Lattice + Slack
Connect Lattice and Slack to Run Performance Management Where Work Actually Happens
Sync Lattice events into Slack so review reminders, feedback requests, and recognition reach your team without asking them to check another tab.
Why integrate Lattice and Slack?
Lattice is where HR teams run performance reviews, track OKRs, and collect employee feedback. Slack is where everyone else spends their day. The gap between those two facts is where most people programs quietly fall apart. Connecting Lattice and Slack through tray.ai closes that gap — review reminders land in DMs, recognition shows up in team channels, and goal updates surface where people will actually see them.
Automate & integrate Lattice & Slack
Use case
Performance Review Cycle Reminders
When a new performance review cycle opens in Lattice, tray.ai sends personalized Slack DMs to each employee with a direct link to their review, the deadline, and a summary of what's expected. Follow-up nudges go out automatically as deadlines approach for anyone who hasn't submitted yet.
Use case
Real-Time Feedback Request Notifications
When an employee requests peer feedback in Lattice, tray.ai sends an immediate Slack notification to each reviewer with a direct link to the feedback form. This replaces easily ignored email notifications with a timely, actionable message in Slack.
Use case
OKR and Goal Update Notifications
As employees and managers update goal progress in Lattice, tray.ai posts milestone notifications into relevant Slack channels — celebrating when a goal hits 100%, alerting a manager when a result falls behind, or prompting a team discussion around quarterly OKR progress.
Use case
Public Praise and Recognition Broadcasts
When an employee receives praise or a recognition badge in Lattice, tray.ai automatically reposts it into a designated Slack channel like #kudos or #wins. Recognition travels beyond Lattice and becomes visible company-wide.
Use case
1-on-1 Meeting Agenda Reminders
When a scheduled 1-on-1 is approaching in Lattice, tray.ai sends a Slack reminder to both the manager and the direct report with a link to their shared agenda and any open talking points. Both parties show up prepared, and no recurring meeting goes agenda-less.
Use case
New Employee Onboarding Engagement
When a new employee profile is created in Lattice, tray.ai triggers a welcome Slack message in the new hire's onboarding channel and notifies their manager and HR business partner. Subsequent Lattice milestones — like completing a first 30-day check-in — can trigger additional Slack messages.
Use case
Low Engagement Score Alerts for Managers
When engagement survey results are processed in Lattice and a team's score drops below a defined threshold, tray.ai sends a private Slack alert to the relevant manager and HR business partner with the score, trend data, and a link to the Lattice dashboard.
Get started with Lattice & Slack integration today
Lattice & Slack Challenges
What challenges are there when working with Lattice & Slack and how will using Tray.ai help?
Challenge
Matching Lattice Users to Slack Users Reliably
Lattice and Slack maintain separate user directories, and employees may use different name formats or email aliases across the two platforms. Mapping a Lattice employee record to the correct Slack user ID is a common failure point that sends notifications to the wrong person or drops them entirely.
How Tray.ai Can Help:
Tray.ai matches users across both platforms by email using the Slack users.lookupByEmail API method. You can also build fallback logic that catches unmatched users and routes them to an HR Slack channel for manual review, so no notification disappears silently.
Challenge
Handling Large-Scale Review Cycle Notifications Without Rate Limiting
When a performance review cycle opens across a large organization, sending hundreds or thousands of Slack messages at once can trigger Slack's API rate limits, causing messages to fail or arrive unpredictably.
How Tray.ai Can Help:
Tray.ai has built-in rate limit handling and lets you configure message throttling and retry logic within your workflows. You can batch employee lists into smaller groups and add controlled delays between Slack API calls, so every notification gets delivered regardless of company size.
Challenge
Keeping Notification Logic in Sync with Changing Review Cycles
Performance review cycles in Lattice have variable timelines, and HR teams frequently adjust deadlines mid-cycle. Automation hardcoded around specific dates falls out of sync quickly and sends reminders at the wrong time or for cycles that have already closed.
How Tray.ai Can Help:
Tray.ai workflows query Lattice for current cycle dates and deadline information at runtime rather than relying on hardcoded values. Your reminder logic always reflects the actual state of your Lattice cycles, even when HR makes last-minute adjustments.
Challenge
Avoiding Notification Fatigue Among Employees
Automated Slack messages are useful right up until they aren't. Too many reminders, redundant notifications, or messages for actions already completed turn into noise fast. Employees start ignoring or muting channels, and the integration defeats itself.
