Lattice connector
Automate People Operations with Lattice Integrations
Connect Lattice to your HR tech stack and stop doing performance management busywork by hand.
What can you do with the Lattice connector?
Lattice is the people management platform that pulls together performance reviews, OKRs, engagement surveys, and employee development tools in one place. When you integrate Lattice with your HRIS, project management tools, and communication platforms, employee data stays consistent, review cycles run on time, and goal progress is visible to the people who need it. With tray.ai, you can build automations that connect Lattice to the rest of your business systems without writing any code.
Automate & integrate Lattice
Automating Lattice business process or integrating Lattice data is made easy with tray.ai
Use case
Automated Employee Onboarding into Lattice
When a new hire is added to your HRIS — Workday, BambooHR, Rippling — their Lattice account gets provisioned automatically, assigned to the correct manager, and enrolled in onboarding review cycles. No manual setup, no delays.
Use case
Real-Time Goal and OKR Syncing Across Tools
Sync OKRs and individual goals from Lattice to project management tools like Asana, Jira, or Monday.com so teams can track progress where they already work. When work gets done in a project tool, goal progress in Lattice updates to match — no manual entry required.
Use case
Performance Review Cycle Notifications and Reminders
Send automated Slack or Microsoft Teams notifications when review cycles open, deadlines approach, or a manager hasn't submitted feedback yet. Connecting Lattice review cycle events to your communication platforms improves completion rates and removes the manual follow-up burden from HR.
Use case
Employee Engagement Survey Data Routing
After Lattice engagement surveys close, aggregated results and low-score alerts go automatically to the right managers, HRBPs, or executives based on department or team. Connect Lattice survey results to Salesforce, Tableau, or your data warehouse so People Analytics teams can blend engagement data with business performance metrics.
Use case
Offboarding and Deprovisioning from Lattice
When an employee is terminated in your HRIS, their Lattice account is deactivated automatically, their historical performance data is archived, and their manager gets notified to complete any outstanding reviews. It keeps you compliant with data governance policies and prevents ex-employees from retaining access to sensitive performance information.
Use case
Manager Effectiveness Reporting and Escalation
Aggregate Lattice manager review scores, upward feedback ratings, and team engagement scores into automated weekly or monthly reports for HR leadership. Threshold-based alerts flag managers whose teams show declining performance or engagement so HRBPs can step in before things get worse.
Use case
Compensation Review Data Synchronization
During compensation cycles, Lattice performance ratings sync directly to your compensation management tool — Workday Compensation, Carta, or a custom spreadsheet workflow. Performance data informs comp decisions without manual data transfers, which cuts errors and speeds up the timeline.
Build Lattice Agents
Give agents secure and governed access to Lattice through Agent Builder and Agent Gateway for MCP.
Data Source
Retrieve Employee Profiles
An agent can fetch detailed employee profiles from Lattice, including role, department, manager, and tenure information. That context helps personalize HR workflows, onboarding experiences, or performance-related communications.
Data Source
Fetch Performance Review Data
An agent can pull completed and in-progress performance review data for individuals or teams. Use it to analyze review trends, flag incomplete reviews, or surface insights to HR leaders.
Data Source
Access Goal and OKR Progress
An agent can retrieve goal and OKR status across employees, teams, or the whole org. That data can feed progress reports, surface at-risk goals, or trigger nudges to keep teams on track.
Data Source
Look Up 1-on-1 Meeting Notes
An agent can access structured 1-on-1 talking points and notes between managers and direct reports. It can summarize recurring themes, surface unresolved action items, or inform coaching recommendations.
Data Source
Retrieve Engagement Survey Results
An agent can pull employee engagement survey scores and responses from Lattice. That data can detect morale trends, flag teams with low engagement, or automatically prepare executive summaries.
Data Source
Query Feedback Records
An agent can read peer, upward, and downward feedback records stored in Lattice. Good for synthesizing qualitative themes for performance calibration or manager coaching workflows.
