Lattice progress alerts: automate your performance tracking
Swiftask syncs your Lattice data to generate automated alerts. Keep your teams informed in real-time about goals and feedback.
Result:
Improve visibility into your HR cycles and reduce the administrative burden on your managers.
AI Agents
lattice
Connector lattice · Secure OAuth 2.0
Manual Lattice tracking is inefficient
Tracking goal progress or feedback cycles in Lattice often requires constant manual checking. Managers forget to check the platform, leading to delayed decision-making and disengaged employees.
Main negative impacts:
Increased response delays
Delays in completing feedback or objectives are identified too late, impacting overall performance.
HR overload
HR teams spend valuable time manually chasing employees to update their progress.
Lack of visibility
Without proactive alerts, performance data stays siloed in Lattice, without concrete action in daily workflows.
Swiftask automates the flow of information from Lattice. Your AI agents monitor status changes and send targeted alerts directly where your employees work.
BEFORE / AFTER
What changes with Swiftask
Traditional tracking
Managers must log in daily to Lattice to check who has completed their goals or feedback. They then have to send manual emails or messages.
Swiftask performance management
Swiftask automatically detects a status update (or delay) in Lattice and instantly notifies the manager and the employee via their preferred communication channel.
Setting up your Lattice alerts in 4 steps
1
STEP 1 : Secure connection
Link your Lattice instance to Swiftask via a secure integration to access performance data.
2
STEP 2 : Define triggers
Configure the trigger events: goal completion, feedback received, or approaching HR cycle deadlines.
3
STEP 3 : Customize alerts
Define the message and destination channel (Slack, Teams, Email) according to role and context.
4
STEP 4 : Activate monitoring
The Swiftask agent monitors Lattice 24/7 and sends alerts automatically as soon as a condition is met.
Lattice automation capabilities
The agent analyzes progress data, deadlines, and priority levels to prioritize alerts.
- Target connector: The agent performs the right actions in lattice based on event context.
- Automated actions: Automatic reminders, goal completion notifications, alerts for feedback delays, weekly progress summaries.
- Native governance: All alerts are centralized and tracked to ensure full compliance with your HR processes.
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.
Optimizing your performance cycle
Continuous alignment
Employees receive real-time reminders, fostering a culture of constant performance.
HR productivity gain
Eliminate time-consuming manual follow-ups and focus on strategic talent management.
Increased engagement
Fluid communication regarding goals and feedback values every employee's work.
Fast decision-making
Managers have precise alerts to intervene at the right time on potential bottlenecks.
Fluid integration
Swiftask adapts to your existing communication tools without changing your habits.
Performance data security
Swiftask applies enterprise-grade security standards for your lattice automations.
- Data encryption: All data synchronized between Lattice and Swiftask is encrypted to banking standards.
- Strict access control: Permissions are aligned with your organizational structure to ensure feedback confidentiality.
- GDPR compliance: Swiftask adheres to strict data protection standards for HR tools.
- Full audit: Detailed history of every alert sent for internal audit needs.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operational efficiency
| Metric | Before | After |
|---|---|---|
| HR tracking time | Several hours/week | Automated (0 min) |
| Completion rate | Variable | Significant increase |
| Manager reactivity | Reactive (delayed) | Proactive (instant) |
| Delay management | Manual | Systematized |
Take action with lattice
Improve visibility into your HR cycles and reduce the administrative burden on your managers.