In a recent RevOps Co-op live demo, Nik Mijic, Co-Founder and CEO of Matik, walked through how go-to-market teams are eliminating one of the most persistent and invisible time drains in revenue operations: the manual assembly of customer-facing content. QBRs, renewal decks, account plans, business cases — the kind of work that eats hours, lives in someone's inbox, and never quite scales the way leadership hopes it will.
Aliza Kogan, who hosts for RevOps Co-op and brings a quota-carrying sales background to every conversation, set the context plainly at the top of the session: one of the biggest challenges RevOps teams face is turning the enormous volume of data they collect into something actually useful and actionable — for customers and internal teams alike. Matik was built to close that gap.
Mijic knows this problem from the inside. Before founding Matik, he ran an operations role at LinkedIn, supporting customer success and sales teams.
"People would come to my team and say, 'Hey, we've got a big business review next week with Aliza, and we'd love to be able to showcase some ROI of our product.' And so we would go and crunch the data, figure out what the best story was, and the reps would go and present it. They would crush it. They would get the glory. They would get the commission, and then we would get 10 Slacks on Monday, like, 'Hey, what you did for Aliza, could you do that for me too?'" — Nik Mijic
That dynamic — one ops team manually enabling dozens of reps, one deck at a time — is exactly what Matik is designed to eliminate. And it's a dynamic that should resonate with anyone who's spent time fixing funnel leaks and eliminating bottlenecks with automation and data. The manual content-assembly problem is just another version of the same story: high-value work trapped in low-leverage processes.
The demo opened with Matik's homepage, framed around a fictional company called Simple Ticket and a CS manager heading into a business review. The interaction is conversational by design: the user prompts Matik's AI agent — "I have a business review tomorrow with Wonka, are there any templates I can leverage?" — and the agent does the heavy lifting from there.
In the demo, the agent scanned all available templates based on the user's role-based permissions, identified the relevant account (Wonka Industries), recognized it as a mid-market account based on connected data sources, and applied an appropriate date range — all without manual input. The user retains the ability to override any of those inputs before generating, but the system's defaults are derived from actual data, not guesswork.
"We wanna get you as close to the finish line as possible, while still giving you the flexibility and the autonomy to go and make whatever changes you want." — Nik Mijic
Once generated, the presentation is fully native and editable — not a screenshot, not a PDF lockbox. Charts, tables, icons, and executive summaries are all live elements that can be modified directly in Google Slides or PowerPoint, or adjusted by prompting the AI agent within Matik's interface. Mijic demonstrated this by asking the agent to update a chart to a bar format showing resolve rate by quarter — the kind of last-minute tweak that would otherwise require either a manual rebuild or another request to an ops teammate.
The platform also reaches beyond structured data. Users can pull in unstructured sources — Slack channels, Gong call transcripts — and ask the agent to summarize product feedback, extract action items from the last QBR, or incorporate that context directly into the deck. This kind of synthesis across structured and unstructured data sources is where the productivity gains compound quickly, and it connects directly to the broader conversation RevOps teams are having about making AI and data work together for intelligent operations.
One of the most operationally interesting elements of the demo was Mijic's framing of how Matik handles the tension between standardization and flexibility — a tension that sits at the heart of most RevOps team dynamics.
The typical failure mode in content operations is binary: either the ops team controls everything (which creates a bottleneck) or reps build whatever they want (which creates chaos and inconsistency). Matik is designed to thread that needle.
"The look and feel of the presentation, the look and feel of all of that is still dictated by the RevOps team. So the RevOps team can go ahead and when they onboard the templates on Matik, it's your look and feel, your branding, right? The story that you want to push. But the other twenty percent where maybe the AI doesn't have context or you have context, you have the ability to go and make those changes." — Nik Mijic
This is the eighty-twenty model in practice: RevOps owns the template, the branding, the narrative structure, and the data connections. Reps and CSMs get the last twenty percent — the context-specific tweaks that only they have — without being able to break the underlying story or skip the data entirely.
For RevOps leaders who've spent time thinking about how to influence without authority or how enablement actually gets used in the field, this framing is worth sitting with. It's not just a product design choice; it's a model for how ops can ship guardrails that people actually want to work within because they're genuinely useful rather than restrictive.
The second half of the demo shifted from individual content creation to what Mijic called the "scale piece" — the ability to trigger and schedule content generation programmatically based on data events.
The use case is straightforward but powerful: not every account gets a dedicated CSM sprinting to build a deck before renewal. The long tail of accounts — the ones that renew quietly or churn quietly, depending on whether anyone paid attention — is where the biggest opportunity lives, and also where manual processes fall apart fastest.
Matik's programmatic generation lets teams set rules that trigger content creation automatically. A renewal coming up in 90 days? The system generates the renewal deck and sends it to the rep via Slack. A QBR just completed? A one-pager synopsis gets generated and sent to the client as a follow-up, on behalf of the rep, without the rep having to remember to do it.
"Our agents will be monitoring in the background to see, hey, this — they just had a close-one renewal, go ahead and send out this mutual success plan. Or, hey, Lisa just did a QBR, go generate the one-pager, send it out as a follow-up on behalf of Aliza so she knows — so the client has a synopsis of what was discussed during the QBR." — Nik Mijic
The conditional logic layer adds another dimension: rule-based conditions can exclude specific accounts from certain sends based on data thresholds. If a metric isn't above a certain level, that story doesn't go to that customer. The system can also defer to the AI to make those determinations rather than requiring manual rule-building for every scenario.
This kind of automated, triggered content delivery is a meaningful evolution from what most teams are doing today — which is either relying on reps to remember, or relying on an ops team to manually stage every touchpoint. It's also a direct application of the thinking behind customer onboarding best practices for RevOps: systematizing the moments that drive retention rather than leaving them to individual memory and initiative.
Matik's customer value communication resources offer additional context on how teams are operationalizing this kind of at-scale content delivery across the full customer journey.
The session closed with a live Q&A that surfaced a few questions worth capturing.
On integration with sales engagement tools like Outreach: Matik connects via MCP server, and the focus is on creating the dynamic asset — the one-pager or deck — and attaching it to sequences in tools like Outreach or Salesloft. Salesloft is a Matik customer and uses this capability directly.
On document types beyond slides: Matik supports the full range — Word documents, Google Docs, PDFs, emails, spreadsheets, and presentations. The platform's output flexibility means it can support pre-sale use cases (business cases for new prospects) as well as post-sale workflows (QBRs, renewal decks, success plans).
On implementation and ramp: The standard onboarding process is a four-week engagement with Matik's technical account management team, covering template setup, data source connections, and platform best practices. First templates can be live within a day or two; the four-week budget is for building toward production-grade scale.
On company size and fit: Matik's minimum engagement starts at $20K, with the strongest fit in mid-market and enterprise go-to-market teams — companies like Okta, Asana, and Autodesk, where the content operations problem is multiplied across large CS and account management teams.
Aliza put the RevOps-specific value proposition well during the session: this is a tool that helps RevOps teams be more strategic by removing the time cost of being a data-on-demand service. When the deck-building process is automated, the ops team gets hours back — hours that can go toward the kind of strategic work that earns RevOps a seat at the table rather than keeping it in the weeds of slide assembly.
The session was a clear demonstration of what it looks like when automation is applied to the right layer of the GTM stack — not replacing human judgment, but eliminating the manual work that surrounds it.
Learn more about how Matik helps revenue teams automate personalized, data-driven content at matik.io.
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