How Tray.ai Can Help:
Tray.ai lets you build conditional logic that checks completion status in Lattice before sending any Slack message. Employees who've already submitted their review or responded to a feedback request are automatically excluded from reminder workflows, so messages only go out when they're actually needed.
Challenge
Managing Sensitive Performance Data in Public Slack Channels
Automatically posting performance-related information into Slack requires careful attention to privacy. Engagement scores, review statuses, and feedback details are sensitive HR data that can't be broadcast to the wrong audience or exposed in public channels.
How Tray.ai Can Help:
Tray.ai gives you full control over where each type of data is routed in Slack. Sensitive data goes exclusively via private DMs or restricted HR-only channels, and audience-filtering logic ensures public channel posts contain only appropriate, non-sensitive information like praise and goal celebrations.
Start using our pre-built Lattice & Slack templates today
Start from scratch or use one of our pre-built Lattice & Slack templates to quickly solve your most common use cases.
Lattice & Slack Templates
Find pre-built Lattice & Slack solutions for common use cases
Template
Lattice Review Deadline Reminder to Slack DM
This template monitors active performance review cycles in Lattice and sends personalized Slack DMs to employees who haven't completed their self-assessments as the due date approaches. Reminder intervals are configurable at seven days, three days, and one day before the deadline.
Steps:
- Tray.ai polls Lattice on a scheduled interval to retrieve active review cycle participants and their completion status
- The workflow filters for incomplete submissions and calculates how many days remain until the deadline
- A personalized Slack DM is sent to each incomplete participant with their review link and days-remaining count
Connectors Used: Lattice, Slack
Template
Lattice Praise to Slack Recognition Channel
This template listens for new praise events in Lattice and reposts the recognition message — including the giver, recipient, and praise content — into a designated Slack recognition channel, making employee appreciation visible across the organization.
Steps:
- A Lattice webhook or scheduled poll detects when a new praise record is created
- Tray.ai formats the praise content, recipient name, and giver name into a Slack message block
- The formatted message is posted to the configured Slack recognition channel in real time
Connectors Used: Lattice, Slack
Template
Lattice Goal Completion Alert to Slack Team Channel
When an employee marks a goal as complete in Lattice, this template posts a celebratory message to the appropriate Slack team channel, tagging the employee and optionally notifying their manager, so goal achievement gets recognized at the team level right away.
Steps:
- Tray.ai monitors Lattice for goal status changes and detects when a goal transitions to completed
- The workflow looks up the employee's Slack user ID and their manager's Slack user ID via the Slack directory
- A celebration message is posted to the team Slack channel tagging the employee, with an optional manager notification sent via DM
Connectors Used: Lattice, Slack
Template
Lattice Feedback Request to Slack Notification
This template sends an instant Slack notification to designated peer reviewers the moment a feedback request is created in Lattice, replacing default email notifications with Slack messages that include the requester's name, the feedback deadline, and a deep link to the Lattice feedback form.
Steps:
- A new feedback request event in Lattice triggers the tray.ai workflow via webhook or polling
- Tray.ai resolves each reviewer's Slack user ID by matching their email address to their Slack profile
- A formatted Slack DM is sent to each reviewer with the request context, due date, and direct link to Lattice
Connectors Used: Lattice, Slack
Template
Low Engagement Survey Score Alert to HR Slack Channel
After Lattice processes engagement survey results, this template checks team-level scores against a configurable threshold and sends private Slack alerts to HR business partners and relevant managers whenever a team score falls below the benchmark.
Steps:
- Tray.ai polls Lattice for newly published engagement survey results on a scheduled basis
- The workflow evaluates each team's score against a user-defined threshold stored in the tray.ai workflow configuration
- Teams below the threshold trigger private Slack alerts to the mapped HR business partner and team manager with score details and a Lattice dashboard link
Connectors Used: Lattice, Slack
Template
Lattice 1-on-1 Reminder to Manager and Direct Report in Slack
This template sends Slack reminders to both managers and their direct reports ahead of scheduled 1-on-1 meetings in Lattice, including a summary of open talking points and a link to the shared agenda, so every meeting starts with some actual preparation.
Steps:
- Tray.ai queries Lattice on a daily schedule to identify 1-on-1 meetings occurring within the next 24 hours
- The workflow retrieves open agenda items for each meeting from the Lattice API and formats them into a readable Slack message
- Individual Slack DMs are sent to both the manager and the direct report with the agenda summary and a direct link to the Lattice 1-on-1 page
Connectors Used: Lattice, Slack