Note: These prompts depend only on data available in your Lattice instance.
Basic Prompts
Drafting and Submitting Reviews:
How many review drafts do I owe across the review cycle?
Give me everything I need to draft [name's] performance review - goals, updates, feedback, updates, last review.
Draft [name's] review based on the evidence and match my voice from the last cycle. Wait for me to approve before submitting.
Update [direct report's] review with my draft answers and submit.
Cross-reference [name's] Lattice goals with their Jira tickets and pull anything that contradicts the self-review.
Drafting Updates:
Using my goals and recent work, draft this week’s Lattice Update with progress made, priorities for next week, and any blockers I should flag.
Preparing for conversations:
Prep me for my 1:1 with [name] today. Pull our last three meetings, open action items, and recent feedback.
What feedback has [name] received this year? What patterns should I bring up in our next 1:1?
Draft a coaching note for [name] based on the feedback they've gotten in the last 90 days. Be specific. Be kind.
I'm a new manager on this team - give me a rundown on [name] using their last two reviews and updates.
Understanding your team:
Pull the last 8 weeks of updates from my team. What patterns do you see?
What competencies is [name] measured on, and where are they tracking?
Which of my reports has the most peer feedback this cycle? Who has the least?
Map my full reporting line - direct reports plus two levels down. Include tenure and current goals.
(Admin) How many managers in [department] have completed their reviews? Break it down by team.
Example Advanced AI Automation
Monday Manager Briefing
I want a private Monday-morning briefing on my team, assembled automatically.
Tools available: the Lattice MCP, the [messaging app] MCP, and my calendar.
Create a reusable [Claude Skill / Custom GPT] that does the following for me each run:
Identify me in Lattice and pull my direct reports.
For each report, gather signals from the past week:
Lattice Update: their latest submitted weekly update — focus areas, plans, sentiment, and especially anything flagged as a blocker/roadblock
Lattice Goals: their active goals, flagging any that are stale (not updated in 14 days) or off-track (status)
Lattice Feedback: any recognition/praise they received recently
Lattice 1:1s: open action items from my most recent 1:1 with them
Connect to my Calendar to identify the following:
Who's on PTO/OOO this week
My meeting load, especially heavy meeting load days
Scheduled 1:1s
External meetings
Identify time blocks when I can actually get work done!
Synthesize everything into one skimmable briefing, grouped by theme, with each item citing its source.
Then post the briefing to my private [messaging app] channel (a DM to myself or a private channel). This is for my eyes only, so no approval step is needed.
Rules:
Only my direct reports
Only signals from the past week
Every line cites its source
Keep it skimmable — omit empty sections rather than padding
If a data source returns nothing or isn't connected, skip it silently (don't error)
Post only to my private channel — never message my reports or anyone else
(Schedule this to run every Monday at 8:00am in my timezone so the briefing is waiting when I log on.)