Lattice Agent in 1:1s can join your new or existing 1:1 meetings to capture key discussion points, and automatically generate summaries, action items, agenda suggestions, and coaching insights directly in Lattice.
Getting Started
Before inviting Lattice Agent in 1:1s to a meeting, ensure that:
Your admin has enabled Lattice Agent in 1:1s for your organization.
Your calendar is connected to Lattice through a recurring meeting (required for scheduling and meeting detection). The AI Agent is not available in ad-hoc meetings.
Both participants have access to Lattice Agent in 1:1s enabled in Lattice.
Lattice Agent in 1:1s currently supports:
Google Calendar with Google Meet
Outlook Calendar with Microsoft Teams
Zoom meetings
To successfully invite the Lattice Agent in 1:1s:
Connect your calendar to Lattice before inviting the agent.
Ensure the meeting includes a supported conferencing link (Google Meet, Microsoft Teams, or Zoom).
Invite the agent at least 10 minutes before the scheduled meeting start time.
Verify that both participants have access to the Lattice Agent in 1:1s.
Create a New 1:1 and Invite the Lattice Agent
Step 1: Connect Your Calendar
Navigate to 1:1s in Lattice.
Verify that your Google Calendar or Outlook Calendar is connected.
If your calendar is not connected, you'll see a banner prompting you to Connect Calendar.
Select Connect Calendar and complete the calendar authentication process.
Step 2: Create a Recurring Calendar Event
Create a recurring meeting event in your connected calendar:
Google Calendar
Outlook Calendar
Note: Be sure to include a supported conferencing link, such as Google Meet, Microsoft Teams, or Zoom in your calendar event.
Step 3: Create a New 1:1
In Lattice, create a new 1:1.
Connect the 1:1 to the recurring calendar event you created.
When prompted, choose whether to invite Lattice Agent in 1:1s:
Invite to this 1:1 only
Invite to this and all upcoming 1:1s
Once invited, Lattice Agent in 1:1s will automatically join eligible meetings associated with the selected 1:1.
Invite Lattice Agent to Existing 1:1s
Open an existing 1:1.
Select the Lattice Agent in 1:1s dropdown.
Choose one of the following options:
Invite to this 1:1 only
Invite to this and all upcoming 1:1s
What to Expect During the Meeting
When the meeting begins:
Lattice Agent in 1:1s will automatically join the meeting at the scheduled time.
A notice in the meeting chat will explain what information the agent is capturing.
Only the meeting host can remove the agent from the meeting.
Remove the Agent from a Meeting
If needed, the meeting host can remove the agent during the meeting:
Zoom
Locate Lattice Agent in 1:1s in the participant list.
Click the three-dot menu.
Select Remove.
Google Meet
Locate Lattice Agent in 1:1s in the participant list.
Click the three-dot menu next to the participant.
Select Remove from the call.
What to Expect After the Meeting
After the meeting ends, your 1:1 in Lattice will include:
Action items automatically assigned to the appropriate participant
Suggested agenda items for your next 1:1
Meeting summary with topic-based notes
Coaching insights for both participants
Coaching insights are individual to each meeting participant. A manager cannot view the coaching insights generated for their direct report, and vice versa.
Note: Meeting summaries, action items, agenda suggestions, and coaching insights generated by Lattice Agent in 1:1s are only available within Lattice 1:1s.