Understanding Your Team
Review your direct team’s active goals and recent Updates to identify progress, blockers, and priorities for your next manager action.
What it does
Identifies your direct reports and summarizes their active goals and recent submitted Updates. It can surface visible feedback for individual team members, where your Lattice permissions allow it.
When to use
Use before a manager meeting, team planning session, or series of 1:1s when you need a permission-aware snapshot of your direct team’s stated priorities and progress.
prompts
Show me my direct reports. For each person, summarize their active goals and recent submitted Updates, highlighting stated progress, blockers, and upcoming priorities. Include feedback only where I have permission to view it. Then suggest the three people or topics I should prioritize in upcoming 1:1s.Based on these team goals and recent updates, summarize progress, blockers, and the three topics I should prioritize in upcoming manager conversations:
[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.