Streamline your Lattice 1:1 meetings with AI intelligence
Swiftask integrates with Lattice to automatically compile key points, goals, and feedback for your team members before every meeting.
Result:
Turn your 1:1s into strategic coaching sessions without spending hours digging through notes.
AI Agents
lattice
Connector lattice · Secure OAuth 2.0
Manual 1:1 preparation is a productivity killer
Juggling Lattice goals, recent feedback, and scattered notes takes time. Preparing for an interview is tedious, and despite your efforts, key elements are often overlooked.
Main negative impacts:
Fragmented vision
Information is scattered. You lose relevance because you lack a clear overview of recent achievements.
Reactive rather than proactive management
Meeting time is consumed by recalling facts rather than developing the team member.
Risk of disengagement
Poorly prepared 1:1s make employees feel their progress isn't being taken seriously.
Swiftask analyzes your Lattice environment and generates a structured summary of points to cover before each meeting. You arrive at your 1:1 with a solid, personalized foundation.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
You open Lattice, browse goals, search for feedback given three weeks ago, and jot down points in a notebook. You arrive at the meeting unprepared, trying to remember everything.
With Swiftask + Lattice
An hour before your 1:1, Swiftask sends you a briefing: goal status, recent feedback, and identified blockers. You focus entirely on the conversation.
Set up your Lattice preparation assistant
1
STEP 1 : Connect Lattice to Swiftask
Grant Swiftask access to necessary data from your Lattice instance via a secure integration.
2
STEP 2 : Define your synthesis rules
Choose the data types to include: ongoing goals, received feedback, or past performance points.
3
STEP 3 : Automate briefing delivery
Schedule the summary to be sent via email or Teams/Slack before each calendar-scheduled meeting.
4
STEP 4 : Refine your discussions
Use the generated summary to structure your agenda and ensure consistent tracking over time.
Key features of the Lattice integration
The agent examines interaction history in Lattice to extract subtle signals and noteworthy achievements.
- Target connector: The agent performs the right actions in lattice based on event context.
- Automated actions: Automatic agenda generation. Goal synthesis. 360° feedback compilation. Reminders of unresolved blockers from the previous 1:1.
- Native governance: Data remains confidential and is processed solely to facilitate your preparation.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-lattice@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose Swiftask for your 1:1s
Immediate time savings
Stop wasting 20 minutes per employee compiling information before every meeting.
Coaching quality
Focus on human connection and career development while the AI handles the reporting.
Consistent tracking
Ensure rigorous goal tracking over time, without forgetting past discussions.
Enhanced alignment
Employees feel heard and valued thanks to meticulous preparation.
Data governance
A secure integration respecting your company's confidentiality standards.
Secure management approach
Swiftask applies enterprise-grade security standards for your lattice automations.
- Limited and controlled access: Swiftask only accesses data necessary for 1:1 preparation, according to your permissions.
- Data encryption: All information moving between Lattice and Swiftask is encrypted.
- GDPR compliance: Your HR data management respects current regulations.
- Full transparency: You remain in control of the data used by the agent at all times.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your management performance
| Metric | Before | After |
|---|---|---|
| Preparation time | 20-30 minutes | Under 2 minutes |
| Perceived 1:1 quality | Standard | Strategic and actionable |
| Goal tracking rate | Variable | Systematic |
| Employee satisfaction | Not measured | Improving |
Take action with lattice
Turn your 1:1s into strategic coaching sessions without spending hours digging through notes.