Automate your talent onboarding with Lattice and Swiftask
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.
AI Agents
lattice
Connector lattice · Secure OAuth 2.0
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:
Disorganized new hires
Without automation, information arrives in a fragmented way, creating a blurry and unengaging integration experience.
Delayed goal setting
Setting initial goals in Lattice is often postponed, delaying the new employee's ability to take action.
HR administrative overload
Managing onboarding cycles manually consumes operational time that could be dedicated to company culture.
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
1
STEP 1 : Initialize your agent on Swiftask
Configure an agent dedicated to onboarding within Swiftask, designed to interact with HR data.
2
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.
3
STEP 3 : Define your trigger rules
Set the trigger events: employee creation, probation period start, or status change.
4
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.
- Target connector: The agent performs the right actions in lattice based on event context.
- Automated actions: Automatic goal creation in Lattice. Sending personalized reminders to managers. Updating onboarding statuses. Generating reports on new hire progress.
- Native governance: Swiftask ensures total confidentiality of HR data processed by the agent.
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
Premium employee experience
Seamless integration from day one, strengthening your employer brand.
Increased HR productivity
Elimination of manual data entry and tracking tasks in Lattice.
Immediate alignment
New talents are productive faster thanks to clear goals defined upon arrival.
Compliance and visibility
Centralized tracking of all onboarding processes for better governance.
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.
- Encrypted exchanges: All communications between Swiftask and Lattice are secured by standard protocols.
- Fine-grained access control: Control precisely which Lattice data is accessible by your AI agents.
- GDPR Compliance: Swiftask adheres to the strictest standards for personal data protection.
- Action audit trail: Every agent intervention on your Lattice account is archived for internal audits.
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.