Performance Review Completion Nudge
Find outstanding reviews, understand where completion is lagging, and prepare targeted reminders to move the cycle forward.
What it does
Breaks down review completion by department, identifies people who have not started, and drafts department-specific reminder messages for approval.
When to use
Use during an active review cycle when completion is behind schedule and you need to focus follow-up where it will have the most impact.
prompts
Who still owes reviews in [cycle name]? Break down by department. Match each reviewer to their department using the employee directory, and show completed and outstanding counts for each department. Then, find everyone who hasn't started any reviews in [cycle name] and draft a short, friendly reminder for each department, listing the people in it and the deadline, [deadline]. Show me the drafts, and don't send anything until I approve.
Using the attached review-cycle completion export and employee directory, identify who still owes reviews in [cycle name]. Then identify everyone who has not started any reviews and draft a short, friendly reminder for each department that lists the outstanding reviewers and the deadline, [deadline].
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.
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