Draft a Performance Review
Pull together an employee’s goals, feedback, updates, and review history to create a strong first draft of their performance review.
What it does
Retrieves performance context you are permitted to access, including goals, submitted Updates, feedback, 1:1 history, and past reviews, then organizes it into an evidence-based review draft.
When to use
Use before a review deadline when you need to turn scattered performance information into a clear, balanced starting point for an employee review.
prompts
I’m drafting a performance review for [name]. Pull their active goals, recent submitted Updates, feedback I’m permitted to view, relevant 1:1 notes, and their most recent shared review. Summarize the evidence by strengths, impact, and growth areas. Do not save or submit anything yet.Help me draft a performance review for [name]. Their role is [role].
Summarize their key accomplishments, strengths, growth areas, and examples of impact using these notes:
[paste notes]Frequently Asked Questions
What is a prompt?
A prompt is a one-time question or instruction you give an AI assistant. For example, you might ask your assistant to use a direct report’s goals, feedback, and updates in Lattice to help you prepare for a performance conversation.
What is Lattice MCP?
Lattice MCP is a secure connector that lets external AI tools (like Claude, ChatGPT, and more) access and act on Lattice data. For example, employees and managers can draft, edit, and submit performance reviews in Lattice without leaving their conversation. Their responses will be rich in Lattice context from previous reviews, 1:1s, feedback, goals, and weekly updates.
What data can Lattice MCP access?
The Lattice MCP Server is designed so that connecting an AI tool never widens user access to Lattice data. It uses the same login, the same permissions, and the same boundaries you already have in the Lattice UI. Lattice MCP will first be able to pull context from performance reviews, 1:1s, feedback, goals, and weekly updates.
What problem does MCP solve?
Lattice MCP helps you avoid switching tabs, exporting data, and copying information between Lattice and external AI tools. It brings Lattice context into the AI assistants they already use so they can complete workflows faster.
Is Lattice MCP a feature of Lattice AI?
No. This differs from Lattice AI, the AI features built into the Lattice product itself. You don't need the MCP Server to use Lattice AI, and the MCP Server doesn't connect Lattice AI to outside tools. Think of Lattice AI as AI inside Lattice, and the MCP Server as the bridge that lets your AI assistant reach into Lattice.
Your people are your business
Ensure both are successful with Lattice.