Swiftask syncs your AI agents with Lattice. Automate onboarding steps, performance goals, and new hire tracking instantly.
Result:
Save valuable time on HR administration and provide a memorable welcoming experience to your new hires.
Manual onboarding slows down new hire engagement
Manual onboarding is prone to errors and inconsistencies. Between data entry in Lattice, sending welcome emails, and tracking goals, your HR team is overwhelmed by repetitive tasks at the expense of human connection.
Main negative impacts:
Swiftask orchestrates your onboarding workflows within Lattice. As soon as a new profile is created, your AI agent triggers the necessary actions, ensuring a smooth and compliant integration.
BEFORE / AFTER
What changes with Swiftask
The traditional process
HR must manually create each entry in Lattice, send reminders for goals, and manually verify that each onboarding step is completed. It is a slow and forgetful process.
Smart onboarding with Swiftask
As soon as a new employee is added, Swiftask interacts with Lattice to initialize their journey, create their probation goals, and notify managers. Everything is automated and tracked.
Deploy your HR automation in 4 steps
STEP 1 : Initialize your agent on Swiftask
Configure an agent dedicated to onboarding within Swiftask, designed to interact with HR data.
STEP 2 : Integrate Lattice as a data source
Connect your Lattice instance to Swiftask via a secure API to read and write the necessary information.
STEP 3 : Define your trigger rules
Set the trigger events: employee creation, probation period start, or status change.
STEP 4 : Activate and measure
Launch the automation. Your agent now handles routine tasks, freeing up time for your HR experts.
AI Agent capabilities for Lattice
The agent analyzes profiles, departments, and start dates to customize onboarding paths.
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 your HR team
1. Premium employee experience
Seamless integration from day one, strengthening your employer brand.
2. Increased HR productivity
Elimination of manual data entry and tracking tasks in Lattice.
3. Immediate alignment
New talents are productive faster thanks to clear goals defined upon arrival.
4. Compliance and visibility
Centralized tracking of all onboarding processes for better governance.
5. Effortless scalability
The system automatically adapts to your headcount growth without additional HR hires.
HR Data Security
Swiftask applies enterprise-grade security standards for your lattice automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your efficiency
| Metric | Before | After |
|---|---|---|
| Onboarding processing time | 5 hours per hire | 15 minutes (validation) |
| Data entry errors | Frequent | Zero |
| Goal setting delay | Several days | Real-time |
| New hire satisfaction | Standard | Improved by reactivity |
Take action with lattice
Save valuable time on HR administration and provide a memorable welcoming experience to your new hires.