Agent Tool
Create or Update Goals
An agent can create new goals or update progress on existing ones in Lattice on behalf of employees or managers. Useful for automating goal-setting during planning cycles or syncing goal data from other systems like Jira or Salesforce.
Agent Tool
Initiate Performance Reviews
An agent can trigger the creation of performance review cycles for specified employees or teams in Lattice. That means you can kick off reviews automatically based on tenure milestones, calendar schedules, or HR system events — no manual intervention required.
Agent Tool
Submit Feedback on Behalf of Users
An agent can programmatically submit structured feedback for employees in Lattice after project completions or other milestones. It's a practical way to capture timely, event-driven feedback without depending entirely on people remembering to do it manually.
Agent Tool
Update Employee Information
An agent can update employee profile fields in Lattice to reflect role transitions, department moves, or manager reassignments. That keeps Lattice in sync with systems like Workday or BambooHR without manual data entry.
Agent Tool
Schedule and Manage 1-on-1 Agendas
An agent can add or update talking points in Lattice 1-on-1 meeting agendas ahead of upcoming sessions. Agenda items can be generated automatically based on goal progress, recent feedback, or upcoming milestones.
Agent Tool
Send Praise and Recognition
An agent can post public praise to Lattice on behalf of users. You can wire this up to fire automatically from other tools — like when a deal closes in Salesforce or a product ships.
Get started with our Lattice connector today
If you would like to get started with the tray.ai Lattice connector today then speak to one of our team.
Lattice Challenges
What challenges are there when working with Lattice and how will using Tray.ai help?
Challenge
Keeping Employee Records in Sync Across HR Systems
When employee data lives in a separate HRIS, org chart changes, manager reassignments, and department moves often don't make it to Lattice in time. Reviews end up going to the wrong manager, or goals sit under team structures that no longer exist.
How Tray.ai Can Help:
tray.ai listens for update events from your HRIS in real time and immediately applies the corresponding changes to Lattice user profiles, manager assignments, and team memberships. No manual reconciliation needed.
Challenge
Low Review Completion Rates Due to Lack of Reminders
HR teams struggle to get high review submission rates because reminders either go out manually or as generic email blasts that people ignore. That bottleneck holds up compensation decisions and development conversations.
How Tray.ai Can Help:
tray.ai queries Lattice daily for incomplete reviews and sends targeted, personalized reminders through Slack or Microsoft Teams. Employees get nudged in the tools they actually use, which improves completion rates without HR doing the follow-up manually.
Challenge
Siloed Performance Data Disconnected from Business Outcomes
Performance ratings, engagement scores, and goal completion data stuck inside Lattice can't easily be combined with revenue, retention, or productivity data sitting in separate BI tools and data warehouses. People Analytics teams end up working with an incomplete picture.
How Tray.ai Can Help:
tray.ai automates the extraction and transformation of Lattice data into Snowflake, BigQuery, or Redshift on a scheduled or event-driven basis, making performance and engagement metrics available for cross-functional analysis in Tableau or Looker.
Challenge
Manual Effort to Connect Performance Reviews to Compensation Cycles
Exporting performance ratings from Lattice and importing them into compensation platforms at the end of a review cycle is slow, error-prone, and holds up merit cycles. It's the kind of work that shouldn't require a human at all.
How Tray.ai Can Help:
tray.ai handles the end-of-cycle data transfer from Lattice to compensation tools like Workday or Carta by mapping performance rating fields and writing data directly via API. No CSV exports, no manual entry.
Challenge
Delayed or Missed Deprovisioning Creates Security Gaps
When employees are offboarded from the HRIS but Lattice deactivation is a separate manual task, ex-employees can retain access to sensitive performance reviews, compensation data, and peer feedback for days or weeks after they've left.
How Tray.ai Can Help:
tray.ai monitors HRIS termination events and triggers an immediate Lattice deprovisioning workflow, revoking access and archiving data within minutes of the offboarding event — regardless of business hours or whether anyone on the HR team caught it.
