Connectors / Integration
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.
Lattice + Slack integration
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.
Most performance management initiatives don't fail because of bad strategy. They fail because employees forget to participate. Review cycles get missed, feedback requests go unread, and OKR updates stall because logging into Lattice feels like one more thing to do. When you connect Lattice to Slack via tray.ai, that friction disappears. Automated Slack messages remind employees to complete self-assessments, alert managers when direct reports need feedback, and post recognition straight into team channels. HR gets real-time visibility into cycle participation without chasing anyone down, and employees engage with performance programs in the tool they already live in. The result is higher completion rates, faster feedback loops, and recognition that actually lands.
Automate & integrate Lattice + Slack
Automating Lattice and Slack business processes or integrating data is made easy with Tray.ai.
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.
- Increase on-time review completion without manual HR follow-up
- Employees get context-rich reminders in the tool they use all day
- HR teams can configure escalation logic so managers are alerted when their team falls behind
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.
- Cut the average time-to-complete for peer feedback requests
- Boost response rates by reaching reviewers where they already communicate
- Keep feedback cycles on track without manual intervention from HR
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.
- Keep goal progress visible and top-of-mind across the organization
- Celebrate goal completions in real time to reinforce a culture of achievement
- Surface at-risk goals to managers early enough to take corrective action
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.
- Amplify recognition by making it public in Slack, not buried in a platform most people rarely open
- Encourage peer-to-peer appreciation without requiring additional tools
- Give leadership a real-time read on employee morale and team highlights
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.
- Improve the quality and consistency of manager-employee 1-on-1 conversations
- Reduce the preparation burden by surfacing agenda items proactively in Slack
- Drive adoption of Lattice's 1-on-1 tooling by connecting it to the daily Slack routine
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.
- Create a warm, automated onboarding experience without manual coordination
- Ensure managers are looped in the moment onboarding milestones are reached
- Drive early engagement with Lattice during the onboarding window, when habits form
Challenges Tray.ai solves
Common obstacles when integrating Lattice and Slack — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Lattice Review Deadline Reminder to Slack DM
Lattice 
Slack 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.
Lattice Praise to Slack Recognition Channel
Lattice Slack 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.
Lattice Goal Completion Alert to Slack Team Channel
Lattice Slack 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.
Lattice Feedback Request to Slack Notification
Lattice Slack 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.
Low Engagement Survey Score Alert to HR Slack Channel
Lattice Slack 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.
Lattice 1-on-1 Reminder to Manager and Direct Report in Slack
Lattice 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.
How Tray.ai makes this work
Lattice + Slack runs on the full Tray.ai platform
Intelligent iPaaS
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Learn more →Agent Builder
Build AI agents that read, write, and take action in Lattice and Slack — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Lattice + Slack actions as governed MCP tools — observable, rate-limited, authenticated.
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