Swiftask extracts and analyzes data from your Lattice cycles to produce clear performance reports, without manual entry.
Result:
Shift from time-consuming data extraction to strategic HR decision-making in minutes.
AI Agents
lattice
Connector lattice · Secure OAuth 2.0
Extracting performance data, cross-referencing it in Excel, and drafting summaries for management is a monumental task. This repetitive work consumes your HR team's time, delaying the implementation of corrective actions or development plans.
Main negative impacts:
Delayed HR insights
Data sits in Lattice for too long before being used, preventing necessary reactivity in talent management.
Human error risks
Manual handling of large data volumes significantly increases the risk of calculation or reporting errors.
Incomplete HR vision
Time spent on formatting prevents in-depth analysis of trends and real skill development needs.
Swiftask automates data retrieval from your Lattice cycles and delegates report synthesis and formatting to AI, ensuring precision and massive time savings.
BEFORE / AFTER
Traditional Analysis
Manual CSV export from Lattice, data cleaning, pivot table creation, manual comment drafting. An operation that takes days.
Swiftask Reporting
Your AI agent retrieves cycle data, generates a summary report based on your templates, and sends it to stakeholders. All in real-time.
1
STEP 1 : Define your needs
Configure the KPIs and analysis dimensions you want to extract from your Lattice cycles in Swiftask.
2
STEP 2 : Connect Lattice
Activate the Lattice connector via our secure interface to grant read-only access to performance data.
3
STEP 3 : Configure the AI
Teach your AI agent to transform raw data into personalized summary reports based on your company culture.
4
STEP 4 : Automate distribution
Schedule the automatic delivery of your reports once the performance cycle is closed.
The agent examines performance scores, qualitative feedback, goal achievement, and skill evolution.
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.
Drastic reduction in cycle data processing time.
Elimination of errors related to manual processing.
Reports that do more than list numbers—they interpret them.
Uniform and professional reports for every cycle.
Adjust your reporting criteria without redoing all the manual work.
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
| Metric | Before | After |
|---|---|---|
| Reporting time | 3 to 5 days | A few minutes |
| Data reliability | Manual error risk | System accuracy |
| Analysis frequency | Quarterly | On-demand |
| Operational cost | High (human time) | Significantly reduced |
Shift from time-consuming data extraction to strategic HR decision-making in minutes.