Talk to our team to learn how to connect Lattice with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Lattice With Your Stack
The Tray.ai connector library can help you integrate Lattice with the rest of your stack. See what Tray.ai can help you integrate Lattice with.
+BambooHR & Lattice
Learn how to integrate BambooHR and Lattice together
+Workday REST & Lattice
Learn how to integrate Workday REST and Lattice together
+Slack & Lattice
Learn how to integrate Slack and Lattice together
+ADP & Lattice
Learn how to integrate ADP and Lattice together
Start using our pre-built Lattice templates today
Start from scratch or use one of our pre-built Lattice templates to quickly solve your most common use cases.
Template
New Hire HRIS to Lattice Provisioning
Automatically creates a Lattice user profile, assigns manager relationships, and enrolls the new hire in an onboarding review cycle whenever a new employee record is created in BambooHR or Workday.
Steps:
- Trigger fires when a new employee record is created or activated in BambooHR
- Lookup manager and department data from BambooHR and map fields to Lattice schema
- Create Lattice user, assign manager, and enroll in onboarding review cycle
- Send Slack notification to HR confirming successful Lattice provisioning
Connectors Used: BambooHR, Lattice, Slack
Template
Lattice Review Deadline Reminder to Slack
Queries Lattice daily for open review cycles nearing their submission deadline and sends personalized Slack DMs to managers and employees who haven't completed their reviews yet.
Steps:
- Scheduled trigger runs daily and fetches open review cycles from Lattice API
- Filter for reviews where deadline is within 48 hours and status is incomplete
- Lookup Slack user IDs for each reviewer and compose personalized reminder messages
- Send Slack DMs with direct links to the pending review in Lattice
Connectors Used: Lattice, Slack
Template
Lattice OKR Progress Sync to Asana
Monitors Lattice goals for progress updates and creates or updates corresponding Asana tasks or project milestones to keep cross-functional teams aligned on goal execution.
Steps:
- Trigger fires on a scheduled interval polling Lattice goals API for updates
- Identify goals where progress percentage has changed since last sync
- Update corresponding Asana task completion percentage or milestone status
- Post summary of updated goals to a designated Slack channel for team visibility
Connectors Used: Lattice, Asana, Slack
Template
Lattice Engagement Survey Results to Data Warehouse
When a Lattice engagement survey closes, extracts all response data and pushes it into a Snowflake or BigQuery table for People Analytics reporting and longitudinal trend analysis.
Steps:
- Webhook or scheduled trigger detects that an engagement survey has closed in Lattice
- Fetch all aggregated and anonymized survey results via Lattice API
- Transform and normalize response data into the target schema for the data warehouse
- Insert records into Snowflake table and notify People Analytics team in Slack
Connectors Used: Lattice, Snowflake, Slack
Template
Lattice Performance Rating to Workday Compensation Sync
At the close of a performance review cycle, writes final performance ratings from Lattice into the corresponding employee compensation record in Workday to support merit increase workflows.
Steps:
- Trigger fires when a Lattice review cycle status changes to completed
- Fetch all finalized performance ratings and map to Workday employee IDs
- Write performance rating values to the appropriate compensation module fields in Workday
- Post confirmation summary to HR leadership channel in Microsoft Teams
Connectors Used: Lattice, Workday REST, Microsoft Teams
Template
Offboarding Deprovisioning from Lattice on HRIS Termination
Automatically deactivates a Lattice user account and archives their performance data when an employee termination event is detected in Rippling or BambooHR.
Steps:
- Trigger fires on employee termination or status change to inactive in Rippling
- Fetch Lattice user record matching the terminated employee email address
- Deactivate Lattice account and archive performance review history
- Notify HRBP via Slack with confirmation of Lattice deprovisioning and archive link
Connectors Used: Rippling, Lattice, Slack