HR and workforce · Available
Lattice for Claude, ChatGPT and Copilot
Before a one-on-one, a manager wants open talking points, recent updates and goal progress in one place. HR business partners and managers can ask Claude, ChatGPT or Copilot about Lattice: review cycle progress, goals that are off track, one-on-one agendas, feedback received, engagement survey results by group. Ratings and comments stay with the people allowed to see them. Lattice is introduced through a guided pilot.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask Lattice?
Questions from HR business partner, engineering manager, people manager and others, answered from live Lattice data and only for the people allowed to see them.
Records it works with
- Review cycles
- Reviews
- Goals
- One-on-ones
- Feedback
- Updates
- Engagement surveys
- Compensation cycles
- HR business partner
“Which managers in the Revenue department have not started their manager reviews in the H2 review cycle?”
- Engineering manager
“Which goals on my team are marked off track or have not been updated in a month?”
- People manager
“What did Priya and I agree in our last three one-on-ones?”
- Head of people
“How did engagement survey scores for the Support team change since the spring survey?”
- Compensation manager
“Which recommendations in the merit compensation cycle exceed the department budget?”
- Team lead
“Summarize feedback my team received this quarter, grouped by theme.”
Changes, governed
What the assistant can prepare in Lattice
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to Lattice under a named person.
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Add a goal and link it to a team goal
The person confirms the preview; company-level goals need the goal owner to approve.
-
Add talking points to an upcoming one-on-one
Only the two people in the one-on-one may confirm.
-
Prepare merit recommendations in a compensation cycle
Every pay recommendation needs the department head and HR to approve.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for Lattice
Lattice holds candid feedback, ratings and pay recommendations that affect careers. Review content stays with the reviewer, the manager and HR. Talking points need one of the two people in the meeting to confirm, and merit recommendations need the department head and HR. During calibration or an appeal, you can see who read which review.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the Lattice records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How Lattice gets connected
We connect Lattice for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the Lattice questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your Lattice administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
Lattice questions
Can an assistant read Lattice reviews?
Only for people who may already see them. A manager can ask about reviews for their own reports, HR can ask across the cycle, and employees see their own shared reviews.
Does it help managers prepare for one-on-ones?
Yes. A manager can ask for open talking points, recent updates, feedback and goal progress before a meeting, then add items to the shared agenda after confirming each one in the preview.
Can it change ratings during calibration?
No. Ratings stay with the reviewers and the calibration group inside Lattice. The assistant can show cycle progress and summaries for HR, but it does not alter ratings or move people between groups.
Does mcpbizapps keep a copy of our Lattice data?
No. When someone asks a question, mcpbizapps reads the answer live from Lattice through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
Lattice is a trademark of its owner. mcpbizapps is not affiliated with Lattice; the name describes the connection only.
Related
Often connected alongside Lattice
Part of People and HR: Employee records, pay, hiring and training.
Start
Bring Lattice into your AI assistant
Tell us how your team uses Lattice, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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