descriptions

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Related articles

  • Managing AI Features
  • Generating Presentations in Salesforce with the Matik App for Salesforce
  • Matik Settings
  • Sub-Templates
  • Dynamic Content Overview

Articles in this section

  • Matik's AI
  • AI Talk Tracks and Executive Summaries
  • Bulk Generating Matik Content
  • Sub-Templates
  • Scheduling Presentations to Run
  • Regenerating Presentations with the Same Inputs
  • Generating Presentations in Salesforce with the Matik App for Salesforce
  • Creating PDFs of Presentations
  • Bulk Generating presentations with a CSV file of inputs
  • End User Data Source Authentification

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