Drive your OKRs in Lattice without manual data entry
Swiftask automates the tracking of your Lattice objectives. Your performance metrics are updated in real-time from your business tools.
Result:
Gain accuracy and strategic visibility. Eliminate input errors and time wasted on reporting.
AI Agents
lattice
Connector lattice · Secure OAuth 2.0
Manual OKR tracking hinders your agility
Regularly updating OKRs in Lattice is often seen as an administrative burden. Employees forget to enter figures, data becomes obsolete, and leadership lacks real visibility into objective progress.
Main negative impacts:
Stale performance data
OKRs never reflect the reality on the ground, leading to strategic decisions based on outdated figures.
High administrative overhead
Spending hours compiling reports to update Lattice distracts talent from their high-value missions.
Team misalignment
Without a clear, real-time updated view, teams lose track of their priorities and drift away from the company vision.
Swiftask deploys an AI agent that pulls your operational data and updates your OKRs in Lattice automatically. You ensure a single source of truth that is always up-to-date.
BEFORE / AFTER
What changes with Swiftask
The traditional tracking method
Every week, every manager must extract data from tools, verify numbers, log into Lattice, and manually update each OKR. It is a repetitive, error-prone task that is often neglected.
The Swiftask + Lattice approach
Your AI agent monitors your data streams. As soon as progress is detected, it queries the Lattice API to update the corresponding OKR. Everything is automated, precise, and transparent.
Deploying your OKR automation in 4 steps
1
STEP 1 : Define your data sources
Identify the tools where your metrics reside (CRM, project management tools, databases).
2
STEP 2 : Configure the Swiftask agent
Create your agent and grant it access to your Lattice instance via a secure API key.
3
STEP 3 : Establish metric mapping
Define the logic: which operational data corresponds to which OKR in Lattice.
4
STEP 4 : Activate real-time flow
The agent starts syncing data. All you have to do is monitor progress on your dashboard.
Advanced automation capabilities
The agent analyzes data variations, calculates objective attainment rates, and verifies consistency before any update.
- Target connector: The agent performs the right actions in lattice based on event context.
- Automated actions: Automatic updates of target values in Lattice. Complex progression calculations based on business formulas. Alerts for major deviations from objectives.
- Native governance: Synchronization is bidirectional: you can also extract data from Lattice to other tools for cross-reporting.
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.
Strategic benefits for the organization
Increased reliability
Eliminate human errors associated with manual data entry.
Manager productivity
Restore management time by eliminating manual reporting.
Total transparency
Every employee sees their real progress, increasing engagement and clarity of expectations.
Decision-making agility
Make decisions based on current data, not reports from last week.
Cultural alignment
Strengthen the performance culture through exemplary rigor in goal tracking.
Security and access management
Swiftask applies enterprise-grade security standards for your lattice automations.
- Secure authentication: Secure API connection with fine-grained access control within your Lattice instance.
- Data stream encryption: All data transit between your tools and Lattice is encrypted end-to-end.
- Full audit logs: Trace every update performed by the agent in the Swiftask activity history.
- Enterprise compliance: Solution designed to meet the most demanding security standards for SaaS companies.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operational performance
| Metric | Before | After |
|---|---|---|
| OKR update time | 2-4 hours/week/manager | 0 minutes (automated) |
| Data accuracy | Variable (manual errors) | 100% (API sync) |
| Update frequency | Weekly or monthly | Real-time or daily |
| OKR adoption | Low (burden) | High (automated) |
Take action with lattice
Gain accuracy and strategic visibility. Eliminate input errors and time wasted on reporting.